--- title: "Connect Clientary to Mailsoftly - APIANT.ai" description: "When \"New Expense\" fires in Clientary, your agent runs \"Add contact list\" in Mailsoftly." canonical: "https://apiant.ai/connect/clientary-to-mailsoftly" --- # Connect Clientary to Mailsoftly When **New Expense** fires in [Clientary](https://apiant.ai/connections/clientary), your agent runs **Add contact list** in [Mailsoftly](https://apiant.ai/connections/mailsoftly). Describe the whole flow and it is built, tested on every scenario and kept running. Clientary **3** triggers Clientary **14** actions Mailsoftly **18** 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 Mailsoftly 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 can start in Mailsoftly - When **New Expense** in Clientary then **Add contact list** in Mailsoftly - When **New Invoice** in Clientary then **Add contact note** in Mailsoftly 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 Mailsoftly ## Triggers and actions 3 triggers · 32 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. - Action **Add contact list** Creates a new, empty contact list in Mailsoftly with the name you give it and returns the new list's id. - Action **Add contact note** Writes a plain-text note on a Mailsoftly contact, visible to the whole team on the contact record. Optionally backdates the note to when the conversation happened. - Action **Add Global Unsubscribe** Globally unsubscribes an email address from all email campaigns and newsletters in the account, creating the contact if it does not exist yet. - Action **Add or update contact** Creates a new contact in Mailsoftly, or updates the existing contact with the same email address (or the given contact ID). - Action **Add to Contact List** Adds an existing contact to an existing contact list. If the contact is already on the list, it returns an informational message instead of an error. - Action **Add to Suppression List** Adds an email address to your Mailsoftly suppression list so no further mail from the account goes to it, creating a contact for the address if none exists. - Action **Create Contact** Creates a new contact in your Mailsoftly account and returns the saved contact, including its new ID. - Action **Create Tag** Creates a contact tag in Mailsoftly, or returns the existing tag when one with the same name already exists. - Action **Delete contact** Permanently deletes a contact from Mailsoftly, along with its list memberships, tags and activity. - Action **Find contacts** Returns the contacts that exactly match the email address, first name and/or last name you supply. - Action **Get contact** Returns one contact by its id, with all of its details including address, company, subscription dates and custom fields. - Action **Get Contact Activity** Returns one contact's activity timeline, newest first: list and subscription events, campaign emails with their opens and clicks, and teammate notes. - Action **Get Contact Subscriptions** Returns one contact's email subscription state: whether the address is suppressed or globally unsubscribed, and which email types the contact receives. - Action **List contact lists** Returns all contact lists in your Mailsoftly account with their ids, names and contact counts. - Action **List Contacts in Contact List** Returns the contacts that belong to one contact list, with when each was added to the list. - Action **List Tags** Returns every contact tag in the account with its id, name and color. - Action **Remove contact from contact list** Removes a contact from one of your Mailsoftly contact lists. The contact record and its other list memberships are left untouched. - Action **Update Contact** Updates an existing Mailsoftly contact. Only the fields you fill in are changed; everything else on the contact keeps its current value. ## Each app on its own - [ **Clientary** Online invoicing and time tracking for small businesses and freelancers.](https://apiant.ai/connections/clientary) - [ **Mailsoftly** Mailsoftly is a free email marketing tool designed to send personalized emails and newsletters.](https://apiant.ai/connections/mailsoftly) 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 Mailsoftly - [ **HubSpot to Mailsoftly** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-mailsoftly) - [ **Salesforce to Mailsoftly** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-mailsoftly) - [ **Slack to Mailsoftly** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-mailsoftly) - [ **Google Sheets to Mailsoftly** Google Sheets](https://apiant.ai/connect/google-sheets-to-mailsoftly) - [ **Gmail to Mailsoftly** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-mailsoftly) - [ **Google Calendar to Mailsoftly** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-mailsoftly) Questions ## Clientary and Mailsoftly, 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 Mailsoftly when something happens in Clientary? Any of Mailsoftly's 18 actions, including Create Contact, Create Tag, Update Contact and Add contact list. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Mailsoftly to Clientary? Mailsoftly has no triggers in the catalog today, so automations start in Clientary. If you need the other direction, ask: your agent reads Mailsoftly's API documentation and adds it. ### ### Do I have to build a connector for Clientary or Mailsoftly? 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 Mailsoftly 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.