Integration
Connect Daftra and Trello
When Client Created fires in Daftra, your agent runs Add Comment to Card in Trello, or New board in Trello 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 Trello to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Trello can do together
From Daftra to Trello
When Client Created in Daftra
then Add Comment to Card in Trello
From Trello 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 Trello
Triggers and actions 15 triggers · 150 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.
- Any card due soon
Triggers when any card assigned to you is due within 24 hours.
- New board
Triggers when a new board is created in your account.
- New card assigned to me
Triggers when a new card is assigned to you.
- New card in list
Triggers when a new card is added to the specified list.
- New comment on any card within board
Triggers when a new comment is added to any card within the specified board.
- New list on board
Triggers when a new list is added to the specified board.
- Add a Member to a Board
Add a Member to a Board
- Add Comment to Card
Add a new comment to a Card
- Add Label to Card
Add a Label to a Card
- Add member to card
Adds a member to the specified card.
- Archive all Cards in List
Archive all Cards in List
- Archive or unarchive a list
Archive or unarchive a list
- Batch Requests
Performs up to 10 Trello GET API requests in one call and returns each route's response body.
- Create a Label
Create a Label
- Create a new Organization
Create a new Organization
- Create Attachment On Card
Create Attachment On Card
- Create Board
Creates a new Trello board.
- Create Card
Create a new Card
- Create Checkitem on Checklist
Create Checkitem on Checklist
- Create Checklist on Card
Create Checklist on a Card
- Create comment
Creates a new comment on the specified card.
- Create Label on Board
Create a Label on a Board
- Create Label on Card
Create a new Label on a Card
- Create List
Create a new List
- Delete a Board
Delete a Board
- Delete a Checklist
Delete a Checklist
- Delete a Checklist on a Card
Delete a Checklist on a Card
- Delete a comment on a Card
Delete a comment on a Card
- Delete a Label
Delete a Label
- Delete an Action
Delete an Action
- Delete an Attachment on a Card
Delete an Attachment on a Card
- Delete an Organization
Delete an Organization
- Delete Card
Delete a Card
- Delete Checkitem from Checklist
Delete Checkitem from Checklist
- Delete checkItem on a Card
Delete checkItem on a Card
- Delete Logo for Organization
Delete Logo for Organization
- Find boards by name
Searches your boards by name. Returns matching board ids and names.
- Find cards in board by name
Searches cards within the specified board by name. Returns matching card ids and names.
- Find custom field by name
Finds a custom field on the specified board by name. Requires an upgraded Trello plan.
- Get a Checkitem on a Checklist
Get a Checkitem on a Checklist
- Get a Checklist
Get a Checklist
- Get Actions for a List
Get Actions for a List
- Get Actions for Organization
Get Actions for Organization
- Get Actions of a Board
Get Actions of a Board
- Get Actions on a Card
Get Actions on a Card
- Get a Label
Get a Label
- Get a List
Get a List
- Get a Member
Get a Member
- Get a Member's Actions
Get a Member's Actions
- Get a Membership of an Organization
Get a Membership of an Organization
- Get an Action
Get an Action
- Get an Attachment on a Card
Get an Attachment on a Card
- Get an Organization
Get an Organization
- Get Attachments on a Card
Get Attachments on a Card
- Get Board
Get a Board
- Get Boards in an Organization
Get Boards in an Organization
- Get Boards that Member belongs to
Get Boards that Member belongs to
- Get Boards the Member has been invited to
Get Boards the Member has been invited to
- Get Card
Get a Card
- Get Cards in a List
Get Cards in a List
- Get Cards on a Board
Get Cards on a Board
- Get Cards the Member is on
Get Cards the Member is on
- Get checkItem on a Card
Get checkItem on a Card
- Get checkItems on a Card
Get checkItems on a Card
- Get Checkitems on a Checklist
Get Checkitems on a Checklist
- Get Checklists on a Board
Get Checklists on a Board
- Get Checklists on a Card
Get Checklists on a Card
- Get Custom Field Items for a Card
Get Custom Field Items for a Card
- Get Custom Fields for Board
Get Custom Fields for Board
- Get filtered Cards on a Board
Get filtered Cards on a Board
- Get filtered Lists on a Board
Get filtered Lists on a Board
- Get Labels on a Board
Get Labels on a Board
- Get Lists on a Board
Get Lists on a Board
- Get Memberships of a Board
Get Memberships of a Board
- Get Memberships of an Organization
Get Memberships of an Organization
- Get Member's Organizations
Get Member's Organizations
- Get Members who have voted on a Card
Get Members who have voted on a Card
- Get Organizations a Member has been invited to
Get Organizations a Member has been invited to
- Get Organizations new billable guests
Get Organizations new billable guests
- Get Tags of an Organization
Get Tags of an Organization
- Get the Board a List is on
Get the Board a List is on
- Get the Board for an Action
Get the Board for an Action
- Get the Board the Card is on
Get the Board the Card is on
- Get the Board the Checklist is on
Get the Board the Checklist is on
- Get the Card a Checklist is on
Get the Card a Checklist is on
- Get the Card for an Action
Get the Card for an Action
- Get the List for an Action
Get the List for an Action
- Get the List of a Card
Get the List of a Card
- Get the Member Creator of an Action
Get the Member Creator of an Action
- Get the Member of an Action
Get the Member of an Action
- Get the Members of a Board
Get the Members of a Board
- Get the Members of a Card
Get the Members of a Card
- Get the Members of an Organization
Get the Members of an Organization
- Get the Organization of an Action
Get the Organization of an Action
- Invite Member to Board via email
Invite Member to Board via email
- Mark Board as viewed
Mark Board as viewed
- Move all Cards in List
Move all Cards in List
- Move List to Board
Move List to Board
- Remove a Label from a Card
Remove a Label from a Card
- Remove a Member from a Card
Remove a Member from a Card
- Remove a Member from an Organization
Remove a Member from an Organization
- Remove a Member's Vote on a Card
Remove a Member's Vote on a Card
- Remove Member from Board
Remove Member from Board
- Update a Board
Update a Board
- Update a checkItem on a Card
Update a checkItem on a Card
- Update a Checklist
Update a Checklist
- Update a Comment Action
Update a Comment Action
- Update a Label
Update a Label
- Update a List
Update a List
- Update a Member of an Organization
Update a Member of an Organization
- Update an Action
Update an Action
- Update an Organization
Update an Organization
- Update an Organization's Members
Update an Organization's Members
- Update Card
Updates the specified card (name, description, list, position, due date, closed state, members, labels).
- Update Checkitem on Checklist on Card
Update Checkitem on Checklist on Card
- Update Comment Action on a Card
Update Comment Action on a Card
- Update logo for an Organization
Update logo for an Organization
- Update Membership of Member on a Board
Update Membership of Member on a Board
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 Trello, 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 Trello when something happens in Daftra?
Any of Trello's 112 actions, including Create a Label, Create a new Organization, Create Attachment On Card and Create Board. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Trello to Daftra?
Yes. When something happens in Trello, your agent can act in Daftra too. This page covers both directions: Trello's triggers and Daftra's actions are listed here as well.
Do I have to build a connector for Daftra or Trello?
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.