--- title: "Connect EspoCRM to ZUGFeRD & XRechnung by InvoiceXML - APIANT.ai" description: "When \"New contact\" fires in EspoCRM, your agent runs \"Create XRechnung Invoice\" in ZUGFeRD & XRechnung by InvoiceXML." canonical: "https://apiant.ai/connect/espocrm-to-zugferd-xrechnung-by-invoicexml" --- # Connect EspoCRM to ZUGFeRD & XRechnung by InvoiceXML When **New contact** fires in [EspoCRM](https://apiant.ai/connections/espocrm), your agent runs **Create XRechnung Invoice** in [ZUGFeRD & XRechnung by InvoiceXML](https://apiant.ai/connections/zugferd-xrechnung-by-invoicexml). Describe the whole flow and it is built, tested on every scenario and kept running. EspoCRM **3** triggers EspoCRM **16** actions ZUGFeRD & XRechnung by InvoiceXML **8** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want EspoCRM and ZUGFeRD & XRechnung by InvoiceXML 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 EspoCRM can start in ZUGFeRD & XRechnung by InvoiceXML - When **New contact** in EspoCRM then **Create XRechnung Invoice** in ZUGFeRD & XRechnung by InvoiceXML - When **New Lead** in EspoCRM then **Create ZUGFeRD Invoice** in ZUGFeRD & XRechnung by InvoiceXML 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 EspoCRM and ZUGFeRD & XRechnung by InvoiceXML ## Triggers and actions 3 triggers · 24 actions - Trigger **New contact** Triggers when a new contact is created in EspoCRM. - Trigger **New Lead** Triggers when a new lead is created in EspoCRM. - Trigger **New opportunity** Triggers when a new opportunity is created in EspoCRM. - Action **Add account** Creates a new account (company) in EspoCRM and returns its attributes. - Action **Add case** Creates a new case (support ticket) in EspoCRM. - Action **Add contact** Creates a new contact in EspoCRM. - Action **Add opportunity** Creates a new opportunity (deal) in EspoCRM and returns the created record. - Action **Add task** Creates a task in EspoCRM, optionally linked to an account, contact, lead, opportunity or case. - Action **Create Lead** Creates a new lead in EspoCRM and returns the created lead record. - Action **Find accounts** Finds EspoCRM accounts whose name matches the text you supply. - Action **Find contacts** Finds contacts whose email address (or another chosen attribute) matches the value you supply, returning every matching contact. - Action **Find Lead** Finds leads in EspoCRM matching a value on a chosen attribute (email address by default). - Action **Get contact** Returns a single EspoCRM contact by its ID, with all its attributes including custom fields. - Action **Get Lead** Returns a single EspoCRM lead by its ID, with all of its fields. - Action **Get Task** Returns one task by its ID, with its subject, status, dates, parent record and assignee. - Action **Update account** Updates an existing account (company) in EspoCRM. Only the fields you fill in are changed. - Action **Update contact** Updates an existing contact in EspoCRM, changing only the fields you fill in. - Action **Update Lead** Updates an existing lead in EspoCRM, changing only the fields you fill in, and returns the updated lead. - Action **Update opportunity** Updates an existing opportunity in EspoCRM, changing only the fields you fill in. - Action **Convert XRechnung to PDF** Renders an XRechnung invoice XML file (UBL or CII syntax) into a readable PDF preview. The PDF is for human reading only and has no legal standing. - Action **Create XRechnung Invoice** Generates a validated XRechnung 3.0 e-invoice (UBL by default, or CII) from structured invoice data and returns the XML document. Totals and the VAT breakdown are calculated from the lines unless supplied. - Action **Create ZUGFeRD Invoice** Creates a new ZUGFeRD compliant PDF/A-3b invoice from scratch using the provided invoice data. - Action **Extract Invoice JSON** Reads a structured e-invoice (a Factur-X / ZUGFeRD / Peppol PDF with embedded CII or UBL XML, or a standalone CII