Integration
Connect Copper and Quaderno
When New Activity fires in Copper, your agent runs Add invoice payment in Quaderno, or New Contact in Quaderno 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 Quaderno to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Quaderno can do together
From Copper to Quaderno
When New Activity in Copper
then Add invoice payment in Quaderno
From Quaderno to 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 Quaderno
Triggers and actions 20 triggers · 46 actions
- New Activity
Triggers when a new activity is created.
- New Company
Triggers when a new Company is created in Copper.
- New Lead
Triggers when a Lead is created in Copper.
- New Opportunity
Triggers when an Opportunity is created in Copper.
- New Person
Triggers when a new Person is created in Copper.
- New Project
Triggers when a new Project is created in Copper.
- New Task
Triggers when a new Task is created in Copper.
- Updated Company
Triggers when a Person's Company is changed.
- Updated Contact Type
Triggers when a Person's Contact Type is changed.
- Updated Lead
Triggers when a Lead is changed.
- Updated Lead Status
Triggers when a Lead's status is changed.
- Updated Opportunity
Triggers when an Opportunity is changed.
- Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
- Updated Opportunity Status
Triggers when an Opportunity's status is changed.
- Updated Person
Triggers when a Person is changed.
- Updated Project
Triggers when a Project is changed.
- Updated Task
Triggers when a Task is changed.
- Associate to Project
This 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.
- Create Activity
Logs a new Activity on a Person, Company, Opportunity, or Lead.
- Create Company
Creates a new Company.
- Create Lead
Creates a new Lead.
- Create Opportunity
Creates a new Opportunity.
- Create Person
Creates a new Person.
- Create Project
Creates a new Project.
- Create Task
Creates a new Task.
- Create/Update Company
Creates or Updates a Company depending on the match criteria.
- Create/Update Lead
Creates or Updates a Lead depending on the match criteria.
- Create/Update Opportunity
Creates or Updates an Opportunity based off of a match criteria.
- Create/Update Person
Creates or Updates a Person depending on the match criteria.
- Create/Update Project
Creates or Updates a Project depending on the match criteria.
- Search for a Company
Searches for an existing company in Copper.
- Search for an Activity
Searches for an existing activity in Copper.
- Search for a Opportunity
Searches for an existing opportunity in Copper.
- Search for a Person
Searches for an existing person in Copper.
- Search for a Project
Searches for an existing project in Copper.
- Update Company
Updates a Company depending on the match criteria.
- Update Opportunity
Updates an Opportunity based off of a match criteria.
- Update Person
Updates a Person depending on the match criteria.
- Update Project
Updates a Project depending on the match criteria.
- New Contact
Triggers when a new contact is created in Quaderno.
- New Invoice
Triggers when a new invoice is created in Quaderno.
- New Sale
Triggers when a new sale is recorded in Quaderno, i.e. a new invoice or receipt is created.
- Add invoice payment
Records a payment against a Quaderno invoice. When total payments reach the invoice amount, the invoice is marked as paid.
- Add product
Creates a new product in Quaderno that can be used as a line item on invoices, credit notes and expenses.
- Add receipt
Creates a paid receipt in Quaderno for a completed sale, with its customer, line items and payment method.
- Calculate tax rate
Calculates the tax rate and tax amount that applies to a sale for a given customer location and product type.
- Create Contact
Creates a new contact (customer or vendor) in Quaderno and returns the created contact.
- Create Estimate
Creates an estimate (proforma) in Quaderno for a customer, with line items, dates and notes.
- Create Expense
Creates an expense in Quaderno for a vendor, with its line items, and returns the new expense.
- Create Invoice
Creates an invoice for a customer with line items; optionally records full payment so the invoice is marked paid.
- Create Paid Invoice
Creates an invoice for a customer and records a full payment against it, so the invoice is marked paid.
- Create Sale
Records a sale in Quaderno, which calculates taxes and issues the matching invoice or receipt for the customer.
- Delete contact
Permanently deletes a contact (customer or vendor) from your Quaderno account.
- Find Contact
Finds contacts whose name, email or tax ID matches the search text, or whose payment-processor ID matches.
- Find Sale
Finds sales (invoices) by invoice number, customer name or PO number, payment processor transaction id, customer, state or issue date range, and returns the matches.
- Get contact
Returns a single Quaderno contact (customer or vendor) by its ID.
- Get Estimate
Returns a single estimate (proforma) by its id, including its number, customer, line items, taxes and totals.
- Get Expense
Returns the details of an existing expense in your Quaderno account.
- Get invoice
Returns a single invoice by its id, including number, contact, line items, taxes, totals and payments.
- Get product
Returns a single product (item) from your Quaderno account by its id, including its name, code, price and tax settings.
- Get Receipt
Returns a receipt by its id, including number, totals, taxes, contact and payment details.
- Update contact
Updates an existing Quaderno contact. Fields left blank keep their current values.
- Update invoice
Updates the editable fields of an existing invoice: PO number, tags, payment details, notes, custom metadata and billing address.
- Update product
Updates an existing product in Quaderno. Only the fields you fill in are changed.
- Validate tax ID
Checks whether a customer's tax ID (EU/UK VAT, ABN, NZBN, QST, Swiss UID) is valid and belongs to a real business.
- Void invoice
Voids an existing invoice in Quaderno and returns the voided invoice.
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
What our customers say
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Questions
Copper and Quaderno, 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 Quaderno when something happens in Copper?
Any of Quaderno's 24 actions, including Create Contact, Create Estimate, Create Expense and Create Invoice. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Quaderno to Copper?
Yes. When something happens in Quaderno, your agent can act in Copper too. This page covers both directions: Quaderno's triggers and Copper's actions are listed here as well.
Do I have to build a connector for Copper or Quaderno?
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.
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.