--- title: "Connect Coworks and SOS Inventory - APIANT.ai" description: "When \"Contact Updated\" fires in Coworks, your agent runs \"Add invoice\" in SOS Inventory." canonical: "https://apiant.ai/connect/coworks-to-sos-inventory" --- # Connect Coworks and SOS Inventory When **Contact Updated** fires in [Coworks](https://apiant.ai/connections/coworks), your agent runs **Add invoice** in [SOS Inventory](https://apiant.ai/connections/sos-inventory), or **New Customer** in SOS Inventory to **List CRM contacts and leads** in Coworks. Describe the whole flow and it is built, tested on every scenario and kept running. Coworks **10** triggers Coworks **7** actions SOS Inventory **10** triggers SOS Inventory **25** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Coworks and SOS Inventory 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 Coworks and SOS Inventory can do together ### From Coworks to SOS Inventory - When **Contact Updated** in Coworks then **Add invoice** in SOS Inventory - When **CRM Entry Updated** in Coworks then **Add purchase order** in SOS Inventory ### From SOS Inventory to Coworks - When **New Customer** in SOS Inventory then **List CRM contacts and leads** in Coworks - When **New Estimate** in SOS Inventory then **Get room occupancy** in Coworks 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 Coworks and SOS Inventory ## Triggers and actions 20 triggers · 32 actions - Trigger **Contact Updated** Triggers when a contact in your Coworks CRM is created or changed. - Trigger **CRM Entry Updated** Triggers when a CRM contact or lead is added or changed in Coworks. - Trigger **Lead Updated** Triggers when a lead in Coworks is created or changed, including changes to its status, custom fields, or any other returned detail. - Trigger **Member Deactivate** Triggered when a member is deactivated and is no longer an active member. - Trigger **Member Updated** Triggers when a member is added or any of a member's details change. - Trigger **New Checkin** Triggered when a new check-in is recorded for a member, visitor or passport holder in your Coworks community. - Trigger **New Contact** Triggered when a new contact is created in your Coworks CRM. - Trigger **New CRM Entry** Triggered when a new CRM entry, either a contact or a lead, is created. - Trigger **New Lead** Triggers when a new lead is created in the Coworks CRM. - Trigger **New Member** Triggered when a new member is created in your Coworks community. - Action **Get room occupancy** Returns the rooms at a campus with their occupancy, optionally limited to one room type. - Action **List active memberships** Returns the community's paid memberships, optionally limited to one status. Free subscriptions are not included. - Action **List checkins** Returns check-ins for your Coworks community, optionally filtered by campus, check-in type, date range or person name. - Action **List CRM contacts and leads** Returns the contacts and leads in your Coworks CRM, optionally filtered by campus, type, lead status, source and date. - Action **List members** Returns the members of your Coworks community, optionally narrowed to specific teams or a campus, and optionally including inactive members. - Action **List rooms** Returns the rooms at a campus, optionally narrowed to one room type. - Action **List teams** Returns the teams in your Coworks community, optionally narrowed by team, campus, or join date. - Trigger **New Customer** Triggers when a new customer is created. - Trigger **New Estimate** - Trigger **New Invoice** Triggers when a new invoice is created. - Trigger **New Item** - Trigger **New Purchase Order** Triggers when a new purchase order is created. - Trigger **New Sales Order** Triggers when a new sales order is created. - Trigger **New Sales Receipt** Triggers when a new sales receipt is created. - Trigger **New Shipment** Triggers when a new shipment is created. - Trigger **New Vendor** - Trigger **Updated Item Quantity** Triggers when an item quantity is updated. - Action **Add estimate** /api/v2/estimate. Creates an estimate. - Action **Add inventory adjustment** /api/v2/adjustment. Creates an inventory adjustment. - Action **Add invoice** /api/v2/invoice. Creates an invoice. - Action **Add item** /api/v2/item. Creates an item (inventory, non-inventory, service, assembly, kit etc.). - Action **Add purchase order** /api/v2/purchaseorder. Creates a purchase order. - Action **Add transfer** /api/v2/transfer. Creates an inventory transfer between locations. - Action **Add vendor** /api/v2/vendor. Creates a vendor. - Action **Create Customer** Creates a new customer - Action **Create Sales Order** Creates a new sales order - Action **Create Sales Receipt** Creates a new sales receipt - Action **Find Customer** Finds a customer - Action **Find Sales Order** Finds a sales order - Action **Find vendors** /api/v2/vendor with query filters. Searches vendors. - Action **Get customer** /api/v2/customer/{id}. Retrieves one customer by id. - Action **Get estimate** Returns one estimate by id, including its lines and custom fields. - Action **Get inventory adjustment** Returns one inventory adjustment by id, including its lines. - Action **Get invoice** Returns one invoice by id. - Action **Get item** /api/v2/item/{id}. Retrieves one item by id. - Action **Get purchase order** Returns one purchase order by id. - Action **Get sales order** /api/v2/salesorder/{id}. Retrieves one sales order. - Action **Get sales receipt** Returns one sales receipt by id, including its lines and custom fields. - Action **Get transfer** Retrieves a single inventory transfer by id, including its from/to locations and lines. - Action **List items** /api/v2/item. Lists items with query filters and paging. - Action **Update customer** /api/v2/customer/{id}. Updates a customer; requires syncToken. - Action **Update sales order** /api/v2/salesorder/{id}. Updates a sales order; requires syncToken. ## Each app on its own - [ **Coworks** Coworks is a coworking management platform solution for automating running a coworking space.](https://apiant.ai/connections/coworks) - [ **SOS Inventory** SOS Inventory is an app that tracks inventory, provides order management and manufacturing tracking and...](https://apiant.ai/connections/sos-inventory) Reviews ## What our customers say ## More from Coworks - [ **Coworks to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/coworks-to-hubspot) - [ **Coworks to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/coworks-to-salesforce) - [ **Coworks to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/coworks-to-slack) - [ **Coworks to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/coworks-to-google-sheets) - [ **Coworks to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/coworks-to-gmail) - [ **Coworks to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/coworks-to-google-calendar) ## More into SOS Inventory - [ **HubSpot to SOS Inventory** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sos-inventory) - [ **Salesforce to SOS Inventory** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-sos-inventory) - [ **Slack to SOS Inventory** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-sos-inventory) - [ **Google Sheets to SOS Inventory** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-sos-inventory) - [ **Gmail to SOS Inventory** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sos-inventory) - [ **Google Calendar to SOS Inventory** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-sos-inventory) Questions ## Coworks and SOS Inventory, answered ### ### What can start an automation from Coworks? Any of Coworks's 10 triggers in the catalog, including Contact Updated, CRM Entry Updated, Lead Updated and Member Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in SOS Inventory when something happens in Coworks? Any of SOS Inventory's 25 actions, including Create Customer, Create Sales Order, Create Sales Receipt and Update customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SOS Inventory to Coworks? Yes. When something happens in SOS Inventory, your agent can act in Coworks too. This page covers both directions: SOS Inventory's triggers and Coworks's actions are listed here as well. ### ### Do I have to build a connector for Coworks or SOS Inventory? 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 Coworks and SOS Inventory 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.