--- title: "Connect Finolog to Opportify - APIANT.ai" description: "When \"New Account\" fires in Finolog, your agent runs \"Create Email Batch Export\" in Opportify." canonical: "https://apiant.ai/connect/finolog-to-opportify" --- # Connect Finolog to Opportify When **New Account** fires in [Finolog](https://apiant.ai/connections/finolog), your agent runs **Create Email Batch Export** in [Opportify](https://apiant.ai/connections/opportify). Describe the whole flow and it is built, tested on every scenario and kept running. Finolog **7** triggers Finolog **31** actions Opportify **6** 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 Opportify 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 Opportify - When **New Account** in Finolog then **Create Email Batch Export** in Opportify - When **New Category** in Finolog then **Analyze Email** in Opportify 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 Opportify ## Triggers and actions 7 triggers · 37 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 **Analyze Email** Perform an AI-driven email analysis - Action **Analyze IP Address** Perform an AI-driven IP address analysis - Action **Batch Analyze Emails** Submit a list of email addresses for asynchronous batch analysis. Returns a Job ID to track progress. - Action **Batch Analyze IPs** Submit a list of IP addresses (IPv4 or IPv6) for asynchronous batch analysis. Returns a Job ID to track progress. - Action **Create Email Batch Export** Request a custom export (CSV or JSON) from a completed email batch job. Supports field filtering and column selection. - Action **Create IP Batch Export** Request a custom export (CSV or JSON) from a completed IP batch job. Supports field filtering and column selection. ## Each app on its own - [ **Finolog** Finolog is a money accounting app for small and medium businesses.](https://apiant.ai/connections/finolog) - [ **Opportify** Opportify is an AI-driven, security-first B2B data intelligence platform providing Email, IP, and Phone...](https://apiant.ai/connections/opportify) 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](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 Opportify - [ **HubSpot to Opportify** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-opportify) - [ **Salesforce to Opportify** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-opportify) - [ **Slack to Opportify** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-opportify) - [ **Google Sheets to Opportify** Google Sheets](https://apiant.ai/connect/google-sheets-to-opportify) - [ **Gmail to Opportify** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-opportify) - [ **Google Calendar to Opportify** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-opportify) Questions ## Finolog and Opportify, 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 Opportify when something happens in Finolog? Any of Opportify's 6 actions, including Create Email Batch Export, Create IP Batch Export, Analyze Email and Analyze IP Address. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Opportify to Finolog? Opportify has no triggers in the catalog today, so automations start in Finolog. If you need the other direction, ask: your agent reads Opportify's API documentation and adds it. ### ### Do I have to build a connector for Finolog or Opportify? 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 Opportify 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.