Integration
Connect Cliniko and Ezekia
When New or updated attendee fires in Cliniko, your agent runs Add Billing Contact in Ezekia, or Candidate Added to Assignment in Ezekia to Create contact in Cliniko. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Cliniko and Ezekia to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)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)Example flows
What Cliniko and Ezekia can do together
From Cliniko to Ezekia
When New or updated attendee in Cliniko
then Add Billing Contact in Ezekia
When New or updated business in Cliniko
then Create Invoice in Ezekia
From Ezekia to Cliniko
When Candidate Added to Assignment in Ezekia
then Create contact in Cliniko
When Candidate Pipeline Status Changed in Ezekia
then Update contact in Cliniko
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 Cliniko and Ezekia
Triggers and actions 58 triggers · 82 actions
Trigger
Cancelled individual appointmentTriggered when an individual appointment is cancelled.
Trigger
New cancelled attendeeTriggered when an attendee is cancelled.
Trigger
New or updated attendeeTriggered when an attendee is created or updated.
Trigger
New or updated businessTriggered when a business is created or updated.
Trigger
New or updated communicationTriggered when a communication is created or updated.
Trigger
New or updated contactTriggered when a contact is created or updated.
Trigger
New or updated daily availabilityTriggered when a daily availability is created or updated.
Trigger
New or updated group appointmentTriggered when a group appointment is created or updated.
Trigger
New or updated individual appointmentTriggered when an individual appointment is created or updated.
Trigger
New or updated invoiceTriggered when an invoice is created or updated.
Trigger
New or updated patientTriggered when a patient is created or updated.
Trigger
New or updated patient caseTriggered when a patient case is created or updated.
Trigger
New or updated practitionerTriggered when a practitioner is created or updated.
Trigger
New or updated treatment notesTriggered when treatment notes is created or updated.
Trigger
Patient added or removed for group appointment in date rangeTriggered when a patient is added or removed for a group appointment within the specified date range.
Trigger
Two-way sync new or updated contactsA trigger for two-way syncing new and updated contacts, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.
Trigger
Two-way sync new or updated patientsA trigger for two-way syncing new and updated patients, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.
Action
Archive patientArchives a patient. An error will occur if the patient is not found.
Action
Create contactCreates a new contact.
Action
Create patientCreates a new patient.
Action
Find Appointment by Patient IdReturns appointment details for the specified patient if the Patient ID exists.
Action
Find cancelled appointmentSearches for a cancelled appointment. If no matching appointment is found, an error occurs.
Action
Find contact by emailReturns details of the contact having the specified email address. An error occurs if zero or multiple are found.
Action
Find patient by emailReturns details of the patient having the specified email address. An error occurs if zero or multiple are found.
Action
Find Patient by Email and Date of BirthFinds the single active patient whose email and date of birth both match, returning the patient ID and the match count.
Action
Get appointmentReturns details of the specified appointment.
Action
Get appointments by practitioner IDReturns appointment details by practitioner ID.
Action
Get appointment typeReturns details of the specified appointment type.
Action
Get appointment type billable itemReturns details for a billable item.
Action
Get billable itemReturns details of the specified billable item.
Action
Get businessReturns details of the specified business.
Action
Get cancelled appointmentReturns details of the specified cancelled appointment.
Action
Get contactReturns details of the specified contact.
Action
Get group appointmentReturns details of the specified group appointment.
Action
Get group appointment attendeesReturns attendee information for the specified group appointment.
Action
Get individual appointment attendeesReturns attendee information for the specified individual appointment.
Action
Get invoiceReturns details of the specified invoice.
Action
Get patientReturns details of the specified patient.
Action
Get patient attachmentReturns a patient attachment from Cliniko, including its filename, file type and description.
Action
Get patient caseReturns details of the specified patient case.
Action
Get patient referral sourceReturns the referral source for the specified patient.
Action
Get practitionerReturns details of the specified practitioner. An error occurs if not found.
Action
Get practitioner availabilitiesReturns availability information for the specified practitioner.
Action
List Appointments in Date RangeReturns every individual appointment that starts within a given time window, with the total count.
Action
List invoices for patient caseEmits all invoice IDs for the specified patient case.
Action
List PatientsReturns Cliniko patients, optionally filtered (e.g. updated after a date) and sorted, with the total count.
Action
Two-way sync add or update a contactAn action for two-way syncing new and updated contacts, with enhanced on-the-fly mapping using contact email addresses for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.
Action
Two-way sync add or update a patientAn action for two-way syncing new and updated patients, with enhanced on-the-fly mapping using patient email addresses for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.
Action
Update contactUpdates a contact.
Action
Update patientUpdates a patient.
Action
Update patient custom fieldUpdates the value of the specified custom field for the specified patient.
Action
Update patient referralSets or changes a patient's referral source. Choose the referral source type; supply a Referrer ID only for types that take one (e.g. Patient or Contact).
