--- title: "Connect FreeAgent and Greenhouse - APIANT.ai" description: "When \"New Bank Transaction\" fires in FreeAgent, your agent runs \"Create Candidate Note\" in Greenhouse." canonical: "https://apiant.ai/connect/freeagent-to-greenhouse" --- # Connect FreeAgent and Greenhouse When **New Bank Transaction** fires in [FreeAgent](https://apiant.ai/connections/freeagent), your agent runs **Create Candidate Note** in [Greenhouse](https://apiant.ai/connections/greenhouse), or **Application Updated** in Greenhouse to **Create Contact** in FreeAgent. Describe the whole flow and it is built, tested on every scenario and kept running. FreeAgent **6** triggers FreeAgent **50** actions Greenhouse **15** triggers Greenhouse **38** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want FreeAgent and Greenhouse 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 FreeAgent and Greenhouse can do together ### From FreeAgent to Greenhouse - When **New Bank Transaction** in FreeAgent then **Create Candidate Note** in Greenhouse - When **New Contact** in FreeAgent then **Add Attachment to Candidate** in Greenhouse ### From Greenhouse to FreeAgent - When **Application Updated** in Greenhouse then **Create Contact** in FreeAgent - When **Candidate Updated** in Greenhouse 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 Greenhouse ## Triggers and actions 21 triggers · 88 actions - Trigger **New Bank Transaction** Triggers when a new transaction appears in a FreeAgent bank account. - Trigger **New Contact** Triggers when a new contact is created. - Trigger **New Invoice** Triggers when a new invoice is created. - Trigger **New or Updated Contact** Triggers when a contact is created or changed in FreeAgent. - Trigger **New or Updated Timeslip** Triggers when a timeslip (time entry) is created or edited in FreeAgent. - Trigger **New Project** Triggers when a new project is created. - Action **Convert Estimate to Invoice** Converts an estimate into an invoice, marking the estimate as Invoiced and returning the URL of the new invoice. - Action **Create Bill** Creates a bill from a supplier contact in FreeAgent, with its line items, and returns the new bill. - Action **Create Contact** Create a new contact. - Action **Create Credit Note** Creates a draft credit note for a FreeAgent contact, with optional line items. - Action **Create Estimate** Creates a new estimate, quote or proposal in FreeAgent for a contact or project, optionally with line items. - Action **Create Expense** Creates an expense claim in FreeAgent for a user, with its category, date, amount and sales tax details. - Action **Create Invoice** Create an invoice for a contact. - Action **Create Mileage Claim** Creates a mileage claim (a mileage expense) for a user in FreeAgent and returns the new claim. - Action **Create Note** Adds a note to a FreeAgent contact or project. - Action **Create Price List Item** Creates a price list item in FreeAgent that can be added to invoices and estimates. - Action **Create Project** Create a project for a contact. - Action **Create Task** Creates a task under a FreeAgent project. - Action **Create Timeslip** Create a timeslip (time tracking entry). - Action **Delete Contact** Delete a contact by id. - Action **Delete Invoice** Deletes an invoice from FreeAgent. - Action **Delete Timeslip** Deletes a timeslip from FreeAgent. - Action **Explain Bank Transaction** Explains 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 Email** Finds FreeAgent contacts whose email or billing email matches the given address. - Action **Get Bill** Returns a single bill, including its line items, by its ID. - Action **Get Contact** Get a single contact by id. - Action **Get Credit Note** Returns a single FreeAgent credit note, including its line items, status and totals. - Action **Get Estimate** Returns a single FreeAgent estimate with its line items. - Action **Get Expense** Returns a single FreeAgent expense by its ID, including amounts, category, claimant and attachment details. - Action **Get Invoice** Get a single invoice by id. - Action **Get Note** Returns a single note attached to a FreeAgent contact or project, including its text, author and timestamps. - Action **Get Price List Item** Returns a single price list item from FreeAgent by its ID. - Action **Get Project** Returns a single FreeAgent project by its ID, including its contact, status, budget and billing details. - Action **Get Timeslip** Returns a single FreeAgent timeslip, including its hours, date, user, project and task. - Action **List Bank Accounts** Returns the bank accounts in your FreeAgent company, optionally filtered to standard, credit card or PayPal accounts. - Action **List Bank Transactions** Returns the bank transactions in a FreeAgent bank account, optionally filtered by date range, last update time, or explanation status. - Action **List Bills** List bills. - Action **List Categories** Returns all accounting categories for the company, grouped into admin expenses, cost of sales, income and general categories, optionally including sub accounts. - Action **List Contacts** List contacts in FreeAgent. - Action **List Corporation Tax Returns** Returns the company's Corporation Tax Returns, including amount due, payment and filing deadlines, and filing/payment status. - Action **List Estimates** List estimates. - Action **List Expenses** List expenses. - Action **List Invoices** List invoices. - Action **List Projects** List projects. - Action **List Self Assessment Returns** Returns the Self Assessment (income tax) returns for a FreeAgent user, including payments due and filing status. - Action **List Tasks** Returns the tasks in your FreeAgent account, optionally filtered by status, project or last-updated date. - Action **List Timeslips** List timeslips (time tracking entries). - Action **List Users** Returns the users on the FreeAgent account, optionally filtered to staff or advisors. - Action **Mark Invoice as Cancelled** Marks a FreeAgent invoice as cancelled, writing