--- title: "Connect Clientary and WooCommerce - APIANT.ai" description: "When \"New Expense\" fires in Clientary, your agent runs \"Add order note\" in WooCommerce, or \"New Customer\" in WooCommerce to \"Add contact\" in Clientary." canonical: "https://apiant.ai/connect/clientary-to-woocommerce" --- # Connect Clientary and WooCommerce When **New Expense** fires in [Clientary](https://apiant.ai/connections/clientary), your agent runs **Add order note** in [WooCommerce](https://apiant.ai/connections/woocommerce), or **New Customer** in WooCommerce 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 WooCommerce **3** triggers WooCommerce **39** 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 WooCommerce 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 WooCommerce can do together ### From Clientary to WooCommerce - When **New Expense** in Clientary then **Add order note** in WooCommerce - When **New Invoice** in Clientary then **Add order refund** in WooCommerce ### From WooCommerce to Clientary - When **New Customer** in WooCommerce then **Add contact** in Clientary - When **New Order** in WooCommerce 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 WooCommerce ## Triggers and actions 6 triggers · 53 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** Polling trigger: fires for each newly registered customer (sorted by registration date descending). - Trigger **New Order** Polling trigger: fires for each newly created order (sorted by date descending). - Trigger **New Product** Polling trigger: fires for each newly created product (sorted by date descending). - Action **Add order note** Adds a note to a WooCommerce order, either private for store staff or shown to the customer. - Action **Add order refund** Creates a refund on a WooCommerce order, optionally for specific line items and through the payment gateway. - Action **Create Coupon** Create a new discount coupon. - Action **Create Customer** Create a new customer. - Action **Create Order** Create a new order. - Action **Create Product** Create a new product in WooCommerce. - Action **Create Product Category** Create a new product category. - Action **Create Product Tag** Create a new product tag. - Action **Create Product Variation** Create a variation under a variable product. - Action **Delete Coupon** Deletes a coupon from your WooCommerce store, either moving it to the trash or removing it permanently. - Action **Delete Customer** Permanently deletes a customer from the WooCommerce store and returns the deleted customer record. - Action **Delete Order** Deletes an order from your WooCommerce store, either moving it to the trash or removing it permanently. - Action **Delete Product** Delete a product by ID (force delete bypasses trash). - Action **Get Coupon** Returns a single coupon by its ID, including its code, discount, restrictions and usage details. - Action **Get Customer** Retrieve a customer by ID. - Action **Get Order** Retrieve an order by ID. - Action **Get Product** Retrieve a product by ID. - Action **Get product by SKU** Emits the details of the product with the specified SKU. An error occurs if zero or multiple are found. - Action **Get product category by name** Emits the id of the product category with the matching name. An error occurs if the category is not found. - Action **Get product tag by name** Emits the id of the product tag with the matching name. An error occurs if the tag is not found. - Action **List Coupons** List discount coupons, optionally filtered by code. - Action **List Customers** List customers, optionally filtered by email or search term. - Action **List order notes** Returns the notes on a WooCommerce order, optionally limited to customer-facing or internal notes. - Action **List order refunds** Returns the refunds issued against a WooCommerce order. - Action **List Orders** List orders, optionally filtered by status or customer. - Action **List Product Categories** List product categories, optionally filtered by search term. - Action **List Product Reviews** Returns product reviews from your WooCommerce store, optionally filtered by product, reviewer, status, date or search text. - Action **List Products** List products with optional search, status, and SKU filters. - Action **List Product Tags** List product tags, optionally filtered by search term. - Action **List Product Variations** List variations under a variable product. - Action **Product attributes - assign to product** Assigns the configured product attributes to the specified product. Send the attributes array as JSON. - Action **Product variation attributes - assign to product variation** Assigns the configured attributes to the specified product variation. - Action **Update Coupon** Updates an existing coupon's code, discount, expiry, usage limits and product or email restrictions. - Action **Update Customer** Updates an existing WooCommerce customer's name, email, login, password, billing and shipping addresses, or meta data. - Action **Update Order** Update an order by ID (e.g. change status). - Action **Update Product** Update an existing product by ID. - Action **Update Product Category** Updates an existing product category's name, slug, parent, description, display type, image or menu order. - Action **Update Product Stock Quantity** Update a product's stock quantity (product must have manage_stock enabled). - Action **Update Product Variation** Update a product variation by ID. ## Each app on its own - [ **Clientary** Online invoicing and time tracking for small businesses and freelancers.](https://apiant.ai/connections/clientary) - [ **WooCommerce** WooCommerce — manage products, variations, categories, tags, orders, customers, and coupons on your...](https://apiant.ai/connections/woocommerce) 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 WooCommerce - [ **HubSpot to WooCommerce** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-woocommerce) - [ **Salesforce to WooCommerce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-woocommerce) - [ **Slack to WooCommerce** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-woocommerce) - [ **Google Sheets to WooCommerce** Google Sheets](https://apiant.ai/connect/google-sheets-to-woocommerce) - [ **Gmail to WooCommerce** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-woocommerce) - [ **Google Calendar to WooCommerce** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-woocommerce) Questions ## Clientary and WooCommerce, 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 WooCommerce when something happens in Clientary? Any of WooCommerce's 39 actions, including Create Coupon, Create Customer, Create Order and Create Product. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from WooCommerce to Clientary? Yes. When something happens in WooCommerce, your agent can act in Clientary too. This page covers both directions: WooCommerce's triggers and Clientary's actions are listed here as well. ### ### Do I have to build a connector for Clientary or WooCommerce? 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 WooCommerce 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.