# Connect Digital Practice and timelink When **New Account** fires in [Digital Practice](https://apiant.ai/connections/digital-practice), your agent runs **Create Client** in [timelink](https://apiant.ai/connections/timelink), or **New Time Entry** in timelink to **Create Contact** in Digital Practice. Describe the whole flow and it is built, tested on every scenario and kept running. Digital Practice **9** triggers Digital Practice **21** actions timelink **3** triggers timelink **24** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Digital Practice and timelink 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 Digital Practice and timelink can do together ### From Digital Practice to timelink - When **New Account** in Digital Practice then **Create Client** in timelink - When **New Client** in Digital Practice then **Update Client** in timelink ### From timelink to Digital Practice - When **New Time Entry** in timelink then **Create Contact** in Digital Practice - When **Updated Time Entry** in timelink then **Create Invoice** in Digital Practice 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 Digital Practice and timelink ## Triggers and actions 12 triggers · 45 actions - Trigger **New Account** Triggers when a new account is added to your company's chart of accounts. - Trigger **New Client** Triggers when a new client is added to your Digital Practice company. - Trigger **New Contact** Triggers when a new contact is added to your Digital Practice CRM. - Trigger **New Invoice** Triggers when a new invoice is created in Digital Practice, including its client and line items. - Trigger **New Lead** Triggers when a new lead is added to your Digital Practice CRM. - Trigger **New Product** Triggers when a new product or service is added in Digital Practice. - Trigger **New Project** Triggers when a new project is added to your Digital Practice company. - Trigger **New Quote** Triggers when a new quote is created in Digital Practice. - Trigger **New Vendor** Triggers when a new vendor is added to your Digital Practice company. - Action **Create Account** Creates a new account in your Digital Practice chart of accounts. - Action **Create Client** Creates a new client company in Digital Practice accounting. - Action **Create Contact** Creates a new contact in your Digital Practice CRM. - Action **Create Expense** Creates an expense against an account, optionally linked to a vendor. An existing account or vendor is matched by name; supplying extra details creates a new one. - Action **Create Invoice** Creates an invoice for an existing or new client. Add line items afterwards with Create Invoice Items. - Action **Create Invoice Items** Adds one or more line items to an existing Digital Practice invoice. - Action **Create Lead** Creates a new lead in Digital Practice CRM with its company details, status and priority. - Action **Create Product** Creates a new product or service in Digital Practice. - Action **Create Project** Creates a project in Digital Practice, linked to an existing client by name or to a new client created from the details supplied. - Action **Create Quote** Creates a quote for an existing client, or for a new client created from the details you supply. - Action **Create Quote Items** Adds one or more line items (title, price, quantity) to an existing quote. - Action **Create Vendor** Creates a new vendor record in Digital Practice accounting. - Action **List accounts** Returns the list of accounts in your company's chart of accounts. - Action **List clients** Returns the list of clients for your Digital Practice company. - Action **List contacts** Returns the contacts in your Digital Practice company. - Action **List invoices** Returns the invoices in your company, each with its client and line items. - Action **List leads** Returns the leads in your Digital Practice company. - Action **List products** Returns the products and services set up in your Digital Practice company. - Action **List projects** Returns the projects in your Digital Practice company, each with its associated client. - Action **List quotes** Returns the quotes in your company, each with its client and line items. - Action **List vendors** Returns the vendors in your Digital Practice company. - Trigger **Deleted Time Entry** Triggers when a time entry is deleted. - Trigger **New Time Entry** Triggers when a new time entry is created. - Trigger **Updated Time Entry** Triggers when a time entry is updated. - Action **Create Client** Creates a new client in timelink. - Action **Create Project** Creates a new project in timelink, optionally assigned to a client. - Action **Create Service** Creates a new service (a type of work you track time against) in timelink. - Action **Create Time Entry** Creates a time entry for a user in timelink, optionally linked to a client, project and service. - Action **Delete client** Deletes a client in timelink. - Action **Delete project** Deletes a project in timelink. - Action **Delete service** Deletes a service in timelink. - Action **Delete time entry** Deletes a time entry from timelink. - Action **Find Client** Finds clients whose details match the search text, optionally filtered by active status or ids. - Action **Find Project** Searches projects by name or other text and returns the matching projects, optionally narrowed to one client or to active/inactive projects. - Action **Find Service** Searches your timelink services by text, for example part of the service name, and returns the matching services. - Action **Find Time Entry** Searches time entries by text and optional filters such as date range, client, project, service, user and billing status, returning the matching entries. - Action **Get client** Returns a single client by its ID. - Action **Get project** Returns a single timelink project by its ID, including its client, color, acronym and active/billable flags. - Action **Get service** Returns a single service (activity type) by its ID, including name, color, acronym and billable/active status. - Action **Get time entry** Returns a single time entry by its ID, including its client, project, service, description, billing flags and start/end times. - Action **Get user** Returns a single timelink user by ID, including name, email, active status, timezone and language. - Action **List clients** Returns the clients in your timelink account, optionally filtered by search text or active status. - Action **List services** Returns the services (billable activities) in your timelink account, optionally filtered by text, active status or specific ids. - Action **List users** Returns the users in your timelink company, optionally filtered by search text, active status or specific user ids. - Action **Update Client** Updates an existing client in timelink. Only the fields you fill in are changed. - Action **Update Project** Updates an existing project's name, client, color, billing and other details. Only the fields you fill in are changed. - Action **Update Service** Updates an existing service in timelink, such as its name, color, billable or active status. - Action **Update Time Entry** Updates an existing time entry in timelink, changing only the details you fill in, such as its times, description, client, project or service. ## Each app on its own - [ **Digital Practice** Digital Practice is a Practice Management Software that helps practices manage their day-to-day admin, HR...](https://apiant.ai/connections/digital-practice) - [ **timelink** timelink is a time recording tool that optionally uses a physical touch display as an input device.](https://apiant.ai/connections/timelink) Reviews ## What our customers say ## More from Digital Practice - [ **Digital Practice to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/digital-practice-to-hubspot) - [ **Digital Practice to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/digital-practice-to-salesforce) - [ **Digital Practice to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/digital-practice-to-slack) - [ **Digital Practice to Google Sheets** Google Sheets](https://apiant.ai/connect/digital-practice-to-google-sheets) - [ **Digital Practice to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/digital-practice-to-gmail) - [ **Digital Practice to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/digital-practice-to-google-calendar) ## More into timelink - [ **HubSpot to timelink** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-timelink) - [ **Salesforce to timelink** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-timelink) - [ **Slack to timelink** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-timelink) - [ **Google Sheets to timelink** Google Sheets](https://apiant.ai/connect/google-sheets-to-timelink) - [ **Gmail to timelink** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-timelink) - [ **Google Calendar to timelink** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-timelink) Questions ## Digital Practice and timelink, answered ### ### What can start an automation from Digital Practice? Any of Digital Practice's 9 triggers in the catalog, including New Account, New Client, New Contact and New Invoice. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in timelink when something happens in Digital Practice? Any of timelink's 24 actions, including Create Client, Create Project, Create Service and Create Time Entry. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from timelink to Digital Practice? Yes. When something happens in timelink, your agent can act in Digital Practice too. This page covers both directions: timelink's triggers and Digital Practice's actions are listed here as well. ### ### Do I have to build a connector for Digital Practice or timelink? 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.