--- title: "Connect FreeAgent and More Good Reviews - APIANT.ai" description: "When \"New Bank Transaction\" fires in FreeAgent, your agent runs \"Customers: Create Customer\" in More Good Reviews." canonical: "https://apiant.ai/connect/freeagent-to-more-good-reviews" --- # Connect FreeAgent and More Good Reviews When **New Bank Transaction** fires in [FreeAgent](https://apiant.ai/connections/freeagent), your agent runs **Customers: Create Customer** in [More Good Reviews](https://apiant.ai/connections/more-good-reviews), or **Customers: New Customer** in More Good Reviews 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 More Good Reviews **2** triggers More Good Reviews **34** 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 More Good Reviews 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 More Good Reviews can do together ### From FreeAgent to More Good Reviews - When **New Bank Transaction** in FreeAgent then **Customers: Create Customer** in More Good Reviews - When **New Contact** in FreeAgent then **Customers: Get Customer** in More Good Reviews ### From More Good Reviews to FreeAgent - When **Customers: New Customer** in More Good Reviews then **Create Contact** in FreeAgent - When **Reviews: New Review** in More Good Reviews 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 More Good Reviews ## Triggers and actions 8 triggers · 84 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 **Customers: New Customer** Triggers when a new customer is added to your More Good Reviews project. - Trigger **Reviews: New Review** Triggers when a new review is collected for the project, optionally limited to a source, location, score, tag or review facet. - Action **Asks: Create Ask** Schedules a review request to a customer by email and/or SMS, with optional reminder messages. - Action **Charges: Create Charge** Records a revenue charge for a customer, identified by email or phone, from an external billing system. - Action **Charges: Delete Charge** Permanently deletes a mistaken charge (revenue event) from the project. - Action **Customers: Archive Customer** Archives a customer in your More Good Reviews project and cancels any unsent outreach messages to them. - Action **Customers: Cancel Customer Unsent Messages** Cancels a customer's scheduled outreach messages that have not been sent yet, without archiving or unsubscribing the customer. - Action **Customers: Create Customer** Creates a customer in your More Good Reviews project, or updates the existing customer that matches the email (or, failing that, the phone) you supply. - Action **Customers: Delete Customer** Deletes a customer from your More Good Reviews project. - Action **Customers: Get Customer** Returns one customer in your project, including their contact details, location and tags. - Action **Customers: List Customer Charges** Returns the revenue charges recorded for one customer, newest first. - Action **Customers: List Customer Messages** Returns the outreach message history (email and SMS review requests) for one customer. - Action **Customers: List Customers** Returns the project's customers, optionally filtered by search text, email, phone, tag, status facet or date range, and sorted. - Action **Customers: Resubscribe Customer** Resubscribes a customer who previously opted out, so review requests and other outreach can be sent to them again. - Action **Customers: Unarchive Customer** Restores an archived customer so review requests and integrations treat them as active again. - Action **Customers: Unsubscribe Customer** Unsubscribes a customer from future review-request outreach and cancels any messages not yet sent to them. - Action **Customers: Update Customer Notes** Replaces the internal notes stored on a More Good Reviews customer. - Action **Customers: Update Customer Tags** Replaces the tags assigned to a customer with the provided list of tag slugs. - Action **Locations: Get Location** Returns a single project location, including its name, display name, slug, store code and address. - Action **Locations: List Locations** Returns every active location on the More Good Reviews project, including each location's slug, store code and address. - Action **Locations: Update Location** Updates the name, public display name, slug, store code and address of a project location. Fields left blank are not changed. - Action **Messages: Delete Message** Deletes a scheduled or sent outreach message from the project. - Action **Reviews: Delete Review** Deletes a review from the More Good Reviews project. - Action **Reviews: List Reviews** Returns the project's reviews, optionally filtered by date range, facet, location, source, star rating or tag, and sorted by rating or date. - Action **Reviews: Mark Review Replied** Marks a review as replied (or clears its replied status) when the reply was handled outside More Good Reviews, without changing the stored reply text. - Action **Reviews: Update Review Duplicate Flag** Marks a review as a duplicate, or clears its duplicate mark. - Action **Reviews: Update Review Tags** Replaces all tags on a review with the given list of tag slugs. - Action **Reviews: Update Review Visibility** Shows or hides a review in More Good Reviews public displays. - Action **Sources: Create Source** Creates a review source in your More Good Reviews project, such as a platform where reviews are collected. - Action **Sources: Delete Source** Deletes a review source from the project when it is no longer used. - Action **Sources: List Sources** Returns the review sources (such as Google or Facebook) available for the project's reviews. - Action **Sources: Update Source** Updates the name, slug, color, or icon of an existing review source. - Action **Tags: Create Tag** Creates a tag in your More Good Reviews project for organizing customers or reviews. - Action **Tags: Delete Tag** Deletes a tag from the project, removing it from use on customers and reviews. - Action **Tags: List Tags** Returns the project's tags used to organize customers and reviews, optionally limited to customer or review tags. - Action **Tags: Update Tag** Updates an existing tag's name, slug, color, icon, or AI tagging settings. ## Each app on its own - [ **FreeAgent** FreeAgent is cloud accounting software for small businesses and freelancers — manage contacts, invoices...](https://apiant.ai/connections/freeagent) - [ **More Good Reviews** Get more good reviews from your customers.](https://apiant.ai/connections/more-good-reviews) 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 More Good Reviews - [ **HubSpot to More Good Reviews** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-more-good-reviews) - [ **Google Sheets to More Good Reviews** Google Sheets](https://apiant.ai/connect/google-sheets-to-more-good-reviews) - [ **Gmail to More Good Reviews** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-more-good-reviews) - [ **Google Calendar to More Good Reviews** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-more-good-reviews) - [ **Google Drive to More Good Reviews** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-more-good-reviews) - [ **Mailchimp to More Good Reviews** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-more-good-reviews) Questions ## FreeAgent and More Good Reviews, 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 More Good Reviews when something happens in FreeAgent? Any of More Good Reviews's 34 actions, including Asks: Create Ask, Charges: Create Charge, Customers: Create Customer and Customers: Get Customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from More Good Reviews to FreeAgent? Yes. When something happens in More Good Reviews, your agent can act in FreeAgent too. This page covers both directions: More Good Reviews's triggers and FreeAgent's actions are listed here as well. ### ### Do I have to build a connector for FreeAgent or More Good Reviews? 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 More Good Reviews 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.