--- title: "Connect Dastra and freee - APIANT.ai" description: "When \"New Task\" fires in Dastra, your agent runs \"Add deal\" in freee, or \"New manual journal\" in freee to \"Create a Task\" in Dastra." canonical: "https://apiant.ai/connect/dastra-to-freee" --- # Connect Dastra and freee When **New Task** fires in [Dastra](https://apiant.ai/connections/dastra), your agent runs **Add deal** in [freee](https://apiant.ai/connections/freee), or **New manual journal** in freee to **Create a Task** in Dastra. Describe the whole flow and it is built, tested on every scenario and kept running. Dastra **1** trigger Dastra **17** actions freee **2** triggers freee **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 Dastra and freee 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 Dastra and freee can do together ### From Dastra to freee - When **New Task** in Dastra then **Add deal** in freee - When **New Task** in Dastra then **Update deal** in freee ### From freee to Dastra - When **New manual journal** in freee then **Create a Task** in Dastra - When **Unsettled Deal** in freee then **Update task** in Dastra 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 Dastra and freee ## Triggers and actions 3 triggers · 39 actions - Trigger **New Task** Triggers when a new task is created in the chosen Dastra workspace. - Action **Add asset** Creates an asset (software, building, network, data store and so on) in a Dastra workspace and returns the new asset record. - Action **Add data processing** Creates a new data processing activity in your Dastra record of processing activities, in the organizational unit you choose. - Action **Attach an Actor to a Data Processing** Links one or more actors (vendors, internal services, third parties, data controllers) to a data processing activity in your Dastra register, as recipients, data controllers, stakeholders or referents. - Action **Create an Actor** Creates an actor (a vendor, partner, processor or other third party) in a Dastra workspace and returns the new actor record. - Action **Create a Task** Creates a task in a Dastra workspace, with its priority, dates, assignee, project and links to other Dastra records. - Action **Delete actor** Deletes an actor (a controller, processor or other third party) from a Dastra workspace. - Action **Delete task** Deletes a task from a Dastra workspace. - Action **Get actor** Returns one actor (vendor, processor, controller or other third party) from a Dastra workspace by its id, including its contact details, tags, contracts and custom field values. - Action **Get data processing** Returns a data processing activity from your Dastra register of processing activities, including its purposes, recipients, data subject rights and custom fields. - Action **Get task** Returns a single Dastra task by its id, including its state, priority, deadline, assignee and custom field values. - Action **List assets** Returns the assets (software, buildings, networks, data stores and other resources) in a Dastra workspace, optionally filtered by type, state, owner, tag, organizational unit or a search text. - Action **List tasks** Returns the tasks in a Dastra workspace, optionally filtered by state, priority, assignee, project, linked object, dates or search text. - Action **Search Actor** Returns the actors (vendors, data controllers, third parties and other organizations or people) in a Dastra workspace that match the search text and filters. - Action **Search Data Processing** Searches the data processing activities in a Dastra workspace by text and optional filters, returning every matching activity with its full record. - Action **Update actor** Updates an existing actor (vendor, partner or person) in a Dastra workspace. Fields you leave blank keep their current values. - Action **Update data processing** Updates an existing data processing activity in a Dastra workspace, changing only the fields you fill in, and returns the updated record. - Action **Update task** Updates an existing Dastra task. Fields you leave blank keep their current values. - Trigger **New manual journal** Triggers when a new manual journal (振替伝票) is created in the selected freee company. - Trigger **Unsettled Deal** Triggers when a new unsettled income or expense deal (取引) appears in the selected freee company. - Action **Add account item** Creates a new account item (勘定科目) in a freee Accounting company and returns the created account item. - Action **Add deal** Creates an income or expense deal (取引) in a freee company, with its line items and, optionally, the payments that settle it. - Action **Add manual journal** Creates a manual journal (振替伝票) in a freee company, with balanced debit and credit lines. - Action **Add transfer** Creates a transfer (口座振替) in a freee company, moving money from one bank account, credit card or wallet to one or more other accounts. - Action **Create Item** Creates a new item (品目) in a freee company, which