Integration
Connect FreeAgent and Grafana
When New Bank Transaction fires in FreeAgent, your agent runs Add Team Member in Grafana, or New Dashboard in Grafana to Create Contact in FreeAgent. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want FreeAgent and Grafana to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What FreeAgent and Grafana can do together
From FreeAgent to Grafana
When New Bank Transaction in FreeAgent
then Add Team Member in Grafana
When New Contact in FreeAgent
then Create Alert Rule in Grafana
From Grafana to FreeAgent
When New Dashboard in Grafana
then Create Contact in FreeAgent
When New Dashboard in Grafana
then Create Invoice in FreeAgent
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 FreeAgent and Grafana
Triggers and actions 7 triggers · 74 actions
Trigger
New Bank TransactionTriggers when a new transaction appears in a FreeAgent bank account.
Trigger
New ContactTriggers when a new contact is created.
Trigger
New InvoiceTriggers when a new invoice is created.
Trigger
New or Updated ContactTriggers when a contact is created or changed in FreeAgent.
Trigger
New or Updated TimeslipTriggers when a timeslip (time entry) is created or edited in FreeAgent.
Trigger
New ProjectTriggers when a new project is created.
Action
Convert Estimate to InvoiceConverts an estimate into an invoice, marking the estimate as Invoiced and returning the URL of the new invoice.
Action
Create BillCreates a bill from a supplier contact in FreeAgent, with its line items, and returns the new bill.
Action
Create ContactCreate a new contact.
Action
Create Credit NoteCreates a draft credit note for a FreeAgent contact, with optional line items.
Action
Create EstimateCreates a new estimate, quote or proposal in FreeAgent for a contact or project, optionally with line items.
Action
Create ExpenseCreates an expense claim in FreeAgent for a user, with its category, date, amount and sales tax details.
Action
Create InvoiceCreate an invoice for a contact.
Action
Create Mileage ClaimCreates a mileage claim (a mileage expense) for a user in FreeAgent and returns the new claim.
Action
Create NoteAdds a note to a FreeAgent contact or project.
Action
Create Price List ItemCreates a price list item in FreeAgent that can be added to invoices and estimates.
Action
Create ProjectCreate a project for a contact.
Action
Create TaskCreates a task under a FreeAgent project.
Action
Create TimeslipCreate a timeslip (time tracking entry).
Action
Delete ContactDelete a contact by id.
Action
Delete InvoiceDeletes an invoice from FreeAgent.
Action
Delete TimeslipDeletes a timeslip from FreeAgent.
Action
Explain Bank TransactionExplains a bank transaction in FreeAgent by creating a bank transaction explanation (categorising it, or matching it to an invoice, bill, transfer or user payment). Returns the created explanation.
Action
Find Contact by EmailFinds FreeAgent contacts whose email or billing email matches the given address.
Action
Get BillReturns a single bill, including its line items, by its ID.
Action
Get ContactGet a single contact by id.
Action
Get Credit NoteReturns a single FreeAgent credit note, including its line items, status and totals.
Action
Get EstimateReturns a single FreeAgent estimate with its line items.
Action
Get ExpenseReturns a single FreeAgent expense by its ID, including amounts, category, claimant and attachment details.
Action
Get InvoiceGet a single invoice by id.
Action
Get NoteReturns a single note attached to a FreeAgent contact or project, including its text, author and timestamps.
Action
Get Price List ItemReturns a single price list item from FreeAgent by its ID.
Action
Get ProjectReturns a single FreeAgent project by its ID, including its contact, status, budget and billing details.
Action
Get TimeslipReturns a single FreeAgent timeslip, including its hours, date, user, project and task.
Action
List Bank AccountsReturns the bank accounts in your FreeAgent company, optionally filtered to standard, credit card or PayPal accounts.
Action
List Bank TransactionsReturns the bank transactions in a FreeAgent bank account, optionally filtered by date range, last update time, or explanation status.
Action
List BillsList bills.
Action
List CategoriesReturns all accounting categories for the company, grouped into admin expenses, cost of sales, income and general categories, optionally including sub accounts.
Action
List ContactsList contacts in FreeAgent.
Action
List Corporation Tax ReturnsReturns the company's Corporation Tax Returns, including amount due, payment and filing deadlines, and filing/payment status.
Action
List EstimatesList estimates.
Action
List ExpensesList expenses.
Action
List InvoicesList invoices.
Action
List ProjectsList projects.
Action
List Self Assessment ReturnsReturns the Self Assessment (income tax) returns for a FreeAgent user, including payments due and filing status.
