Integration
Connect freee and Ploomes
When New manual journal fires in freee, your agent runs Add contact in Ploomes, or New contact in Ploomes to Add deal in freee. 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 Ploomes 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 and Ploomes can do together
From freee to Ploomes
When New manual journal in freee
then Add contact in Ploomes
From Ploomes to freee
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 Ploomes
Triggers and actions 5 triggers · 41 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.
- New contact
Triggers when a new contact (person or company) is created in Ploomes.
- New deal
Triggers when a new deal is created in Ploomes.
- New task
Triggers when a new task is created in Ploomes.
- Add contact
Creates a contact (a person or a company) in Ploomes and returns the new contact record.
- Add deal
Creates a deal in Ploomes for a client, with its title, stage, owner, amount and custom field values.
- Add interaction record
Creates an interaction record (a note, call or email log) on a Ploomes contact or deal.
- Add product
Creates a product in your Ploomes account and returns the new product.
- Add quote
Creates a quote (proposal) on a deal in Ploomes from a document template, optionally with product sections and custom field values.
- Add task
Creates a task in Ploomes, optionally linked to a contact or deal.
- Delete contact
Deletes a contact (person or company) from your Ploomes account.
- Delete deal
Deletes a deal from your Ploomes account.
- Find contacts by criteria
Returns the Ploomes contacts (people and companies) that match the criteria you give.
- Find deals by criteria
Returns the deals that match the criteria you give, such as a title, stage or customer.
- Find interaction records by criteria
Returns the interaction records (activity history entries) that match the criteria you give.
- Find tasks by criteria
Returns the tasks that match the criteria you specify, such as title, contact or deal.
- Finish task
Marks a Ploomes task as finished.
- Get quote
Returns a single quote (proposal) by its ID, including its custom field values.
- Lose deal
Marks a Ploomes deal as lost with the chosen loss reason and returns the updated deal.
- Update contact
Updates an existing Ploomes contact (person or company). Only the fields you fill in are changed.
- Update deal
Updates an existing deal in Ploomes. Only the fields you fill in are changed.
- Update task
Updates an existing task in Ploomes. Only the fields you fill in are changed.
- Win deal
Marks a Ploomes deal as won and returns the updated deal.
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
freee and Ploomes, 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 Ploomes when something happens in freee?
Any of Ploomes's 19 actions, including Update contact, Update deal, Update task and Add contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Ploomes to freee?
Yes. When something happens in Ploomes, your agent can act in freee too. This page covers both directions: Ploomes's triggers and freee's actions are listed here as well.
Do I have to build a connector for freee or Ploomes?
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 Ploomes 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.