--- title: "Connect Form Io to Uku - APIANT.ai" description: "When \"New submission\" fires in Form Io, your agent runs \"Add Task\" in Uku. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/form-io-to-uku" --- # Connect Form Io to Uku When **New submission** fires in [Form Io](https://apiant.ai/connections/form-io), your agent runs **Add Task** in [Uku](https://apiant.ai/connections/uku). Describe the whole flow and it is built, tested on every scenario and kept running. Form Io **1** trigger Form Io **7** actions Uku **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 Form Io and Uku 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) Form Io collects the submissions your clients fill in, and Uku holds the clients, contacts and tasks your accountants work from. Connecting the two means an intake form, a tax return request or an address change arrives in Uku as a client record, a contact or a task without anyone retyping it, and the submission in Form Io can be updated with what came back. Example flows ## What Form Io can start in Uku - When **New submission** in Form Io then **Add Task** in Uku - When **New submission** in Form Io then **Update Contact** in Uku 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 Form Io and Uku ## Triggers and actions 1 trigger · 19 actions - Trigger **New submission** Fires when a new submission is created on a form. - Action **Delete form** Delete a form/resource by id. - Action **Delete submission** Delete a submission by id. - Action **Get form** Retrieve a single form definition by id. - Action **Get submission** Retrieve a single submission by id. - Action **List forms** List available forms within a project (Index API, supports limit/skip and select). - Action **List submissions** List submissions within a form (Index API, supports limit/skip pagination and content filtering). - Action **Update submission** Update an existing submission's data. - Action **Add Task** Create a task, optionally linked to a client. - Action **Create Client** Creates a new client in Uku - Action **Create Contact** Creates contact under the client - Action **Find Client** Finds a Client from Uku - Action **Find Contact** Finds contacts of an Uku client by email (and optionally name). - Action **Get Client** Retrieves one Uku client by its id. - Action **Get Task** Fetch a single task by id. - Action **List Client groups** Lists the client groups in the Uku account. - Action **List Tasks** Lists Uku tasks whose start date falls within a date range, optionally filtered by assignee, client, topic, client group, status, keyword and task flags. - Action **Update Client** Update fields on an existing client. - Action **Update Contact** Updates an existing Uku contact. Fields left blank are not changed. - Action **Update Task** Update a task's fields, including completing or reopening it. ## Each app on its own - [ **Form Io** Form-builder platform that auto-generates REST APIs for form submissions, data validation, and workflow...](https://apiant.ai/connections/form-io) - [ **Uku** Uku is an accounting practice management software that helps accounting firms organize, hit deadlines, save...](https://apiant.ai/connections/uku) Reviews ## What our customers say ## More from Form Io - [ **Form Io to Outlook** Outlook is Microsoft's email and calendaring platform integrating contacts and scheduling, enabling users to...](https://apiant.ai/connect/form-io-to-outlook) - [ **Form Io to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/form-io-to-supabase) - [ **Form Io to PostgreSQL** Connect directly to a PostgreSQL database and run SQL statements from your automations.](https://apiant.ai/connect/form-io-to-postgresql) - [ **Form Io to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/form-io-to-hubspot) - [ **Form Io to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/form-io-to-salesforce) - [ **Form Io to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/form-io-to-slack) ## More into Uku - [ **Smartsheet to Uku** Smartsheet is a work execution platform for managing sheets, rows, and columns.](https://apiant.ai/connect/smartsheet-to-uku) - [ **HubSpot to Uku** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-uku) - [ **Salesforce to Uku** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-uku) - [ **Slack to Uku** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-uku) - [ **Google Sheets to Uku** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-uku) - [ **Gmail to Uku** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-uku) Questions ## Form Io and Uku, answered ### ### Can a form submission update a client we already have in Uku instead of creating a duplicate? Yes. The agent can use Find Client in Uku on the submitted email or name first, and then run Update Client when a match comes back, or Create Client when there is none. It tests every scenario before the setup goes live. ### ### Does anything flow back from Uku into Form Io? Uku has no triggers, so nothing starts in Uku, but actions there can be followed by Form Io ones. After a task is created you can run Update submission to write the task id or status back onto the original Form Io submission. ### ### What can start an automation from Form Io? Any of Form Io's 1 trigger in the catalog, including New submission. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Uku when something happens in Form Io? Any of Uku's 12 actions, including Add Task, Create Client, Find Client and Update Client. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Uku to Form Io? Uku has no triggers in the catalog today, so automations start in Form Io. If you need the other direction, ask: your agent reads Uku's API documentation and adds it. ### ### Do I have to build a connector for Form Io or Uku? 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 Form Io and Uku 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.