--- title: "Connect Clientary to SocialCrawl - APIANT.ai" description: "When \"New Expense\" fires in Clientary, your agent runs \"Find items by keyword\" in SocialCrawl." canonical: "https://apiant.ai/connect/clientary-to-socialcrawl" --- # Connect Clientary to SocialCrawl When **New Expense** fires in [Clientary](https://apiant.ai/connections/clientary), your agent runs **Find items by keyword** in [SocialCrawl](https://apiant.ai/connections/socialcrawl). Describe the whole flow and it is built, tested on every scenario and kept running. Clientary **3** triggers Clientary **14** actions SocialCrawl **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 SocialCrawl 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 SocialCrawl - When **New Expense** in Clientary then **Find items by keyword** in SocialCrawl - When **New Invoice** in Clientary then **Get Reddit post** in SocialCrawl 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 SocialCrawl ## 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 **Find items by keyword** Returns up to the ranked items from across social platforms (Reddit, X, YouTube, TikTok, Instagram, Hacker News, GitHub and more) that match the specified keyword. - Action **Get account balance** Returns your current SocialCrawl credit balance and the number of credit deductions in the last 24 hours. Costs no credits. - Action **Get Amazon product** Fetches an Amazon product's public listing data (price, rating, availability) by ASIN or URL. - Action **Get Facebook profile** Fetches a Facebook page or profile's public data by handle/URL. - Action **Get Instagram profile** Returns public profile information for an Instagram user, including follower and following counts, bio, profile picture and verification status. - Action **Get LinkedIn profile** Returns a LinkedIn member's public profile from its profile URL. - Action **Get Reddit post** Fetches a Reddit post by its URL, with its author, subreddit, score and comment count (comments themselves are not included). - Action **Get TikTok profile** Returns public profile information for a TikTok user by username or numeric user ID: followers, following, total likes, bio, avatar, verification and region. - Action **Get Twitter profile** Fetches an X/Twitter account's public profile by handle. - Action **Get YouTube channel** Fetches a YouTube channel's public profile by handle. - Action **List Instagram posts** Lists an Instagram account's public posts by handle. - Action **List TikTok posts** Lists a TikTok creator's public posts by handle. - Action **List YouTube videos** Lists public videos for a YouTube channel by handle. ## Each app on its own - [ **Clientary** Online invoicing and time tracking for small businesses and freelancers.](https://apiant.ai/connections/clientary) - [ **SocialCrawl** Social and commerce data from 50+ platforms in one JSON schema](https://apiant.ai/connections/socialcrawl) 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 SocialCrawl - [ **Cincopa to SocialCrawl** Cincopa is multimedia solution allowing to handle all aspects of hosting, managing, publishing, and sharing...](https://apiant.ai/connect/cincopa-to-socialcrawl) - [ **Goaffpro to SocialCrawl** Affiliate marketing platform for ecommerce stores, managing affiliate recruiting, commissions, and referral...](https://apiant.ai/connect/goaffpro-to-socialcrawl) - [ **Vision6 to SocialCrawl** Grow your business with powerful email and SMS marketing by using Vision6.](https://apiant.ai/connect/vision6-to-socialcrawl) - [ **HubSpot to SocialCrawl** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-socialcrawl) - [ **Salesforce to SocialCrawl** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-socialcrawl) - [ **Slack to SocialCrawl** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-socialcrawl) Questions ## Clientary and SocialCrawl, 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 SocialCrawl when something happens in Clientary? Any of SocialCrawl's 13 actions, including Find items by keyword, Get account balance, Get Amazon product and Get Facebook profile. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SocialCrawl to Clientary? SocialCrawl has no triggers in the catalog today, so automations start in Clientary. If you need the other direction, ask: your agent reads SocialCrawl's API documentation and adds it. ### ### Do I have to build a connector for Clientary or SocialCrawl? 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 SocialCrawl 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.