Integration
Connect Evoliz to Open Exchange Rates
When something happens in Evoliz, your agent does the next thing in Open Exchange Rates. Describe it 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 Evoliz and Open Exchange Rates to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Evoliz can start in Open Exchange Rates
When New Account in Evoliz
then Get historical exchange rates in Open Exchange Rates
When New Article in Evoliz
then Get usage statistics in Open Exchange Rates
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 Evoliz and Open Exchange Rates
Triggers and actions 5 triggers · 25 actions
Trigger
New AccountTriggered when a new accounting account is created in Evoliz.
Trigger
New ArticleTriggered when a new article is created in your Evoliz catalog.
Trigger
New ClientTriggered when a new client is created
Trigger
New Client ContactTriggered when a new client contact is created.
Trigger
New EventTriggered when a new event (a document or contact being created, updated, sent, accepted, invoiced, deleted and so on) is recorded in Evoliz.
Action
Create AccountCreates a new accounting account (accounting classification) in Evoliz.
Action
Create ArticleCreates a Article
Action
Create ClientCreates a Client
Action
Create Contact ClientCreates a Contact Client
Action
Create Contact ProspectCreates a new contact attached to an existing prospect in Evoliz.
Action
Create ExpenseCreates a purchase (expense) in Evoliz for a supplier, with its total and one or more classified amount lines.
Action
Create InvoiceCreates a new draft invoice in Evoliz for a client. Totals, margins and VAT are calculated by Evoliz.
Action
Create ProspectCreates a Prospect
Action
Create QuoteCreates a Quote
Action
Create Sale OrderCreate a new draft sale order for a client in Evoliz. Totals, margins and VAT-inclusive amounts are calculated by Evoliz.
Action
Find ArticleFinds an Article
Action
Find ClientReturns up to 100 clients that match the search text; the first match is also returned on its own.
Action
Find Contact ClientReturns up to 100 client contacts that match the specified search text, email, or client.
Action
Find SupplierFinds a Supplier
Action
Find UserFinds users of your Evoliz company whose details match the search text.
Action
Get Contact ProspectReturns one Evoliz prospect contact by its ID, with the contact's name, email, phone numbers, consent and the prospect it belongs to.
Action
Get ExpenseReturns one Evoliz purchase (expense) by its ID, with its supplier, label, dates, totals, status and amount lines.
Action
Get ProspectReturns one Evoliz prospect by its ID, with its name, type, address, phone numbers and business identifiers.
Action
Invoice QuoteCreates a complete invoice from an existing Evoliz quote (full invoicing of the quote).
Action
Invoice Sale OrderCreate a new invoice from an existing Evoliz sale order.
Action
Send QuoteEmails a quote to one or more recipients with a link to the document (and optionally the PDF attached).
Action
Update ArticleUpdates an existing article in the Evoliz catalog. Only the fields you fill in are changed.
Action
Update ClientUpdates an existing client. Replaces only data that is set.
Action
Get historical exchange ratesFetch end-of-day forex rates for a specific past date.
Action
Get usage statisticsGet the plan details and this month's request usage for the connected Open Exchange Rates App ID. Calls to this endpoint do not count towards usage.
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 Evoliz
Evoliz to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Evoliz to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Evoliz to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Evoliz to Google SheetsGoogle Sheets
Evoliz to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Evoliz to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Open Exchange Rates
HubSpot to Open Exchange RatesHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to Open Exchange RatesSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to Open Exchange RatesSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to Open Exchange RatesGoogle Sheets
Gmail to Open Exchange RatesGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Open Exchange RatesGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Evoliz and Open Exchange Rates, answered
What can start an automation from Evoliz?
Any of Evoliz's 5 triggers in the catalog, including New Account, New Article, New Client and New Client Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Open Exchange Rates when something happens in Evoliz?
Any of Open Exchange Rates's 2 actions, including Get historical exchange rates and Get usage statistics. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Open Exchange Rates to Evoliz?
Open Exchange Rates has no triggers in the catalog today, so automations start in Evoliz. If you need the other direction, ask: your agent reads Open Exchange Rates's API documentation and adds it.
Do I have to build a connector for Evoliz or Open Exchange Rates?
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.
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.