Integration
Connect Cliniko and Katana
When New or updated attendee fires in Cliniko, your agent runs Add manufacturing order in Katana, or New Customer in Katana 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 Katana 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)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 Katana can do together
From Cliniko to Katana
When New or updated attendee in Cliniko
then Add manufacturing order in Katana
From Katana to 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 Katana
Triggers and actions 19 triggers · 58 actions
- Cancelled individual appointment
Triggered when an individual appointment is cancelled.
- New cancelled attendee
Triggered when an attendee is cancelled.
- New or updated attendee
Triggered when an attendee is created or updated.
- New or updated business
Triggered when a business is created or updated.
- New or updated communication
Triggered when a communication is created or updated.
- New or updated contact
Triggered when a contact is created or updated.
- New or updated daily availability
Triggered when a daily availability is created or updated.
- New or updated group appointment
Triggered when a group appointment is created or updated.
- New or updated individual appointment
Triggered when an individual appointment is created or updated.
- New or updated invoice
Triggered when an invoice is created or updated.
- New or updated patient
Triggered when a patient is created or updated.
- New or updated patient case
Triggered when a patient case is created or updated.
- New or updated practitioner
Triggered when a practitioner is created or updated.
- New or updated treatment notes
Triggered when treatment notes is created or updated.
- Patient added or removed for group appointment in date range
Triggered when a patient is added or removed for a group appointment within the specified date range.
- Two-way sync new or updated contacts
A 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.
- Two-way sync new or updated patients
A 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.
- Archive patient
Archives a patient. An error will occur if the patient is not found.
- Create contact
Creates a new contact.
- Create patient
Creates a new patient.
- Find Appointment by Patient Id
Returns appointment details for the specified patient if the Patient ID exists.
- Find cancelled appointment
Searches for a cancelled appointment. If no matching appointment is found, an error occurs.
- Find contact by email
Returns details of the contact having the specified email address. An error occurs if zero or multiple are found.
- Find patient by email
Returns details of the patient having the specified email address. An error occurs if zero or multiple are found.
- Find Patient by Email and Date of Birth
Finds the single active patient whose email and date of birth both match, returning the patient ID and the match count.
- Get appointment
Returns details of the specified appointment.
- Get appointments by practitioner ID
Returns appointment details by practitioner ID.
- Get appointment type
Returns details of the specified appointment type.
- Get appointment type billable item
Returns details for a billable item.
- Get billable item
Returns details of the specified billable item.
- Get business
Returns details of the specified business.
- Get cancelled appointment
Returns details of the specified cancelled appointment.
- Get contact
Returns details of the specified contact.
- Get group appointment
Returns details of the specified group appointment.
- Get group appointment attendees
Returns attendee information for the specified group appointment.
- Get individual appointment attendees
Returns attendee information for the specified individual appointment.
- Get invoice
Returns details of the specified invoice.
- Get patient
Returns details of the specified patient.
- Get patient attachment
Returns a patient attachment from Cliniko, including its filename, file type and description.
- Get patient case
Returns details of the specified patient case.
- Get patient referral source
Returns the referral source for the specified patient.
- Get practitioner
Returns details of the specified practitioner. An error occurs if not found.
- Get practitioner availabilities
Returns availability information for the specified practitioner.
- List Appointments in Date Range
Returns every individual appointment that starts within a given time window, with the total count.
- List invoices for patient case
Emits all invoice IDs for the specified patient case.
- List Patients
Returns Cliniko patients, optionally filtered (e.g. updated after a date) and sorted, with the total count.
- Two-way sync add or update a contact
An 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.
- Two-way sync add or update a patient
An 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.
- Update contact
Updates a contact.
- Update patient
Updates a patient.
- Update patient custom field
Updates the value of the specified custom field for the specified patient.
- Update patient referral
Sets 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).
- Upload patient attachment
Uploads a file, such as a PDF, to a patient's record in Cliniko as an attachment.
- New Customer
Triggers when a new customer is created in Katana.
- New Sales Order
Triggers when a new sales order is created in Katana.
- Add manufacturing order
Creates a manufacturing order in Katana for a product variant at a location. Recipe and operation rows are added automatically from the product's recipe.
- Add material
Creates a material in Katana, with one or more variants, and returns the new material.
- Add product
Creates a product in Katana with one or more variants, including its unit of measure, category, and sell/make/buy settings.
- Add purchase order
Creates a purchase order for a supplier, together with its line items, in Katana.
- Create Customer
Creates a customer in Katana.
- Create Sales Order
Creates a sales order in Katana for a customer with one product variant line.
- Delete customer
Deletes a customer from Katana by its ID.
- Delete sales order
Deletes a single sales order in Katana by its ID.
- Find Customer
Finds Katana customers matching a name, email or phone number.
- Get manufacturing order
Returns the details of a manufacturing order, including its status, quantities, costs, dates and custom field values.
- Get product
Returns a Katana product by its ID, including its variants and configuration options.
- Get purchase order
Returns a purchase order by its ID, including its rows, totals, status and custom field values.
- Get Sales Order
Returns one Katana sales order by its ID.
- List customers
Returns the customers in your Katana account, most recent first, optionally filtered by name, email, company, category and date ranges.
- List inventory
Returns current inventory levels per variant and location, optionally filtered by location or variant.
- List manufacturing orders
Returns manufacturing orders, most recent first, optionally filtered by status, order number, location, linked sales order, or created/updated date ranges.
- List products
Returns the products in your Katana account, most recent first, optionally filtered by name, unit of measure, flags, supplier or date ranges.
- List purchase orders
Returns the purchase orders in your Katana account, most recent first, optionally filtered by status, supplier, location, order number and date ranges.
- List sales orders
Returns the sales orders in your Katana account, most recent first, optionally filtered by customer, status, location, dates and more.
- Update Customer
Updates an existing Katana customer. Only the fields you fill in are changed.
- Update product
Updates an existing Katana product. Only the fields you fill in are changed; everything else is left as it is.
- Update sales order
Updates an existing Katana sales order. Only the fields you fill in are changed; everything else is left as is.
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 Katana, 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 Katana when something happens in Cliniko?
Any of Katana's 22 actions, including Create Customer, Create Sales Order, Update Customer and Update product. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Katana to Cliniko?
Yes. When something happens in Katana, your agent can act in Cliniko too. This page covers both directions: Katana's triggers and Cliniko's actions are listed here as well.
Do I have to build a connector for Cliniko or Katana?
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 Katana 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.