--- title: "Connect Dub and FreeAgent - APIANT.ai" description: "When \"New Commission\" fires in Dub, your agent runs \"Create Contact\" in FreeAgent, or \"New Bank Transaction\" in FreeAgent to \"Add domain\" in Dub." canonical: "https://apiant.ai/connect/dub-to-freeagent" --- # Connect Dub and FreeAgent When **New Commission** fires in [Dub](https://apiant.ai/connections/dub), your agent runs **Create Contact** in [FreeAgent](https://apiant.ai/connections/freeagent), or **New Bank Transaction** in FreeAgent to **Add domain** in Dub. Describe the whole flow and it is built, tested on every scenario and kept running. Dub **9** triggers Dub **12** actions FreeAgent **6** triggers FreeAgent **50** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Dub and FreeAgent 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 Dub and FreeAgent can do together ### From Dub to FreeAgent - When **New Commission** in Dub then **Create Contact** in FreeAgent - When **New Lead** in Dub then **Create Invoice** in FreeAgent ### From FreeAgent to Dub - When **New Bank Transaction** in FreeAgent then **Add domain** in Dub - When **New Contact** in FreeAgent then **Create Link** in Dub 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 Dub and FreeAgent ## Triggers and actions 15 triggers · 62 actions - Trigger **Deleted Link** Triggers when a link is deleted. - Trigger **Link Clicked** Triggers when a link is clicked. - Trigger **New Commission** Triggers when a new commission is created. - Trigger **New Lead** Triggers when a new lead is created. - Trigger **New Link** Triggers when a new link is created. - Trigger **New Partner Enrollment** Triggers when a new partner is enrolled in your program. - Trigger **New Sale** Triggers when a new sale is created. - Trigger **Partner Application Submitted** Triggers when a partner submits an application to your program. - Trigger **Updated Link** Triggers when a link is updated. - Action **Add domain** Add a domain to the workspace. - Action **Create Link** Creates a new short link. - Action **Create Tag** Creates a new tag. - Action **Delete domain** Delete a domain by slug. - Action **Delete Link** Deletes a short link. - Action **Delete tag** Delete a tag by id. - Action **List domains** List all domains in the workspace. - Action **List tags** List all tags in the workspace. - Action **Retrieve Link** Retrieve the info for a link. - Action **Update domain** Update a domain by slug. - Action **Update Tag** Updates an existing tag. - Action **Upsert Link** If a link with the same URL already exists, return it (or update it if there are any changes). Otherwise, a new link will be created. - Trigger **New Bank Transaction** Triggers when a new transaction appears in a FreeAgent bank account. - Trigger **New Contact** Triggers when a new contact is created. - Trigger **New Invoice** Triggers when a new invoice is created. - Trigger **New or Updated Contact** Triggers when a contact is created or changed in FreeAgent. - Trigger **New or Updated Timeslip** Triggers when a timeslip (time entry) is created or edited in FreeAgent. - Trigger **New Project** Triggers when a new project is created. - Action **Convert Estimate to Invoice** Converts an estimate into an invoice, marking the estimate as Invoiced and returning the URL of the new invoice. - Action **Create Bill** Creates a bill from a supplier contact in FreeAgent, with its line items, and returns the new bill. - Action **Create Contact** Create a new contact. - Action **Create Credit Note** Creates a draft credit note for a FreeAgent contact, with optional line items. - Action **Create Estimate** Creates a new estimate, quote or proposal in FreeAgent for a contact or project, optionally with line items. - Action **Create Expense** Creates an expense claim in FreeAgent for a user, with its category, date, amount and sales tax details. - Action **Create Invoice** Create an invoice for a contact. - Action **Create Mileage Claim** Creates a mileage claim (a mileage expense) for a user in FreeAgent and returns the new claim. - Action **Create Note** Adds a note to a FreeAgent contact or project. - Action **Create Price List Item** Creates a price list item in FreeAgent that can be added to invoices and estimates. - Action **Create Project** Create a project for a contact. - Action **Create Task** Creates a task under a FreeAgent project. - Action **Create Timeslip** Create a timeslip (time tracking entry). - Action **Delete Contact** Delete a contact by id. - Action **Delete Invoice** Deletes an invoice from FreeAgent. - Action **Delete Timeslip** Deletes a timeslip from FreeAgent. - Action **Explain Bank Transaction** Explains a bank transaction in FreeAgent by creating a bank transaction explanation (categorising it, or matching it to an invoice, bill, transfer or user payment). Returns the created explanation. - Action **Find Contact by Email** Finds FreeAgent contacts whose email or billing email matches the given address. - Action **Get Bill** Returns a single bill, including its line items, by its ID. - Action **Get Contact** Get a single contact by id. - Action **Get Credit Note** Returns a single FreeAgent credit note, including its line items, status and totals. - Action **Get Estimate** Returns a single FreeAgent estimate with its line items. - Action **Get Expense** Returns a single FreeAgent expense by its ID, including amounts, category, claimant and attachment details. - Action **Get Invoice** Get a single invoice by id. - Action **Get Note** Returns a single note attached to a FreeAgent contact or project, including its text, author and timestamps. - Action **Get