Integration
Connect EquipDash and FreeAgent
When Booking Status Changed fires in EquipDash, your agent runs Create Contact in FreeAgent, or New Bank Transaction in FreeAgent to Add Note to Customer in EquipDash. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want EquipDash and FreeAgent to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What EquipDash and FreeAgent can do together
From EquipDash to FreeAgent
When Booking Status Changed in EquipDash
then Create Contact in FreeAgent
When Booking Updated in EquipDash
then Create Invoice in FreeAgent
From FreeAgent to EquipDash
When New Bank Transaction in FreeAgent
then Add Note to Customer in EquipDash
When New Contact in FreeAgent
then Add Note to Booking in EquipDash
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 EquipDash and FreeAgent
Triggers and actions 24 triggers · 85 actions
Trigger
Booking CancelledTriggers when a booking is cancelled.
Trigger
Booking Checked InTriggers when a booking is checked in.
Trigger
Booking Picked UpTriggers when a booking is picked up.
Trigger
Booking ReturnedTriggers when a booking is returned.
Trigger
Booking Status ChangedTriggers when a booking status changes.
Trigger
Booking UpdatedTriggers when a booking is updated.
Trigger
Customer UpdatedTriggers when a customer is updated.
Trigger
Experience CreatedTriggers when a new experience is created.
Trigger
Experience Schedule CreatedTriggers when an experience schedule is created.
Trigger
Experience UpdatedTriggers when an experience is updated.
Trigger
Inventory AddedTriggers when inventory is added to a product.
Trigger
Inventory UpdatedTriggers when inventory is updated.
Trigger
New CustomerTriggers when a new customer is created.
Trigger
Payment ReceivedTriggers when a payment is received.
Trigger
Product CreatedTriggers when a new product is created.
Trigger
Product UpdatedTriggers when a product is updated.
Trigger
Promo Code CreatedTriggers when a new promo code is created.
Trigger
Shift CreatedTriggers when a new shift is created.
Action
Add Inventory to ProductAdds inventory to a product.
Action
Add Note to BookingAdds a note to a booking.
Action
Add Note to CustomerAdds a note to a customer.
Action
Add Note to WorkshopAdds a note to a workshop item.
Action
Add Payment to BookingAdds a payment to a booking.
Action
Add Pricing to ProductAdds a pricing tier to a product.
Action
Add Schedule to ExperienceAdds a schedule slot to an experience.
Action
Add to WorkshopAdds an item to the workshop.
Action
Archive ExperienceArchives an experience.
Action
Archive ProductArchives a product.
Action
Cancel BookingCancels a booking.
Action
Check Product AvailabilityChecks availability of a product for given dates.
Action
Create BookingCreates a new booking.
Action
Create CustomerCreates a new customer.
Action
Create ExperienceCreates a new experience.
Action
Create Experience CategoryCreates a new experience category.
Action
Create ProductCreates a new product.
Action
Create Product CategoryCreates a new product category.
Action
Create Promo CodeCreates a new promo code.
Action
Create ShiftCreates a new staff shift.
Action
Create TagCreates a new tag.
Action
Create VoucherCreates a new voucher.
Action
Delete CustomerDeletes a customer.
Action
Find CustomerFinds a customer.
Action
Find ExperienceFinds a experience.
Action
Find ProductFinds a product.
Action
Find Promo CodeFinds a promo code.
Action
Find StaffFinds a staff.
Action
Find VoucherFinds a voucher.
Action
Remove From WorkshopRemoves an item from the workshop.
Action
Update Booking StatusUpdates the status of a booking.
Action
Update CustomerUpdates a customer.
Action
Update ExperienceUpdates an experience.
Action
Update ProductUpdates a product.
Action
Update Tags on BookingUpdates the tags on a booking. Provide tag names — existing tags are matched, new tags are created automatically.
Trigger
New Bank TransactionTriggers when a new transaction appears in a FreeAgent bank account.
Trigger
New ContactTriggers when a new contact is created.
Trigger
New InvoiceTriggers when a new invoice is created.
Trigger
New or Updated ContactTriggers when a contact is created or changed in FreeAgent.
Trigger
New or Updated TimeslipTriggers when a timeslip (time entry) is created or edited in FreeAgent.
Trigger
New ProjectTriggers when a new project is created.
Action
Convert Estimate to InvoiceConverts an estimate into an invoice, marking the estimate as Invoiced and returning the URL of the new invoice.
Action
Create BillCreates a bill from a supplier contact in FreeAgent, with its line items, and returns the new bill.
Action
Create ContactCreate a new contact.
Action
Create Credit NoteCreates a draft credit note for a FreeAgent contact, with optional line items.
Action
Create EstimateCreates a new estimate, quote or proposal in FreeAgent for a contact or project, optionally with line items.
Action
Create ExpenseCreates an expense claim in FreeAgent for a user, with its category, date, amount and sales tax details.
Action
Create InvoiceCreate an invoice for a contact.
