Integration
Connect FreeAgent and QuickBase
When something happens in FreeAgent or QuickBase, 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 QuickBase 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)QuickBase holds the operational records your team works from, while FreeAgent holds the contacts, projects and invoices your accounts run on. Joining them means a job raised in QuickBase can open a matching FreeAgent project, and an invoice raised in FreeAgent can land back in a QuickBase table, with client details kept the same on both sides.
Example flows
What FreeAgent and QuickBase can do together
From FreeAgent to QuickBase
When New Invoice in FreeAgent
then Insert or update records in QuickBase
From QuickBase 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 QuickBase
Triggers and actions 5 triggers · 36 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 or updated record
Polling trigger. Fires for each record added or modified in the specified Quickbase table, ordered by Date Modified. Records are deduped by their Record ID# (field 3).
- New record
Polling trigger. Fires for each new record added to the specified Quickbase table, ordered by Record ID#. Records are deduped by their Record ID# (field 3).
- Add app
Creates a new Quickbase application in the connected realm, optionally with a description, app variables and security properties.
- Add field
Creates a new field in a Quickbase table, optionally with display settings, type-specific properties and per-role permissions.
- Add table
Create a new table in a QuickBase app.
- Delete app
Delete a QuickBase app by id.
- Delete field
Delete one or more QuickBase fields from a table.
- Delete records
Delete records from a Quickbase table that match a query (Quickbase query language in the where clause).
- Delete table
Deletes a table from a Quickbase app, including all of the data within it.
- Get app
Get the properties of a Quickbase application by its app ID.
- Get field
Get a single QuickBase field by id.
- Get report
Get metadata for a single QuickBase report.
- Get table
Get the properties of a single Quickbase table by table ID and app ID.
- Get table fields
List all fields (columns) for a Quickbase table, including field IDs, labels, and types.
- Get tables for app
List all tables belonging to a Quickbase application.
- Insert or update records
Insert new records or update existing ones in a Quickbase table. Pass data as an array of record objects keyed by field ID. Include the table's key field (or record ID field 3) to update; omit to insert.
- List reports
Lists all reports defined on a Quickbase table.
- Query records
Query records from a Quickbase table. Optionally pass select (array of field IDs), where (Quickbase query language), sortBy, groupBy, and options (skip/top).
- Run formula
Runs a Quickbase formula against a table (and optionally a record) and returns the result as text.
- Run report
Run a Quickbase report by report ID and table ID and return its result rows.
- Update app
Updates an app's name, description, app variables and/or security properties. Properties left blank stay unchanged.
- Update field
Updates the properties and per-role permissions of an existing field in a Quickbase table. Properties left blank stay unchanged.
- Update table
Update an existing QuickBase table's properties.
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 QuickBase, answered
Can the agent avoid creating duplicate clients in FreeAgent?
Yes. It can list contacts in FreeAgent first and only create a project or invoice when the matching contact is already there, otherwise create the contact and carry on with its id.
How do updates in QuickBase reach FreeAgent?
The new or updated record trigger fires each time a record in your chosen QuickBase table changes, and the agent can pass those values into Update Contact in FreeAgent. It tests every scenario, including records that have no matching contact yet.
What can start an automation from FreeAgent?
Any of FreeAgent's 3 triggers in the catalog, including New Invoice, New Project and New Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in QuickBase when something happens in FreeAgent?
Any of QuickBase's 21 actions, including Insert or update records, Query records, Update app and Update field. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from QuickBase to FreeAgent?
Yes. When something happens in QuickBase, your agent can act in FreeAgent too. This page covers both directions: QuickBase's triggers and FreeAgent's actions are listed here as well.
Do I have to build a connector for FreeAgent or QuickBase?
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.