--- title: "Connect Clientary and Keygen - APIANT.ai" description: "When \"New Expense\" fires in Clientary, your agent runs \"Create User\" in Keygen, or \"License Created\" in Keygen to \"Add contact\" in Clientary." canonical: "https://apiant.ai/connect/clientary-to-keygen" --- # Connect Clientary and Keygen When **New Expense** fires in [Clientary](https://apiant.ai/connections/clientary), your agent runs **Create User** in [Keygen](https://apiant.ai/connections/keygen), or **License Created** in Keygen to **Add contact** in Clientary. Describe the whole flow and it is built, tested on every scenario and kept running. Clientary **3** triggers Clientary **14** actions Keygen **13** triggers Keygen **28** 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 Keygen 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 Keygen can do together ### From Clientary to Keygen - When **New Expense** in Clientary then **Create User** in Keygen - When **New Invoice** in Clientary then **Add Release** in Keygen ### From Keygen to Clientary - When **License Created** in Keygen then **Add contact** in Clientary - When **New Event** in Keygen then **Create Invoice** 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 Keygen ## Triggers and actions 16 triggers · 42 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 **License Created** Fires when a license is created in Keygen. - Trigger **License Deleted** Triggers when a license is deleted. - Trigger **License Expired** Triggers when a license has expired. - Trigger **License Expiring** Triggers when a license is expiring soon. - Trigger **License Renewed** Triggers when a license is renewed. - Trigger **License Used** Triggers when a license's usage is incremented. - Trigger **Machine Activated** Triggers when a machine is activated. - Trigger **Machine Deactivated** Triggers when a machine is deactivated. - Trigger **New Event** Triggers when a new event like a license validation, an activation, or an expiration occurs. - Trigger **Password Reset** Triggers when a user requests a password reset. - Trigger **Release Created** Triggers when a new release is created. - Trigger **Release Published** Triggers when a release is published. - Trigger **User Created** Triggers when a new user is created. - Action **Activate Machine** Activates a new machine for a license using a known fingerprint. - Action **Add Release** creates a new release (version, channel, product relationship) for a product; fires the release.created webhook event. - Action **Checkout License** Checks out a license file. - Action **Checkout Machine** Checks out a machine file. - Action **Create License** Creates a new license according to a policy. - Action **Create Policy** Creates a license policy for a Keygen product. - Action **Create Product** Creates a product in Keygen. - Action **Create Release** /releases with version, channel and product relationship (status DRAFT): creates a draft release for a product, which Publish Release can then publish. - Action **Create Token** Creates a new API token for a license. - Action **Create User** Creates a new user. - Action **Deactivate Machine** deactivates (deletes) a machine, firing machine.deleted. - Action **Delete License** Permanently deletes a license. - Action **Find License** Finds an existing license by its license key or Keygen ID. - Action **Find User** Finds an existing user by their email address or Keygen ID. - Action **Get Token** Retrieves a single API token by its id, returning its kind, name, expiry and permissions. - Action **Increment License Usage** /v1/accounts/{account}/licenses/{id}/actions/increment-usage with optional body {"meta":{"increment":N}} — increments the license's uses count (fires license.usage.incremented). - Action **List Entitlements** Lists a license's entitlements by license key or license ID. - Action **List Policies** Lists the policies in the Keygen account. - Action **Publish Release** moves a draft release to PUBLISHED status; fires the release.published webhook event. - Action **Reinstate License** Reinstates a suspended license. - Action **Renew License** Renews a license by extending its expiration date. - Action **Request Password Reset** /v1/accounts/{account}/passwords with meta.email (and meta.deliver=false) — the Forgot Password call; issues a reset token for the user and fires the user.password-reset webhook event. - Action **Reset License Usage** Resets a license's usage counter. - Action **Suspend License** Suspends a license. - Action **Transfer License** Transfer an existing license to a different policy. - Action **Update License** Updates a license. - Action **Update Machine** Updates a machine. - Action **Update User** Updates a user. ## Each app on its own - [ **Clientary** Online invoicing and time tracking for small businesses and freelancers.](https://apiant.ai/connections/clientary) - [ **Keygen** Keygen is a key generation service that makes it easy for businesses to license and distribute their software.](https://apiant.ai/connections/keygen) 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](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 Keygen - [ **HubSpot to Keygen** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-keygen) - [ **Google Sheets to Keygen** Google Sheets](https://apiant.ai/connect/google-sheets-to-keygen) - [ **Gmail to Keygen** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-keygen) - [ **Google Calendar to Keygen** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-keygen) - [ **Google Drive to Keygen** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-keygen) - [ **ActiveCampaign to Keygen** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-keygen) Questions ## Clientary and Keygen, 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 Keygen when something happens in Clientary? Any of Keygen's 28 actions, including Create License, Create Policy, Create Product and Create Release. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Keygen to Clientary? Yes. When something happens in Keygen, your agent can act in Clientary too. This page covers both directions: Keygen's triggers and Clientary's actions are listed here as well. ### ### Do I have to build a connector for Clientary or Keygen? 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 Keygen 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.