--- title: "Connect freee to JobTread - APIANT.ai" description: "When \"New manual journal\" fires in freee, your agent runs \"Create Customer\" in JobTread." canonical: "https://apiant.ai/connect/freee-to-jobtread" --- # Connect freee to JobTread When **New manual journal** fires in [freee](https://apiant.ai/connections/freee), your agent runs **Create Customer** in [JobTread](https://apiant.ai/connections/jobtread). Describe the whole flow and it is built, tested on every scenario and kept running. freee **2** triggers freee **22** actions JobTread **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want freee and JobTread 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 freee can start in JobTread - When **New manual journal** in freee then **Create Customer** in JobTread - When **Unsettled Deal** in freee then **Create Customer Contact** in JobTread 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 JobTread ## Triggers and actions 2 triggers · 42 actions - Trigger **New manual journal** Triggers when a new manual journal (振替伝票) is created in the selected freee company. - Trigger **Unsettled Deal** Triggers when a new unsettled income or expense deal (取引) appears in the selected freee company. - Action **Add account item** Creates a new account item (勘定科目) in a freee Accounting company and returns the created account item. - Action **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. - Action **Add manual journal** Creates a manual journal (振替伝票) in a freee company, with balanced debit and credit lines. - Action **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. - Action **Create Item** Creates a new item (品目) in a freee company, which can then be selected on deals and other transactions. - Action **Create Partner** Creates a new partner (取引先) — a customer or supplier — in a freee company, for use on deals and invoices. - Action **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. - Action **Delete deal** Deletes an income or expense deal (取引) from a freee company. - Action **Get deal** Returns one income or expense deal (取引) in a freee company, including its detail lines, payments, renewals and attached receipts. - Action **Get partner** Returns one partner (取引先) of a freee company by its id, including contact, address, bank account and payment-term settings. - Action **Get Section** Returns a single section (department) of a freee company by its id, including its name, official name, shortcuts and availability. - Action **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. - Action **Get Transfer** Returns one transfer (振替) between accounts in a freee company, including its destination account lines. - Action **List account items** Returns the account items (勘定科目) defined for a freee company, optionally filtered by keyword or update date. - Action **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. - Action **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. - Action **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. - Action **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. - Action **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. - Action **List walletables** Returns the company's walletables — bank accounts, credit cards and other payment accounts such as cash — optionally with balances and sync status. - Action **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. - Action **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. - Action **Assign Access** Grants a team member access to a JobTread record such as a job, so they can see and work on it. - Action **Create Comment** Creates a comment on a JobTread record such as a job, customer or vendor, optionally as a reply to another comment. - Action **Create Customer** Creates a new customer account in your JobTread organization. - Action **Create Customer Contact** Creates a contact person on a JobTread customer account. - Action **Create Job** Creates a job in JobTread at an existing customer location, optionally copying costs or tasks from another job and setting budget line items and custom fields. - Action **Create Location** Creates a location (job site address) for a JobTread customer. A location is required before a job can be created for that customer. - Action **Create Task** Creates a task or to-do on a JobTread job, customer/vendor account, or organization. - Action **Create Vendor** Creates a new vendor account in your JobTread organization. - Action **Create Vendor Contact** Creates a contact person on a vendor account in JobTread. - Action **Find a Customer** Finds customers in your JobTread organization by exact name and returns the matching customer records. - Action **Find a Job** Finds jobs in your JobTread organization by job name or job number and returns the matches. - Action **Find a Location** Finds JobTread locations in your organization by exact name and returns the first match plus all matches. - Action **Find a Membership** Finds a team member's membership in your JobTread organization by the user's name, returning the membership with its user and role. - Action **Find a Vendor** Finds vendors in a JobTread organization by exact name and returns the first match along with all matches. - Action **Import Task Template** Copies the tasks from a JobTread task template onto a job or other target, scheduled from an optional start date. - Action **Query API** Runs any JobTread Pave query or mutation you write and returns the raw result, for reading or changing data the other JobTread actions don't cover. - Action **Update Customer** Updates an existing customer in JobTread, such as its name, tax status or custom field values. - Action **Update Location** Updates an existing location's name, address, contact, tax settings or custom fields in JobTread. - Action **Update Vendor** Updates an existing vendor in JobTread, including its name, tax settings and custom field values. - Action **Upload Files** Uploads a file from a public URL into JobTread and attaches it to a job or other record. ## Each app on its own - [ **freee** freee provides cloud-based accounting & HR software for SMBs in Japan to automate and simplify back-office...](https://apiant.ai/connections/freee) - [ **JobTread** JobTread is construction estimating & project management software that will help you keep your budget and...](https://apiant.ai/connections/jobtread) Reviews ## What our customers say ## More from freee - [ **freee to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/freee-to-hubspot) - [ **freee to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/freee-to-salesforce) - [ **freee to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/freee-to-slack) - [ **freee to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/freee-to-google-sheets) - [ **freee to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/freee-to-gmail) - [ **freee to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/freee-to-google-calendar) ## More into JobTread - [ **HubSpot to JobTread** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-jobtread) - [ **Salesforce to JobTread** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-jobtread) - [ **Slack to JobTread** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-jobtread) - [ **Google Sheets to JobTread** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-jobtread) - [ **Gmail to JobTread** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-jobtread) - [ **Google Calendar to JobTread** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-jobtread) Questions ## freee and JobTread, 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 JobTread when something happens in freee? Any of JobTread's 20 actions, including Create Comment, Create Customer, Create Customer Contact and Create Job. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from JobTread to freee? JobTread has no triggers in the catalog today, so automations start in freee. If you need the other direction, ask: your agent reads JobTread's API documentation and adds it. ### ### Do I have to build a connector for freee or JobTread? 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 JobTread 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.