Integration
Connect Copper and freee
When New Activity fires in Copper, your agent runs Add deal in freee, or New manual journal in freee to Create Lead in Copper. 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 Copper and freee 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 Copper and freee can do together
From Copper to freee
When New Activity in Copper
then Add deal in freee
When New Company in Copper
then Update deal in freee
From freee to Copper
When New manual journal in freee
then Create Lead in Copper
When Unsettled Deal in freee
then Create Task in Copper
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 Copper and freee
Triggers and actions 19 triggers · 44 actions
Trigger
New ActivityTriggers when a new activity is created.
Trigger
New CompanyTriggers when a new Company is created in Copper.
Trigger
New LeadTriggers when a Lead is created in Copper.
Trigger
New OpportunityTriggers when an Opportunity is created in Copper.
Trigger
New PersonTriggers when a new Person is created in Copper.
Trigger
New ProjectTriggers when a new Project is created in Copper.
Trigger
New TaskTriggers when a new Task is created in Copper.
Trigger
Updated CompanyTriggers when a Person's Company is changed.
Trigger
Updated Contact TypeTriggers when a Person's Contact Type is changed.
Trigger
Updated LeadTriggers when a Lead is changed.
Trigger
Updated Lead StatusTriggers when a Lead's status is changed.
Trigger
Updated OpportunityTriggers when an Opportunity is changed.
Trigger
Updated Opportunity StageTriggers when an Opportunity's stage is changed.
Trigger
Updated Opportunity StatusTriggers when an Opportunity's status is changed.
Trigger
Updated PersonTriggers when a Person is changed.
Trigger
Updated ProjectTriggers when a Project is changed.
Trigger
Updated TaskTriggers when a Task is changed.
Action
Associate to ProjectThis Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.
Action
Create ActivityLogs a new Activity on a Person, Company, Opportunity, or Lead.
Action
Create CompanyCreates a new Company.
Action
Create LeadCreates a new Lead.
Action
Create OpportunityCreates a new Opportunity.
Action
Create PersonCreates a new Person.
Action
Create ProjectCreates a new Project.
Action
Create TaskCreates a new Task.
Action
Create/Update CompanyCreates or Updates a Company depending on the match criteria.
Action
Create/Update LeadCreates or Updates a Lead depending on the match criteria.
Action
Create/Update OpportunityCreates or Updates an Opportunity based off of a match criteria.
Action
Create/Update PersonCreates or Updates a Person depending on the match criteria.
Action
Create/Update ProjectCreates or Updates a Project depending on the match criteria.
Action
Search for a CompanySearches for an existing company in Copper.
Action
Search for an ActivitySearches for an existing activity in Copper.
Action
Search for a OpportunitySearches for an existing opportunity in Copper.
Action
Search for a PersonSearches for an existing person in Copper.
Action
Search for a ProjectSearches for an existing project in Copper.
Action
Update CompanyUpdates a Company depending on the match criteria.
Action
Update OpportunityUpdates an Opportunity based off of a match criteria.
Action
Update PersonUpdates a Person depending on the match criteria.
Action
Update ProjectUpdates a Project depending on the match criteria.
Trigger
New manual journalTriggers when a new manual journal (振替伝票) is created in the selected freee company.
Trigger
Unsettled DealTriggers when a new unsettled income or expense deal (取引) appears in the selected freee company.
Action
Add account itemCreates a new account item (勘定科目) in a freee Accounting company and returns the created account item.
Action
Add dealCreates an income or expense deal (取引) in a freee company, with its line items and, optionally, the payments that settle it.
Action
Add manual journalCreates a manual journal (振替伝票) in a freee company, with balanced debit and credit lines.
Action
Add transferCreates a transfer (口座振替) in a freee company, moving money from one bank account, credit card or wallet to one or more other accounts.
Action
Create ItemCreates a new item (品目) in a freee company, which can then be selected on deals and other transactions.
Action
Create PartnerCreates a new partner (取引先) — a customer or supplier — in a freee company, for use on deals and invoices.
Action
Create TagCreates a new memo tag (メモタグ) in a freee company, which can then be attached to deal and transfer line items.
Action
Delete dealDeletes an income or expense deal (取引) from a freee company.
Action
Get dealReturns one income or expense deal (取引) in a freee company, including its detail lines, payments, renewals and attached receipts.
Action
Get partnerReturns one partner (取引先) of a freee company by its id, including contact, address, bank account and payment-term settings.
Action
Get SectionReturns a single section (department) of a freee company by its id, including its name, official name, shortcuts and availability.
Action
Get TagReturns one memo tag (メモタグ) in a freee company by its id, including its name, shortcuts and last update date.
Action
Get TransferReturns one transfer (振替) between accounts in a freee company, including its destination account lines.
Action
List account itemsReturns the account items (勘定科目) defined for a freee company, optionally filtered by keyword or update date.
Action
List companiesReturns every freee company (事業所) the connected user belongs to, with each company's id, name, display name, company number and the user's role there.
Action
List dealsReturns the income and expense deals (取引) recorded in a freee company, optionally filtered by partner, account item, settlement status, type, dates or remaining amount.
Action
List itemsReturns the items (品目) registered in a freee company, including items marked as not in use. Optionally limited to items updated within a date range.
Action
List manual journalsReturns the manual journals (振替伝票) of a freee company, optionally filtered by date, account item, amount, partner, item, section, segment tags, comments, adjustment type or journal number.
Action
List partnersReturns the partners (取引先) registered in a freee company, optionally filtered by keyword or last-updated date. Archived partners are not included.
Action
List walletablesReturns the company's walletables — bank accounts, credit cards and other payment accounts such as cash — optionally with balances and sync status.
Action
Update dealUpdates an existing income or expense deal (取引) in freee Accounting, replacing its dates, partner, reference number, line items and attached receipts.
Action
Update partnerUpdates an existing partner (取引先) in freee Accounting. Only the details you fill in are changed; everything else keeps its current value.
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
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Questions
Copper and freee, answered
What can start an automation from Copper?
Any of Copper's 17 triggers in the catalog, including New Activity, New Company, New Lead and New Opportunity. Describe the moment in plain language and your agent picks the right one.
What can your agent do in freee when something happens in Copper?
Any of freee's 22 actions, including Create Item, Create Partner, Create Tag and Update deal. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from freee to Copper?
Yes. When something happens in freee, your agent can act in Copper too. This page covers both directions: freee's triggers and Copper's actions are listed here as well.
Do I have to build a connector for Copper or freee?
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 Copper and freee 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.