--- title: "Connect FreeAgent and Lokalise - APIANT.ai" description: "When \"New Bank Transaction\" fires in FreeAgent, your agent runs \"Create a Task\" in Lokalise." canonical: "https://apiant.ai/connect/freeagent-to-lokalise" --- # Connect FreeAgent and Lokalise When **New Bank Transaction** fires in [FreeAgent](https://apiant.ai/connections/freeagent), your agent runs **Create a Task** in [Lokalise](https://apiant.ai/connections/lokalise), or **Contributor Added** in Lokalise 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 Lokalise **16** triggers Lokalise **26** 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 Lokalise 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 Lokalise can do together ### From FreeAgent to Lokalise - When **New Bank Transaction** in FreeAgent then **Create a Task** in Lokalise - When **New Contact** in FreeAgent then **Create Comment** in Lokalise ### From Lokalise to FreeAgent - When **Contributor Added** in Lokalise then **Create Contact** in FreeAgent - When **Key Added** in Lokalise 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 Lokalise ## Triggers and actions 22 triggers · 76 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 **Contributor Added** Triggers when a new contributor is added to a Lokalise project. - Trigger **Contributor Removed** Triggers when a contributor is removed from the selected Lokalise project. - Trigger **Key Added** Triggers when a new translation key is added to a Lokalise project, whether individually or in bulk (import, API or bulk action). Fires once per added key. - Trigger **Key Comment Added** Triggers when someone adds a comment to a translation key in a Lokalise project. - Trigger **Key Modified** Triggers when a translation key is modified in a Lokalise project, either individually or in bulk (renames, tag changes, file assignments, hiding). - Trigger **Key Removed** Triggers when one or more translation keys are removed from a Lokalise project, whether deleted individually, in bulk, through the API, or moved to another project. Fires once per removed key. - Trigger **Language Added** Triggers when one or more languages are added to a Lokalise project, firing once for each language added. - Trigger **Language Removed** Triggers when a language is removed from a Lokalise project. - Trigger **Poll Tasks** Triggers when a new task is created in a Lokalise project. - Trigger **Project Exported** Triggers when translation files are downloaded (exported) from a Lokalise project. - Trigger **Project Imported** Triggers when a translation file is uploaded to a Lokalise project. Fires once per uploaded file. - Trigger **Project Snapshot** Triggers when a snapshot is taken of the selected Lokalise project. - Trigger **Task Created** Triggers when a new translation or review task is created in a Lokalise project. - Trigger **Task Deleted** Triggers when a task is deleted in a Lokalise project. - Trigger **Translation Reviewed** Triggers when a translation is marked or unmarked as reviewed in a Lokalise project, individually or in bulk. - Trigger **Translation Updated** Triggers when a translation is changed in the selected Lokalise project, either one at a time or several at once through a bulk action, file upload or the API. - Action **Add Contributor** Adds a contributor to a Lokalise project, inviting them by email with the chosen languages and permissions. - Action **Add Languages** Adds one or more languages to a Lokalise project, optionally overriding each language's code, name and plural forms. - Action **Create a Key** Creates a new translation key in a Lokalise project, optionally with its translations, tags, comments and screenshots, and returns the new key. - Action **Create a Task** Creates a translation, review or automatic-translation task in a Lokalise project for the chosen keys and languages. - Action **Create Comment** Adds a comment to a translation key in a Lokalise project. - Action **Create Project** Creates a new Lokalise project in your team, optionally with its languages, base language and project type. Returns the created project. - Action **Create Snapshot** Creates a snapshot of a Lokalise project, saving its current state so it can be restored later. - Action **Delete a Key** Deletes a key, with its translations, from a Lokalise project. - Action **Delete a Language** Removes a language from a Lokalise project. - Action **Delete a Task** Deletes a task from a Lokalise project. - Action **Download Files** Exports a Lokalise project's translation files as a.zip bundle and returns the download URL of the bundle. - Action **List All Orders** Returns all translation orders placed under a Lokalise team. - Action **List All Tasks** Returns the tasks in a Lokalise project, optionally filtered by title or status. - Action **List All Translations** Returns the translation items of a Lokalise project (one row per key and language), optionally filtered by language, review status, QA issues or task. - Action **List Project Languages** Returns the languages set up in a Lokalise project, with each language's code, name, direction and plural forms. - Action **List Snapshots** Returns the snapshots saved for a Lokalise project, with each snapshot's title and creation details. - Action **Remove Contributor** Removes a contributor from a Lokalise project. - Action **Retrieve a Comment** Returns a single comment left on a key in a Lokalise project, including its text, author and when it was added. - Action **Retrieve a Contributor** Returns a contributor of a Lokalise project, including their email, name, role flags, languages and permissions. - Action **Retrieve a Key** Returns one translation key from a Lokalise project, including its names, description, platforms, tags, comments, screenshots and translations. - Action **Retrieve a Task** Returns a Lokalise task, including its status, progress, due date and the languages and assignees it covers. - Action **Retrieve Project** Returns a Lokalise project's details, including its name, type, base language, settings and translation statistics. - Action **Update a Key** Updates an existing key in a Lokalise project, such as its name, description, platforms, tags or flags, and returns the updated key. - Action **Update a Translation** Updates the text and review flags of a translation in a Lokalise project. - Action **Update Language** Updates a language in a Lokalise project, changing its code, name or plural forms. - Action **Upload File** Uploads a localization file to a Lokalise project and queues it for import. Returns the queued import process so you can follow its status. ## Each app on its own - [ **FreeAgent** FreeAgent is cloud accounting software for small businesses and freelancers — manage contacts, invoices...](https://apiant.ai/connections/freeagent) - [ **Lokalise** Lokalise is a translation management tool that lets you structure and automate workflows while encouraging...](https://apiant.ai/connections/lokalise) 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 Lokalise - [ **HubSpot to Lokalise** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-lokalise) - [ **Google Sheets to Lokalise** Google Sheets](https://apiant.ai/connect/google-sheets-to-lokalise) - [ **Gmail to Lokalise** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-lokalise) - [ **Google Calendar to Lokalise** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-lokalise) - [ **Google Drive to Lokalise** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-lokalise) - [ **ActiveCampaign to Lokalise** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-lokalise) Questions ## FreeAgent and Lokalise, 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 Lokalise when something happens in FreeAgent? Any of Lokalise's 26 actions, including Create a Key, Create a Task, Create Comment and Create Project. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Lokalise to FreeAgent? Yes. When something happens in Lokalise, your agent can act in FreeAgent too. This page covers both directions: Lokalise's triggers and FreeAgent's actions are listed here as well. ### ### Do I have to build a connector for FreeAgent or Lokalise? 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 Lokalise 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.