Action
Upload patient attachmentUploads a file, such as a PDF, to a patient's record in Cliniko as an attachment.
Trigger
Assignment Converted to ListTriggers when an assignment is converted to a list in Ezekia, returning the new list.
Trigger
Assignment Converted to OpportunityTriggers when a project appears as an opportunity in Ezekia, such as an assignment converted to an opportunity (newest updated first).
Trigger
Candidate Added to AssignmentTriggers when a person is added as a candidate to the selected Ezekia assignment.
Trigger
Candidate Pipeline Status ChangedTriggers when a candidate on an Ezekia assignment or project is added or has their pipeline status changed.
Trigger
Company Off-Limits CreatedTriggers when a new off-limits agreement is created for a company.
Trigger
Company Off-Limits UpdatedTriggers when a company off-limits agreement is updated in Ezekia.
Trigger
Company Status ChangedTriggers when a company's status changes in Ezekia, returning the company record with its new status.
Trigger
Company UpdatedTriggers when a company in Ezekia is updated.
Trigger
Fixed Fee LockedTriggers when a fixed fee is locked in Ezekia.
Trigger
Fixed Fee UnlockedTriggers when a billing fixed fee is unlocked (an edited fixed fee that is no longer locked) in Ezekia.
Trigger
Fixed Fee UpdatedTriggers when a fixed fee is created or updated in Ezekia billing.
Trigger
Invoice LockedTriggers when an invoice in Ezekia is locked. Returns the locked invoice with its amounts, dates, status and project.
Trigger
Invoice Status ChangedTriggers when an invoice's status tag changes in Ezekia.
Trigger
Invoice UnlockedTriggers when an Ezekia invoice is unlocked (its locked date is cleared and the invoice is modified).
Trigger
Invoice UpdatedTriggers when an invoice is created or changed in Ezekia billing, returning the full invoice record.
Trigger
List Converted to OpportunityTriggers when a list in Ezekia becomes an opportunity, returning the opportunity project record.
Trigger
Meeting UpdatedTriggers when a meeting in Ezekia is created or changed, checking the most recently updated meetings.
Trigger
New Company CreatedTriggers when a new company is created in Ezekia.
Trigger
New Fixed Fee CreatedTriggers when a new fixed fee is created in Ezekia.
Trigger
New Invoice CreatedTriggers when a new invoice is created in Ezekia.
Trigger
New Meeting CreatedTriggers when a new meeting is created in Ezekia.
Trigger
New Person CreatedTriggers when a new person is created in Ezekia.
Trigger
New Project CreatedTriggers when a new assignment, opportunity or list is created in Ezekia.
Trigger
New Revenue CreatedTriggers when a new revenue is added to a project's billing in Ezekia.
Trigger
New Task CreatedTriggers when a new task is created in Ezekia, returning the task with its owner, due date, tags and linked records.
Trigger
Opportunity Completion ChangedTriggers when an opportunity in Ezekia is updated, such as when its completion percentage changes. Returns the opportunity.
Trigger
Opportunity Converted to AssignmentTriggers when a project becomes an assignment in Ezekia, such as an opportunity converted to an assignment.
Trigger
Opportunity Converted to ListTriggers when a list appears in Ezekia, such as when an opportunity is converted to a list.
Trigger
Person Added to ListTriggers when a person is added to an Ezekia list.
Trigger
Person Off-Limits CreatedTriggers when a new off-limits agreement is created for a person in Ezekia.
Trigger
Person Off-Limits UpdatedTriggers when an off-limits agreement on a person is created or updated in Ezekia.
Trigger
Person UpdatedTriggers when a person record in Ezekia is created or updated.
Trigger
Project ArchivedTriggers when a project (assignment, opportunity or list) is archived in Ezekia.
Trigger
Project DeletedTriggers when a project (assignment, opportunity or list) is deleted or archived in Ezekia. Projects removed permanently can't be detected; only archived ones are returned.
Trigger
Project Status ChangedTriggers when a project in Ezekia is updated, such as when its status changes.
Trigger
Project UpdatedTriggers when a project (assignment, opportunity or list) in Ezekia is updated.
Trigger
Revenue LockedTriggers when a revenue item in Ezekia billing is locked.
Trigger
Revenue Status ChangedTriggers when a revenue's billing status tag changes (or a new revenue appears) in Ezekia.
Trigger
Revenue UnlockedTriggers when a locked revenue item in Ezekia billing is unlocked.
Trigger
Revenue UpdatedTriggers when a revenue item in Ezekia is created or updated.
Trigger
Task UpdatedTriggers when a task is created or updated in Ezekia, returning the task with its title, owner, due date, tags and linked records.
Action
Add Billing ContactAdds a person as the billing contact on an Ezekia project and returns that person's record.
