Integration
Connect Clientary and Mailmodo
When New Expense fires in Clientary, your agent runs Add Contact to List in Mailmodo, or New Campaign in Mailmodo to Add contact in Clientary. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Clientary and Mailmodo to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Clientary and Mailmodo can do together
From Clientary to Mailmodo
When New Expense in Clientary
then Add Contact to List in Mailmodo
From Mailmodo to 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 Mailmodo
Triggers and actions 5 triggers · 25 actions
- New Expense
Triggers when a new expense is recorded in your Clientary account during the current fiscal year.
- New Invoice
Triggers when a new invoice is created in Clientary, optionally limited to invoices in a given status or matching a search.
- New Staff
Triggers when a new staff user is added to your Clientary account.
- Add comment
Posts a comment on an invoice, estimate, project, task, proposal or contract and notifies the people involved.
- Add contact
Creates a new contact (an individual person) under an existing Clientary client.
- Add contract
Creates a contract for a client in Clientary, optionally starting from a contract template, with its sections and signers.
- Add proposal
Creates a proposal for a client in Clientary, optionally starting from a proposal template, with its sections and signers.
- Add retainer
Creates a retainer for a client in Clientary: an up-front payment request kept apart from ordinary invoices.
- Client
Creates a new client in Clientary with its name, address, tax id, website and description.
- Create Estimate
Creates an estimate in Clientary, optionally for a client, with its dates, taxes, notes and line items.
- Create Invoice
Creates an invoice in Clientary, optionally for a client, with dates, currency, taxes, notes and line items.
- Create Lead
Creates a new lead (a prospective client) in Clientary.
- Create Task
Creates a new task (a to-do item) in Clientary, optionally on a project and assigned to a staff member.
- Expense
Creates a new expense in Clientary, optionally assigned to a client or project.
- Get client
Returns a single Clientary client by its ID, including its contact and address details.
- List comments
Returns the comments on one Clientary invoice, estimate, project, task, proposal or contract, newest first.
- 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.
- New Campaign
Triggers when a new campaign is created in Mailmodo.
- New Contact List
Triggers when a new contact list is created in Mailmodo.
- Abort Journey for Contact
Stops a Mailmodo user journey for a contact.
- Add Contact to List
Adds a contact to a Mailmodo contact list, creating the list or updating the contact if they already exist.
- Archive Contact
Archives an existing Mailmodo contact.
- Get Campaign Report
Returns summary engagement numbers (sent, delivered, opens, clicks, bounces, unsubscribes) for one campaign.
- Get Contact
Returns a contact's details and subscription status, looked up by email address.
- List Campaigns
Returns every campaign in your Mailmodo account with its name, type, status and sender.
- List Contact Lists
Returns every contact list in your Mailmodo account with its name, creation date and contact count.
- List Templates
Returns every email template in your Mailmodo account.
- Remove Contact from List
Removes a contact from a Mailmodo contact list.
- Resubscribe Contact
Resubscribes a previously unsubscribed contact so they receive Mailmodo email again.
- Unsubscribe Contact
Suppresses a contact so Mailmodo stops sending them email.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Clientary and Mailmodo, 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 Mailmodo when something happens in Clientary?
Any of Mailmodo's 11 actions, including Abort Journey for Contact, Add Contact to List, Get Campaign Report and Get Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Mailmodo to Clientary?
Yes. When something happens in Mailmodo, your agent can act in Clientary too. This page covers both directions: Mailmodo's triggers and Clientary's actions are listed here as well.
Do I have to build a connector for Clientary or Mailmodo?
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 Mailmodo 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.