--- title: "Connect ComplyCube and FreshBooks - APIANT.ai" description: "When \"Check Completed\" fires in ComplyCube, your agent runs \"Add Payment to Invoice\" in FreshBooks, or \"New Bill\" in FreshBooks to \"Add Note\" in ComplyCube." canonical: "https://apiant.ai/connect/complycube-to-freshbooks" --- # Connect ComplyCube and FreshBooks When **Check Completed** fires in [ComplyCube](https://apiant.ai/connections/complycube), your agent runs **Add Payment to Invoice** in [FreshBooks](https://apiant.ai/connections/freshbooks), or **New Bill** in FreshBooks to **Add Note** in ComplyCube. Describe the whole flow and it is built, tested on every scenario and kept running. ComplyCube **2** triggers ComplyCube **39** actions FreshBooks **16** triggers FreshBooks **29** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ComplyCube and FreshBooks 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 ComplyCube and FreshBooks can do together ### From ComplyCube to FreshBooks - When **Check Completed** in ComplyCube then **Add Payment to Invoice** in FreshBooks - When **New Event** in ComplyCube then **Create Invoice** in FreshBooks ### From FreshBooks to ComplyCube - When **New Bill** in FreshBooks then **Add Note** in ComplyCube - When **New Client** in FreshBooks then **Create Client** in ComplyCube 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 ComplyCube and FreshBooks ## Triggers and actions 18 triggers · 68 actions - Trigger **Check Completed** Triggers when a new check is received. - Trigger **New Event** Triggers when a new event is received. - Action **Add Note** Add a note to a client for investigations, reviews, or compliance reporting. - Action **Create Address** Creates a new address for a client. - Action **Create Check** Create a verification check (identity, document, AML, or other check type) against a client. - Action **Create Client** Updates clients details using the given input. - Action **Create Document** Creates a new document for a client. - Action **Create Session** Creates a verification session link using workflow templates. - Action **Delete Address** Deletes an existing address. - Action **Delete Client** Deletes an existing client. - Action **Delete Document** Deletes an existing document. - Action **Delete Note** Delete a note. - Action **Find Addresses** Search and verify an address for KYC address checks. - Action **Find Companies** Search for companies by name or registration details for KYB checks. - Action **Generate Check Report** Generate a PDF report for a specific check. - Action **Generate Client Report** Generate a PDF report summarizing a client's compliance record. - Action **Generate Session Report** Generates a session report PDF and returns it as a file for use in later Zap steps. - Action **Generate Token** Generate an SDK token to securely authenticate a frontend user session. - Action **Get Address** Retrieves an address using "Address ID". - Action **Get Check Results** Retrieves a check's results using "Check ID". - Action **Get Client** Retrieves a client's results using "Client ID". - Action **Get Company Details** Retrieve detailed information about a company by its ID. - Action **Get Document** Retrieves a document using "Document ID". - Action **Get Live Photo** Retrieve a client's live photo by ID. - Action **Get Note** Retrieve a note by ID. - Action **Get Risk Profile** Retrieve a client's AML risk profile and score. - Action **Get Session Results** Retrieves a session's results using "Session ID". - Action **List Addresses** List addresses linked to a client. - Action **List Checks** List checks performed on a client. - Action **List Clients** List clients with optional filters and pagination. - Action **List Documents** List documents linked to a client. - Action **List Live Photos** List a client's live photos. - Action **List Notes** List notes linked to a client. - Action **List Workflow Sessions** List a client's workflow sessions. - Action **Update Address** Updates an existing address. - Action **Update Check** Update an existing check's parameters. - Action **Update Client** Updates clients details using the given input. - Action **Update Document** Updates an existing document. - Action **Update Note** Update an existing note. - Action **Upload Document Image** Uploads an image attachment (front or back) to an existing document. - Action **Upload Live Photo** Upload a client's live photo (selfie) for biometric identity and liveness verification. - Trigger **New Bill** Triggers when a new bill is created in FreshBooks. - Trigger **New Client** Triggers when a new client is created in FreshBooks. - Trigger **New Credit Note** Triggers when a new credit note is created in your FreshBooks account. - Trigger **New Estimate** Triggers when a new estimate is created in FreshBooks. - Trigger **New Expense** Triggers when a new expense is recorded in FreshBooks. - Trigger **New Filtered Invoice** Triggers when a new invoice matching your chosen filters (client, status, currency, amount, and more) is created in FreshBooks. - Trigger **New Invoice** Triggers when a new invoice is created in FreshBooks. - Trigger **New Invoice Payment** Triggers when a new invoice payment is created. - Trigger **New Project** Triggers when a new project is created in FreshBooks. - Trigger **New Staff Member** Triggers when a new staff member is added to your FreshBooks business. - Trigger **New Time Entry** Triggers when a new time entry is created in FreshBooks. - Trigger **New Vendor** Triggers when a new bill vendor is created in FreshBooks. - Trigger **Updated Bill** Triggers when a bill is updated in FreshBooks. Returns the id of the updated bill and the account, business and user it belongs to. - Trigger **Updated Estimate** Triggers when an estimate is updated. - Trigger **Updated Invoice** Triggers when an invoice is updated in FreshBooks. - Trigger **Updated Vendor** Triggers when a bill vendor is updated in FreshBooks. - Action **Add Payment to Invoice** Records a payment against a FreshBooks invoice and returns the created payment. - Action **Create Bill** Creates a bill in FreshBooks recording