--- title: "Connect Finolog to Cloze - APIANT.ai" description: "When \"New Account\" fires in Finolog, your agent runs \"Create a Note\" in Cloze." canonical: "https://apiant.ai/connect/finolog-to-cloze" --- # Connect Finolog to Cloze When **New Account** fires in [Finolog](https://apiant.ai/connections/finolog), your agent runs **Create a Note** in [Cloze](https://apiant.ai/connections/cloze). Describe the whole flow and it is built, tested on every scenario and kept running. Finolog **7** triggers Finolog **31** actions Cloze **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 Finolog and Cloze 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 Finolog can start in Cloze - When **New Account** in Finolog then **Create a Note** in Cloze - When **New Category** in Finolog then **Create Timeline Event** in Cloze 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 Finolog and Cloze ## Triggers and actions 7 triggers · 39 actions - Trigger **New Account** Triggers when a new account is created. - Trigger **New Category** Triggers when a new category is created. - Trigger **New Company** Triggers when new company was created. - Trigger **New Contractor** Triggers when new contractor is created. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Requisite** Triggers when a new requisite is created. - Trigger **New Transaction** Triggers when a new transaction is created. - Action **Add comment** /v1/biz/{biz_id}/comment - add a comment to an entity - Action **Add order** /v1/biz/{biz_id}/orders/order - Action **Add project** /v1/biz/{biz_id}/project - Action **Add requisite** /v1/biz/{biz_id}/requisite - Action **Create Account** Creates an Account - Action **Create Category** Creates a Category - Action **Create Company** Creates a Company - Action **Create Contractor** Creates a Contractor - Action **Create Transaction** Creates a Transaction - Action **Delete account** /v1/biz/{biz_id}/account/{id} - Action **Delete contractor** /v1/biz/{biz_id}/contractor/{id} - Action **Delete transaction** /v1/biz/{biz_id}/transaction/{id} - Action **Find Contractor by Query** FInd contractor by name or his requisites - Action **Find Contractor Requisites** Finds a Requisites that blongs to a Contractor - Action **Find Transaction by Query** Find transaction by contractor name, account name, details or sum - Action **Get account** /v1/biz/{biz_id}/account/{id} - Action **Get contractor** /v1/biz/{biz_id}/contractor/{id} - Action **Get transaction** /v1/biz/{biz_id}/transaction/{id} - Action **List accounts** /v1/biz/{biz_id}/account - Action **List businesses** /v1/biz - Action **List categories** /v1/biz/{biz_id}/category - Action **List comments** Lists the comments on a record. - Action **List companies** /v1/biz/{biz_id}/company - Action **List orders** /v1/biz/{biz_id}/orders/order - Action **List projects** /v1/biz/{biz_id}/project - Action **Update account** /v1/biz/{biz_id}/account/{id} - Action **Update category** /v1/biz/{biz_id}/category/{id} - Action **Update company** /v1/biz/{biz_id}/company/{id} - Action **Update contractor** /v1/biz/{biz_id}/contractor/{id} - Action **Update project** /v1/biz/{biz_id}/project/{id} - Action **Update transaction** /v1/biz/{biz_id}/transaction/{id} - Action **Create a Note** Creates a note on the Cloze timeline, optionally linked to people, companies or projects. - Action **Create Timeline Event** Adds an event to the Cloze timeline, optionally linked to people, companies or projects. - Action **Create ToDo** Creates a new To Do in Cloze, optionally assigned to a team member and linked to people, companies or projects. - Action **Create/Update a Person** Creates a person in Cloze, or enhances an existing person matched by email, phone, social handle or app link. - Action **Create/Update a Project** Creates a new project or deal in Cloze, or merges updates into an existing one matched by its identifiers. - Action **Find people** Finds people in Cloze matching a search query (the same natural-language search used in the Cloze app), optionally narrowed by stage, segment, next step or assignee. - Action **Find projects** Returns the Cloze projects (deals) matching a search query and optional stage, segment, next step, assignee or collaborator filters. - Action **List team members** Returns the members of your current Cloze team, with each member's name and email. ## Each app on its own - [ **Finolog** Finolog is a money accounting app for small and medium businesses.](https://apiant.ai/connections/finolog) - [ **Cloze** Cloze is like a personal assistant for your professional relationships that is always prompting you at the...](https://apiant.ai/connections/cloze) Reviews ## What our customers say ## More from Finolog - [ **Finolog to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/finolog-to-hubspot) - [ **Finolog to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/finolog-to-salesforce) - [ **Finolog to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/finolog-to-slack) - [ **Finolog to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/finolog-to-google-sheets) - [ **Finolog to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/finolog-to-gmail) - [ **Finolog to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/finolog-to-google-calendar) ## More into Cloze - [ **HubSpot to Cloze** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-cloze) - [ **Salesforce to Cloze** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-cloze) - [ **Slack to Cloze** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-cloze) - [ **Google Sheets to Cloze** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-cloze) - [ **Gmail to Cloze** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-cloze) - [ **Google Calendar to Cloze** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-cloze) Questions ## Finolog and Cloze, answered ### ### What can start an automation from Finolog? Any of Finolog's 7 triggers in the catalog, including New Account, New Category, New Company and New Contractor. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Cloze when something happens in Finolog? Any of Cloze's 8 actions, including Create a Note, Create Timeline Event, Create ToDo and Create/Update a Person. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Cloze to Finolog? Cloze has no triggers in the catalog today, so automations start in Finolog. If you need the other direction, ask: your agent reads Cloze's API documentation and adds it. ### ### Do I have to build a connector for Finolog or Cloze? 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 Finolog and Cloze 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.