or UBL XML file) and returns its data as structured JSON. Pure XML parsing, no AI. - Action **Extract Invoice XML** Pulls the embedded XML invoice out of a hybrid PDF (ZUGFeRD, Factur-X or other PDF/A-3 invoice) and returns it unchanged. - Action **Transform to ZUGFeRD** Turns a plain PDF invoice into a ZUGFeRD 2.x hybrid invoice (PDF/A-3 with embedded XML) using AI extraction. - Action **Validate XRechnung Invoice** Validates a CII XML invoice for XRechnung / EN16931 compliance. - Action **Validate ZUGFeRD Invoice** Validates a ZUGFeRD 2.x hybrid PDF invoice against the official schema and EN 16931 business rules for the profile it declares, and returns whether it is compliant along with any errors and warnings. ## Each app on its own - [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm) - [ **ZUGFeRD & XRechnung by InvoiceXML** ZUGFeRD & XRechnung by InvoiceXML is a German e-invoice compliance service for creating, validating...](https://apiant.ai/connections/zugferd-xrechnung-by-invoicexml) Reviews ## What our customers say ## More from EspoCRM - [ **EspoCRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/espocrm-to-hubspot) - [ **EspoCRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/espocrm-to-salesforce) - [ **EspoCRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/espocrm-to-slack) - [ **EspoCRM to Google Sheets** Google Sheets](https://apiant.ai/connect/espocrm-to-google-sheets) - [ **EspoCRM to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/espocrm-to-gmail) - [ **EspoCRM to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/espocrm-to-google-calendar) ## More into ZUGFeRD & XRechnung by InvoiceXML - [ **Freshworks CRM to ZUGFeRD & XRechnung by InvoiceXML** Freshworks CRM (Freshsales Suite) — manage contacts, sales accounts, deals, notes, tasks, and appointments.](https://apiant.ai/connect/freshworks-crm-to-zugferd-xrechnung-by-invoicexml) - [ **Open Government, Netherlands to ZUGFeRD & XRechnung by InvoiceXML** Netherlands Government Open Data. Public open-data portal — search dataset catalogs and retrieve published...](https://apiant.ai/connect/open-government-netherlands-to-zugferd-xrechnung-by-invoicexml) - [ **Paperless to ZUGFeRD & XRechnung by InvoiceXML** Paperless lets you create, sign, and manage intelligent documents on a single platform.](https://apiant.ai/connect/paperless-to-zugferd-xrechnung-by-invoicexml) - [ **Smartsheet to ZUGFeRD & XRechnung by InvoiceXML** Smartsheet is a work execution platform for managing sheets, rows, and columns.](https://apiant.ai/connect/smartsheet-to-zugferd-xrechnung-by-invoicexml) - [ **HubSpot to ZUGFeRD & XRechnung by InvoiceXML** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zugferd-xrechnung-by-invoicexml) - [ **Salesforce to ZUGFeRD & XRechnung by InvoiceXML** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zugferd-xrechnung-by-invoicexml) Questions ## EspoCRM and ZUGFeRD & XRechnung by InvoiceXML, answered ### ### What can start an automation from EspoCRM? Any of EspoCRM's 3 triggers in the catalog, including New contact, New Lead and New opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ZUGFeRD & XRechnung by InvoiceXML when something happens in EspoCRM? Any of ZUGFeRD & XRechnung by InvoiceXML's 8 actions, including Create XRechnung Invoice, Create ZUGFeRD Invoice, Convert XRechnung to PDF and Extract Invoice JSON. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ZUGFeRD & XRechnung by InvoiceXML to EspoCRM? ZUGFeRD & XRechnung by InvoiceXML has no triggers in the catalog today, so automations start in EspoCRM. If you need the other direction, ask: your agent reads ZUGFeRD & XRechnung by InvoiceXML's API documentation and adds it. ### ### Do I have to build a connector for EspoCRM or ZUGFeRD & XRechnung by InvoiceXML? 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 EspoCRM and ZUGFeRD & XRechnung by InvoiceXML 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.