--- title: "Connect Cognito Forms to Kantata OX - APIANT.ai" description: "When \"New Entry\" fires in Cognito Forms, your agent runs \"List invoices\" in Kantata OX." canonical: "https://apiant.ai/connect/cognito-forms-to-kantata-ox" --- # Connect Cognito Forms to Kantata OX When **New Entry** fires in [Cognito Forms](https://apiant.ai/connections/cognito-forms), your agent runs **List invoices** in [Kantata OX](https://apiant.ai/connections/kantata-ox). Describe the whole flow and it is built, tested on every scenario and kept running. Cognito Forms **2** triggers Cognito Forms **10** actions Kantata OX **2** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Cognito Forms and Kantata OX 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 Cognito Forms can start in Kantata OX - When **New Entry** in Cognito Forms then **List invoices** in Kantata OX - When **Updated Entry** in Cognito Forms then **List time entries** in Kantata OX 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 Cognito Forms and Kantata OX ## Triggers and actions 2 triggers · 12 actions - Trigger **New Entry** Triggers when a new entry is submitted to the selected form. - Trigger **Updated Entry** Triggers when an entry on the selected form is updated. - Action **Create Entry** Creates a new entry on a Cognito Forms form with the field values you supply. - Action **Delete Entry** Deletes an entry from a Cognito Forms form. - Action **Get Document** Generates and returns a document for a form entry from one of the form's document templates, including a link to download the file. - Action **Get Entry** Returns a single entry from a Cognito Forms form, including all of its field values. - Action **Get Form Entries** Returns the entries submitted to a form, with each entry's field values. - Action **Get form fields** Returns the list of fields defined on a Cognito Forms form, including each field's name, type and settings. - Action **Get form schema** Returns the JSON schema of a form, describing each of its fields and their types. - Action **List forms** Returns all forms in your Cognito Forms organization, with each form's id and name. - Action **Set Form Availability** Sets when a form is open for submissions: the date it opens, the date it closes, and the message shown while it is unavailable. - Action **Update Entry** Updates an existing entry on a form, changing only the field values you supply. - Action **List invoices** Returns the invoices in the Kantata OX account, optionally narrowed by project, dates, payment status, invoice number or external reference. - Action **List time entries** Returns time entries visible to the connected user, optionally filtered by project, user, date range, billable or invoice status. ## Each app on its own - [ **Cognito Forms** Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their...](https://apiant.ai/connections/cognito-forms) - [ **Kantata OX** Kantata OX project collaboration suite allows you to manage your business relationships, share files, and...](https://apiant.ai/connections/kantata-ox) Reviews ## What our customers say ## More from Cognito Forms - [ **Cognito Forms to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/cognito-forms-to-hubspot) - [ **Cognito Forms to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/cognito-forms-to-salesforce) - [ **Cognito Forms to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/cognito-forms-to-slack) - [ **Cognito Forms to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/cognito-forms-to-google-sheets) - [ **Cognito Forms to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/cognito-forms-to-gmail) - [ **Cognito Forms to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/cognito-forms-to-google-calendar) ## More into Kantata OX - [ **HubSpot to Kantata OX** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-kantata-ox) - [ **Salesforce to Kantata OX** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-kantata-ox) - [ **Slack to Kantata OX** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-kantata-ox) - [ **Google Sheets to Kantata OX** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-kantata-ox) - [ **Gmail to Kantata OX** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-kantata-ox) - [ **Google Calendar to Kantata OX** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-kantata-ox) Questions ## Cognito Forms and Kantata OX, answered ### ### What can start an automation from Cognito Forms? Any of Cognito Forms's 2 triggers in the catalog, including New Entry and Updated Entry. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Kantata OX when something happens in Cognito Forms? Any of Kantata OX's 2 actions, including List invoices and List time entries. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Kantata OX to Cognito Forms? Kantata OX has no triggers in the catalog today, so automations start in Cognito Forms. If you need the other direction, ask: your agent reads Kantata OX's API documentation and adds it. ### ### Do I have to build a connector for Cognito Forms or Kantata OX? 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 Cognito Forms and Kantata OX 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.