--- title: "Connect FreeAgent and Tovuti LMS - APIANT.ai" description: "When \"New Bank Transaction\" fires in FreeAgent, your agent runs \"Create Event\" in Tovuti LMS." canonical: "https://apiant.ai/connect/freeagent-to-tovuti-lms" --- # Connect FreeAgent and Tovuti LMS When **New Bank Transaction** fires in [FreeAgent](https://apiant.ai/connections/freeagent), your agent runs **Create Event** in [Tovuti LMS](https://apiant.ai/connections/tovuti-lms), or **List Assignments** in Tovuti LMS 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 Tovuti LMS **22** triggers Tovuti LMS **68** 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 Tovuti LMS 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 Tovuti LMS can do together ### From FreeAgent to Tovuti LMS - When **New Bank Transaction** in FreeAgent then **Create Event** in Tovuti LMS - When **New Contact** in FreeAgent then **Create Assignment** in Tovuti LMS ### From Tovuti LMS to FreeAgent - When **List Assignments** in Tovuti LMS then **Create Contact** in FreeAgent - When **List Awards** in Tovuti LMS 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 Tovuti LMS ## Triggers and actions 28 triggers · 118 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 **List Assignments** Triggers when a new assignment is added in Tovuti, optionally limited to assignments matching the filters you set. - Trigger **List Awards** Triggers when a new award (badge, milestone, or certificate) is added in Tovuti. - Trigger **List Awards Earned** Triggers when a user earns an award, such as a badge, certificate or milestone, and returns the earned award with the user who received it. - Trigger **List Checklists** Triggers when a new checklist is created in Tovuti, returning its title, due date, access settings and items. - Trigger **List Course Categories** Triggers when a new course category appears in Tovuti, optionally limited to specific categories or titles. - Trigger **List Course Progresses** Triggers when a learner gets a new course progress record, returning the learner, course, score, status and key dates. - Trigger **List Course Progresses (Alt)** Triggers when a new course progress record appears for a user, with the user's name and the course title included. - Trigger **List Courses** Triggers when a course appears in Tovuti LMS, returning the course with its category, pricing, access settings and custom fields. - Trigger **List Event Registrations** Triggers when a new event registration is created, returning the registrant, event, payment and check-in details. - Trigger **List Events** Triggers when a new event is added in Tovuti, returning the event's schedule, registration settings, counts and custom field values. - Trigger **List Lessons** Triggers when a new lesson is added to Tovuti, with optional filters by course, title, language, teacher, publish status and dates. - Trigger **List Media Categories** Triggers when a new media category is created in Tovuti. - Trigger **List Media Items** Triggers when a new media item is added to your Tovuti media library, optionally limited by title, publish status or creation date. - Trigger **List Meetings** Triggers when a new meeting is added in Tovuti, optionally limited by name, type, or meeting and creation dates. - Trigger **List Object Types** Triggers when a new object type is added in Tovuti, returning its id, title and enabled status. - Trigger **List Profile Fields** Triggers when a new custom profile field is added to your Tovuti account, returning the field's type, name, visibility and settings. - Trigger **List Quiz Results** Triggers when a new quiz or assessment result is recorded, returning the learner, the score and whether they passed. - Trigger **List Quizzes** Triggers when a new quiz is added in Tovuti, returning the quiz's details. - Trigger **List Subscriptions** Triggers when a new subscription plan is added in Tovuti, returning the plan's title, pricing and availability. - Trigger **List Teams** Triggers when a new team is created in Tovuti, optionally limited to specific teams, a title or a member type. - Trigger **List User Checklist Progress** Triggers when a user's progress on a checklist item is recorded or changes, such as when an item is assigned or completed. - Trigger **List User Groups** Triggers when a new user group is added in Tovuti, returning its title, parent group and member users. - Action **Create Assignment** Creates an assignment that assigns or recommends courses or learning paths to users or user groups, and returns the new assignment. - Action **Create Award** Creates a badge, certificate or milestone award in Tovuti and returns the new award. - Action **Create Checklist** Creates a checklist in Tovuti with its due date, access restrictions and checklist items, and returns the new checklist. - Action **Create Course Category** Creates a course category in Tovuti, optionally nested under a parent category and limited to chosen viewers. Returns the new category. - Action **Create Course Progress** Creates a course progress record that tracks a user's progress through a course. - Action **Create Event** Creates an event in Tovuti LMS and returns the new event, including its id, dates and registration settings. - Action **Create Lesson** Creates