Integration
Connect Cliniko to Zoho Inventory
When New or updated attendee fires in Cliniko, your agent runs Add Invoice Attachment in Zoho Inventory. 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 Zoho Inventory 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 can start in Zoho Inventory
When New or updated attendee in Cliniko
then Add Invoice Attachment in Zoho Inventory
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 Zoho Inventory
Triggers and actions 17 triggers · 100 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.
- Add Credit Note Comment
Tool to add a comment to a credit note in Zoho Inventory. Use when needing to add notes or comments to a specific credit note for record-keeping or audit purposes.
- Add Invoice Attachment
Tool to upload an attachment to a specific invoice. Use when you need to add a file attachment to an invoice.
- Add Invoice Comment
Tool to add a comment to a specific invoice in Zoho Inventory. Use when you need to add notes, updates, or internal/client-visible comments to an invoice.
- Apply Credits To Invoices
Tool to apply credits from a credit note to one or more invoices. Use when you need to apply available credits from a credit note to settle invoice balances.
- Bulk Delete Sales Orders
Tool to bulk delete sales orders. Use this to remove multiple sales orders at once.
- Bulk Email Invoices
Sends multiple invoices by email to a contact in a single API call. Use this tool when you need to email up to 10 invoices at once to a customer. The invoices will be scheduled for delivery and the contact will receive individual emails for each invoice. If contact_id is not provided, the action will automatically fetch the customer_id from the first invoice and use that as the contact.
- Bulk Export Invoices
Tool to bulk export invoices as a single PDF. Use when you need to download multiple invoices in a single file for archiving or sharing.
- Bulk Print Invoices
Generate a consolidated PDF containing multiple invoices for printing or archiving. Use this tool to download one or more invoices as a single PDF document. The PDF can contain up to 25 invoices and is useful for bulk printing, record keeping, or sharing with customers.
- Bulk Print Packages
Tool to bulk print package slips as a consolidated PDF. Use when you need a PDF file of multiple package slips for printing or archiving.
- Create Bill
Tool to create a bill in Zoho Inventory. Use when a vendor supplies goods/services on credit and you need to track the amount owed.
- Create Contact
Tool to create a new contact (customer or vendor) in Zoho Inventory. Use when you need to add a new business relationship to your organization.
- Create Contact Person
Tool to create a contact person. Use when you need to add a new contact person to an existing contact in Zoho Inventory.
- Create Credit Note
Tool to create a new credit note in Zoho Inventory. Use when you need to issue a credit note to a customer for returns, refunds, or adjustments.
- Create Customer Payment
Tool to create a customer payment in Zoho Inventory. Use when recording a payment received from a customer against one or more invoices.
- Create Invoice
Tool to create a new invoice in Zoho Inventory. Use when you need to invoice a customer for products or services sold.
- Create Item
Tool to create a new item in Zoho Inventory. Use when you need to add a new product or service to your inventory catalog.
- Create Item Group
Tool to create an item group in Zoho Inventory. Use when you need to create a new item group with multiple items that share common attributes like size or color variations.
- Create Package
Tool to create a package for a sales order in Zoho Inventory. Use when you need to prepare items from a sales order for shipping.
- Create Purchase Order
Tool to create a purchase order in Zoho Inventory. Use when you need to order goods or services from a vendor.
- Create Sales Order
Tool to create a sales order in Zoho Inventory. Use when a customer places an order for products and you need to track the sale before invoicing.
- Deactivate Contact
Tool to mark a contact as inactive in Zoho Inventory. Use when you need to deactivate a contact without permanently deleting it.
- Deactivate Item
Tool to mark an item as inactive in Zoho Inventory. Use when you need to deactivate an item without permanently deleting it.
- Deactivate Item Group
Tool to mark an item group as inactive in Zoho Inventory. Use when you need to deactivate an item group and all its items without permanently deleting them.
- Delete Contact
Tool to delete a contact. Use when you need to remove an existing contact from your organization after confirming it is no longer needed.
- Delete Contact Person
Tool to delete a contact person. Use when you need to remove a contact person from your organization after confirming it is no longer needed.
- Delete Invoice
Tool to delete an invoice. Use when you need to remove an existing invoice that has no payments or credits applied.
- Delete Invoice Attachment
Tool to delete an invoice attachment. Use when you need to remove a file attached to an invoice.
- Delete Invoice Comment
Delete a specific comment from an invoice in Zoho Inventory.
