Integration
Connect FreshBooks to Dynamics 365
When New Bill fires in FreshBooks, 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 FreshBooks 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 FreshBooks can start in Dynamics 365
When New Bill in FreshBooks
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 FreshBooks and Dynamics 365
Triggers and actions 16 triggers · 45 actions
- New Bill
Triggers when a new bill is created in FreshBooks.
- New Client
Triggers when a new client is created in FreshBooks.
- New Credit Note
Triggers when a new credit note is created in your FreshBooks account.
- New Estimate
Triggers when a new estimate is created in FreshBooks.
- New Expense
Triggers when a new expense is recorded in FreshBooks.
- New Filtered Invoice
Triggers when a new invoice matching your chosen filters (client, status, currency, amount, and more) is created in FreshBooks.
- New Invoice
Triggers when a new invoice is created in FreshBooks.
- New Invoice Payment
Triggers when a new invoice payment is created.
- New Project
Triggers when a new project is created in FreshBooks.
- New Staff Member
Triggers when a new staff member is added to your FreshBooks business.
- New Time Entry
Triggers when a new time entry is created in FreshBooks.
- New Vendor
Triggers when a new bill vendor is created in FreshBooks.
- Updated Bill
Triggers when a bill is updated in FreshBooks. Returns the id of the updated bill and the account, business and user it belongs to.
- Updated Estimate
Triggers when an estimate is updated.
- Updated Invoice
Triggers when an invoice is updated in FreshBooks.
- Updated Vendor
Triggers when a bill vendor is updated in FreshBooks.
- Add Payment to Invoice
Records a payment against a FreshBooks invoice and returns the created payment.
- Create Bill
Creates a bill in FreshBooks recording what your business owes a vendor, with its line items.
- Create Client
Creates a new client in your FreshBooks business, with contact details, billing and shipping addresses, and optional secondary contacts.
- Create Credit Note
Creates a credit note or prepayment credit for a client in FreshBooks.
- Create Estimate
Creates a new estimate for a client in FreshBooks, optionally with line items.
- Create Expense
Creates an expense in your FreshBooks business, with its amount, category, date and optional vendor, client, project and taxes.
- Create Invoice
Creates a new invoice for a client in FreshBooks, with optional line items, terms and notes. New invoices start as drafts unless a status is given.
- Create Invoice PDF
Returns the PDF of an existing FreshBooks invoice as a file you can attach or store.
- Create or Update Client
Updates an existing FreshBooks client (by Client ID, or by matching email) or creates a new client when none matches.
- Create or Update Invoice
Updates an existing FreshBooks invoice (by Invoice ID, or by matching Invoice Number), or creates a new invoice when none matches.
- Create Other Income
Records income received outside of an invoice, such as online store sales, rentals or advertising, in FreshBooks.
- Create Project
Creates a new project in FreshBooks, optionally linked to a client, with a fixed price or hourly rate.
- Create Recurring Invoice
Creates a recurring invoice profile in FreshBooks that generates invoices for a client on a set schedule.
- Create Time Entry
Creates a time entry recording time spent working for a client or project in FreshBooks.
- Create Vendor
Creates a bill vendor (a supplier you receive bills from) in your FreshBooks business.
- Find Bill
Finds bills in FreshBooks by id, vendor, status or currency and returns the matches.
- Find Client
Finds clients in your FreshBooks business by email, name, organization, phone or other details, and returns the matches.
- Find Credit Note
Finds a credit note in FreshBooks by its id and returns the credit note's details.
- Find Estimate
Finds estimates in FreshBooks matching an estimate number, client, status, notes, date or amount range, and other criteria.
- Find Invoice
Finds invoices in your FreshBooks account matching the criteria you give, such as invoice number, client, status, dates or amounts.
- Find Project
Finds FreshBooks projects whose title contains the given text, optionally limited to active or completed projects.
- Find Vendor
Finds bill vendors in your FreshBooks account whose business name matches the text you give.
- Send Estimate
Emails an existing estimate to the listed recipients and marks it as sent.
- Send Invoice
Emails an existing invoice to the recipients you choose and marks it as sent.
- Update Bill
Updates an existing bill from a vendor, such as its dates, bill number, line items or status.
- Update Credit Note
Updates an existing credit note in FreshBooks, changing only the details you fill in.
- Update Estimate
Updates an existing FreshBooks estimate's client, dates, address details, notes, terms or line items. Only the fields you fill in are changed.
- Update Time Entry
Updates an existing time entry in FreshBooks, such as its duration, note, client or project.
- Update Vendor
Updates an existing bill vendor's name, contact details, address and preferences. Fields left blank are not changed.
- 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
Reviews
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Questions
FreshBooks and Dynamics 365, answered
What can start an automation from FreshBooks?
Any of FreshBooks's 16 triggers in the catalog, including New Bill, New Client, New Credit Note and New Estimate. 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 FreshBooks?
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 FreshBooks?
Dynamics 365 has no triggers in the catalog today, so automations start in FreshBooks. 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 FreshBooks 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 FreshBooks 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.