a lesson in Tovuti, optionally placing it in a course and assigning its teachers, and returns the new lesson. - Action **Create Media Category** Creates a media category in Tovuti, with its title, publishing status and who can access it. - Action **Create Media Item** Creates a media item (video, audio, PDF or link) in the Tovuti media library, optionally uploading its file and images. - Action **Create Meeting** Creates a meeting in Tovuti LMS and returns the new meeting, including its join link details and access settings. - Action **Create Object** Creates an object of a chosen object type in Tovuti, such as an organization, with its title, description, image and custom field values. - Action **Create Object Type** Creates an object type in Tovuti LMS and returns the new object type. - Action **Create Quiz** Creates a quiz or survey in Tovuti, optionally with its questions and assigned to a course or lesson. Returns the new quiz. - Action **Create Subscription** Creates a subscription plan in Tovuti LMS with its title, pricing, billing period and availability, and returns the new plan. - Action **Create Team** Creates a user team in Tovuti LMS, with its members, team leads and what those leads are allowed to manage. Returns the new team. - Action **Create User** Creates a new user in Tovuti LMS, with optional user groups, teams, course enrollments, objects and profile fields, and returns the new user. - Action **Create User Group** Creates a user group under a parent group in Tovuti, optionally adding users to it, and returns the new group. - Action **Event Registration** Registers one or more existing users for a free event as individuals, optionally checking them in at the same time. - Action **Find Assignment** Returns one assignment by its id, including its courses or learning paths, assigned users and groups, and dates. - Action **Find Assignments** Returns the assignments that match the title, ids, dates, users, groups or teams you specify. Leave every filter blank to return all assignments. - Action **Find Award** Returns one award, such as a badge, certificate, or milestone, by its ID, including its expiration settings, requirements, and recipients. - Action **Find Award Earned** Returns the first award a user has earned that matches the given title, type or modified-date criteria, including when it was earned and when it expires. - Action **Find Awards** Returns the awards that match the title, type, ids, or date filters you specify. - Action **Find Awards Earned** Returns the awards users have earned across the account, matched by user, award title or type, group, team, or last-modified date. - Action **Find Checklist** Returns a single checklist by its ID, including its items, access settings and due date details. - Action **Find Checklists** Returns the checklists that match the title, ids, due dates, created dates or last-modified dates you specify. - Action **Find Course** Returns a single course by its id, including its category, pricing, access settings and custom fields. - Action **Find Course Categories** Returns the course categories that match a title, a set of category ids, or a last-modified date range. - Action **Find Course Category** Returns a single course category by its ID, including its title, slug, parent category and visibility settings. - Action **Find Course Progress** Returns one course progress record by its id, including the learner, the course, completed lessons, score, progress and status. - Action **Find Course Progress (Alt)** Returns a user's course progress records, optionally narrowed to one course or lesson. - Action **Find Course Progresses** Returns the course progress records that match the learner, course, lesson and date criteria you supply. - Action **Find Course Progresses (Alt)** Returns course progress records across users, filtered by course title, user name, users, groups, teams, archived state, or started, last activity and completed dates. - Action **Find Courses** Returns the courses that match the title, ids, categories, publication status or dates you specify. - Action **Find Event** Returns one event by its id, including its schedule, registration counts and custom field values. - Action **Find Event Registration** Returns the first event registration that matches the event, user, group, team, name or date criteria you specify. - Action **Find Event Registrations** Returns the event registrations that match the search criteria, such as user name, event title, or user, group, team and event ids. - Action **Find Events** Returns the events that match the criteria you supply, such as title, event ids, languages, or start, end, registration and modified dates. - Action **Find Lesson** Returns one lesson by its id, including its course, teachers, activities and publish status. - Action **Find Lessons** Returns the lessons that match the criteria you supply, such as title, course, teacher, language, publish status or date ranges. - Action **Find Media Categories** Returns the media categories that match a title, a set of ids or a published status. - Action **Find Media Category** Returns one media category by its id, including its title, parent category, published status and access settings. - Action **Find Media Item** Returns one