--- title: "Connect Clientary and RepairShopr - APIANT.ai" description: "When \"New Expense\" fires in Clientary, your agent runs \"Add contact\" in RepairShopr, or \"New Customer\" in RepairShopr to \"Add contact\" in Clientary." canonical: "https://apiant.ai/connect/clientary-to-repairshopr" --- # Connect Clientary and RepairShopr When **New Expense** fires in [Clientary](https://apiant.ai/connections/clientary), your agent runs **Add contact** in [RepairShopr](https://apiant.ai/connections/repairshopr), or **New Customer** in RepairShopr 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 RepairShopr **6** triggers RepairShopr **27** 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 RepairShopr 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 RepairShopr can do together ### From Clientary to RepairShopr - When **New Expense** in Clientary then **Add contact** in RepairShopr - When **New Invoice** in Clientary then **Add invoice** in RepairShopr ### From RepairShopr to Clientary - When **New Customer** in RepairShopr then **Add contact** in Clientary - When **New Invoice** in RepairShopr 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 RepairShopr ## Triggers and actions 9 triggers · 41 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 Customer** Triggers when a new customer is created in RepairShopr. - Trigger **New Invoice** Triggers when a new invoice is created in RepairShopr. - Trigger **New Payment** Triggers when a new payment is recorded in RepairShopr. - Trigger **New Ticket** Triggers when a new ticket is created in RepairShopr. - Trigger **Ticket Resolved** Triggers when a ticket is marked Resolved in RepairShopr. - Trigger **Ticket Status Changed** Triggers when a ticket's status changes (for example from New to In Progress or Resolved). - Action **Add appointment** Creates an appointment in RepairShopr, optionally linked to a customer, ticket and assigned users. - Action **Add contact** Creates a contact under an existing RepairShopr customer, with name, address, email, phone and notes. - Action **Add estimate** Creates an estimate for a customer in RepairShopr, optionally with line items. - Action **Add invoice** Creates an invoice for a customer in RepairShopr, optionally with line items. - Action **Add payment** Records a payment against a RepairShopr customer's invoice or invoices. - Action **Add product** Creates a product in your RepairShopr inventory with its name, description, pricing and stock settings. - Action **Add ticket comment** Adds a comment to a RepairShopr ticket, optionally hidden from the customer or sent by SMS. - Action **Create Customer** Creates a new customer in RepairShopr with their name, business, contact details, address and notification preferences. - Action **Create Lead** Creates a new lead in RepairShopr with the contact details and ticket information you provide. - Action **Create Ticket** Creates a ticket for a customer in RepairShopr and returns the new ticket. - Action **Delete customer** Deletes a customer from your RepairShopr account. - Action **Find Customer** Searches RepairShopr customers by text, email, name, business name or ID and returns the matching customers. - Action **Find Ticket** Finds tickets matching a search query, ticket number, customer, status or other criteria. - Action **Get customer** Returns a single RepairShopr customer by its ID, including contact details, address, custom properties and contacts. - Action **Get invoice** Returns one invoice, with its line items, payments and customer, by its ID or invoice number. - Action **Get payment** Returns a single payment by its ID, including amount, method, applied invoices and the paying customer. - Action **Get ticket** Returns a single RepairShopr ticket by its ID, including its customer, comments, line items and custom ticket fields. - Action **List contacts** Returns the contacts in your RepairShopr account, optionally only those belonging to one customer. - Action **List invoices** Returns a list of invoices, optionally filtered by paid status, ticket, or last update date. - Action **List products** Returns the products in your RepairShopr inventory, optionally filtered by SKU, name, UPC code, category or a search query. - Action **Log Call** Logs a phone call in RepairShopr's caller ID feed for a phone number and returns the matching customer's name and open ticket status. - Action **Update contact** Updates an existing contact on a RepairShopr customer, such as their name, address, email or phone numbers. - Action **Update customer** Updates an existing customer's details in RepairShopr. Only the fields you fill in are changed. - Action **Update invoice** Updates an existing invoice's details, such as its customer, dates, PO number or note. - Action **Update lead** Updates an existing lead in RepairShopr. Only the fields you fill in are changed. - Action **Update product** Updates an existing product in RepairShopr, such as its name, pricing, stock settings or categories. - Action **Update Ticket** Updates an existing ticket's details such as subject, status, due date, assigned technician and custom properties, and optionally adds comments. ## Each app on its own - [ **Clientary** Online invoicing and time tracking for small businesses and freelancers.](https://apiant.ai/connections/clientary) - [ **RepairShopr** RepairShopr is a platform to manage a service or repair business with job tracking (ticketing) and an...](https://apiant.ai/connections/repairshopr) Reviews ## What our customers say ## More from Clientary - [ **Clientary to ViaCep** ViaCep is a Brazilian postal code (CEP) lookup service.](https://apiant.ai/connect/clientary-to-viacep) - [ **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) ## More into RepairShopr - [ **HubSpot to RepairShopr** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-repairshopr) - [ **Google Sheets to RepairShopr** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-repairshopr) - [ **Gmail to RepairShopr** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-repairshopr) - [ **Google Calendar to RepairShopr** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-repairshopr) - [ **Google Drive to RepairShopr** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-repairshopr) - [ **Mailchimp to RepairShopr** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-repairshopr) Questions ## Clientary and RepairShopr, 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 RepairShopr when something happens in Clientary? Any of RepairShopr's 27 actions, including Create Customer, Create Lead, Create Ticket and Log Call. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from RepairShopr to Clientary? Yes. When something happens in RepairShopr, your agent can act in Clientary too. This page covers both directions: RepairShopr's triggers and Clientary's actions are listed here as well. ### ### Do I have to build a connector for Clientary or RepairShopr? 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 RepairShopr 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.