# Connect Evoliz to SquaredUp When **New Account** fires in [Evoliz](https://apiant.ai/connections/evoliz), your agent runs **Add alerting channel** in [SquaredUp](https://apiant.ai/connections/squaredup). Describe the whole flow and it is built, tested on every scenario and kept running. Evoliz **5** triggers Evoliz **23** actions SquaredUp **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Evoliz and SquaredUp to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Evoliz can start in SquaredUp - When **New Account** in Evoliz then **Add alerting channel** in SquaredUp - When **New Article** in Evoliz then **List alerting channels** in SquaredUp 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 SquaredUp ## Triggers and actions 5 triggers · 35 actions - Trigger **New Account** Triggered when a new accounting account is created in Evoliz. - Trigger **New Article** Triggered when a new article is created in your Evoliz catalog. - Trigger **New Client** Triggered when a new client is created - Trigger **New Client Contact** Triggered when a new client contact is created. - Trigger **New Event** Triggered when a new event (a document or contact being created, updated, sent, accepted, invoiced, deleted and so on) is recorded in Evoliz. - Action **Create Account** Creates a new accounting account (accounting classification) in Evoliz. - Action **Create Article** Creates a Article - Action **Create Client** Creates a Client - Action **Create Contact Client** Creates a Contact Client - Action **Create Contact Prospect** Creates a new contact attached to an existing prospect in Evoliz. - Action **Create Expense** Creates a purchase (expense) in Evoliz for a supplier, with its total and one or more classified amount lines. - Action **Create Invoice** Creates a new draft invoice in Evoliz for a client. Totals, margins and VAT are calculated by Evoliz. - Action **Create Prospect** Creates a Prospect - Action **Create Quote** Creates a Quote - Action **Create Sale Order** Create a new draft sale order for a client in Evoliz. Totals, margins and VAT-inclusive amounts are calculated by Evoliz. - Action **Find Article** Finds an Article - Action **Find Client** Returns up to 100 clients that match the search text; the first match is also returned on its own. - Action **Find Contact Client** Returns up to 100 client contacts that match the specified search text, email, or client. - Action **Find Supplier** Finds a Supplier - Action **Find User** Finds users of your Evoliz company whose details match the search text. - Action **Get Contact Prospect** Returns one Evoliz prospect contact by its ID, with the contact's name, email, phone numbers, consent and the prospect it belongs to. - Action **Get Expense** Returns one Evoliz purchase (expense) by its ID, with its supplier, label, dates, totals, status and amount lines. - Action **Get Prospect** Returns one Evoliz prospect by its ID, with its name, type, address, phone numbers and business identifiers. - Action **Invoice Quote** Creates a complete invoice from an existing Evoliz quote (full invoicing of the quote). - Action **Invoice Sale Order** Create a new invoice from an existing Evoliz sale order. - Action **Send Quote** Emails a quote to one or more recipients with a link to the document (and optionally the PDF attached). - Action **Update Article** Updates an existing article in the Evoliz catalog. Only the fields you fill in are changed. - Action **Update Client** Updates an existing client. Replaces only data that is set. - Action **Add alerting channel** Creates a new alerting channel (such as a webhook, Slack or email destination) that SquaredUp can send monitor notifications to. - Action **Add dashboard** Creates a new dashboard in a SquaredUp workspace. - Action **Add workspace** Creates a new SquaredUp workspace and returns its id. - Action **Delete dashboard** Deletes a SquaredUp dashboard. - Action **Delete workspace** Deletes a SquaredUp workspace. - Action **Get dashboard** Returns a SquaredUp dashboard, including its name, workspace, timeframe and content. - Action **Get workspace** Returns a SquaredUp workspace by its id, including its name and properties. - Action **List alerting channels** Returns all alerting channels configured in your SquaredUp organization. - Action **List dashboards** Returns all dashboards in the SquaredUp organization. - Action **List workspaces** Returns all workspaces in your SquaredUp organization. - Action **Update dashboard** Updates an existing SquaredUp dashboard's name, default timeframe or content. - Action **Update workspace** Updates an existing SquaredUp workspace's name, description, type, tags, linked data sources and workspaces, and sharing settings. ## Each app on its own - [ **Evoliz** Evoliz is an invoicing and management software designed for small businesses but also their accountants.](https://apiant.ai/connections/evoliz) - [ **SquaredUp** SquaredUp gives engineering teams end-to-end visibility of their business-critical applications.](https://apiant.ai/connections/squaredup) Reviews ## What our customers say ## More from Evoliz - [ **Evoliz to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/evoliz-to-hubspot) - [ **Evoliz to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/evoliz-to-salesforce) - [ **Evoliz to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/evoliz-to-slack) - [ **Evoliz to Google Sheets** Google Sheets](https://apiant.ai/connect/evoliz-to-google-sheets) - [ **Evoliz to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/evoliz-to-gmail) - [ **Evoliz to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/evoliz-to-google-calendar) ## More into SquaredUp - [ **HubSpot to SquaredUp** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-squaredup) - [ **Salesforce to SquaredUp** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-squaredup) - [ **Slack to SquaredUp** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-squaredup) - [ **Google Sheets to SquaredUp** Google Sheets](https://apiant.ai/connect/google-sheets-to-squaredup) - [ **Gmail to SquaredUp** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-squaredup) - [ **Google Calendar to SquaredUp** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-squaredup) Questions ## Evoliz and SquaredUp, 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 SquaredUp when something happens in Evoliz? Any of SquaredUp's 12 actions, including Update dashboard, Update workspace, Add alerting channel and Add dashboard. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SquaredUp to Evoliz? SquaredUp has no triggers in the catalog today, so automations start in Evoliz. If you need the other direction, ask: your agent reads SquaredUp's API documentation and adds it. ### ### Do I have to build a connector for Evoliz or SquaredUp? 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.