it off as unpaid. The invoice must be sent and past its due date. - Action **Mark Invoice as Sent** Marks a FreeAgent invoice as sent without emailing it. Can also re-open a cancelled invoice. - Action **Update Bill** Updates an existing bill in FreeAgent — its supplier, reference, dates, rebilling, recurrence and bill items. Only the values you supply are changed. - Action **Update Contact** Update an existing contact. - Action **Update Expense** Updates an existing expense in FreeAgent, changing only the details you supply. - Action **Update Invoice** Updates 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 Project** Updates an existing FreeAgent project's name, client, status, budget, billing rate and dates. Only the fields you fill in are changed. - Action **Update Timeslip** Updates an existing timeslip in FreeAgent, changing its task, user, project, date, hours or comment. Fields left blank are not changed. - Trigger **Application Rejected** Triggers when an application in Greenhouse is rejected, returning the rejected application with its candidate, job, rejection reason and custom fields. - Trigger **Application Updated** Triggers when an application is created or updated in Greenhouse, including stage moves, rejections and hires. - Trigger **Candidate Hired** Triggers when a candidate's application is marked as hired in Greenhouse, delivering the hired application. - Trigger **Candidate Updated** Triggers when a candidate is created or updated in Greenhouse, returning the candidate's profile, contact details, tags and custom fields. - Trigger **Job Updated** Triggers when a job (hiring plan) is created or updated in Greenhouse. - Trigger **New Candidate** Triggers when a new candidate or prospect is added to Greenhouse. - Trigger **New Candidate Application** Triggers when a new application is submitted or added for a candidate in Greenhouse, optionally limited to specific jobs, stages, sources or statuses. - Trigger **New Job** Triggers when a new job (requisition / hiring plan) is created in Greenhouse. - Trigger **New Job Post** Triggers when a new job post (a candidate-facing listing of a job) is created in Greenhouse. - Trigger **New Note** Triggers when a new note is added to a candidate's profile in Greenhouse, including logged emails and activity entries. - Trigger **New Offer** Triggers when a new offer is created on a candidate's application in Greenhouse. - Trigger **New Scheduled Interview** Triggers when an interview on a candidate's application is scheduled on the calendar in Greenhouse. - Trigger **New Scorecard** Triggers when an interviewer submits a scorecard for a candidate's interview in Greenhouse. - Trigger **New Scorecard Due** Triggers when an interview has taken place and the interviewer's scorecard is still in draft, waiting to be submitted. - Trigger **Offer Updated** Triggers when an offer is created or updated in Greenhouse, including status changes such as accepted or rejected. - Action **Add Attachment to Candidate** Attaches a file (resume, cover letter, offer letter or other document) to a candidate's application in Greenhouse, from a public file URL or base64 file content. - Action **Add Candidate Education** Adds an education entry (school, degree, field of study and dates) to a candidate's profile in Greenhouse. - Action **Add Candidate Employment** Adds a work history entry (employer, job title and dates) to a candidate's profile in Greenhouse. Leave the end date blank to record it as the candidate's current job. - Action **Add Tag to Candidate** Applies an existing tag from your organization's tag list to a candidate. Returns the applied tag record. - Action **Convert Prospect to Candidate** Converts a prospect application into a candidate application on a job, optionally placing it on a chosen interview stage. Returns the new candidate application. - Action **Create Application** Creates a new application for an existing Greenhouse candidate, either on a job or as a prospect application. - Action **Create Candidate** Creates a new candidate in Greenhouse, either applied to a job or as a prospect, and returns the new candidate and their application. - Action **Create Candidate Note** Adds a note, logged email, or activity-feed entry to a Greenhouse candidate, optionally tied to one of their applications. - Action **Create Interview** Records an interview that is already scheduled on an external calendar against a candidate's application, at a chosen slot on the job's interview plan. It does not create a calendar event or send invites. - Action **Create Job** Creates a new job in Greenhouse from an existing template job, with the requested number of openings, department, offices and custom field values. - Action **Create Job Note** Adds a note to a job in Greenhouse, written on behalf of the user you choose and visible to job admins or to users allowed to see private job notes. - Action **Create Job Post** Creates a new job post by copying an existing job post onto a job board, optionally with a new title, description, and publication status. - Action **Create Offer** Creates an offer on an existing Greenhouse application, with an optional start date, opening and offer/compensation custom field values. - Action **Create Opening** Adds a new opening (headcount slot) to an existing Greenhouse job, optionally with your own position id and opening custom field values. - Action **Create Prospect** Creates a new prospect in Greenhouse: a candidate profile with a prospect application, optionally tied to jobs, a prospect pool, a department or an office. - Action **Delete Application** Permanently deletes a single application, along with its interview stages, scorecards and rejection details. The candidate and their other applications are kept. - Action **Delete Candidate** Permanently deletes a candidate along with all of their applications, attachments, scorecards and notes. This cannot be undone. - Action **Delete Interview** Cancels and deletes a scheduled interview in