--- title: "Connect Clientary and Kenect Text Messaging - APIANT.ai" description: "When \"New Expense\" fires in Clientary, your agent runs \"Add contacts to contact group\" in Kenect Text Messaging." canonical: "https://apiant.ai/connect/clientary-to-kenect-text-messaging" --- # Connect Clientary and Kenect Text Messaging When **New Expense** fires in [Clientary](https://apiant.ai/connections/clientary), your agent runs **Add contacts to contact group** in [Kenect Text Messaging](https://apiant.ai/connections/kenect-text-messaging), or **Lead Push** in Kenect Text Messaging to **Create Lead** in Clientary. Describe the whole flow and it is built, tested on every scenario and kept running. Clientary **3** triggers Clientary **14** actions Kenect Text Messaging **1** trigger Kenect Text Messaging **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Clientary and Kenect Text Messaging to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Clientary and Kenect Text Messaging can do together ### From Clientary to Kenect Text Messaging - When **New Expense** in Clientary then **Add contacts to contact group** in Kenect Text Messaging - When **New Invoice** in Clientary then **Push Lead** in Kenect Text Messaging ### From Kenect Text Messaging to Clientary - When **Lead Push** in Kenect Text Messaging then **Create Lead** in Clientary - When **Lead Push** in Kenect Text Messaging then **Add contact** in Clientary Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Clientary and Kenect Text Messaging ## Triggers and actions 4 triggers · 26 actions - Trigger **New Expense** Triggers when a new expense is recorded in your Clientary account during the current fiscal year. - Trigger **New Invoice** Triggers when a new invoice is created in Clientary, optionally limited to invoices in a given status or matching a search. - Trigger **New Staff** Triggers when a new staff user is added to your Clientary account. - Action **Add comment** Posts a comment on an invoice, estimate, project, task, proposal or contract and notifies the people involved. - Action **Add contact** Creates a new contact (an individual person) under an existing Clientary client. - Action **Add contract** Creates a contract for a client in Clientary, optionally starting from a contract template, with its sections and signers. - Action **Add proposal** Creates a proposal for a client in Clientary, optionally starting from a proposal template, with its sections and signers. - Action **Add retainer** Creates a retainer for a client in Clientary: an up-front payment request kept apart from ordinary invoices. - Action **Client** Creates a new client in Clientary with its name, address, tax id, website and description. - Action **Create Estimate** Creates an estimate in Clientary, optionally for a client, with its dates, taxes, notes and line items. - Action **Create Invoice** Creates an invoice in Clientary, optionally for a client, with dates, currency, taxes, notes and line items. - Action **Create Lead** Creates a new lead (a prospective client) in Clientary. - Action **Create Task** Creates a new task (a to-do item) in Clientary, optionally on a project and assigned to a staff member. - Action **Expense** Creates a new expense in Clientary, optionally assigned to a client or project. - Action **Get client** Returns a single Clientary client by its ID, including its contact and address details. - Action **List comments** Returns the comments on one Clientary invoice, estimate, project, task, proposal or contract, newest first. - Action **Update contract** Updates an existing Clientary contract: its subject, date, client, status, signers or sections. Only a draft contract can be changed; void and reopen a sent contract first. - Trigger **Lead Push** Triggers when a new conversation starts in Kenect, the closest record Kenect's API exposes to an incoming lead. - Action **Add contacts to contact group** Adds one or more contacts to an existing contact group and returns the per-contact processing status. - Action **Find contact by phone** Finds the contact at a Kenect location that has the given phone number. - Action **Get contact** Returns a single Kenect contact by its contact ID, including its phone numbers and contact groups. - Action **Get conversation** Returns one Kenect conversation with its messages, contact, assignment and read status. - Action **List contact groups** Returns the contact groups in a Kenect location, with each group's name and its contact, opt-in and opt-out counts. - Action **List contacts** Returns the contacts in your Kenect account, optionally narrowed by location, search text or status, and sorted the way you choose. - Action **List locations** Returns all the Kenect locations available to your account, including each location's name and address. - Action **List reviews** Returns all Google and Facebook reviews for the locations assigned to the connected Kenect user, including their ratings, comments and reply status. - Action **List users** Returns the users on the Kenect account, optionally only those with permissions in a chosen location. - Action **Push Lead** Submits a lead to a Kenect location, which begins a text conversation with the person making the inquiry. Returns the id of the new lead. - Action **Reply to conversation** Sends a reply in an existing Kenect conversation from a chosen location, with optional subject and attachments. - Action **Review Request** Sends a review request to a contact's phone number from a Kenect location and returns the message that was sent. ## Each app on its own - [ **Clientary** Online invoicing and time tracking for small businesses and freelancers.](https://apiant.ai/connections/clientary) - [ **Kenect Text Messaging** Kenect is a texting platform that allows companies to send and receive texts, attachments, web leads, and...](https://apiant.ai/connections/kenect-text-messaging) Reviews ## What our customers say ## More from Clientary - [ **Clientary to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/clientary-to-hubspot) - [ **Clientary to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/clientary-to-salesforce) - [ **Clientary to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/clientary-to-slack) - [ **Clientary to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/clientary-to-google-sheets) - [ **Clientary to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/clientary-to-gmail) - [ **Clientary to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/clientary-to-google-calendar) ## More into Kenect Text Messaging - [ **HubSpot to Kenect Text Messaging** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-kenect-text-messaging) - [ **Google Sheets to Kenect Text Messaging** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-kenect-text-messaging) - [ **Gmail to Kenect Text Messaging** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-kenect-text-messaging) - [ **Google Calendar to Kenect Text Messaging** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-kenect-text-messaging) - [ **Google Drive to Kenect Text Messaging** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-kenect-text-messaging) - [ **ActiveCampaign to Kenect Text Messaging** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-kenect-text-messaging) Questions ## Clientary and Kenect Text Messaging, answered ### ### What can start an automation from Clientary? Any of Clientary's 3 triggers in the catalog, including New Expense, New Invoice and New Staff. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Kenect Text Messaging when something happens in Clientary? Any of Kenect Text Messaging's 12 actions, including Add contacts to contact group, Find contact by phone, Get contact and Get conversation. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Kenect Text Messaging to Clientary? Yes. When something happens in Kenect Text Messaging, your agent can act in Clientary too. This page covers both directions: Kenect Text Messaging's triggers and Clientary's actions are listed here as well. ### ### Do I have to build a connector for Clientary or Kenect Text Messaging? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Clientary and Kenect Text Messaging without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.