Action
Add Completion to OpportunitySets the completion percentage on an Ezekia opportunity.
Action
Add Person to ListAdds a person to an Ezekia list.
Action
Add Status to CompanyAdds a status tag to a company in Ezekia, or updates the company's existing status.
Action
Add Status to ProjectAdds or updates the status tag on an Ezekia project.
Action
Create CompanyCreates a company in Ezekia.
Action
Create Fixed FeeCreates a fixed fee on a project's billing in Ezekia.
Action
Create InvoiceCreates an invoice in the billing section of an Ezekia project.
Action
Create MeetingCreates a meeting in Ezekia, optionally linked to assignments, opportunities, people or companies.
Action
Create PersonCreates a person in Ezekia.
Action
Create RevenueCreates a revenue entry in the billing of an Ezekia project, with its amount, date, status tag and probability.
Action
Find Company by IDReturns one Ezekia company by its ID.
Action
Find Company by NameFinds Ezekia companies whose name matches the text.
Action
Find Company Off-LimitsReturns the off-limits agreement currently applied to a company, if any.
Action
Find Opportunity by Project IdReturns the Ezekia opportunity (project) with the given project ID, including its title, owner, dates and relationships.
Action
Find Person by Email AddressFinds Ezekia people by one of their email addresses.
Action
Find Person by IDReturns one Ezekia person record by its ID.
Action
Find Person by PhoneFinds Ezekia people by phone number.
Action
Find Project Billing by IDReturns the billing information for a project, including its billing contacts, revenues, invoices and fixed fees.
Action
Find Project by IDReturns one Ezekia project (assignment, opportunity or list) by its ID.
Action
Find Project by NameFinds Ezekia assignments or opportunities whose name matches the text.
Action
Find Project Candidates by IDReturns the candidates on an Ezekia project with their pipeline tags.
Action
Import People EmailLogs an email against an Ezekia person.
Action
Lock Fixed FeeLocks a fixed fee on a project's billing so it can no longer be edited, and returns the locked fixed fee.
Action
Lock InvoiceLocks an invoice in Ezekia, assigning its invoice number, due date and template and generating the invoice document.
Action
Lock RevenueLocks a revenue item on a project's billing in Ezekia so it can no longer be edited, and returns the locked revenue.
Action
Remove Billing ContactRemoves a person from a project's billing contacts in Ezekia.
Action
Remove Company Off LimitsRemoves an off-limits agreement from a company, so the company is no longer off limits.
Action
Remove Education From PersonRemoves an education entry from an Ezekia person.
Action
Remove Person From ListRemoves a person from an Ezekia list.
Action
Remove Person Off LimitsRemoves an off-limits agreement from a person in Ezekia, so the person is no longer marked off limits.
Action
Remove Position From PersonRemoves a position from an Ezekia person.
Action
Unlock Fixed FeeUnlocks a locked fixed fee on a project's billing so it can be edited again.
Action
Unlock InvoiceUnlocks a locked invoice in Ezekia so it can be edited again, and returns the updated invoice.
Action
Unlock RevenueUnlocks a locked revenue item in Ezekia so it can be edited again.
Action
Update CompanyUpdates a company in Ezekia.
Action
Update Company Off LimitsUpdates an existing company off-limits agreement in Ezekia, changing its company search term, match type, end date or description.
Action
Update Fixed FeeUpdates an existing fixed fee on a project's billing, such as its amount, status tag, recipient, due date or note.
Action
Update InvoiceUpdates an existing invoice on a project's billing, replacing its line items, total, dates, status tag and splits.
Action
Update MeetingUpdates an existing Ezekia meeting's title, time, attendees, status tags and other details, and returns the updated meeting.
Action
Update PersonUpdates a person in Ezekia.
Action
Update Person EducationUpdates an education entry on an Ezekia person.
Action
Update Person Off LimitsUpdates an existing off-limits agreement for a person, changing its end date or description.
Action
Update Person PositionUpdates a position on an Ezekia person.
Action
Update ProjectUpdates an assignment, opportunity or list in Ezekia.
Action
Update TaskUpdates an existing Ezekia task's title, due date, owners, status tags, assignees, note, recurrence and linked records.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
Cliniko and Ezekia, answered
What can start an automation from Cliniko?
Any of Cliniko's 17 triggers in the catalog, including New cancelled attendee, New or updated attendee, New or updated business and New or updated communication. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Ezekia when something happens in Cliniko?
Any of Ezekia's 46 actions, including Create Company, Create Fixed Fee, Create Invoice and Create Meeting. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Ezekia to Cliniko?
Yes. When something happens in Ezekia, your agent can act in Cliniko too. This page covers both directions: Ezekia's triggers and Cliniko's actions are listed here as well.
Do I have to build a connector for Cliniko or Ezekia?
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 Cliniko and Ezekia 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.