can then be selected on deals and other transactions. - Action **Create Partner** Creates a new partner (取引先) — a customer or supplier — in a freee company, for use on deals and invoices. - Action **Create Tag** Creates a new memo tag (メモタグ) in a freee company, which can then be attached to deal and transfer line items. - Action **Delete deal** Deletes an income or expense deal (取引) from a freee company. - Action **Get deal** Returns one income or expense deal (取引) in a freee company, including its detail lines, payments, renewals and attached receipts. - Action **Get partner** Returns one partner (取引先) of a freee company by its id, including contact, address, bank account and payment-term settings. - Action **Get Section** Returns a single section (department) of a freee company by its id, including its name, official name, shortcuts and availability. - Action **Get Tag** Returns one memo tag (メモタグ) in a freee company by its id, including its name, shortcuts and last update date. - Action **Get Transfer** Returns one transfer (振替) between accounts in a freee company, including its destination account lines. - Action **List account items** Returns the account items (勘定科目) defined for a freee company, optionally filtered by keyword or update date. - Action **List companies** Returns every freee company (事業所) the connected user belongs to, with each company's id, name, display name, company number and the user's role there. - Action **List deals** Returns the income and expense deals (取引) recorded in a freee company, optionally filtered by partner, account item, settlement status, type, dates or remaining amount. - Action **List items** Returns the items (品目) registered in a freee company, including items marked as not in use. Optionally limited to items updated within a date range. - Action **List manual journals** Returns the manual journals (振替伝票) of a freee company, optionally filtered by date, account item, amount, partner, item, section, segment tags, comments, adjustment type or journal number. - Action **List partners** Returns the partners (取引先) registered in a freee company, optionally filtered by keyword or last-updated date. Archived partners are not included. - Action **List walletables** Returns the company's walletables — bank accounts, credit cards and other payment accounts such as cash — optionally with balances and sync status. - Action **Update deal** Updates an existing income or expense deal (取引) in freee Accounting, replacing its dates, partner, reference number, line items and attached receipts. - Action **Update partner** Updates an existing partner (取引先) in freee Accounting. Only the details you fill in are changed; everything else keeps its current value. ## Each app on its own - [ **Dastra** Dastra is a simple and guided data protection solution to make your entire organization accountable for...](https://apiant.ai/connections/dastra) - [ **freee** freee provides cloud-based accounting & HR software for SMBs in Japan to automate and simplify back-office...](https://apiant.ai/connections/freee) Reviews ## What our customers say ## More from Dastra - [ **Dastra to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/dastra-to-hubspot) - [ **Dastra to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/dastra-to-salesforce) - [ **Dastra to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/dastra-to-slack) - [ **Dastra to Google Sheets** Google Sheets](https://apiant.ai/connect/dastra-to-google-sheets) - [ **Dastra to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/dastra-to-gmail) - [ **Dastra to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/dastra-to-google-calendar) ## More into freee - [ **ActiveCampaign to freee** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-freee) - [ **Airtable to freee** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-freee) - [ **Asana to freee** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-freee) - [ **ClickUp to freee** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-freee) - [ **Discord to freee** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-freee) - [ **Brevo to freee** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-freee) Questions ## Dastra and freee, answered ### ### What can start an automation from Dastra? Any of Dastra's 1 trigger in the catalog, including New Task. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in freee when something happens in Dastra? Any of freee's 22 actions, including Create Item, Create Partner, Create Tag and Update deal. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from freee to Dastra? Yes. When something happens in freee, your agent can act in Dastra too. This page covers both directions: freee's triggers and Dastra's actions are listed here as well. ### ### Do I have to build a connector for Dastra or freee? 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 Dastra and freee 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.