Greenhouse, along with its interviewer assignments and reminders. Only interviews that are scheduled or awaiting feedback can be deleted. - Action **Delete Note** Permanently deletes a note from a candidate's activity feed. This cannot be undone. - Action **Delete Opening** Permanently removes an opening from its job. Only closed openings with no offer and no hired application can be deleted. - Action **Find Application** Returns up to 100 job applications that match a free-text search and/or filters such as candidate, job, stage, source, department, office or hiring team. - Action **Find Candidate** Returns up to 100 candidates and prospects that match a free-text search and/or filters such as job, stage, tag, source or recruiter, plus the first match on its own. - Action **Find Due Scorecard** Finds scorecards that are still due — interview evaluations an interviewer has not yet submitted — for the applications, interviewers or interview kits you specify. - Action **Find Job** Returns up to 100 jobs matching a free-text search term and optional filters such as status, department, office, hiring team member or custom field answer. - Action **Find Offer** Finds offers extended to candidates, filtered by application, candidate, job, opening, status or date, and returns the matching offers plus the first match. - Action **Hire Application** Marks a candidate's application as hired and closes the matching opening on the job. - Action **Merge Candidates** Merges a duplicate candidate into another candidate. The primary candidate keeps its profile and absorbs the duplicate's applications, attachments, notes and tags; the duplicate is deleted. - Action **Move Application** Moves an application to a different interview stage on the same job, or transfers it to another job. Stage transition rules, including automated emails, fire as they would in Greenhouse. - Action **Reject Application** Rejects a candidate's application with a rejection reason, optionally sending the candidate a templated rejection email and setting application custom fields. - Action **Remove Tag from Candidate** Removes a tag from a candidate by deleting the applied-tag record. The tag itself stays in your Greenhouse tag list. - Action **Unreject Application** Reverses a rejection on an application, returning it to the in-process state on the stage it was rejected from. The earlier rejection reason and notes are cleared. - Action **Update Application** Updates the attribution and details of an existing Greenhouse application, such as its source, referrer, recruiter, coordinator, prospect pool and stage, and custom fields. - Action **Update Candidate** Updates an existing Greenhouse candidate's profile — name, company, title, contact details, tags, linked users and custom fields. Only the values you fill in are changed. - Action **Update Interview** Updates a scheduled interview's time, location, video conferencing link, calendar event id, organizer or interviewer panel. Changes the Greenhouse record only and sends no calendar invites. - Action **Update Job** Updates an existing Greenhouse job's name, notes, offices, department, requisition id and custom fields, and returns the updated job. - Action **Update Job Post** Updates a Greenhouse job post: change its public title, replace its description, or publish it (live) or return it to draft. - Action **Update Offer** Updates an existing offer's start date, opening, sent/created/resolved dates and offer custom fields, including compensation. Returns the updated offer. - Action **Update Opening** Updates an opening on a Greenhouse job — its external id, target start date, custom fields, or open/closed status with a close reason. ## Each app on its own - [ **FreeAgent** FreeAgent is cloud accounting software for small businesses and freelancers — manage contacts, invoices...](https://apiant.ai/connections/freeagent) - [ **Greenhouse** Greenhouse is a hiring software company. We create the technology, know-how and support for your business'...](https://apiant.ai/connections/greenhouse) Reviews ## What our customers say ## More from FreeAgent - [ **FreeAgent to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/freeagent-to-salesforce) - [ **FreeAgent to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/freeagent-to-slack) - [ **FreeAgent to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/freeagent-to-stripe) - [ **FreeAgent to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/freeagent-to-shopify) - [ **FreeAgent to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/freeagent-to-quickbooks-online) - [ **FreeAgent to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/freeagent-to-trello) ## More into Greenhouse - [ **Google Sheets to Greenhouse** Google Sheets](https://apiant.ai/connect/google-sheets-to-greenhouse) - [ **Gmail to Greenhouse** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-greenhouse) - [ **Google Calendar to Greenhouse** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-greenhouse) - [ **Google Drive to Greenhouse** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-greenhouse) - [ **ActiveCampaign to Greenhouse** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-greenhouse) - [ **Airtable to Greenhouse** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-greenhouse) Questions ## FreeAgent and Greenhouse, 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 Greenhouse when something happens in FreeAgent? Any of Greenhouse's 38 actions, including Create Application, Create Candidate, Create Candidate Note and Create Interview. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Greenhouse to FreeAgent? Yes. When something happens in Greenhouse, your agent can act in FreeAgent too. This page covers both directions: Greenhouse's triggers and FreeAgent's actions are listed here as well. ### ### Do I have to build a connector for FreeAgent or Greenhouse? 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 Greenhouse 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.