Integration
Connect freee to Dynamics 365
When New manual journal fires in freee, your agent runs Dynamics365 Get All Invoices Action in Dynamics 365. Describe the whole flow 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 freee and Dynamics 365 to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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)Example flows
What freee can start in Dynamics 365
When New manual journal in freee
then Dynamics365 Get All Invoices Action in Dynamics 365
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 freee and Dynamics 365
Triggers and actions 2 triggers · 38 actions
- New manual journal
Triggers when a new manual journal (振替伝票) is created in the selected freee company.
- Unsettled Deal
Triggers when a new unsettled income or expense deal (取引) appears in the selected freee company.
- Add account item
Creates a new account item (勘定科目) in a freee Accounting company and returns the created account item.
- Add deal
Creates an income or expense deal (取引) in a freee company, with its line items and, optionally, the payments that settle it.
- Add manual journal
Creates a manual journal (振替伝票) in a freee company, with balanced debit and credit lines.
- Add transfer
Creates a transfer (口座振替) in a freee company, moving money from one bank account, credit card or wallet to one or more other accounts.
- Create Item
Creates a new item (品目) in a freee company, which can then be selected on deals and other transactions.
- Create Partner
Creates a new partner (取引先) — a customer or supplier — in a freee company, for use on deals and invoices.
- Create Tag
Creates a new memo tag (メモタグ) in a freee company, which can then be attached to deal and transfer line items.
- Delete deal
Deletes an income or expense deal (取引) from a freee company.
- Get deal
Returns one income or expense deal (取引) in a freee company, including its detail lines, payments, renewals and attached receipts.
- Get partner
Returns one partner (取引先) of a freee company by its id, including contact, address, bank account and payment-term settings.
- Get Section
Returns a single section (department) of a freee company by its id, including its name, official name, shortcuts and availability.
- Get Tag
Returns one memo tag (メモタグ) in a freee company by its id, including its name, shortcuts and last update date.
- Get Transfer
Returns one transfer (振替) between accounts in a freee company, including its destination account lines.
- List account items
Returns the account items (勘定科目) defined for a freee company, optionally filtered by keyword or update date.
- List companies
Returns every freee company (事業所) the connected user belongs to, with each company's id, name, display name, company number and the user's role there.
- List deals
Returns the income and expense deals (取引) recorded in a freee company, optionally filtered by partner, account item, settlement status, type, dates or remaining amount.
- List items
Returns the items (品目) registered in a freee company, including items marked as not in use. Optionally limited to items updated within a date range.
- List manual journals
Returns the manual journals (振替伝票) of a freee company, optionally filtered by date, account item, amount, partner, item, section, segment tags, comments, adjustment type or journal number.
- List partners
Returns the partners (取引先) registered in a freee company, optionally filtered by keyword or last-updated date. Archived partners are not included.
- List walletables
Returns the company's walletables — bank accounts, credit cards and other payment accounts such as cash — optionally with balances and sync status.
- Update deal
Updates an existing income or expense deal (取引) in freee Accounting, replacing its dates, partner, reference number, line items and attached receipts.
- Update partner
Updates an existing partner (取引先) in freee Accounting. Only the details you fill in are changed; everything else keeps its current value.
- Dynamics365 Get All Invoices Action
Get all invoices action
- Dynamicscrm Create Account
Creates a new account entity record in dynamics crm using the web api.
- Dynamicscrm Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
- Dynamicscrm Create Contact
Creates a new contact entity record in dynamics crm using the web api.
- Dynamicscrm Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
- Dynamicscrm Create Lead
Creates a new lead entity record in dynamics crm using the web api.
- Dynamicscrm Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
- Dynamicscrm Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
- Dynamicscrm Get A Invoice
Dynamicscrm get a invoice
- Dynamicscrm Get A Lead
Dynamicscrm get a lead
- Dynamicscrm Get All Leads
Dynamicscrm get all leads
- Dynamicscrm Update Case
Updates an existing case (incident) entity record in dynamics crm using the web api.
- Dynamicscrm Update Invoice
Updates an existing invoice entity record in dynamics crm using the web api.
- Dynamicscrm Update Lead
Updates an existing lead entity record in dynamics crm using the web api.
- Dynamicscrm Update Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
- Dynamicscrm Update Sales Order
Updates an existing sales order entity record in dynamics crm using the web api.
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
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More into Dynamics 365
Questions
freee and Dynamics 365, answered
What can start an automation from freee?
Any of freee's 2 triggers in the catalog, including New manual journal and Unsettled Deal. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Dynamics 365 when something happens in freee?
Any of Dynamics 365's 16 actions, including Dynamics365 Get All Invoices Action, Dynamicscrm Create Account, Dynamicscrm Create Case and Dynamicscrm Create Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Dynamics 365 to freee?
Dynamics 365 has no triggers in the catalog today, so automations start in freee. If you need the other direction, ask: your agent reads Dynamics 365's API documentation and adds it.
Do I have to build a connector for freee or Dynamics 365?
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 freee and Dynamics 365 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.