- Delete Item
Tool to delete an item. Use when you need to remove an existing inventory item after confirming it is not referenced in any transactions.
- Delete Item Group
Tool to delete an item group. Use to remove an existing item group that is no longer needed.
- Delete Item Image
Tool to delete an image associated with an item. Use when you need to remove an item's image after ensuring it's no longer required.
- Delete Package
Tool to delete a package. Use when you need to remove an existing package created for a sales order.
- Delete Sales Order
Tool to delete a sales order. Use when you need to remove an existing sales order.
- Disable Payment Reminder
Tool to disable payment reminders for an invoice. Use when you want to stop automatic payment reminders for an invoice after it has been issued.
- Email Contact
Tool to email a contact in Zoho Inventory. Use when you need to send an email to a specific contact with a custom subject and body.
- Email Contact Statement
Tool to email a statement of transactions to a contact. Use when you need to send account statements to customers or vendors.
- Email Credit Note
Tool to email a credit note to customers. Use when you need to send a credit note via email to recipients.
- Email Invoice
Tool to email a specific invoice to customers. Use when you need to send an invoice via email, with optional attachments.
- Enable Invoice Payment Reminder
Tool to enable payment reminders for an invoice. Use when you want to activate automatic payment reminders for an invoice after it has been issued.
- Get Contact
Tool to retrieve a specific contact by ID from Zoho Inventory. Use when you need to get detailed information about a customer or vendor contact.
- Get Contact Address
Tool to get contact address. Use when you need to retrieve address information for a specific contact.
- Get Credit Note
Tool to retrieve a credit note by ID. Use when you need to fetch detailed information about a specific credit note.
- Get Credit Note Email Content
Tool to get credit note email content including subject, body, recipients, and available templates. Use when you need to preview or retrieve the email content for a credit note before sending it.
- Get Current User
Tool to get details of the currently authenticated user in Zoho Inventory. Use when you need to retrieve user profile information, permissions, or validate the authenticated user.
- Get Invoice
Retrieve the complete details of one existing invoice by invoice ID.
- Get Item
Retrieve the complete details of one existing inventory item by item ID.
- Get Package
Retrieve complete details for one existing package by ID.
- Get Purchase Order
Retrieve complete details for one existing purchase order by ID.
- Get Sales Order
Tool to retrieve the details of an existing sales order. Use when you need to get complete information about a sales order including line items, customer details, shipping information, and order status.
- Get Variant Opening Stock
Retrieve opening-stock configuration for one item variant.
- List Bills
Tool to list bills. Use when needing to fetch bills for an organization.
- List Contacts
Tool to list all contacts (customers and vendors) in Zoho Inventory. Use when needing to fetch contacts for an organization.
- List Credit Notes
Tool to list all credit notes. Use when needing to fetch credit notes for an organization. Supports filtering by status, customer, date, and other criteria.
- List Currencies
Tool to list all currencies configured in Zoho Inventory. Use when you need to retrieve available currencies, exchange rates, or identify the base currency for an organization.
- List Customer Payments
List customer payments for a Zoho Inventory organization.
- List Invoice Payments
Tool to list all payments received for a specific invoice. Use when you need to retrieve payment records for an invoice.
- List Invoices
Tool to list all invoices in Zoho Inventory. Use when you need to retrieve invoices for an organization.
- List Items
Tool to list all items in Zoho Inventory. Use when you need to retrieve inventory items for an organization.
- List Organizations
Tool to list all organizations the user has access to in Zoho Inventory. Use when you need to get organization IDs or view available organizations. This action does not require organization_id as a parameter.
- List Purchase Orders
Tool to list purchase orders. Use when needing to fetch purchase orders for an organization.
- List Sales Orders
Tool to list sales orders. Use when needing to fetch sales orders for an organization.
- Update Contact
Update editable details for one customer or vendor contact.
- Update Item
Update editable catalog details for one existing Zoho Inventory item.
- Update Variant Opening Stock
Update organization-level or location-level opening stock for one variant.
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 Zoho Inventory, 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 Zoho Inventory when something happens in Cliniko?
Any of Zoho Inventory's 64 actions, including Create Bill, Create Contact, Create Contact Person and Create Credit Note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zoho Inventory to Cliniko?
Zoho Inventory has no triggers in the catalog today, so automations start in Cliniko. If you need the other direction, ask: your agent reads Zoho Inventory's API documentation and adds it.
Do I have to build a connector for Cliniko or Zoho Inventory?
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 Zoho Inventory 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.