--- title: "Connect Exayard to Klipfolio - APIANT.ai" description: "When \"Assessment Completed\" fires in Exayard, your agent runs \"List Users\" in Klipfolio." canonical: "https://apiant.ai/connect/exayard-to-klipfolio" --- # Connect Exayard to Klipfolio When **Assessment Completed** fires in [Exayard](https://apiant.ai/connections/exayard), your agent runs **List Users** in [Klipfolio](https://apiant.ai/connections/klipfolio). Describe the whole flow and it is built, tested on every scenario and kept running. Exayard **7** triggers Exayard **9** actions Klipfolio **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Exayard and Klipfolio 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 Exayard can start in Klipfolio - When **Assessment Completed** in Exayard then **List Users** in Klipfolio - When **New Project** in Exayard then **Update Data Source** in Klipfolio 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 Exayard and Klipfolio ## Triggers and actions 7 triggers · 18 actions - Trigger **Assessment Completed** Webhook event assessment.completed. - Trigger **Bid Generated** Triggers when a bid document is generated from an approved estimate. - Trigger **Bid Won** Webhook event bid.won. - Trigger **Estimate Generated** Triggers when an estimate document is generated. - Trigger **New Project** Triggers when a new Exayard project is created. - Trigger **Project Updated** Webhook event project.updated (name, status or privacy changed). - Trigger **Quote Received** Webhook event quote.received. - Action **Add quote request** Creates a vendor quote request on a project, in requested status. - Action **Add vendor** Creates a vendor (supplier, subcontractor or rental company) in your Exayard company. - Action **Create Project** Creates a new project in Exayard. - Action **Delete project** Deletes (archives) a project in Exayard. - Action **Get project** Returns a single Exayard project with its name, status, privacy and timestamps. - Action **List projects** Returns the projects in an Exayard organization, optionally filtered by status or search text. - Action **List vendors** Returns the vendors (suppliers, subcontractors and rental companies) in an Exayard company, optionally filtered by type, kind, preferred status or search text. - Action **Send Test Webhook Event** Sends a signed sample event of the chosen type to a webhook endpoint. - Action **Update project** Updates an existing project's name, status, settings, tags or custom properties. Fields left blank are not changed. - Action **Delete Data Source** Deletes a Klipfolio data source by ID. - Action **Get Data Source** Get the details for a specific Klipfolio data source by id. - Action **Get Data Source Instance Data** Retrieves the data held by a Klipfolio data source instance. - Action **Get Klip** Fetches a Klip by ID. An error occurs if the Klip is not found. - Action **List Data Sources** Returns all data sources the connected user can access. - Action **List Klips** Returns the Klips you can access, optionally narrowed to one data source or one client account. - Action **List Users** Returns all users in the company or client account. - Action **Refresh Data Source** Queue one or more Klipfolio data sources for refresh. - Action **Update Data Source** Replace data in a data source in Klipfolio. ## Each app on its own - [ **Exayard** Exayard is an AI-powered construction takeoff and estimating software for contractors.](https://apiant.ai/connections/exayard) - [ **Klipfolio** Klipfolio makes it easy and affordable to build and share real-time dashboards.](https://apiant.ai/connections/klipfolio) Reviews ## What our customers say ## More from Exayard - [ **Exayard to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/exayard-to-hubspot) - [ **Exayard to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/exayard-to-salesforce) - [ **Exayard to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/exayard-to-slack) - [ **Exayard to Google Sheets** Google Sheets](https://apiant.ai/connect/exayard-to-google-sheets) - [ **Exayard to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/exayard-to-gmail) - [ **Exayard to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/exayard-to-google-calendar) ## More into Klipfolio - [ **HubSpot to Klipfolio** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-klipfolio) - [ **Salesforce to Klipfolio** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-klipfolio) - [ **Slack to Klipfolio** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-klipfolio) - [ **Google Sheets to Klipfolio** Google Sheets](https://apiant.ai/connect/google-sheets-to-klipfolio) - [ **Gmail to Klipfolio** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-klipfolio) - [ **Google Calendar to Klipfolio** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-klipfolio) Questions ## Exayard and Klipfolio, answered ### ### What can start an automation from Exayard? Any of Exayard's 7 triggers in the catalog, including Assessment Completed, New Project, Project Updated and Quote Received. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Klipfolio when something happens in Exayard? Any of Klipfolio's 9 actions, including Update Data Source, Get Data Source, Get Data Source Instance Data and Get Klip. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Klipfolio to Exayard? Klipfolio has no triggers in the catalog today, so automations start in Exayard. If you need the other direction, ask: your agent reads Klipfolio's API documentation and adds it. ### ### Do I have to build a connector for Exayard or Klipfolio? 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 Exayard and Klipfolio 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.