Integration
Connect FreshBooks and Meevo
When New Bill fires in FreshBooks, your agent runs Update Client Contact Fields in Meevo, or Client Created in Meevo to Create Client in FreshBooks. 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 Meevo 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 and Meevo can do together
From FreshBooks to Meevo
When New Bill in FreshBooks
then Update Client Contact Fields in Meevo
From Meevo to FreshBooks
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 Meevo
Triggers and actions 18 triggers · 102 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.
- Client Created
Triggers when a new client is added in Meevo.
- Client Updated
Triggers when a client is added or their details change in Meevo.
- Add Client Gallery Image
Insert a single Image into client gallery in Meevo.
- Book Appointment Service
Create an appointment book service in Meevo.
- Cancel Booked Service
Cancel an appointment book service in Meevo.
- Check In Booked Service
Check-in an appointment book service in Meevo.
- Confirm Appointment
Confirm an appointment in Meevo.
- Count Active Clients
Get a count of the active clients in Meevo.
- Count Active Employees
Get a count of the active employees in Meevo.
- Create Client
Insert a single client profile in Meevo.
- Create Client Visit Note
Insert a single client visit note on the client profile in Meevo.
- Find Client Memberships
Get details about client memberships according to criteria in Meevo.
- Find Clients
Get details about clients based on filter in Meevo.
- Find Employees
Get employee details by Employee ID or email in Meevo.
- Find Gift Cards by Number
Get a list of gift cards by gift card numbers in Meevo.
- Find Services by ID
Get detailed information about services by Ids in Meevo.
- Get Appointment
Get details about an appointment in Meevo.
- Get Appointment Cancellation Reason
Get details about an appointment cancellation reason in Meevo.
- Get Appointment Category
Get details about an appointment category in Meevo.
- Get Booked Service
Get details about a booked service in Meevo.
- Get Business Information
Get basic information about the business in Meevo.
- Get Client
Get details about a single client in Meevo.
- Get Client Membership Status
Get the status of a single client membership in Meevo.
- Get Client Points
Get number of points and point value for a given client id in Meevo.
- Get Client User-Defined Fields
Get the active UDFs by clients in Meevo.
- Get Employee
Get details about a single employee in Meevo.
- Get Employee Security
Get employee's security in Meevo.
- Get Employee Service Pricing
Get the specified employee's pricing for the specified service in Meevo.
- Get Enum Values
Get available values for a specific enum by searching for potential value or enum name in Meevo.
- Get Gift Card Type
Get details about a single gift card type definition in Meevo.
- Get Latest Entity Change
Request a single changed entity entry for a given entity type and ID in Meevo.
- Get Location
Get details about a single location in Meevo.
- Get Membership
Get details about a single membership definition in Meevo.
- Get Package
Get details about a single package definition in Meevo.
- Get Product
Get details about a single product definition in Meevo.
- Get Product Category
Get details about a product category, including all subcategories in Meevo.
- Get Service
Get details about a single service definition in Meevo.
- List Appointment Cancellation Reasons
Get a list of appointment cancellation reasons in Meevo.
- List Appointment Categories
Get a list of appointment categories in Meevo.
- List Appointment Services
Get a list of services for a booked appointment in Meevo.
- List Client Booked Services
Get a list of services for a client in Meevo.
- List Client Gift Cards
Get a pageable list of gift cards owned by the defined client in Meevo.
- List Client Packages
Get packages owned by the defined client in Meevo.
- List Clients
Get a pageable list of clients in Meevo.
- List Client Sale History
Get a pageable list of client sale history in Meevo.
- List Client Types
Get a pageable list of client types in Meevo.
- List Client Visit Notes
Get a pageable list of a client's visit notes in Meevo.
- List eGifts
Get a list of eGifts by IDs in Meevo.
- List Employees
Get a pageable list of employees in Meevo.
- List Employee Services
Get a pageable list of services the employee is configured to perform in Meevo.
- List Entity Changes
Request a page of changes for a given entity type in Meevo.
- List Gift Cards
Get a pageable list of gift cards by criteria in Meevo.
- List Gift Card Types
Get a list of gift card types in Meevo.
- List Image Gallery Categories
Get a list of all active image categories for a location in Meevo.
- List Locations
Get a pageable list of locations in Meevo.
- List Memberships
Get a pageable list of membership definitions in Meevo.
- List Packages
Get details on all package definitions in Meevo.
- List Payment Types
Get a list of all payment types for a location in Meevo.
- List Product Categories
Get a pageable list of product categories in Meevo.
- List Products
Get a pageable list of products in Meevo.
- List Referral Types
Get a pageable list of referral types in Meevo.
- List Service Add-ons
Get a list of available addons for a service with required and optional separation in Meevo.
- List Service Categories
Get a pageable list of service categories in Meevo.
- List Service Employee Pricing
Get a list of what each employee charges for this service in Meevo.
- List Services
Get a pageable list of services in Meevo.
- List Visit Note Types
Get a pageable list of visit note types in Meevo.
- Opt Appointment Out of Confirmation
Set the confirmation status to confirmation opt-out for this appointment only in Meevo.
- Record Appointment Contact Attempt
Set the confirmation status to a contact attempt with message left in Meevo.
- Unconfirm Appointment
Unconfirm an appointment in Meevo.
- Update Appointment
Update an appointment in Meevo.
- Update Booked Service
Update an appointment book service in Meevo.
- Update Booked Service (Bypass Conflicts)
Update an appointment book service bypassing conflict checks in Meevo.
- Update Client
Update information about a single client in Meevo.
- Update Client Contact Fields
Update specific fields of a client profile in Meevo.
- Update Client Visit Note
Update a single client visit note on the client profile in Meevo.
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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Questions
FreshBooks and Meevo, 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 Meevo when something happens in FreshBooks?
Any of Meevo's 73 actions, including Create Client, Create Client Visit Note, Update Appointment and Update Booked Service. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Meevo to FreshBooks?
Yes. When something happens in Meevo, your agent can act in FreshBooks too. This page covers both directions: Meevo's triggers and FreshBooks's actions are listed here as well.
Do I have to build a connector for FreshBooks or Meevo?
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 Meevo 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.