Integration
Connect Cliniko and Karlia
When something happens in Cliniko or Karlia, your agent does the next thing in the other. Describe it 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 Karlia to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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)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 Karlia can do together
From Cliniko to Karlia
When New cancelled attendee in Cliniko
then Create Contact in Karlia
When New or updated attendee in Cliniko
then Create Customer in Karlia
From Karlia to Cliniko
When New Contact in Karlia
then Create contact in Cliniko
When New Equipment in Karlia
then Create patient 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 Karlia
Triggers and actions 36 triggers · 69 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
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 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 invoices for patient caseEmits all invoice IDs for the specified patient case.
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).
Trigger
Delete EquipmentTriggers when an equipement is deleted.
Trigger
Delete EventTriggers when an event is deleted.
Trigger
Delete NoteTriggers when a note is deleted.
Trigger
Delete ProductTriggers when a product is deleted.
Trigger
Delete ProjectTriggers when a project is deleted.
Trigger
Delete Project SubtaskTriggers when a project subtask is deleted.
Trigger
Delete Project TaskTriggers when a project task is deleted.
Trigger
Delete TaskTriggers when a task is deleted.
Trigger
Delete TicketTriggers when a ticket is deleted.
Trigger
Delete TimeTriggers when a time is deleted.
Trigger
New ContactTriggers when a new contact is created.
Trigger
New EquipmentTriggers when a new equipment is created.
Trigger
New OpportunityTriggers when a new opportunity is created.
Trigger
New ProductTriggers when a new product is created.
Trigger
New ProjectTriggers when a new project is created.
Trigger
New Project TaskTriggers when a new project task is created.
Trigger
New TaskTriggers when a new task is created.
Trigger
New TicketTriggers when a new ticket is created.
Trigger
New TimeTriggers when a new time is created.
Action
Create ContactAdds a new contact to a Karlia customer or supplier.
Action
Create CustomerCreate a Customer.
Action
Create EventCreate an Event.
Action
Create NoteCreates a note in Karlia, optionally linked to a customer, opportunity, project or ticket.
Action
Create OpportunityCreate an Opportunity.
Action
Create ProductCreate a Product.
Action
Create Project SubtaskCreates a subtask under a task in a Karlia project, with optional status, dates, time estimate and assignee.
Action
Create Project TaskCreates a task inside a Karlia project.
Action
Create SupplierCreate a Supplier.
Action
Create TaskCreate a Task.
Action
Create TicketCreates a ticket in a Karlia ticketing pipeline.
Action
Create TimeCreate a Time.
Action
Delete EquipmentDeletes a piece of equipment from Karlia.
Action
Delete EventDelete an event (calendar appointment) in Karlia.
Action
Delete NoteDelete a note in Karlia by its ID.
Action
Delete OpportunityDeletes an opportunity.
Action
Delete ProductDelete a product in Karlia.
Action
Delete ProjectDelete a project in Karlia.
Action
Delete Project SubtaskDeletes a subtask from a project task in Karlia.
Action
Delete Project TaskDeletes a task from a Karlia project.
Action
Delete TaskDelete a task in Karlia.
Action
Delete TicketDeletes a ticket in Karlia by its ID.
Action
Delete TimeDelete a time entry in Karlia.
Action
Find ContactReturns up to 100 Karlia contacts that match the specified search criteria (email, name, phone, customer/supplier, and more).
Action
Find CustomerReturns the Karlia customers that match the search criteria you supply, plus the first match on its own.
Action
Find SupplierReturns the Karlia suppliers that match the specified search criteria.
Action
Get ContactShow contact details
Action
Get CustomerShow customer details
Action
Get OpportunityShow opportunity details
Action
Get ProductShow product details
Action
Get Project SubtaskReturns one subtask of a Karlia project task, including its status, dates, time estimate and assignees.
Action
Get SupplierShow supplier details
Action
Get TicketRetrieve one Karlia ticket by its ID.
Action
Get TimeGet one time entry from Karlia by its ID.
Action
List ProjectsLists the projects in your Karlia account.
Action
List Project TasksLists the tasks of one Karlia project.
Action
List Webhook EventsLists the event names a Karlia webhook can subscribe to.
Action
Update/Create CustomerUpdates a Karlia customer when a Customer ID is given; otherwise creates a new customer.
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
Reviews
What our customers say
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Questions
Cliniko and Karlia, 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 Karlia when something happens in Cliniko?
Any of Karlia's 38 actions, including Create Contact, Create Customer, Create Event and Create Note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Karlia to Cliniko?
Yes. When something happens in Karlia, your agent can act in Cliniko too. This page covers both directions: Karlia's triggers and Cliniko's actions are listed here as well.
Do I have to build a connector for Cliniko or Karlia?
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.
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.