Price List Item** Returns a single price list item from FreeAgent by its ID. - Action **Get Project** Returns a single FreeAgent project by its ID, including its contact, status, budget and billing details. - Action **Get Timeslip** Returns a single FreeAgent timeslip, including its hours, date, user, project and task. - Action **List Bank Accounts** Returns the bank accounts in your FreeAgent company, optionally filtered to standard, credit card or PayPal accounts. - Action **List Bank Transactions** Returns the bank transactions in a FreeAgent bank account, optionally filtered by date range, last update time, or explanation status. - Action **List Bills** List bills. - Action **List Categories** Returns all accounting categories for the company, grouped into admin expenses, cost of sales, income and general categories, optionally including sub accounts. - Action **List Contacts** List contacts in FreeAgent. - Action **List Corporation Tax Returns** Returns the company's Corporation Tax Returns, including amount due, payment and filing deadlines, and filing/payment status. - Action **List Estimates** List estimates. - Action **List Expenses** List expenses. - Action **List Invoices** List invoices. - Action **List Projects** List projects. - Action **List Self Assessment Returns** Returns the Self Assessment (income tax) returns for a FreeAgent user, including payments due and filing status. - Action **List Tasks** Returns the tasks in your FreeAgent account, optionally filtered by status, project or last-updated date. - Action **List Timeslips** List timeslips (time tracking entries). - Action **List Users** Returns the users on the FreeAgent account, optionally filtered to staff or advisors. - Action **Mark Invoice as Cancelled** Marks a FreeAgent invoice as cancelled, writing it off as unpaid. The invoice must be sent and past its due date. - Action **Mark Invoice as Sent** Marks a FreeAgent invoice as sent without emailing it. Can also re-open a cancelled invoice. - Action **Update Bill** Updates an existing bill in FreeAgent — its supplier, reference, dates, rebilling, recurrence and bill items. Only the values you supply are changed. - Action **Update Contact** Update an existing contact. - Action **Update Expense** Updates an existing expense in FreeAgent, changing only the details you supply. - Action **Update Invoice** Updates an existing FreeAgent invoice's details, such as dates, contact, payment terms, comments and line items. Only the fields you fill in are changed. - Action **Update Project** Updates an existing FreeAgent project's name, client, status, budget, billing rate and dates. Only the fields you fill in are changed. - Action **Update Timeslip** Updates an existing timeslip in FreeAgent, changing its task, user, project, date, hours or comment. Fields left blank are not changed. ## Each app on its own - [ **Dub** Dub is the open-source link management infrastructure for modern marketing teams.](https://apiant.ai/connections/dub) - [ **FreeAgent** FreeAgent is cloud accounting software for small businesses and freelancers — manage contacts, invoices...](https://apiant.ai/connections/freeagent) Reviews ## What our customers say ## More from Dub - [ **Dub to ComplyCube** ComplyCube is an all-in-one identity verification, KYC and anti-money laundering compliance platform for...](https://apiant.ai/connect/dub-to-complycube) - [ **Dub to HTML/CSS to Image** HTML/CSS to Image is a tool for converting code into an image (jpg, png or webp).](https://apiant.ai/connect/dub-to-html-css-to-image) - [ **Dub to QuintaDB** QuintaDB is a relational online database, CRM and Web-form Builder.](https://apiant.ai/connect/dub-to-quintadb) - [ **Dub to Readwise** Readwise is a tool that makes it easy to revisit and learn from your ebook & article highlights.](https://apiant.ai/connect/dub-to-readwise) - [ **Dub to vPlan** vPlan is a planning tool to plan and track your work.](https://apiant.ai/connect/dub-to-vplan) - [ **Dub to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/dub-to-hubspot) ## More into FreeAgent - [ **Google Calendar to FreeAgent** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-freeagent) - [ **Mailchimp to FreeAgent** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-freeagent) - [ **ActiveCampaign to FreeAgent** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-freeagent) - [ **Asana to FreeAgent** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-freeagent) - [ **Aplos to FreeAgent** Aplos is fund accounting and donor management software for churches and nonprofits: contacts and donors...](https://apiant.ai/connect/aplos-to-freeagent) - [ **Basecamp 3 to FreeAgent** Basecamp 3 is a project management and team collaboration tool by 37signals.](https://apiant.ai/connect/basecamp-3-to-freeagent) Questions ## Dub and FreeAgent, answered ### ### What can start an automation from Dub? Any of Dub's 9 triggers in the catalog, including New Commission, New Lead, New Link and New Partner Enrollment. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in FreeAgent when something happens in Dub? Any of FreeAgent's 50 actions, including Create Bill, Create Contact, Create Credit Note and Create Estimate. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from FreeAgent to Dub? Yes. When something happens in FreeAgent, your agent can act in Dub too. This page covers both directions: FreeAgent's triggers and Dub's actions are listed here as well. ### ### Do I have to build a connector for Dub or FreeAgent? 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 Dub and FreeAgent 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.