--- title: "Connect Clientary and RampedUp - APIANT.ai" description: "When \"New Expense\" fires in Clientary, your agent runs \"Append Contact\" in RampedUp, or \"New Alert\" in RampedUp to \"Add contact\" in Clientary." canonical: "https://apiant.ai/connect/clientary-to-rampedup" --- # Connect Clientary and RampedUp When **New Expense** fires in [Clientary](https://apiant.ai/connections/clientary), your agent runs **Append Contact** in [RampedUp](https://apiant.ai/connections/rampedup), or **New Alert** in RampedUp 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 RampedUp **1** trigger RampedUp **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 RampedUp 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 RampedUp can do together ### From Clientary to RampedUp - When **New Expense** in Clientary then **Append Contact** in RampedUp - When **New Invoice** in Clientary then **Find Contact by LinkedIn URL (Any Match)** in RampedUp ### From RampedUp to Clientary - When **New Alert** in RampedUp then **Add contact** in Clientary - When **New Alert** in RampedUp 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 RampedUp ## 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 **New Alert** Triggers when RampedUp publishes a new company or contact alert, such as a new hire, funding round, acquisition or expansion, optionally limited to the alert types, companies and locations you choose. - Action **Append Contact** Looks up one person in RampedUp's contact database from an email, LinkedIn URL, or name and company, and returns their job title, professional email, phone and company details. Uses RampedUp credits. - Action **Find Contact by LinkedIn URL (Any Match)** Finds a contact by LinkedIn profile URL and returns them if they have ANY of the contact details you ask for (personal email, professional email, mobile or phone), rather than all of them. Uses a credit when a match is found. - Action **Get Account Status** Returns your RampedUp account's plan dates, credit limits and credits used, so an automation can check its remaining balance before appending. - Action **Get Alert by ID** Returns the full details of one RampedUp alert, such as the new hire, funding round, investors or acquisition, by the alert ID from the New Alert trigger. - Action **Get Companies by IDs** Returns the full RampedUp profiles of several companies at once, by their RampedUp company IDs from Search Companies. - Action **Get Company by ID** Returns the full RampedUp profile of one company, including size, revenue, industry, address and technologies, by its RampedUp company ID from Search Companies. - Action **Get Contact by ID** Returns the full, unmasked details of one RampedUp contact, including email and phone, by its RampedUp contact ID from Search Contacts. Uses a credit. - Action **Get Contacts by IDs** Returns the full, unmasked details of several RampedUp contacts at once, by their RampedUp contact IDs from Search Contacts. Uses a credit per contact. - Action **Get Corporate Family** Returns a company's corporate family from RampedUp: its parent, subsidiaries and, optionally, affiliates. - Action **Search Alerts** Searches RampedUp's company and contact alerts, such as new hires, funding, acquisitions and expansions, by date, type, company and location. Searching uses no credits; use Get Alert by ID for full details. - Action **Search Companies** Searches RampedUp's company database by name, industry, size, revenue, location and technology, and returns matching companies. Searching uses no credits; use Get Company by ID for a full profile. - Action **Search Contacts** Searches RampedUp's contact database by title, level, company, location and other filters, and returns matching contacts. Emails and phone numbers come back masked; append a contact to get its full details. Searching uses no credits. ## Each app on its own - [ **Clientary** Online invoicing and time tracking for small businesses and freelancers.](https://apiant.ai/connections/clientary) - [ **RampedUp** RampedUp is a B2B data platform with 850 million contact and company records.](https://apiant.ai/connections/rampedup) 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 RampedUp - [ **Mailchimp to RampedUp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-rampedup) - [ **HubSpot to RampedUp** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-rampedup) - [ **Google Sheets to RampedUp** Google Sheets](https://apiant.ai/connect/google-sheets-to-rampedup) - [ **Gmail to RampedUp** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-rampedup) - [ **Google Calendar to RampedUp** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-rampedup) - [ **Google Drive to RampedUp** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-rampedup) Questions ## Clientary and RampedUp, 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 RampedUp when something happens in Clientary? Any of RampedUp's 12 actions, including Append Contact, Find Contact by LinkedIn URL (Any Match), Get Account Status and Get Alert by ID. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from RampedUp to Clientary? Yes. When something happens in RampedUp, your agent can act in Clientary too. This page covers both directions: RampedUp's triggers and Clientary's actions are listed here as well. ### ### Do I have to build a connector for Clientary or RampedUp? 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 RampedUp 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.