Action
List TasksReturns the tasks in your FreeAgent account, optionally filtered by status, project or last-updated date.
Action
List TimeslipsList timeslips (time tracking entries).
Action
List UsersReturns the users on the FreeAgent account, optionally filtered to staff or advisors.
Action
Mark Invoice as CancelledMarks a FreeAgent invoice as cancelled, writing it off as unpaid. The invoice must be sent and past its due date.
Action
Mark Invoice as SentMarks a FreeAgent invoice as sent without emailing it. Can also re-open a cancelled invoice.
Action
Update BillUpdates an existing bill in FreeAgent — its supplier, reference, dates, rebilling, recurrence and bill items. Only the values you supply are changed.
Action
Update ContactUpdate an existing contact.
Action
Update ExpenseUpdates an existing expense in FreeAgent, changing only the details you supply.
Action
Update InvoiceUpdates an existing FreeAgent invoice's details, such as dates, contact, payment terms, comments and line items. Only the fields you fill in are changed.
Action
Update ProjectUpdates an existing FreeAgent project's name, client, status, budget, billing rate and dates. Only the fields you fill in are changed.
Action
Update TimeslipUpdates an existing timeslip in FreeAgent, changing its task, user, project, date, hours or comment. Fields left blank are not changed.
Trigger
New DashboardTriggers when a new dashboard is created in your Grafana instance.
Action
Add Team MemberAdds an existing Grafana user to a team.
Action
Create Alert RuleCreates a Grafana-managed alert rule (or recording rule) in a folder and rule group, and returns the new rule.
Action
Create AnnotationCreates an annotation in Grafana, either on a specific dashboard panel or as an organization-wide annotation. Supports point-in-time and region annotations with tags.
Action
Create FolderCreates a new folder in Grafana, optionally nested under a parent folder.
Action
Create or Update DashboardCreates a new dashboard or updates an existing one from a complete dashboard model, optionally placing it in a folder and recording a version-history message.
Action
Create TeamCreates a new team in your Grafana organization with a name and optional email.
Action
Delete Alert RuleDeletes a Grafana-managed alert rule or recording rule by its UID.
Action
Delete AnnotationDeletes an annotation from Grafana by its id.
Action
Delete DashboardDeletes a dashboard from your Grafana instance by its unique identifier.
Action
Delete FolderDeletes a Grafana folder along with all dashboards and alerts stored in it.
Action
Find AnnotationsReturns annotations matching the given time range, dashboard, panel, user, alert, type or tags.
Action
Find TeamsFinds teams in your Grafana organization by name or partial name.
Action
Get Alert RuleReturns a single Grafana-managed alert rule or recording rule by its UID, including its queries, labels, annotations and folder.
Action
Get AnnotationReturns a single annotation by its id, including its text, tags, time range and the dashboard and panel it belongs to.
Action
Get DashboardReturns a Grafana dashboard, including its full dashboard model and metadata such as its folder and URL, given the dashboard's unique identifier.
Action
Get Data SourceReturns a single Grafana data source, including its type, URL, access mode and settings, looked up by its UID.
Action
Get FolderReturns a Grafana folder by its UID, including its title and parent folder.
Action
Get TeamReturns a Grafana team's details (name, email, organization, created and updated times) by its ID.
Action
List Data SourcesReturns all data sources configured in your Grafana organization, with their names, types and connection settings.
Action
List FoldersReturns all folders in your Grafana organization that you have permission to view, with each folder's UID, title and parent folder.
Action
Remove Team MemberRemoves a user from a Grafana team.
Action
Update Alert RuleUpdates an existing Grafana alert or recording rule, replacing its title, queries, condition, labels and other settings.
Action
Update AnnotationUpdates the text, tags, or time range of an existing annotation. Fields left blank keep their current values.
Action
Update FolderUpdates an existing folder's title, or moves it under a different parent folder.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
FreeAgent and Grafana, answered
What can start an automation from FreeAgent?
Any of FreeAgent's 6 triggers in the catalog, including New Bank Transaction, New Contact, New Invoice and New or Updated Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Grafana when something happens in FreeAgent?
Any of Grafana's 24 actions, including Create Alert Rule, Create Annotation, Create Folder and Create or Update Dashboard. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Grafana to FreeAgent?
Yes. When something happens in Grafana, your agent can act in FreeAgent too. This page covers both directions: Grafana's triggers and FreeAgent's actions are listed here as well.
Do I have to build a connector for FreeAgent or Grafana?
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 FreeAgent and Grafana 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.