media item, such as a video, audio file, PDF or link, by its id. - Action **Find Media Items** Returns the media items that match the title, ids, published status or creation dates you specify. - Action **Find Meeting** Returns a single meeting by its numeric id, including its schedule, hosts, access settings and attendees. - Action **Find Meetings** Returns the meetings that match the name, type, ids or date ranges you specify. - Action **Find Object** Returns one object by its id, including its title, type, description and custom field values. - Action **Find Object Type** Returns one object type by its id, including its title and whether it is enabled. - Action **Find Object Types** Returns the object types that match a title, a list of ids or a last-modified date range. - Action **Find Profile Field** Returns one custom user profile field definition, including its type, options and form settings. - Action **Find Profile Fields** Returns the custom profile fields defined on user profiles in Tovuti that match the name, type, visibility, ids or modification dates you specify. - Action **Find Quiz** Returns a quiz by its ID, including its settings, messages, questions, answer choices, and the course and lesson it belongs to. - Action **Find Quiz Result** Returns one quiz or assessment result by its ID, including the score, pass status and the learner's answer to each question. - Action **Find Quiz Results** Returns quiz and assessment results that match the criteria you give, such as the assessment, user, group, team, lesson, course or submission date. Each result is a summary with the score and pass status. - Action **Find Quizzes** Returns the quizzes that match the title, course, lesson, status or last-modified date you specify. - Action **Find Subscription** Returns one subscription plan by its ID, including its title, pricing, length, availability and user groups. - Action **Find Subscriptions** Returns the subscription plans that match a title, a list of ids, or a last-modified date range. - Action **Find Survey Responses** Returns the survey responses that match the survey, user, lesson, event, question or date criteria you specify. - Action **Find Team** Returns one user team by its ID, including its members, team leads and what the leads are allowed to manage. - Action **Find Teams** Returns user teams that match the title, team ids, member type, or created and modified dates you specify. - Action **Find User** Returns one user by id, including their groups, teams, course enrollments, objects and custom profile field values. - Action **Find User Checklist Progress** Returns learners' progress on their assigned checklist items, filtered by user, group, team, or assigned, created and modified dates. - Action **Find User Group** Returns one user group by its id, including its name, parent group and the users in it. - Action **Find User Groups** Returns the user groups that match the title, group, user, parent, hierarchy range or modified date you specify. - Action **Send Welcome Email** Sends the welcome email to one or more users. Each user receives a new system-generated password in the email. - Action **Subscribe** Subscribes one or more existing users to a subscription plan. For a paid plan, subscribes a single user and records the payment they made outside Tovuti. - Action **Unsubscribe** Removes one or more users from a free subscription plan. - Action **Update User** Updates an existing user's profile, password, status, group and team memberships, course enrollments, associated objects and custom profile fields. Returns the updated user. ## Each app on its own - [ **FreeAgent** FreeAgent is cloud accounting software for small businesses and freelancers — manage contacts, invoices...](https://apiant.ai/connections/freeagent) - [ **Tovuti LMS** Tovuti is an all-in-one, cloud-based learning management system.](https://apiant.ai/connections/tovuti-lms) 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 Tovuti LMS - [ **HubSpot to Tovuti LMS** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-tovuti-lms) - [ **Salesforce to Tovuti LMS** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-tovuti-lms) - [ **Slack to Tovuti LMS** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-tovuti-lms) - [ **Google Sheets to Tovuti LMS** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-tovuti-lms) - [ **Gmail to Tovuti LMS** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-tovuti-lms) - [ **Google Calendar to Tovuti LMS** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-tovuti-lms) Questions ## FreeAgent and Tovuti LMS, 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 Tovuti LMS when something happens in FreeAgent? Any of Tovuti LMS's 68 actions, including Create Assignment, Create Award, Create Checklist and Create Course Category. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Tovuti LMS to FreeAgent? Yes. When something happens in Tovuti LMS, your agent can act in FreeAgent too. This page covers both directions: Tovuti LMS's triggers and FreeAgent's actions are listed here as well. ### ### Do I have to build a connector for FreeAgent or Tovuti LMS? 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 Tovuti LMS 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.