--- title: "Connect Delenta to Aplos - APIANT.ai" description: "When \"New Client Note\" fires in Delenta, your agent runs \"Find contacts\" in Aplos." canonical: "https://apiant.ai/connect/delenta-to-aplos" --- # Connect Delenta to Aplos When **New Client Note** fires in [Delenta](https://apiant.ai/connections/delenta), your agent runs **Find contacts** in [Aplos](https://apiant.ai/connections/aplos). Describe the whole flow and it is built, tested on every scenario and kept running. Delenta **6** triggers Aplos **3** triggers Aplos **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Delenta and Aplos 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 Delenta can start in Aplos - When **New Client Note** in Delenta then **Find contacts** in Aplos - When **New Client Task** in Delenta then **Get contact** in Aplos 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 Delenta and Aplos ## Triggers and actions 9 triggers · 13 actions - Trigger **New Client Note** Triggers when a new note is added for a client in Delenta, returning the note along with the client's name and email. - Trigger **New Client Task** Triggers when a new task is added for a client in Delenta, returning the task details and the client it belongs to. - Trigger **New Invitation Accepted Client** Triggers when a client accepts an invitation from a coach in Delenta. - Trigger **New Invitation Accepted Prospect** Triggers when a prospect accepts an invitation in Delenta. Returns the prospect's name, email and coach. - Trigger **New Invited Prospect** Triggers when a new prospect is invited in Delenta. Returns the prospect's name, email and the inviting coach. - Trigger **New Package Purchase** Triggers when a client purchases a package from a coach, returning the client's details and the package title and price. - Trigger **New contact** Triggers when a new contact (a donor, individual or company) is added in Aplos. - Trigger **New contribution** Triggers when a new contribution (a donation batch) is recorded in Aplos. Use Get contribution with its ID to read the donors, purposes and amounts. - Trigger **New or updated contact** Triggers when a contact (a donor, individual or company) is added or changed in Aplos. - Action **Add contribution** Records a contribution (donation record) in Aplos, with one or more lines each crediting a contact and a purpose. - Action **Add payable** Creates an accounts payable bill in Aplos, split across one or more expense lines by account and fund. - Action **Add transaction** Creates an accounting transaction (journal entry) in Aplos. The transaction lines must balance by amount and fund. - Action **Find contacts** Returns the contacts that match the specified name, email, type or last-updated time. - Action **Find contributions** Returns contributions (donation records) that match the specified contact, name and date criteria. - Action **Find transactions** Returns accounting transactions that match the criteria you supply (contact, fund, account, amount, date range, memo, note, tags, reconciled status). - Action **Get contact** Retrieve a single Aplos contact (individual or company) by its ID, including emails, phones and addresses. - Action **Get contribution** Retrieve a single Aplos contribution record by its ID. - Action **Get payable** Retrieves a single payable (bill) by its id. - Action **Get transaction** Retrieves a single accounting transaction, including its lines (account, fund, amount) and contact. - Action **List accounts** Lists the accounts in the organization's chart of accounts, optionally filtered by enabled status, name or account type. - Action **List funds** Lists the funds in the Aplos organization, optionally narrowed by name or fund balance account number. - Action **List purposes** Lists the donation purposes in the Aplos organization, optionally filtered by name or enabled status. ## Each app on its own - [ **Delenta** Delenta is an all-in-one digital platform for knowledge-based entrepreneurs, such as coaches, mentors, and...](https://apiant.ai/connections/delenta) - [ **Aplos** Aplos is fund accounting and donor management software for churches and nonprofits: contacts and donors...](https://apiant.ai/connections/aplos) Reviews ## What our customers say ## More from Delenta - [ **Delenta to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/delenta-to-hubspot) - [ **Delenta to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/delenta-to-salesforce) - [ **Delenta to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/delenta-to-slack) - [ **Delenta to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/delenta-to-google-sheets) - [ **Delenta to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/delenta-to-gmail) - [ **Delenta to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/delenta-to-google-calendar) ## More into Aplos - [ **Airtable to Aplos** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-aplos) - [ **Airbrake to Aplos** Airbrake collects errors generated by other applications, and aggregates the results for review.](https://apiant.ai/connect/airbrake-to-aplos) - [ **ActiveCampaign to Aplos** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-aplos) - [ **2Chat to Aplos** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-aplos) - [ **3Scribe to Aplos** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-aplos) - [ **5pm to Aplos** 5pm is an online project management tool for teams.](https://apiant.ai/connect/5pm-to-aplos) Questions ## Delenta and Aplos, answered ### ### What can start an automation from Delenta? Any of Delenta's 6 triggers in the catalog, including New Client Note, New Client Task, New Invitation Accepted Client and New Invitation Accepted Prospect. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Aplos when something happens in Delenta? Any of Aplos's 13 actions, including Add contribution, Add payable, Add transaction and Find contacts. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Aplos to Delenta? Aplos has no triggers in the catalog today, so automations start in Delenta. If you need the other direction, ask: your agent reads Aplos's API documentation and adds it. ### ### Do I have to build a connector for Delenta or Aplos? 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 Delenta and Aplos without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Aplos 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.