# Connect Daftra and Openlayer When **Client Created** fires in [Daftra](https://apiant.ai/connections/daftra), your agent runs **Publish Record** in [Openlayer](https://apiant.ai/connections/openlayer), or **New Project** in Openlayer to **Add Invoice** in Daftra. Describe the whole flow and it is built, tested on every scenario and kept running. Daftra **9** triggers Daftra **38** actions Openlayer **2** triggers Openlayer **22** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Daftra and Openlayer to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Daftra and Openlayer can do together ### From Daftra to Openlayer - When **Client Created** in Daftra then **Publish Record** in Openlayer - When **Client Updated** in Daftra then **Create Project** in Openlayer ### From Openlayer to Daftra - When **New Project** in Openlayer then **Add Invoice** in Daftra - When **New Test Result** in Openlayer then **Add Invoice Payment** in 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 Openlayer ## Triggers and actions 11 triggers · 60 actions - Trigger **Client Created** Triggers when a new client is added to your Daftra account. - Trigger **Client Updated** Triggers when a client is added or updated in Daftra. - Trigger **Estimate Updated** Triggers when an estimate (quote) is created or updated in Daftra. - Trigger **Invoice Created** Triggers when a new invoice (or debit note) is created in Daftra. - Trigger **Invoice Updated** Triggers when an invoice or debit note is created or updated in Daftra. - Trigger **Journal Created** Triggers when a new journal entry is created in Daftra. - Trigger **Journal Updated** Triggers when a journal entry is created or updated in Daftra. - Trigger **Product Created** Triggers when a new product is added in Daftra. - Trigger **Product Updated** Triggers when a product is added or updated in Daftra. - Action **Add Client** Creates a new client in Daftra and returns its id and client number. - Action **Add credit note** Creates a credit note for a client in Daftra, optionally against a source invoice, with line items. - Action **Add Estimate** Creates a new estimate (quote) for a client in Daftra, with optional line items. - Action **Add Expense** Creates an expense in Daftra with its amount, date, vendor, category and optional taxes, account splits and cost-center allocations. - Action **Add Invoice** Creates a sales invoice for a client in Daftra, with optional line items and payments, and returns the new invoice's id. - Action **Add Invoice Payment** Records a payment against an existing Daftra invoice and returns the new payment's id. - Action **Add Journal** Creates a manual double-entry journal entry with its debit and credit lines. Total debits must equal total credits. - Action **Add Product** Creates a new product, service or bundle in Daftra and returns its id. - Action **Add Refund Receipt** Creates a refund receipt against an existing invoice in Daftra, with optional refunded line items and refund payments. - Action **Add Supplier** Creates a new supplier in Daftra and returns its id. - Action **Delete Client** Deletes a client from Daftra. The client must have no invoices, payments or other related records. - Action **Delete credit note** Deletes a credit note in Daftra by its ID. - Action **Delete Estimate** Deletes an estimate (quote) in Daftra. Estimates already converted to an invoice or sales order cannot be deleted. - Action **Delete Expense** Deletes an expense in Daftra, along with its related accounting journal and attachments. - Action **Delete Invoice** Deletes a sales invoice in Daftra by its ID. - Action **Delete Invoice Payment** Deletes an invoice payment, re-adjusting the related invoice's paid total and the client's balance. - Action **Delete Product** Deletes a product, service or bundle in Daftra by its ID. - Action **Delete Refund Receipt** Deletes a refund receipt in Daftra by its ID. - Action **Delete Supplier** Deletes a supplier from Daftra. Suppliers referenced by purchase orders, expenses or other transactions cannot be deleted. - Action **Edit Client** Updates an existing client in Daftra. Only the fields you fill in are changed. - Action **Edit Estimate** Updates an existing estimate (quote) in Daftra, changing its client, date, currency, notes or line items. - Action **Edit Expense** Updates an existing expense in Daftra. Only the fields you fill in are changed. - Action **Edit Invoice** Updates an existing standard invoice in Daftra, including its header details, line items, payments and custom fields. - Action **Edit Invoice Payment** Updates an existing invoice payment in Daftra. Only the fields you fill in are changed. - Action **Edit Journal** Updates an existing journal entry in Daftra, replacing its debit and credit lines. - Action **Edit Product** Updates an existing product, service or bundle in Daftra. Only the fields you fill in are changed. - Action **Edit Refund Receipt** Updates an existing refund receipt in Daftra — its date, currency, store, notes or line items. - Action **Edit Supplier** Updates an existing supplier's business name, contact details, addresses and other details. - Action **Get client** Returns a single Daftra client by id, with its contact details, addresses, balances and custom field values. - Action **Get Expense** Returns a single expense by its id, including amount, taxes, totals, vendor, category, date and status. - Action **Get invoice** Returns a single standard invoice by ID, with its line items, payments, taxes, client and custom fields. - Action **Get Purchase Order** Returns a single purchase order by