--- title: "Connect Clientary to TeamUp - APIANT.ai" description: "When \"New Expense\" fires in Clientary, your agent runs \"Create Customer Membership\" in TeamUp." canonical: "https://apiant.ai/connect/clientary-to-teamup" --- # Connect Clientary to TeamUp When **New Expense** fires in [Clientary](https://apiant.ai/connections/clientary), your agent runs **Create Customer Membership** in [TeamUp](https://apiant.ai/connections/teamup). Describe the whole flow and it is built, tested on every scenario and kept running. Clientary **3** triggers Clientary **14** actions TeamUp **24** 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 TeamUp 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 TeamUp - When **New Expense** in Clientary then **Create Customer Membership** in TeamUp - When **New Invoice** in Clientary then **Update customer** in TeamUp 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 TeamUp ## Triggers and actions 3 triggers · 38 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 **Add event** Creates a new class (event) on the TeamUp calendar at a venue, with its instructors, offering type and times. - Action **Add instructor** Creates a new instructor (staff member) in your TeamUp business with a name, email, description and staff permissions. - Action **Add interaction** Logs a CRM interaction (call, email, meeting or contact) against a customer. - Action **Add membership** Creates a new membership offering (a pack, prepaid plan or recurring plan) that customers can buy. - Action **Add venue** Creates a venue (a physical location or an online venue) in your TeamUp business. - Action **Cancel customer membership** Cancels a customer's membership, optionally setting an explicit expiration date. Returns the updated customer membership. - Action **Create Customer Membership** Gives a TeamUp customer one of the business's membership plans, optionally from a chosen start date. - Action **Get Customer** Returns one TeamUp customer by ID, including name, email and status. - Action **Get Customer Membership** Returns one customer membership by ID, including its plan, dates and status. - Action **Get Event** Returns one TeamUp class or appointment by ID, including its times, venue and occupancy. - Action **Get invoice** Returns a single invoice, including its status, due date, amount due, payer and receipt link. - Action **List Attendances** Returns up to 100 class and appointment registrations per page, optionally for one customer or one event. - Action **List Customer Memberships** Returns up to 100 customer memberships per page, optionally only those held by one customer. - Action **List Customers** Returns up to 100 TeamUp customers per page, optionally filtered by a name or email search. - Action **List Events** Returns up to 100 TeamUp classes and appointments per page, optionally within a start-time window. - Action **List instructors** Returns the business's instructors, optionally filtered by name, offering type or event. - Action **List invoices** Returns the invoices in your TeamUp business, optionally filtered by status, customer membership or store order. - Action **List Memberships** Returns up to 100 of the membership plans the business offers per page. - Action **List Venues** Returns up to 100 of the business's venues per page. - Action **Mark attendee no-show** Marks a customer's attendance at an event (class or appointment) as a no-show and returns the updated attendance. - Action **Register customer for event** Registers a customer for an event (class or appointment) and returns the new attendance. - Action **Unregister customer from event** Removes a customer from an event (class or appointment) in TeamUp, optionally as a late cancellation. - Action **Update customer** Updates an existing customer's name, lead source, participation or visibility. - Action **Update event** Updates an existing class or event in TeamUp — its name, times, venue, instructors, capacity, description and more. Only the fields you fill in are changed. ## Each app on its own - [ **Clientary** Online invoicing and time tracking for small businesses and freelancers.](https://apiant.ai/connections/clientary) - [ **TeamUp** TeamUp manages fitness businesses around the world. This integration is for businesses only.](https://apiant.ai/connections/teamup) 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 TeamUp - [ **HubSpot to TeamUp** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-teamup) - [ **Salesforce to TeamUp** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-teamup) - [ **Slack to TeamUp** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-teamup) - [ **Google Sheets to TeamUp** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-teamup) - [ **Gmail to TeamUp** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-teamup) - [ **Google Calendar to TeamUp** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-teamup) Questions ## Clientary and TeamUp, 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 TeamUp when something happens in Clientary? Any of TeamUp's 24 actions, including Create Customer Membership, Update customer, Update event and Add event. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from TeamUp to Clientary? TeamUp has no triggers in the catalog today, so automations start in Clientary. If you need the other direction, ask: your agent reads TeamUp's API documentation and adds it. ### ### Do I have to build a connector for Clientary or TeamUp? 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 TeamUp 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.