--- title: "Connect FreeAgent and Whop - APIANT.ai" description: "When \"New Bank Transaction\" fires in FreeAgent, your agent runs \"Create Invoice\" in Whop, or \"Dispute Updated\" in Whop to \"Create Contact\" in FreeAgent." canonical: "https://apiant.ai/connect/freeagent-to-whop" --- # Connect FreeAgent and Whop When **New Bank Transaction** fires in [FreeAgent](https://apiant.ai/connections/freeagent), your agent runs **Create Invoice** in [Whop](https://apiant.ai/connections/whop), or **Dispute Updated** in Whop 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 Whop **16** triggers Whop **29** 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 Whop 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 Whop can do together ### From FreeAgent to Whop - When **New Bank Transaction** in FreeAgent then **Create Invoice** in Whop - When **New Contact** in FreeAgent then **Create Lead** in Whop ### From Whop to FreeAgent - When **Dispute Updated** in Whop then **Create Contact** in FreeAgent - When **New Dispute** in Whop 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 Whop ## Triggers and actions 22 triggers · 79 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 **Dispute Updated** Triggers when a payment dispute on your Whop account changes, for example when its status moves or the deadline to respond is set. - Trigger **Failed Payment** Triggers when a payment on your Whop account fails, giving you the amount, the reason it failed and when Whop will try again. - Trigger **Invoice Paid** Triggers when an invoice on your Whop account is paid, giving you the invoice, its amount and who paid it. - Trigger **Invoice Past Due** Triggers when an invoice on your Whop account passes its due date without being paid. - Trigger **Membership Canceled** Triggers when a Whop membership ends and the customer loses access, whether they cancelled or their payments stopped. - Trigger **Membership Scheduled to Cancel** Triggers when a Whop customer schedules their membership to end at the close of the current billing period, or reverses that decision. - Trigger **New Dispute** Triggers when a buyer opens a new chargeback dispute on a Whop payment. - Trigger **New Dispute Alert** Triggers when Whop receives an early dispute alert from the card network, before a formal chargeback is opened. - Trigger **New Invoice** Triggers when a new invoice is created for a customer in Whop. - Trigger **New Member Joined** Triggers when a new member joins — a Whop membership becomes active for a customer. - Trigger **New Payment** Triggers when a new payment is created in Whop. - Trigger **New Waitlist** Triggers when someone signs up for a waitlisted plan in Whop, creating a new waitlist entry. - Trigger **Payment Method Saved** Triggers when a customer successfully saves a payment method in Whop for future use. - Trigger **Payment Pending** Triggers when a Whop payment moves into a pending state, waiting to clear. - Trigger **Payment Refunded** Triggers when a payment is refunded in Whop. - Trigger **Waitlist Approved** Triggers when a waitlist entry is approved in Whop, granting the person access to the plan. - Action **Add Free Days to Membership** Adds free days to a Whop membership, pushing out its next renewal date, expiration or trial. Useful for service credits, support gestures and referral rewards. - Action **Approve Waitlist** Approves a pending waitlist entry in Whop so the applicant is granted access. Whop processes the approval in the background and returns a job ID. - Action **Cancel Membership** Cancels a Whop membership, either at the end of the current billing period or straight away. - Action **Create Checkout Session** Creates a Whop checkout session for a plan and returns the purchase link you send the customer to. - Action **Create Invoice** Creates an invoice in Whop for a new or existing customer, either emailed as a payment link or charged automatically. Anything you leave blank is left out of the request. - Action **Create Lead** Creates a lead in Whop to track someone who showed interest in a product, along with where they came from. - Action **Create Payment** Charges a Whop member's saved payment method, either for an existing plan or for a new plan you describe inline. Anything you leave blank is left out of the request. - Action **Create Promo Code** Creates a discount code customers can enter at checkout on Whop, as either a percentage or a flat amount off, with optional limits on who can use it and how often. - Action **Deny Waitlist** Denies a pending waitlist entry in Whop so the applicant is turned down, and returns the updated entry. - Action **Find Entries** Finds waitlist entries on your Whop account, with optional filters for status, product, plan and when they were submitted. - Action **Find Entry** Looks up a single Whop waitlist entry by its ID and returns its status, who applied and what they applied for. - Action **Find Invoice** Looks up a single Whop invoice by its ID and returns its status, amount, line items and who it was sent to. - Action **Find Lead** Looks up a single Whop lead by its ID and returns who they are, what they were interested in and whether they have become a paying customer. - Action **Find Member** Looks up a single member of your Whop company by ID and returns their contact details, access level and how much they have spent. - Action **Find Membership** Looks up a single Whop membership by its ID and returns its status, renewal dates, the customer and what they are subscribed to. - Action **Find Payment** Looks up a single Whop payment by its ID and returns its status, amounts, card details and what it was for. - Action **Find Plan** Looks up a single Whop plan by its ID and returns its pricing, billing period, visibility and purchase link. - Action **Find Product** Looks up a single Whop product by its ID and returns its name, visibility, member count and store details. - Action **Find Products** Lists the products on your Whop company, with optional filters for visibility and paging. - Action **Find Refund** Looks up a single Whop refund by its ID and returns the amount, its processing status and the payment it came from. - Action **Get Payment Fees** Lists the fees taken out of a Whop payment, such as processing and affiliate fees, with the amount and type of each. - Action **Pause Membership** Pauses billing on a Whop membership, optionally resuming automatically on a date you choose. - Action **Refund Payment** Refunds a Whop payment in full, or by a partial amount you specify. - Action **Resume Membership** Resumes billing on a Whop membership that was paused. - Action **Unarchive Affiliate** Restores an archived Whop affiliate so they can earn commissions again. - Action **Uncancel Membership** Reverses a pending cancellation so a Whop membership keeps renewing. - Action **Update Lead** Updates the referrer or your own stored data on an existing Whop lead. - Action **Update Membership** Updates your own stored data on an existing Whop membership. - Action **Void Invoice** Voids a Whop invoice so it can no longer be paid. ## Each app on its own - [ **FreeAgent** FreeAgent is cloud accounting software for small businesses and freelancers — manage contacts, invoices...](https://apiant.ai/connections/freeagent) - [ **Whop** Whop is a platform that let's you build businesses.](https://apiant.ai/connections/whop) 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 Whop - [ **Google Sheets to Whop** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-whop) - [ **Vercel to Whop** Vercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.](https://apiant.ai/connect/vercel-to-whop) - [ **Beehiiv to Whop** Beehiiv is a newsletter publishing and audience growth platform.](https://apiant.ai/connect/beehiiv-to-whop) - [ **Sendinblue to Whop** Email and SMS marketing platform with CRM and marketing automation, now rebranded as Brevo.](https://apiant.ai/connect/sendinblue-to-whop) - [ **HubSpot to Whop** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-whop) - [ **Gmail to Whop** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-whop) Questions ## FreeAgent and Whop, 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 Whop when something happens in FreeAgent? Any of Whop's 29 actions, including Create Checkout Session, Create Invoice, Create Lead and Create Payment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Whop to FreeAgent? Yes. When something happens in Whop, your agent can act in FreeAgent too. This page covers both directions: Whop's triggers and FreeAgent's actions are listed here as well. ### ### Do I have to build a connector for FreeAgent or Whop? 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 Whop 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.