Action
Create Mileage ClaimCreates a mileage claim (a mileage expense) for a user in FreeAgent and returns the new claim.
Action
Create NoteAdds a note to a FreeAgent contact or project.
Action
Create Price List ItemCreates a price list item in FreeAgent that can be added to invoices and estimates.
Action
Create ProjectCreate a project for a contact.
Action
Create TaskCreates a task under a FreeAgent project.
Action
Create TimeslipCreate a timeslip (time tracking entry).
Action
Delete ContactDelete a contact by id.
Action
Delete InvoiceDeletes an invoice from FreeAgent.
Action
Delete TimeslipDeletes a timeslip from FreeAgent.
Action
Explain Bank TransactionExplains 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 EmailFinds FreeAgent contacts whose email or billing email matches the given address.
Action
Get BillReturns a single bill, including its line items, by its ID.
Action
Get ContactGet a single contact by id.
Action
Get Credit NoteReturns a single FreeAgent credit note, including its line items, status and totals.
Action
Get EstimateReturns a single FreeAgent estimate with its line items.
Action
Get ExpenseReturns a single FreeAgent expense by its ID, including amounts, category, claimant and attachment details.
Action
Get InvoiceGet a single invoice by id.
Action
Get NoteReturns a single note attached to a FreeAgent contact or project, including its text, author and timestamps.
Action
Get Price List ItemReturns a single price list item from FreeAgent by its ID.
Action
Get ProjectReturns a single FreeAgent project by its ID, including its contact, status, budget and billing details.
Action
Get TimeslipReturns a single FreeAgent timeslip, including its hours, date, user, project and task.
Action
List Bank AccountsReturns the bank accounts in your FreeAgent company, optionally filtered to standard, credit card or PayPal accounts.
Action
List Bank TransactionsReturns the bank transactions in a FreeAgent bank account, optionally filtered by date range, last update time, or explanation status.
Action
List BillsList bills.
Action
List CategoriesReturns all accounting categories for the company, grouped into admin expenses, cost of sales, income and general categories, optionally including sub accounts.
Action
List ContactsList contacts in FreeAgent.
Action
List Corporation Tax ReturnsReturns the company's Corporation Tax Returns, including amount due, payment and filing deadlines, and filing/payment status.
Action
List EstimatesList estimates.
Action
List ExpensesList expenses.
Action
List InvoicesList invoices.
Action
List ProjectsList projects.
Action
List Self Assessment ReturnsReturns the Self Assessment (income tax) returns for a FreeAgent user, including payments due and filing status.
Action
List TasksReturns the tasks in your FreeAgent account, optionally filtered by status, project or last-updated date.
Action
List TimeslipsList timeslips (time tracking entries).
Action
List UsersReturns the users on the FreeAgent account, optionally filtered to staff or advisors.
Action
Mark Invoice as CancelledMarks a FreeAgent invoice as cancelled, writing it off as unpaid. The invoice must be sent and past its due date.
Action
Mark Invoice as SentMarks a FreeAgent invoice as sent without emailing it. Can also re-open a cancelled invoice.
Action
Update BillUpdates an existing bill in FreeAgent — its supplier, reference, dates, rebilling, recurrence and bill items. Only the values you supply are changed.
Action
Update ContactUpdate an existing contact.
Action
Update ExpenseUpdates an existing expense in FreeAgent, changing only the details you supply.
Action
Update InvoiceUpdates 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 ProjectUpdates an existing FreeAgent project's name, client, status, budget, billing rate and dates. Only the fields you fill in are changed.
Action
Update TimeslipUpdates an existing timeslip in FreeAgent, changing its task, user, project, date, hours or comment. Fields left blank are not changed.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from EquipDash
EquipDash to DashlyDashly turns visitors into customers with data-driven conversation and marketing.
EquipDash to KnockNotification infrastructure API for sending multi-channel messages: email, SMS, push, in-app, and chat...
EquipDash to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
EquipDash to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
EquipDash to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
EquipDash to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
More into FreeAgent
Google Calendar to FreeAgentGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Mailchimp to FreeAgentMailchimp marketing automation and email platform.
ActiveCampaign to FreeAgentActiveCampaign is a marketing automation, email marketing, and CRM platform.
Asana to FreeAgentAsana is a collaborative information manager for workspace.
Aplos to FreeAgentAplos is fund accounting and donor management software for churches and nonprofits: contacts and donors...
Basecamp 3 to FreeAgentBasecamp 3 is a project management and team collaboration tool by 37signals.
Questions
EquipDash and FreeAgent, answered
What can start an automation from EquipDash?
Any of EquipDash's 18 triggers in the catalog, including Booking Status Changed, Booking Updated, Customer Updated and Experience Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in FreeAgent when something happens in EquipDash?
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 EquipDash?
Yes. When something happens in FreeAgent, your agent can act in EquipDash too. This page covers both directions: FreeAgent's triggers and EquipDash's actions are listed here as well.
Do I have to build a connector for EquipDash 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 EquipDash 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.