Integration
Connect Clientary and SmartMatchApp
When New Expense fires in Clientary, your agent runs Create Email Draft in SmartMatchApp, or New Client in SmartMatchApp 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 SmartMatchApp 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)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 SmartMatchApp can do together
From Clientary to SmartMatchApp
When New Expense in Clientary
then Create Email Draft in SmartMatchApp
From SmartMatchApp 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 SmartMatchApp
Triggers and actions 6 triggers · 39 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 Client
Triggers when a new client is created.
- New Client Note
Triggers when a note is added to a client.
- New Task
Triggers when a new task is created.
- Create Client
Creates a new client in your SmartMatchApp agency and returns its ID.
- Create Client Match
Creates a match between a client and another client and returns the match ID.
- Create Client Note
Adds a note to a client and returns the note ID.
- Create Email Draft
Creates an email draft and returns its ID.
- Create Task
Creates a task and returns its ID.
- Create Task Note
Adds a note to a task and returns the note ID.
- Delete Client
Deletes a client.
- Delete Client Match
Deletes a client match.
- Delete Client Note
Deletes a client note.
- Delete Email Draft
Deletes an email draft.
- Delete Task
Deletes a task.
- Find a Client
Returns clients, newest first, with paging.
- Get Client
Returns a client's type, status, created date and assigned users.
- Get Client Note
Returns one note on a client.
- Get Email Draft
Returns an email draft.
- Get Task
Returns a task with its board, status and folder.
- List Client Matches
Returns a client's matches.
- List Client Notes
Returns a client's notes.
- List Email Drafts
Returns email drafts.
- List Tasks
Returns tasks, optionally filtered by board, status or assignee.
- Update Client
Updates a client's type, status flags or assigned users.
- Update Client Match
Updates a client match's group, priorities, due dates or statuses.
- Update Client Note
Updates a client note's content or date.
- Update Email Draft
Updates an email draft's subject, message or campaign.
- Update Task
Updates a task.
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
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Questions
Clientary and SmartMatchApp, 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 SmartMatchApp when something happens in Clientary?
Any of SmartMatchApp's 25 actions, including Create Client, Create Client Match, Create Client Note and Create Email Draft. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SmartMatchApp to Clientary?
Yes. When something happens in SmartMatchApp, your agent can act in Clientary too. This page covers both directions: SmartMatchApp's triggers and Clientary's actions are listed here as well.
Do I have to build a connector for Clientary or SmartMatchApp?
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 SmartMatchApp 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.