--- title: "Connect Daftra to Tallytopia - APIANT.ai" description: "When \"Client Created\" fires in Daftra, your agent runs \"Calculate age\" in Tallytopia." canonical: "https://apiant.ai/connect/daftra-to-tallytopia" --- # Connect Daftra to Tallytopia When **Client Created** fires in [Daftra](https://apiant.ai/connections/daftra), your agent runs **Calculate age** in [Tallytopia](https://apiant.ai/connections/tallytopia). Describe the whole flow and it is built, tested on every scenario and kept running. Daftra **9** triggers Daftra **38** actions Tallytopia **32** 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 Tallytopia 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 Daftra can start in Tallytopia - When **Client Created** in Daftra then **Calculate age** in Tallytopia - When **Client Updated** in Daftra then **Calculate BMI** in Tallytopia 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 Tallytopia ## Triggers and actions 9 triggers · 70 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. - Action **Calculate age** Computes exact age (years/months/days) from a birth date. - Action **Calculate BMI** Computes Body Mass Index from height and weight. - Action **Calculate BMR** Computes Basal Metabolic Rate from age, sex, height, and weight. - Action **Calculate body fat percentage** Computes body fat percentage using the US Navy circumference method. - Action **Calculate break-even point** Computes the break-even unit volume/revenue from fixed costs, variable costs, and price. - Action **Calculate calories burned** Computes calories burned during an activity from duration, weight, and activity type. - Action **Calculate circle dimensions** Computes area, circumference, and diameter of a circle from a given measurement. - Action **Calculate compound interest** Computes compound interest growth of a principal over time. - Action **Calculate concrete needed** Computes cubic yards/volume of concrete needed for a slab from dimensions. - Action **Calculate days between dates** Computes the number of days between two given dates. - Action **Calculate discount** Computes the discounted price and savings from an original price and discount rate. - Action **Calculate fuel cost** Computes trip fuel cost from distance, fuel efficiency, and fuel price. - Action **Calculate ideal weight** Computes ideal body weight estimate from height and sex. - Action **Calculate loan repayment** Computes a loan repayment schedule/amount from principal, rate, and term. - Action **Calculate macros** Computes protein/carb/fat macronutrient targets from calorie goal and diet split. - Action **Calculate markup and margin** Computes markup percentage and profit margin from cost and selling price. - Action **Calculate mortgage payment** Computes a monthly mortgage payment from principal, rate, and term. - Action **Calculate ovulation date** Computes estimated ovulation and fertile window from cycle data. - Action **Calculate percentage** Computes a percentage of a value. - Action **Calculate percentage change** Computes the percentage increase or decrease between two values. - Action **Calculate pregnancy due date** Computes the estimated pregnancy due date from last menstrual period date. - Action **Calculate running pace** Computes pace per mile/km from distance and time. - Action **Calculate sales tax** Computes sales tax and total price from a base amount and tax rate. - Action **Calculate savings goal** Computes how much to save periodically to reach a savings target. - Action **Calculate square footage** Computes square footage of a room/area from its dimensions. - Action **Calculate TDEE** Computes Total Daily Energy Expenditure (daily calorie needs) from BMR and activity level. - Action **Calculate tip** Computes tip amount and per-person split from a bill total, tip percentage, and party size. - Action **Calculate triangle area** Computes the area of a triangle from base and height (or side lengths). - Action **Calculate VAT** Computes VAT-inclusive/exclusive amounts from a base value and rate. - Action **Get calculator** Describes one calculator's required inputs and the calculation steps it will perform, by slug. - Action **List calculators** Returns the full list of available Tallytopia calculators with their slugs and categories. - Action **Solve quadratic equation** Solves a quadratic equation's roots from its a/b/c coefficients. ## 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) - [ **Tallytopia** Tallytopia is a hosted calculator service covering finance, health, mathematics, space and sports.](https://apiant.ai/connections/tallytopia) Reviews ## What our customers say ## More from Daftra - [ **Daftra to Zenvoices** Zenvoices is an application for tracking, processing, and documenting finance-related administrative tasks.](https://apiant.ai/connect/daftra-to-zenvoices) - [ **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) ## More into Tallytopia - [ **HubSpot to Tallytopia** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-tallytopia) - [ **Salesforce to Tallytopia** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-tallytopia) - [ **Slack to Tallytopia** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-tallytopia) - [ **Google Sheets to Tallytopia** Google Sheets](https://apiant.ai/connect/google-sheets-to-tallytopia) - [ **Gmail to Tallytopia** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-tallytopia) - [ **Google Calendar to Tallytopia** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-tallytopia) Questions ## Daftra and Tallytopia, 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 Tallytopia when something happens in Daftra? Any of Tallytopia's 32 actions, including Calculate age, Calculate BMI, Calculate BMR and Calculate body fat percentage. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Tallytopia to Daftra? Tallytopia has no triggers in the catalog today, so automations start in Daftra. If you need the other direction, ask: your agent reads Tallytopia's API documentation and adds it. ### ### Do I have to build a connector for Daftra or Tallytopia? 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 Tallytopia 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.