Integration
Connect Daftra and Formidable Forms
When Client Created fires in Daftra, your agent runs Create Entry in Formidable Forms, or New Entry in Formidable Forms to Add Invoice in Daftra. 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 Daftra and Formidable Forms to do together?
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Connect your AI client
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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 Daftra and Formidable Forms can do together
From Daftra to Formidable Forms
When Client Created in Daftra
then Create Entry in Formidable Forms
From Formidable Forms to Daftra
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 Daftra and Formidable Forms
Triggers and actions 10 triggers · 43 actions
- Client Created
Triggers when a new client is added to your Daftra account.
- Client Updated
Triggers when a client is added or updated in Daftra.
- Estimate Updated
Triggers when an estimate (quote) is created or updated in Daftra.
- Invoice Created
Triggers when a new invoice (or debit note) is created in Daftra.
- Invoice Updated
Triggers when an invoice or debit note is created or updated in Daftra.
- Journal Created
Triggers when a new journal entry is created in Daftra.
- Journal Updated
Triggers when a journal entry is created or updated in Daftra.
- Product Created
Triggers when a new product is added in Daftra.
- Product Updated
Triggers when a product is added or updated in Daftra.
- Add Client
Creates a new client in Daftra and returns its id and client number.
- Add credit note
Creates a credit note for a client in Daftra, optionally against a source invoice, with line items.
- Add Estimate
Creates a new estimate (quote) for a client in Daftra, with optional line items.
- Add Expense
Creates an expense in Daftra with its amount, date, vendor, category and optional taxes, account splits and cost-center allocations.
- Add Invoice
Creates a sales invoice for a client in Daftra, with optional line items and payments, and returns the new invoice's id.
- Add Invoice Payment
Records a payment against an existing Daftra invoice and returns the new payment's id.
- Add Journal
Creates a manual double-entry journal entry with its debit and credit lines. Total debits must equal total credits.
- Add Product
Creates a new product, service or bundle in Daftra and returns its id.
- Add Refund Receipt
Creates a refund receipt against an existing invoice in Daftra, with optional refunded line items and refund payments.
- Add Supplier
Creates a new supplier in Daftra and returns its id.
- Delete Client
Deletes a client from Daftra. The client must have no invoices, payments or other related records.
- Delete credit note
Deletes a credit note in Daftra by its ID.
- Delete Estimate
Deletes an estimate (quote) in Daftra. Estimates already converted to an invoice or sales order cannot be deleted.
- Delete Expense
Deletes an expense in Daftra, along with its related accounting journal and attachments.
- Delete Invoice
Deletes a sales invoice in Daftra by its ID.
- Delete Invoice Payment
Deletes an invoice payment, re-adjusting the related invoice's paid total and the client's balance.
- Delete Product
Deletes a product, service or bundle in Daftra by its ID.
- Delete Refund Receipt
Deletes a refund receipt in Daftra by its ID.
- Delete Supplier
Deletes a supplier from Daftra. Suppliers referenced by purchase orders, expenses or other transactions cannot be deleted.
- Edit Client
Updates an existing client in Daftra. Only the fields you fill in are changed.
- Edit Estimate
Updates an existing estimate (quote) in Daftra, changing its client, date, currency, notes or line items.
- Edit Expense
Updates an existing expense in Daftra. Only the fields you fill in are changed.
- Edit Invoice
Updates an existing standard invoice in Daftra, including its header details, line items, payments and custom fields.
- Edit Invoice Payment
Updates an existing invoice payment in Daftra. Only the fields you fill in are changed.
- Edit Journal
Updates an existing journal entry in Daftra, replacing its debit and credit lines.
- Edit Product
Updates an existing product, service or bundle in Daftra. Only the fields you fill in are changed.
- Edit Refund Receipt
Updates an existing refund receipt in Daftra — its date, currency, store, notes or line items.
- Edit Supplier
Updates an existing supplier's business name, contact details, addresses and other details.
- Get client
Returns a single Daftra client by id, with its contact details, addresses, balances and custom field values.
- Get Expense
Returns a single expense by its id, including amount, taxes, totals, vendor, category, date and status.
- Get invoice
Returns a single standard invoice by ID, with its line items, payments, taxes, client and custom fields.
- Get Purchase Order
Returns a single purchase order by its ID, including its line items, supplier, taxes, payments and custom fields.
- Get Refund Receipt
Returns a single refund receipt by ID, including its line items, payments, taxes, custom fields and client.
- List clients
Returns a list of clients in your Daftra account, optionally filtered by keyword or assigned staff member.
- List estimates
Returns the account's estimates (quotes), most recent first, optionally filtered by client, number, status, amount, dates and more.
- List invoices
Returns a page of your Daftra invoices and debit notes, most recent first, optionally filtered by client, status, dates, amounts and more.
- List products
Returns a page of products and services in your Daftra account, optionally filtered by keyword, category, supplier, brand, stock status, barcode or product code.
- Update credit note
Updates an existing credit note in Daftra — its client, date, currency, store, notes or line items.
- New Entry
Triggers when a new entry is submitted to a Formidable form.
- Create Entry
Creates a new entry in a Formidable form using the values you supply for that form's fields, and returns the created entry.
- Find Entries
Returns the entries that contain a search value in any of their fields, optionally limited to one form.
- Get Entry
Returns one form entry by its ID or key, including its saved field values. An error occurs if the entry is not found.
- Get Form
Returns one form's details, such as its name, key, description and preview link.
- List Forms
Returns the forms on your Formidable Forms site, with each form's ID, key, name and creation date.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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Questions
Daftra and Formidable Forms, answered
What can start an automation from Daftra?
Any of Daftra's 9 triggers in the catalog, including Client Created, Client Updated, Estimate Updated and Invoice Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Formidable Forms when something happens in Daftra?
Any of Formidable Forms's 5 actions, including Create Entry, Find Entries, Get Entry and Get Form. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Formidable Forms to Daftra?
Yes. When something happens in Formidable Forms, your agent can act in Daftra too. This page covers both directions: Formidable Forms's triggers and Daftra's actions are listed here as well.
Do I have to build a connector for Daftra or Formidable Forms?
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 Daftra and Formidable Forms 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.