--- title: "Connect Ekklo to Pro-Ledger - APIANT.ai" description: "When \"New Prospect Created\" fires in Ekklo, your agent runs \"Create a Record\" in Pro-Ledger." canonical: "https://apiant.ai/connect/ekklo-to-pro-ledger" --- # Connect Ekklo to Pro-Ledger When **New Prospect Created** fires in [Ekklo](https://apiant.ai/connections/ekklo), your agent runs **Create a Record** in [Pro-Ledger](https://apiant.ai/connections/pro-ledger). Describe the whole flow and it is built, tested on every scenario and kept running. Ekklo **5** triggers Ekklo **14** actions Pro-Ledger **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Ekklo and Pro-Ledger 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 Ekklo can start in Pro-Ledger - When **New Prospect Created** in Ekklo then **Create a Record** in Pro-Ledger - When **Prospect Stage Changed** in Ekklo then **List accounts** in Pro-Ledger 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 Ekklo and Pro-Ledger ## Triggers and actions 5 triggers · 21 actions - Trigger **New Prospect Created** Fires when a new prospect is created in Ekklo. Registers a prospect.created webhook subscription automatically. - Trigger **Prospect Converted to Client** Triggers when a prospect is converted into a paying client. - Trigger **Prospect Deleted** Triggers when a prospect is removed from your CRM. - Trigger **Prospect Stage Changed** Triggers when a prospect moves to a different funnel stage (first_contact, discovery, proposal, closing). - Trigger **Prospect Updated** Triggers when an existing prospect is modified (any field). - Action **Add Note to Prospect** Adds a free-form note to a prospect (useful for logging calls, emails, meetings). - Action **Block Client** Blocks a client. This action is idempotent. - Action **Convert Prospect to Client** Converts a prospect into a paying client and sends an invitation email. The prospect must have a first name, last name, and email. - Action **Create Client** Creates a new client and sends them an invitation email. - Action **Create Prospect** Creates a new prospect in your CRM funnel. - Action **Delete Prospect** Permanently deletes a prospect from your CRM. - Action **Find Client by Email** Finds a client by their exact email address. - Action **Find Clients** Finds clients with optional filters. - Action **Find Prospects** Finds prospects with optional filters (free-text search, stage). - Action **Move Prospect to Stage** Moves a prospect to a different funnel stage (first_contact, discovery, proposal, closing). - Action **Resend Invitation** Resends the invitation email to a client. - Action **Unblock Client** Unblocks a client. This action is idempotent. - Action **Update Client** Updates an existing client. Only provided fields are changed. - Action **Update Prospect** Updates an existing prospect. Only provided fields are changed. - Action **Create a Record** Create a new Record in the system - Action **List accounts** Lists accounts. - Action **List categories** Lists categories. - Action **List classes** Lists classes. - Action **List income categories** Lists income categories. - Action **List subcategories** Lists subcategories. - Action **List tax collections** Lists tax collection options. ## Each app on its own - [ **Ekklo** Ekklo is a coaching platform that helps fitness coaches manage their clients, send invitations, and automate...](https://apiant.ai/connections/ekklo) - [ **Pro-Ledger** Pro-Ledger is an easy & inexpensive cloud-based bookkeeping software for sole proprietors, professionals &...](https://apiant.ai/connections/pro-ledger) Reviews ## What our customers say ## More from Ekklo - [ **Ekklo to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/ekklo-to-hubspot) - [ **Ekklo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/ekklo-to-salesforce) - [ **Ekklo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/ekklo-to-slack) - [ **Ekklo to Google Sheets** Google Sheets](https://apiant.ai/connect/ekklo-to-google-sheets) - [ **Ekklo to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/ekklo-to-gmail) - [ **Ekklo to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/ekklo-to-google-calendar) ## More into Pro-Ledger - [ **HubSpot to Pro-Ledger** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pro-ledger) - [ **Salesforce to Pro-Ledger** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-pro-ledger) - [ **Slack to Pro-Ledger** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pro-ledger) - [ **Google Sheets to Pro-Ledger** Google Sheets](https://apiant.ai/connect/google-sheets-to-pro-ledger) - [ **Gmail to Pro-Ledger** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pro-ledger) - [ **Google Calendar to Pro-Ledger** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pro-ledger) Questions ## Ekklo and Pro-Ledger, answered ### ### What can start an automation from Ekklo? Any of Ekklo's 5 triggers in the catalog, including New Prospect Created, Prospect Stage Changed, Prospect Updated and Prospect Converted to Client. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Pro-Ledger when something happens in Ekklo? Any of Pro-Ledger's 7 actions, including Create a Record, List accounts, List categories and List classes. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Pro-Ledger to Ekklo? Pro-Ledger has no triggers in the catalog today, so automations start in Ekklo. If you need the other direction, ask: your agent reads Pro-Ledger's API documentation and adds it. ### ### Do I have to build a connector for Ekklo or Pro-Ledger? 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 Ekklo and Pro-Ledger 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.