Integration
Connect FreeAgent and Help Scout
When something happens in FreeAgent or Help Scout, your agent does the next thing in the other. Describe it 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 Help Scout to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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)Help Scout holds the conversations with your customers and FreeAgent holds the money side: contacts, invoices, projects and timeslips. Connecting them means a support reply can carry billing context, and a new contact or invoice in FreeAgent shows up against the right person in your Help Scout inbox.
Example flows
What FreeAgent and Help Scout can do together
From FreeAgent to Help Scout
When New Contact in FreeAgent
then Add Customer Email in Help Scout
From Help Scout to 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 Help Scout
Triggers and actions 7 triggers · 32 actions
- New Contact
Triggers when a new contact is created.
- New Invoice
Triggers when a new invoice is created.
- New Project
Triggers when a new project is created.
- Create Contact
Create a new contact.
- Create Invoice
Create an invoice for a contact.
- Create Project
Create a project for a contact.
- Create Timeslip
Create a timeslip (time tracking entry).
- Delete Contact
Delete a contact by id.
- Get Contact
Get a single contact by id.
- Get Invoice
Get a single invoice by id.
- List Bills
List bills.
- List Contacts
List contacts in FreeAgent.
- List Estimates
List estimates.
- List Expenses
List expenses.
- List Invoices
List invoices.
- List Projects
List projects.
- List Timeslips
List timeslips (time tracking entries).
- Update Contact
Update an existing contact.
- New Conversation
Polls for newly created conversations across mailboxes.
- New Customer
Polls for newly created customers.
- New Mailbox
Polls for newly created mailboxes.
- New User
Polls for newly added users (team members).
- Add Customer Email
Add an email address to a customer.
- Create Customer
Create a new customer record.
- Create Note
Add an internal note thread to a conversation.
- Create Thread (Reply)
Add a reply thread to an existing conversation.
- Delete Conversation
Delete a conversation by ID.
- Get Customer
Retrieve a single customer by ID.
- Get Mailbox
Retrieve a single mailbox by ID.
- List Conversations
List conversations, optionally filtered by mailbox, status, tag, or query.
- List Conversation Threads
List all threads on a conversation.
- List Customers
List customers, optionally filtered by email, mailbox, or query.
- List Mailboxes
List all mailboxes in the account.
- List Mailbox Folders
List the folders within a mailbox.
- List Tags
List all tags in the account.
- List Users
List all users (team members) in the account.
- Update Conversation
Update a conversation's subject, status, mailbox, assignee, or owner via JSON Patch.
- Update Conversation Tags
Replace the tags on a conversation.
- Update Customer
Update a customer's profile fields.
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
Reviews
What our customers say
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Questions
FreeAgent and Help Scout, answered
Can support agents see a customer's invoices without leaving Help Scout?
Yes. The agent can look up the sender in FreeAgent with List Contacts, pull their records with List Invoices, and write the result onto the conversation using Create Note, so it sits in the thread as an internal note for agents only.
What happens when the person emailing isn't in FreeAgent yet?
You decide the rule when you describe it. The agent can check with List Contacts first and only create a note or tag when a match exists, or it can use Create Contact in FreeAgent to add the person from their Help Scout details.
What can start an automation from FreeAgent?
Any of FreeAgent's 3 triggers in the catalog, including New Contact, New Invoice and New Project. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Help Scout when something happens in FreeAgent?
Any of Help Scout's 17 actions, including Add Customer Email, Create Customer, Create Note and Create Thread (Reply). Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Help Scout to FreeAgent?
Yes. When something happens in Help Scout, your agent can act in FreeAgent too. This page covers both directions: Help Scout's triggers and FreeAgent's actions are listed here as well.
Do I have to build a connector for FreeAgent or Help Scout?
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.
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.