what your business owes a vendor, with its line items. - Action **Create Client** Creates a new client in your FreshBooks business, with contact details, billing and shipping addresses, and optional secondary contacts. - Action **Create Credit Note** Creates a credit note or prepayment credit for a client in FreshBooks. - Action **Create Estimate** Creates a new estimate for a client in FreshBooks, optionally with line items. - Action **Create Expense** Creates an expense in your FreshBooks business, with its amount, category, date and optional vendor, client, project and taxes. - Action **Create Invoice** Creates a new invoice for a client in FreshBooks, with optional line items, terms and notes. New invoices start as drafts unless a status is given. - Action **Create Invoice PDF** Returns the PDF of an existing FreshBooks invoice as a file you can attach or store. - Action **Create or Update Client** Updates an existing FreshBooks client (by Client ID, or by matching email) or creates a new client when none matches. - Action **Create or Update Invoice** Updates an existing FreshBooks invoice (by Invoice ID, or by matching Invoice Number), or creates a new invoice when none matches. - Action **Create Other Income** Records income received outside of an invoice, such as online store sales, rentals or advertising, in FreshBooks. - Action **Create Project** Creates a new project in FreshBooks, optionally linked to a client, with a fixed price or hourly rate. - Action **Create Recurring Invoice** Creates a recurring invoice profile in FreshBooks that generates invoices for a client on a set schedule. - Action **Create Time Entry** Creates a time entry recording time spent working for a client or project in FreshBooks. - Action **Create Vendor** Creates a bill vendor (a supplier you receive bills from) in your FreshBooks business. - Action **Find Bill** Finds bills in FreshBooks by id, vendor, status or currency and returns the matches. - Action **Find Client** Finds clients in your FreshBooks business by email, name, organization, phone or other details, and returns the matches. - Action **Find Credit Note** Finds a credit note in FreshBooks by its id and returns the credit note's details. - Action **Find Estimate** Finds estimates in FreshBooks matching an estimate number, client, status, notes, date or amount range, and other criteria. - Action **Find Invoice** Finds invoices in your FreshBooks account matching the criteria you give, such as invoice number, client, status, dates or amounts. - Action **Find Project** Finds FreshBooks projects whose title contains the given text, optionally limited to active or completed projects. - Action **Find Vendor** Finds bill vendors in your FreshBooks account whose business name matches the text you give. - Action **Send Estimate** Emails an existing estimate to the listed recipients and marks it as sent. - Action **Send Invoice** Emails an existing invoice to the recipients you choose and marks it as sent. - Action **Update Bill** Updates an existing bill from a vendor, such as its dates, bill number, line items or status. - Action **Update Credit Note** Updates an existing credit note in FreshBooks, changing only the details you fill in. - Action **Update Estimate** Updates an existing FreshBooks estimate's client, dates, address details, notes, terms or line items. Only the fields you fill in are changed. - Action **Update Time Entry** Updates an existing time entry in FreshBooks, such as its duration, note, client or project. - Action **Update Vendor** Updates an existing bill vendor's name, contact details, address and preferences. Fields left blank are not changed. ## Each app on its own - [ **ComplyCube** ComplyCube is an all-in-one identity verification, KYC and anti-money laundering compliance platform for...](https://apiant.ai/connections/complycube) - [ **FreshBooks** FreshBooks is a cloud accounting software designed exclusively for self-employed professionals and their...](https://apiant.ai/connections/freshbooks) Reviews ## What our customers say ## More from ComplyCube - [ **ComplyCube to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/complycube-to-hubspot) - [ **ComplyCube to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/complycube-to-salesforce) - [ **ComplyCube to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/complycube-to-slack) - [ **ComplyCube to Google Sheets** Google Sheets](https://apiant.ai/connect/complycube-to-google-sheets) - [ **ComplyCube to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/complycube-to-gmail) - [ **ComplyCube to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/complycube-to-google-calendar) ## More into FreshBooks - [ **ActiveCampaign to FreshBooks** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-freshbooks) - [ **Airtable to FreshBooks** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-freshbooks) - [ **Asana to FreshBooks** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-freshbooks) - [ **ClickUp to FreshBooks** 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-freshbooks) - [ **Discord to FreshBooks** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-freshbooks) - [ **Brevo to FreshBooks** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-freshbooks) Questions ## ComplyCube and FreshBooks, answered ### ### What can start an automation from ComplyCube? Any of ComplyCube's 2 triggers in the catalog, including Check Completed and New Event. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in FreshBooks when something happens in ComplyCube? Any of FreshBooks's 29 actions, including Create Bill, Create Client, Create Credit Note and Create Estimate. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from FreshBooks to ComplyCube? Yes. When something happens in FreshBooks, your agent can act in ComplyCube too. This page covers both directions: FreshBooks's triggers and ComplyCube's actions are listed here as well. ### ### Do I have to build a connector for ComplyCube or FreshBooks? 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 ComplyCube and FreshBooks 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.