Integration
Connect Clientary and Remember The Milk
When New Expense fires in Clientary, your agent runs Add tags to task in Remember The Milk, or New Task Added in Remember The Milk 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 Remember The Milk 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Remember The Milk can do together
From Clientary to Remember The Milk
When New Expense in Clientary
then Add tags to task in Remember The Milk
From Remember The Milk 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 Remember The Milk
Triggers and actions 12 triggers · 23 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 Task Added
Triggers when a new task is added in Remember The Milk.
- New Task Added Given to Contact
Triggers when a new task is given to the specified contact.
- New Task Added Given to Me
Triggers when someone gives you a new task.
- New Task Added in List
Triggers when a new task is added to the specified list.
- New Task Added to the Inbox
Triggers when a new task is added to your Inbox.
- New Task Added With Location
Triggers when a new task is added with the specified location.
- New Task Added With Tag
Triggers when a new task is added with the specified tag.
- Task Completed
Triggers when a task is completed.
- Task Tagged
Triggers when a task is tagged with the specified tag.
- Add list
Creates a new list in Remember The Milk. Supply search criteria to create a Smart List instead.
- Add tags to task
Adds one or more tags to an existing task in Remember The Milk.
- Add task note
Adds a note with a title and body to a Remember The Milk task.
- Complete a Task
Marks a Remember The Milk task as complete.
- Create a New Task
Creates a new task in Remember The Milk, optionally in a specific list, with Smart Add parsing of due dates, tags and priority.
- Delete Task
Deletes a Remember The Milk task.
- List Lists
Returns all of your Remember The Milk lists, including smart lists.
- Search Tasks
Returns the tasks matching a Remember The Milk search, optionally limited to one list.
- Update task
Updates an existing Remember The Milk task's name, due date, priority, URL and/or time estimate. Only the values you fill in are changed.
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
More from Clientary
Clientary to ViaCepViaCep is a Brazilian postal code (CEP) lookup service.
Clientary to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Clientary to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Clientary to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Clientary to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Clientary to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
More into Remember The Milk
Google Calendar to Remember The MilkGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to Remember The MilkGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to Remember The MilkMailchimp marketing automation and email platform.
Questions
Clientary and Remember The Milk, 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 Remember The Milk when something happens in Clientary?
Any of Remember The Milk's 9 actions, including Create a New Task, Update task, Add list and Add tags to task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Remember The Milk to Clientary?
Yes. When something happens in Remember The Milk, your agent can act in Clientary too. This page covers both directions: Remember The Milk's triggers and Clientary's actions are listed here as well.
Do I have to build a connector for Clientary or Remember The Milk?
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 Remember The Milk 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.