--- title: "Connect Dovetail and freee - APIANT.ai" description: "When \"New Project\" fires in Dovetail, your agent runs \"Add deal\" in freee, or \"New manual journal\" in freee to \"Add Contact\" in Dovetail." canonical: "https://apiant.ai/connect/dovetail-to-freee" --- # Connect Dovetail and freee When **New Project** fires in [Dovetail](https://apiant.ai/connections/dovetail), your agent runs **Add deal** in [freee](https://apiant.ai/connections/freee), or **New manual journal** in freee to **Add Contact** in Dovetail. Describe the whole flow and it is built, tested on every scenario and kept running. Dovetail **3** triggers Dovetail **4** 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 Dovetail 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 Dovetail and freee can do together ### From Dovetail to freee - When **New Project** in Dovetail then **Add deal** in freee - When **New Published Insight** in Dovetail then **Update deal** in freee ### From freee to Dovetail - When **New manual journal** in freee then **Add Contact** in Dovetail - When **Unsettled Deal** in freee then **Add Data Point to Channel** in Dovetail 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 Dovetail and freee ## Triggers and actions 5 triggers · 26 actions - Trigger **New Project** Triggers when a new project is created - Trigger **New Published Insight** Triggers when a new insight is published. - Trigger **Updated Project** Triggers when a project is updated. - Action **Add Contact** Adds a contact to the contacts database. - Action **Add Data Point to Channel** Adds a data point to a channel. - Action **Add Data to Project** Adds data to an existing project. - Action **Add Insight to Project** Adds an insight to an existing project. - 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 - [ **Dovetail** Dovetail is an AI-first customer insights hub that combines feedback and research to create a single source...](https://apiant.ai/connections/dovetail) - [ **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 Dovetail - [ **Dovetail to Minecraft Server Status** Minecraft Server Status pings a Minecraft server address and reports what it finds.](https://apiant.ai/connect/dovetail-to-minecraft-server-status) - [ **Dovetail to TypeSafe** TypeSafe's Jev model answers typed questions about a piece of content and tells you how certain it is.](https://apiant.ai/connect/dovetail-to-typesafe) - [ **Dovetail to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/dovetail-to-hubspot) - [ **Dovetail to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/dovetail-to-salesforce) - [ **Dovetail to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/dovetail-to-slack) - [ **Dovetail to Google Sheets** Google Sheets](https://apiant.ai/connect/dovetail-to-google-sheets) ## 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 ## Dovetail and freee, answered ### ### What can start an automation from Dovetail? Any of Dovetail's 3 triggers in the catalog, including New Project, New Published Insight and Updated Project. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in freee when something happens in Dovetail? 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 Dovetail? Yes. When something happens in freee, your agent can act in Dovetail too. This page covers both directions: freee's triggers and Dovetail's actions are listed here as well. ### ### Do I have to build a connector for Dovetail 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 Dovetail 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.