Integration
Connect freee and Qualtrics
When New manual journal fires in freee, your agent runs Create Mailing List Contact in Qualtrics, or New Mailing List Contact in Qualtrics 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 Qualtrics 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 Qualtrics can do together
From freee to Qualtrics
When New manual journal in freee
then Create Mailing List Contact in Qualtrics
When Unsettled Deal in freee
then Update Mailing List Contact in Qualtrics
From Qualtrics to freee
When New Mailing List Contact in Qualtrics
then Add deal in freee
When New Survey in Qualtrics
then Update deal in 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 Qualtrics
Triggers and actions 4 triggers · 33 actions
Trigger
New manual journalTriggers when a new manual journal (振替伝票) is created in the selected freee company.
Trigger
Unsettled DealTriggers when a new unsettled income or expense deal (取引) appears in the selected freee company.
Action
Add account itemCreates a new account item (勘定科目) in a freee Accounting company and returns the created account item.
Action
Add dealCreates 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 journalCreates a manual journal (振替伝票) in a freee company, with balanced debit and credit lines.
Action
Add transferCreates 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 ItemCreates a new item (品目) in a freee company, which can then be selected on deals and other transactions.
Action
Create PartnerCreates a new partner (取引先) — a customer or supplier — in a freee company, for use on deals and invoices.
Action
Create TagCreates 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 dealDeletes an income or expense deal (取引) from a freee company.
Action
Get dealReturns one income or expense deal (取引) in a freee company, including its detail lines, payments, renewals and attached receipts.
Action
Get partnerReturns one partner (取引先) of a freee company by its id, including contact, address, bank account and payment-term settings.
Action
Get SectionReturns a single section (department) of a freee company by its id, including its name, official name, shortcuts and availability.
Action
Get TagReturns one memo tag (メモタグ) in a freee company by its id, including its name, shortcuts and last update date.
Action
Get TransferReturns one transfer (振替) between accounts in a freee company, including its destination account lines.
Action
List account itemsReturns the account items (勘定科目) defined for a freee company, optionally filtered by keyword or update date.
Action
List companiesReturns 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 dealsReturns 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 itemsReturns 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 journalsReturns 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 partnersReturns 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 walletablesReturns the company's walletables — bank accounts, credit cards and other payment accounts such as cash — optionally with balances and sync status.
Action
Update dealUpdates an existing income or expense deal (取引) in freee Accounting, replacing its dates, partner, reference number, line items and attached receipts.
Action
Update partnerUpdates an existing partner (取引先) in freee Accounting. Only the details you fill in are changed; everything else keeps its current value.
Trigger
New Mailing List ContactTriggers when a contact is added to a Qualtrics mailing list.
Trigger
New SurveyTriggers when a new survey appears in the Qualtrics account.
Action
Create Mailing List ContactAdds a contact to a Qualtrics mailing list. Qualtrics updates the existing contact instead when it matches your directory's deduplication settings.
Action
Delete Mailing List ContactRemoves a contact from a Qualtrics mailing list.
Action
Distribute Survey via EmailSends a Qualtrics survey invitation by email to a mailing list, using a message from your library, at the date you choose.
Action
Get DistributionReturns one Qualtrics survey distribution by ID, with its send date, headers, recipients and delivery stats.
Action
Get Mailing List ContactReturns one contact in a Qualtrics mailing list, with name, email, phone, embedded data and unsubscribe status.
Action
Get Response Export ProgressReturns the status of a Qualtrics response export, and the file ID once the export is complete.
Action
List DistributionsReturns the distributions (email invites, reminders, links) sent for a Qualtrics survey.
Action
List Mailing List ContactsReturns the contacts in a Qualtrics mailing list.
Action
List SurveysReturns the surveys in the Qualtrics account, with each survey's ID, name, owner, active flag and dates.
Action
Start Response ExportStarts an export of a Qualtrics survey's responses and returns the export's progress ID; check it with Get Response Export Progress.
Action
Update Mailing List ContactUpdates a contact's name, email, phone, external reference or language in a Qualtrics mailing list. Fields left blank are not changed.
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 Qualtrics, 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 Qualtrics when something happens in freee?
Any of Qualtrics's 11 actions, including Create Mailing List Contact, Update Mailing List Contact, Distribute Survey via Email and Get Distribution. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Qualtrics to freee?
Yes. When something happens in Qualtrics, your agent can act in freee too. This page covers both directions: Qualtrics's triggers and freee's actions are listed here as well.
Do I have to build a connector for freee or Qualtrics?
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 Qualtrics 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.