--- title: "Connect Clientary to ZUGFeRD & XRechnung by InvoiceXML - APIANT.ai" description: "When \"New Expense\" fires in Clientary, your agent runs \"Create XRechnung Invoice\" in ZUGFeRD & XRechnung by InvoiceXML." canonical: "https://apiant.ai/connect/clientary-to-zugferd-xrechnung-by-invoicexml" --- # Connect Clientary to ZUGFeRD & XRechnung by InvoiceXML When **New Expense** fires in [Clientary](https://apiant.ai/connections/clientary), your agent runs **Create XRechnung Invoice** in [ZUGFeRD & XRechnung by InvoiceXML](https://apiant.ai/connections/zugferd-xrechnung-by-invoicexml). Describe the whole flow and it is built, tested on every scenario and kept running. Clientary **3** triggers Clientary **14** actions ZUGFeRD & XRechnung by InvoiceXML **8** 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 ZUGFeRD & XRechnung by InvoiceXML 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 ZUGFeRD & XRechnung by InvoiceXML - When **New Expense** in Clientary then **Create XRechnung Invoice** in ZUGFeRD & XRechnung by InvoiceXML - When **New Invoice** in Clientary then **Create ZUGFeRD Invoice** in ZUGFeRD & XRechnung by InvoiceXML 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 ZUGFeRD & XRechnung by InvoiceXML ## Triggers and actions 3 triggers · 22 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 **Convert XRechnung to PDF** Renders an XRechnung invoice XML file (UBL or CII syntax) into a readable PDF preview. The PDF is for human reading only and has no legal standing. - Action **Create XRechnung Invoice** Generates a validated XRechnung 3.0 e-invoice (UBL by default, or CII) from structured invoice data and returns the XML document. Totals and the VAT breakdown are calculated from the lines unless supplied. - Action **Create ZUGFeRD Invoice** Creates a new ZUGFeRD compliant PDF/A-3b invoice from scratch using the provided invoice data. - Action **Extract Invoice JSON** Reads a structured e-invoice (a Factur-X / ZUGFeRD / Peppol PDF with embedded CII or UBL XML, or a standalone CII or UBL XML file) and returns its data as structured JSON. Pure XML parsing, no AI. - Action **Extract Invoice XML** Pulls the embedded XML invoice out of a hybrid PDF (ZUGFeRD, Factur-X or other PDF/A-3 invoice) and returns it unchanged. - Action **Transform to ZUGFeRD** Turns a plain PDF invoice into a ZUGFeRD 2.x hybrid invoice (PDF/A-3 with embedded XML) using AI extraction. - Action **Validate XRechnung Invoice** Validates a CII XML invoice for XRechnung / EN16931 compliance. - Action **Validate ZUGFeRD Invoice** Validates a ZUGFeRD 2.x hybrid PDF invoice against the official schema and EN 16931 business rules for the profile it declares, and returns whether it is compliant along with any errors and warnings. ## Each app on its own - [ **Clientary** Online invoicing and time tracking for small businesses and freelancers.](https://apiant.ai/connections/clientary) - [ **ZUGFeRD & XRechnung by InvoiceXML** ZUGFeRD & XRechnung by InvoiceXML is a German e-invoice compliance service for creating, validating...](https://apiant.ai/connections/zugferd-xrechnung-by-invoicexml) 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 ZUGFeRD & XRechnung by InvoiceXML - [ **Freshworks CRM to ZUGFeRD & XRechnung by InvoiceXML** Freshworks CRM (Freshsales Suite) — manage contacts, sales accounts, deals, notes, tasks, and appointments.](https://apiant.ai/connect/freshworks-crm-to-zugferd-xrechnung-by-invoicexml) - [ **Open Government, Netherlands to ZUGFeRD & XRechnung by InvoiceXML** Netherlands Government Open Data. Public open-data portal — search dataset catalogs and retrieve published...](https://apiant.ai/connect/open-government-netherlands-to-zugferd-xrechnung-by-invoicexml) - [ **Paperless to ZUGFeRD & XRechnung by InvoiceXML** Paperless lets you create, sign, and manage intelligent documents on a single platform.](https://apiant.ai/connect/paperless-to-zugferd-xrechnung-by-invoicexml) - [ **Smartsheet to ZUGFeRD & XRechnung by InvoiceXML** Smartsheet is a work execution platform for managing sheets, rows, and columns.](https://apiant.ai/connect/smartsheet-to-zugferd-xrechnung-by-invoicexml) - [ **HubSpot to ZUGFeRD & XRechnung by InvoiceXML** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zugferd-xrechnung-by-invoicexml) - [ **Salesforce to ZUGFeRD & XRechnung by InvoiceXML** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zugferd-xrechnung-by-invoicexml) Questions ## Clientary and ZUGFeRD & XRechnung by InvoiceXML, 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 ZUGFeRD & XRechnung by InvoiceXML when something happens in Clientary? Any of ZUGFeRD & XRechnung by InvoiceXML's 8 actions, including Create XRechnung Invoice, Create ZUGFeRD Invoice, Convert XRechnung to PDF and Extract Invoice JSON. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ZUGFeRD & XRechnung by InvoiceXML to Clientary? ZUGFeRD & XRechnung by InvoiceXML has no triggers in the catalog today, so automations start in Clientary. If you need the other direction, ask: your agent reads ZUGFeRD & XRechnung by InvoiceXML's API documentation and adds it. ### ### Do I have to build a connector for Clientary or ZUGFeRD & XRechnung by InvoiceXML? 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 ZUGFeRD & XRechnung by InvoiceXML 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.