--- title: "Connect Egnyte to Magic Heidi - APIANT.ai" description: "When \"New File in Folder\" fires in Egnyte, your agent runs \"Create Invoice\" in Magic Heidi." canonical: "https://apiant.ai/connect/egnyte-to-magic-heidi" --- # Connect Egnyte to Magic Heidi When **New File in Folder** fires in [Egnyte](https://apiant.ai/connections/egnyte), your agent runs **Create Invoice** in [Magic Heidi](https://apiant.ai/connections/magic-heidi). Describe the whole flow and it is built, tested on every scenario and kept running. Egnyte **2** triggers Egnyte **14** actions Magic Heidi **5** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Egnyte and Magic Heidi 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 Egnyte can start in Magic Heidi - When **New File in Folder** in Egnyte then **Create Invoice** in Magic Heidi - When **List Folders** in Egnyte then **Create Temporary Invoice (Not Saved to Your Account)** in Magic Heidi 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 Egnyte and Magic Heidi ## Triggers and actions 2 triggers · 19 actions - Trigger **List Folders** Triggers when a new subfolder appears inside the Egnyte folder you choose. - Trigger **New File in Folder** Triggers when a new file is added to the chosen Egnyte folder. - Action **Add comment** Adds a comment to a file or folder in Egnyte. - Action **Add link** Creates a shareable link to a file or folder in Egnyte, with optional access, expiry and email settings. - Action **Add user** Creates a new user in your Egnyte domain. - Action **Copy file or folder** Copies a file or folder in Egnyte to a destination path, optionally renaming it. - Action **Create Folder** Creates a new folder at the given path in Egnyte. - Action **Delete file or folder** Deletes a file or folder in Egnyte by its path, or a single version of a file. Returns the path of the parent folder. - Action **Delete link** Deletes an Egnyte shared link so it can no longer be used. - Action **Download File** Downloads the contents of a file stored in Egnyte, optionally a specific earlier version. - Action **Find files by keyword** Searches Egnyte files and folders by keyword across names, content, comments and metadata, and returns the matching items. - Action **Get file or folder** Returns the details of a file or folder at a given path, optionally including the folder's contents, permissions, locks and custom metadata. - Action **Get user** Returns the details of one Egnyte user, including name, email, role, status and group memberships. - Action **Move file or folder** Moves a file or folder in Egnyte to a new location, optionally renaming it. - Action **Update user** Updates an existing Egnyte user's details such as name, email, status, role, user type and language. Only the values you fill in are changed. - Action **Upload File** Uploads a file to a path in Egnyte, creating it or overwriting an existing file at that path (up to 100 MB). - Action **Create Expense** Creates an expense in your Magic Heidi account, with its amount, VAT rate, category and payment method, and returns the stored expense. - Action **Create Invoice** Creates an unpaid, unsent draft invoice (or quote) in your Magic Heidi account for an existing or new client, and returns the stored invoice with its number and totals. - Action **Create Temporary Invoice (Not Saved to Your Account)** Generates a Swiss QR-bill invoice PDF and returns a download link that expires after 24 hours. The invoice is not saved to your Magic Heidi account. - Action **Get Expense** Fetches an expense by ID. An error occurs if the expense is not found. - Action **Get Invoice** Returns one Magic Heidi invoice or quote, with its lines, client, payments, due date and computed totals. ## Each app on its own - [ **Egnyte** Egnyte enables users to easily and securely share files on-premises and in the cloud.](https://apiant.ai/connections/egnyte) - [ **Magic Heidi** Magic Heidi is a Swiss invoicing and bookkeeping tool for freelancers.](https://apiant.ai/connections/magic-heidi) Reviews ## What our customers say ## More from Egnyte - [ **Egnyte to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/egnyte-to-hubspot) - [ **Egnyte to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/egnyte-to-salesforce) - [ **Egnyte to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/egnyte-to-slack) - [ **Egnyte to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/egnyte-to-google-sheets) - [ **Egnyte to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/egnyte-to-gmail) - [ **Egnyte to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/egnyte-to-google-calendar) ## More into Magic Heidi - [ **HubSpot to Magic Heidi** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-magic-heidi) - [ **Salesforce to Magic Heidi** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-magic-heidi) - [ **Slack to Magic Heidi** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-magic-heidi) - [ **Google Sheets to Magic Heidi** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-magic-heidi) - [ **Gmail to Magic Heidi** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-magic-heidi) - [ **Google Calendar to Magic Heidi** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-magic-heidi) Questions ## Egnyte and Magic Heidi, answered ### ### What can start an automation from Egnyte? Any of Egnyte's 2 triggers in the catalog, including New File in Folder and List Folders. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Magic Heidi when something happens in Egnyte? Any of Magic Heidi's 5 actions, including Create Expense, Create Invoice, Create Temporary Invoice (Not Saved to Your Account) and Get Expense. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Magic Heidi to Egnyte? Magic Heidi has no triggers in the catalog today, so automations start in Egnyte. If you need the other direction, ask: your agent reads Magic Heidi's API documentation and adds it. ### ### Do I have to build a connector for Egnyte or Magic Heidi? 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 Egnyte and Magic Heidi 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.