its ID, including its line items, supplier, taxes, payments and custom fields. - Action **Get Refund Receipt** Returns a single refund receipt by ID, including its line items, payments, taxes, custom fields and client. - Action **List clients** Returns a list of clients in your Daftra account, optionally filtered by keyword or assigned staff member. - Action **List estimates** Returns the account's estimates (quotes), most recent first, optionally filtered by client, number, status, amount, dates and more. - Action **List invoices** Returns a page of your Daftra invoices and debit notes, most recent first, optionally filtered by client, status, dates, amounts and more. - Action **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. - Action **Update credit note** Updates an existing credit note in Daftra — its client, date, currency, store, notes or line items. - Trigger **New Project** Triggers when a new project is created in your Openlayer workspace. - Trigger **New Test Result** Triggers when a new test result is available for a data source. Useful for alerting on passing or failing model tests. - Action **Create Data Source** Creates a new data source in a project for streaming production data to Openlayer. - Action **Create Project** Creates a new AI or ML project in your Openlayer workspace. - Action **Create Test** Creates a data quality test in a project. Checks for duplicate rows, null values, or row counts. - Action **Delete Inference Pipeline** Delete an inference pipeline by its ID. - Action **Delete Project** Delete a project by its ID. - Action **Delete Test** Delete a test by its ID. - Action **Evaluate Test** Evaluates a test for a specific time range. Use after publishing records to get immediate results. - Action **Find Data Source** Finds a data source (inference pipeline) by name in a project. - Action **Find Project** Finds a project by name in your Openlayer workspace. - Action **Find Test Result** Finds test results for a data source, including whether each test passed or failed. Filter by outcome or test type to branch an automation on the result. - Action **Get Inference Pipeline** Retrieve the details around a specific inference pipeline. - Action **Get Project** Retrieves one project by its id. Openlayer has no single-project endpoint, so this reads the workspace's first 100 projects and returns the one matching the id. - Action **Get Test** Retrieve a test by ID. - Action **Get Test Result** Retrieves one test result by its id. Openlayer has no single-result endpoint, so this reads the data source's 100 most recent results and returns the matching one. - Action **List Inference Pipelines** List the authenticated user's inference pipelines under a project. - Action **List Projects** Lists the projects in your Openlayer workspace, optionally narrowed to one kind of project. Returns up to 100 projects. - Action **List Test Results** List all results for a test/goal under an inference pipeline. - Action **List Tests** Lists the tests in a project, optionally narrowed by kind, archived state or monitoring mode. Returns up to 100 tests. - Action **Publish Record** Publishes an LLM inference record to a data source for monitoring. Streams the model input, output, and metadata to Openlayer. - Action **Update Inference Pipeline** Update an inference pipeline. - Action **Update Project** Update a project. - Action **Update Test** Update a test (partial updates allowed). ## Each app on its own - [ **Daftra** Daftra is a cloud ERP and accounting software designed exclusively for small and medium companies and their...](https://apiant.ai/connections/daftra) - [ **Openlayer** Openlayer is a platform for monitoring, evaluating, and testing AI and ML models in production.](https://apiant.ai/connections/openlayer) Reviews ## What our customers say ## More from Daftra - [ **Daftra to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/daftra-to-hubspot) - [ **Daftra to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/daftra-to-salesforce) - [ **Daftra to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/daftra-to-slack) - [ **Daftra to Google Sheets** Google Sheets](https://apiant.ai/connect/daftra-to-google-sheets) - [ **Daftra to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/daftra-to-gmail) - [ **Daftra to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/daftra-to-google-calendar) ## More into Openlayer - [ **Google Sheets to Openlayer** Google Sheets](https://apiant.ai/connect/google-sheets-to-openlayer) - [ **Gmail to Openlayer** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-openlayer) - [ **Google Calendar to Openlayer** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-openlayer) - [ **Google Drive to Openlayer** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-openlayer) - [ **Mailchimp to Openlayer** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-openlayer) - [ **ActiveCampaign to Openlayer** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-openlayer) Questions ## Daftra and Openlayer, 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 Openlayer when something happens in Daftra? Any of Openlayer's 22 actions, including Create Data Source, Create Project, Create Test and Update Inference Pipeline. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Openlayer to Daftra? Yes. When something happens in Openlayer, your agent can act in Daftra too. This page covers both directions: Openlayer's triggers and Daftra's actions are listed here as well. ### ### Do I have to build a connector for Daftra or Openlayer? 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.