--- title: "Connect CLOSUM and Finolog - APIANT.ai" description: "When \"New Lead\" fires in CLOSUM, your agent runs \"Add order\" in Finolog, or \"New Account\" in Finolog to \"Add Lead\" in CLOSUM." canonical: "https://apiant.ai/connect/closum-to-finolog" --- # Connect CLOSUM and Finolog When **New Lead** fires in [CLOSUM](https://apiant.ai/connections/closum), your agent runs **Add order** in [Finolog](https://apiant.ai/connections/finolog), or **New Account** in Finolog to **Add Lead** in CLOSUM. Describe the whole flow and it is built, tested on every scenario and kept running. CLOSUM **1** trigger CLOSUM **3** actions Finolog **7** triggers Finolog **31** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want CLOSUM and Finolog 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 CLOSUM and Finolog can do together ### From CLOSUM to Finolog - When **New Lead** in CLOSUM then **Add order** in Finolog - When **New Lead** in CLOSUM then **Add comment** in Finolog ### From Finolog to CLOSUM - When **New Account** in Finolog then **Add Lead** in CLOSUM - When **New Category** in Finolog then **Get lead** in CLOSUM 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 CLOSUM and Finolog ## Triggers and actions 8 triggers · 34 actions - Trigger **New Lead** Fires once for each new lead added in Closum. - Action **Add Lead** Add a new lead to account - Action **Get lead** Get a lead by id. - Action **List leads** List leads. - Trigger **New Account** Triggers when a new account is created. - Trigger **New Category** Triggers when a new category is created. - Trigger **New Company** Triggers when new company was created. - Trigger **New Contractor** Triggers when new contractor is created. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Requisite** Triggers when a new requisite is created. - Trigger **New Transaction** Triggers when a new transaction is created. - Action **Add comment** /v1/biz/{biz_id}/comment - add a comment to an entity - Action **Add order** /v1/biz/{biz_id}/orders/order - Action **Add project** /v1/biz/{biz_id}/project - Action **Add requisite** /v1/biz/{biz_id}/requisite - Action **Create Account** Creates an Account - Action **Create Category** Creates a Category - Action **Create Company** Creates a Company - Action **Create Contractor** Creates a Contractor - Action **Create Transaction** Creates a Transaction - Action **Delete account** /v1/biz/{biz_id}/account/{id} - Action **Delete contractor** /v1/biz/{biz_id}/contractor/{id} - Action **Delete transaction** /v1/biz/{biz_id}/transaction/{id} - Action **Find Contractor by Query** FInd contractor by name or his requisites - Action **Find Contractor Requisites** Finds a Requisites that blongs to a Contractor - Action **Find Transaction by Query** Find transaction by contractor name, account name, details or sum - Action **Get account** /v1/biz/{biz_id}/account/{id} - Action **Get contractor** /v1/biz/{biz_id}/contractor/{id} - Action **Get transaction** /v1/biz/{biz_id}/transaction/{id} - Action **List accounts** /v1/biz/{biz_id}/account - Action **List businesses** /v1/biz - Action **List categories** /v1/biz/{biz_id}/category - Action **List comments** Lists the comments on a record. - Action **List companies** /v1/biz/{biz_id}/company - Action **List orders** /v1/biz/{biz_id}/orders/order - Action **List projects** /v1/biz/{biz_id}/project - Action **Update account** /v1/biz/{biz_id}/account/{id} - Action **Update category** /v1/biz/{biz_id}/category/{id} - Action **Update company** /v1/biz/{biz_id}/company/{id} - Action **Update contractor** /v1/biz/{biz_id}/contractor/{id} - Action **Update project** /v1/biz/{biz_id}/project/{id} - Action **Update transaction** /v1/biz/{biz_id}/transaction/{id} ## Each app on its own - [ **CLOSUM** Closum is a inbound marketing platform, focused on small and medium companies to do their own landing pages...](https://apiant.ai/connections/closum) - [ **Finolog** Finolog is a money accounting app for small and medium businesses.](https://apiant.ai/connections/finolog) Reviews ## What our customers say ## More from CLOSUM - [ **CLOSUM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/closum-to-hubspot) - [ **CLOSUM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/closum-to-salesforce) - [ **CLOSUM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/closum-to-slack) - [ **CLOSUM to Google Sheets** Google Sheets](https://apiant.ai/connect/closum-to-google-sheets) - [ **CLOSUM to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/closum-to-gmail) - [ **CLOSUM to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/closum-to-google-calendar) ## More into Finolog - [ **ActiveCampaign to Finolog** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-finolog) - [ **Airtable to Finolog** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-finolog) - [ **Asana to Finolog** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-finolog) - [ **ClickUp to Finolog** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-finolog) - [ **Discord to Finolog** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-finolog) - [ **Brevo to Finolog** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-finolog) Questions ## CLOSUM and Finolog, answered ### ### What can start an automation from CLOSUM? Any of CLOSUM's 1 trigger in the catalog, including New Lead. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Finolog when something happens in CLOSUM? Any of Finolog's 31 actions, including Create Account, Create Category, Create Company and Create Contractor. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Finolog to CLOSUM? Yes. When something happens in Finolog, your agent can act in CLOSUM too. This page covers both directions: Finolog's triggers and CLOSUM's actions are listed here as well. ### ### Do I have to build a connector for CLOSUM or Finolog? 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 CLOSUM and Finolog 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.