---
title: "Connect Clientary and SolarWinds Service Desk - APIANT.ai"
description: "When \"New Expense\" fires in Clientary, your agent runs \"Add comment\" in SolarWinds Service Desk."
canonical: "https://apiant.ai/connect/clientary-to-solarwinds-service-desk"
---

# Connect Clientary and SolarWinds Service Desk

When **New Expense** fires in [Clientary](https://apiant.ai/connections/clientary), your agent runs **Add comment** in [SolarWinds Service Desk](https://apiant.ai/connections/solarwinds-service-desk), or **New Asset** in SolarWinds Service Desk 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 SolarWinds Service Desk **10** triggers SolarWinds Service Desk **29** 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 SolarWinds Service Desk 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 SolarWinds Service Desk can do together

### From Clientary to SolarWinds Service Desk

- When **New Expense** in Clientary then **Add comment** in SolarWinds Service Desk
- When **New Invoice** in Clientary then **Add department** in SolarWinds Service Desk

### From SolarWinds Service Desk to Clientary

- When **New Asset** in SolarWinds Service Desk then **Add contact** in Clientary
- When **New Change** in SolarWinds Service Desk 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 SolarWinds Service Desk

## Triggers and actions 13 triggers · 43 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 Asset**

New asset in your inventory.

- Trigger

**New Change**

New change in your service desk.

- Trigger

**New Contract**

New contract was added.

- Trigger

**New Hardware**

New hardware in your inventory.

- Trigger

**New Incident**

Triggers when a new incident is created.

- Trigger

**New Problem**

New problem in your service desk.

- Trigger

**New Purchase Order**

Polling trigger for new purchase orders.

- Trigger

**New Release**

New release in your service desk.

- Trigger

**New Risk**

New risk was detected.

- Trigger

**New User**

New user in your account.

- Action

**Add comment**

Add a comment to an incident/problem/change etc.

- Action

**Add department**

Create a department.

- Action

**Add site**

Create a site.

- Action

**Add time track**

Log time on a record.

- Action

**Create Asset**

Add a new asset to your inventory.

- Action

**Create Change**

Add a new change to your service desk.

- Action

**Create Contract**

Create a new contract.

- Action

**Create Hardware**

Add a new hardware to your inventory.

- Action

**Create Incident**

Add a new incident to your service desk.

- Action

**Create Problem**

Add a new problem to your service desk.

- Action

**Create Release**

Add a new release to your service desk.

- Action

**Create Solution**

Add a new solution to your service desk.

- Action

**Create User**

Add a new user.

- Action

**Delete incident**

Delete an incident.

- Action

**Get Asset**

Returns one asset (other_asset) by id.

- Action

**Get change**

Retrieve one change by id.

- Action

**Get contract**

Returns one contract by id.

- Action

**Get hardware**

Retrieve one hardware asset by id.

- Action

**Get incident**

Retrieve one incident by id.

- Action

**Get problem**

Retrieve one problem by id.

- Action

**Get release**

Retrieve a single release by id.

- Action

**Get user**

Retrieve one user by id.

- Action

**List users**

List users, paginated.

- Action

**Update change**

Update a change.

- Action

**Update hardware**

Update a hardware asset.

- Action

**Update incident**

Update an incident.

- Action

**Update problem**

Update a problem.

- Action

**Update solution**

Update a solution.

- Action

**Update user**

Update a user.

## Each app on its own

- [ **Clientary** Online invoicing and time tracking for small businesses and freelancers.](https://apiant.ai/connections/clientary)
- [ **SolarWinds Service Desk** Modern IT management. Cloud-based IT service desk and asset management solution you'll love to use.](https://apiant.ai/connections/solarwinds-service-desk)

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 SolarWinds Service Desk

- [ **Adobe Acrobat Sign to SolarWinds Service Desk** Adobe Acrobat Sign is a cloud-based e-signature service that allows the user to send, sign, track, and...](https://apiant.ai/connect/adobe-acrobat-sign-to-solarwinds-service-desk)
- [ **HubSpot to SolarWinds Service Desk** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-solarwinds-service-desk)
- [ **Salesforce to SolarWinds Service Desk** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-solarwinds-service-desk)
- [ **Slack to SolarWinds Service Desk** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-solarwinds-service-desk)
- [ **Google Sheets to SolarWinds Service Desk** Google Sheets](https://apiant.ai/connect/google-sheets-to-solarwinds-service-desk)
- [ **Gmail to SolarWinds Service Desk** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-solarwinds-service-desk)

Questions

## Clientary and SolarWinds Service Desk, 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 SolarWinds Service Desk when something happens in Clientary?

Any of SolarWinds Service Desk's 29 actions, including Create Asset, Create Change, Create Contract and Create Hardware. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from SolarWinds Service Desk to Clientary?

Yes. When something happens in SolarWinds Service Desk, your agent can act in Clientary too. This page covers both directions: SolarWinds Service Desk's triggers and Clientary's actions are listed here as well.

###

### Do I have to build a connector for Clientary or SolarWinds Service Desk?

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 SolarWinds Service Desk 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.
