--- title: "Connect Clientary to Regiondo - APIANT.ai" description: "When \"New Expense\" fires in Clientary, your agent runs \"List CRM customers\" in Regiondo." canonical: "https://apiant.ai/connect/clientary-to-regiondo" --- # Connect Clientary to Regiondo When **New Expense** fires in [Clientary](https://apiant.ai/connections/clientary), your agent runs **List CRM customers** in [Regiondo](https://apiant.ai/connections/regiondo). Describe the whole flow and it is built, tested on every scenario and kept running. Clientary **3** triggers Clientary **14** actions Regiondo **13** 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 Regiondo 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 Regiondo - When **New Expense** in Clientary then **List CRM customers** in Regiondo - When **New Invoice** in Clientary then **Get booking** in Regiondo 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 Regiondo ## Triggers and actions 3 triggers · 27 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 **Cancel tickets** Cancels sold tickets by their reference IDs and returns the tickets that were canceled. Works only for bookings placed through the API; Regiondo issues no refund and does not notify the customer, but does notify the supplier. - Action **Get booking** Returns a placed booking or permanent reservation by its booking key, including its items, ticket codes, attendees and customer contact details. - Action **Get category** Returns a single Regiondo category by its ID, including its name, description, position in the category tree, images and meta information. - Action **Get product** Returns a single Regiondo product by its ID, including its description, location, prices, images and variations. - Action **List bookings** Returns the bookings for your Regiondo supplier account, optionally narrowed by date, product, order, resource, status, type, payment method or sales channel. - Action **List categories** Returns all Regiondo product categories, optionally narrowed to a nesting level or the children of a parent category. - Action **List CRM customers** Returns all CRM customers on the Regiondo supplier account, with their contact details and newsletter subscription status. - Action **List locations** Returns the locations available in Regiondo, such as countries, regions, cities and points of interest, optionally filtered by type or country. - Action **List product availabilities** Returns the dates and times a product variation is available within a date range. - Action **List products** Returns the products in your Regiondo account, with optional filters such as category, tag, location, price, dates and keyword. - Action **List resources** Returns the resources set up on the Regiondo supplier account, with each resource's name and capacity. - Action **List reviews** Returns the customer reviews for a product, including their ratings and any supplier responses. - Action **List sold items** Returns the items sold by a Regiondo supplier, including ticket codes, calculated amounts and commissions. ## Each app on its own - [ **Clientary** Online invoicing and time tracking for small businesses and freelancers.](https://apiant.ai/connections/clientary) - [ **Regiondo** Regiondo is an​ all-in-one booking solution for the leisure industry.](https://apiant.ai/connections/regiondo) 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 Regiondo - [ **HubSpot to Regiondo** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-regiondo) - [ **Salesforce to Regiondo** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-regiondo) - [ **Slack to Regiondo** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-regiondo) - [ **Google Sheets to Regiondo** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-regiondo) - [ **Gmail to Regiondo** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-regiondo) - [ **Google Calendar to Regiondo** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-regiondo) Questions ## Clientary and Regiondo, 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 Regiondo when something happens in Clientary? Any of Regiondo's 13 actions, including Get booking, Get category, Get product and List bookings. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Regiondo to Clientary? Regiondo has no triggers in the catalog today, so automations start in Clientary. If you need the other direction, ask: your agent reads Regiondo's API documentation and adds it. ### ### Do I have to build a connector for Clientary or Regiondo? 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 Regiondo 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.