--- title: "Connect Customer.guru to Magic Heidi - APIANT.ai" description: "When \"New Rating\" fires in Customer.guru, your agent runs \"Create Invoice\" in Magic Heidi." canonical: "https://apiant.ai/connect/customer-guru-to-magic-heidi" --- # Connect Customer.guru to Magic Heidi When **New Rating** fires in [Customer.guru](https://apiant.ai/connections/customer-guru), your agent runs **Create Invoice** in [Magic Heidi](https://apiant.ai/connections/magic-heidi). Describe the whole flow and it is built, tested on every scenario and kept running. Customer.guru **1** trigger Customer.guru **2** actions Magic Heidi **5** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Customer.guru and Magic Heidi 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 Customer.guru can start in Magic Heidi - When **New Rating** in Customer.guru then **Create Invoice** in Magic Heidi - When **New Rating** in Customer.guru then **Create Temporary Invoice (Not Saved to Your Account)** in Magic Heidi 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 Customer.guru and Magic Heidi ## Triggers and actions 1 trigger · 7 actions - Trigger **New Rating** Triggered when a customer submits a new rating on one of your Customer.guru surveys, giving you their score, their comment and how they engaged with the survey email. - Action **Find Customer** Looks up a customer in your Customer.guru account by email address and returns that customer's record — their id, when they were added, their most recent survey score and comment, and whether they have unsubscribed. - Action **Schedule Survey** Sends a Customer.guru NPS survey to one or more customers, either straight away or scheduled for a later date, and reports how many went out. - Action **Create Expense** Creates an expense in your Magic Heidi account, with its amount, VAT rate, category and payment method, and returns the stored expense. - Action **Create Invoice** Creates an unpaid, unsent draft invoice (or quote) in your Magic Heidi account for an existing or new client, and returns the stored invoice with its number and totals. - Action **Create Temporary Invoice (Not Saved to Your Account)** Generates a Swiss QR-bill invoice PDF and returns a download link that expires after 24 hours. The invoice is not saved to your Magic Heidi account. - Action **Get Expense** Fetches an expense by ID. An error occurs if the expense is not found. - Action **Get Invoice** Returns one Magic Heidi invoice or quote, with its lines, client, payments, due date and computed totals. ## Each app on its own - [ **Customer.guru** Customer.guru is an easy-to-setup tool for measuring customer satisfaction using Net Promoter Score.](https://apiant.ai/connections/customer-guru) - [ **Magic Heidi** Magic Heidi is a Swiss invoicing and bookkeeping tool for freelancers.](https://apiant.ai/connections/magic-heidi) Reviews ## What our customers say ## More from Customer.guru - [ **Customer.guru to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/customer-guru-to-hubspot) - [ **Customer.guru to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/customer-guru-to-salesforce) - [ **Customer.guru to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/customer-guru-to-slack) - [ **Customer.guru to Google Sheets** Google Sheets](https://apiant.ai/connect/customer-guru-to-google-sheets) - [ **Customer.guru to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/customer-guru-to-gmail) - [ **Customer.guru to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/customer-guru-to-google-calendar) ## More into Magic Heidi - [ **HubSpot to Magic Heidi** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-magic-heidi) - [ **Salesforce to Magic Heidi** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-magic-heidi) - [ **Slack to Magic Heidi** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-magic-heidi) - [ **Google Sheets to Magic Heidi** Google Sheets](https://apiant.ai/connect/google-sheets-to-magic-heidi) - [ **Gmail to Magic Heidi** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-magic-heidi) - [ **Google Calendar to Magic Heidi** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-magic-heidi) Questions ## Customer.guru and Magic Heidi, answered ### ### What can start an automation from Customer.guru? Any of Customer.guru's 1 trigger in the catalog, including New Rating. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Magic Heidi when something happens in Customer.guru? Any of Magic Heidi's 5 actions, including Create Expense, Create Invoice, Create Temporary Invoice (Not Saved to Your Account) and Get Expense. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Magic Heidi to Customer.guru? Magic Heidi has no triggers in the catalog today, so automations start in Customer.guru. If you need the other direction, ask: your agent reads Magic Heidi's API documentation and adds it. ### ### Do I have to build a connector for Customer.guru or Magic Heidi? 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 Customer.guru and Magic Heidi 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.