Integration
Connect FreshBooks and Polar
When New Bill fires in FreshBooks, your agent runs Create Customer in Polar, or Benefit Created in Polar to Add Payment to Invoice 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 Polar 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 and Polar can do together
From FreshBooks to Polar
When New Bill in FreshBooks
then Create Customer in Polar
When New Client in FreshBooks
then Add Subscription in Polar
From Polar to FreshBooks
When Benefit Created in Polar
then Add Payment to Invoice in FreshBooks
When Benefit Updated in Polar
then Create Invoice in 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 Polar
Triggers and actions 37 triggers · 55 actions
Trigger
New BillTriggers when a new bill is created in FreshBooks.
Trigger
New ClientTriggers when a new client is created in FreshBooks.
Trigger
New Credit NoteTriggers when a new credit note is created in your FreshBooks account.
Trigger
New EstimateTriggers when a new estimate is created in FreshBooks.
Trigger
New ExpenseTriggers when a new expense is recorded in FreshBooks.
Trigger
New Filtered InvoiceTriggers when a new invoice matching your chosen filters (client, status, currency, amount, and more) is created in FreshBooks.
Trigger
New InvoiceTriggers when a new invoice is created in FreshBooks.
Trigger
New Invoice PaymentTriggers when a new invoice payment is created.
Trigger
New ProjectTriggers when a new project is created in FreshBooks.
Trigger
New Staff MemberTriggers when a new staff member is added to your FreshBooks business.
Trigger
New Time EntryTriggers when a new time entry is created in FreshBooks.
Trigger
New VendorTriggers when a new bill vendor is created in FreshBooks.
Trigger
Updated BillTriggers when a bill is updated in FreshBooks. Returns the id of the updated bill and the account, business and user it belongs to.
Trigger
Updated EstimateTriggers when an estimate is updated.
Trigger
Updated InvoiceTriggers when an invoice is updated in FreshBooks.
Trigger
Updated VendorTriggers when a bill vendor is updated in FreshBooks.
Action
Add Payment to InvoiceRecords a payment against a FreshBooks invoice and returns the created payment.
Action
Create BillCreates a bill in FreshBooks recording what your business owes a vendor, with its line items.
Action
Create ClientCreates a new client in your FreshBooks business, with contact details, billing and shipping addresses, and optional secondary contacts.
Action
Create Credit NoteCreates a credit note or prepayment credit for a client in FreshBooks.
Action
Create EstimateCreates a new estimate for a client in FreshBooks, optionally with line items.
Action
Create ExpenseCreates an expense in your FreshBooks business, with its amount, category, date and optional vendor, client, project and taxes.
Action
Create InvoiceCreates 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.
Action
Create Invoice PDFReturns the PDF of an existing FreshBooks invoice as a file you can attach or store.
Action
Create or Update ClientUpdates an existing FreshBooks client (by Client ID, or by matching email) or creates a new client when none matches.
Action
Create or Update InvoiceUpdates an existing FreshBooks invoice (by Invoice ID, or by matching Invoice Number), or creates a new invoice when none matches.
Action
Create Other IncomeRecords income received outside of an invoice, such as online store sales, rentals or advertising, in FreshBooks.
Action
Create ProjectCreates a new project in FreshBooks, optionally linked to a client, with a fixed price or hourly rate.
Action
Create Recurring InvoiceCreates a recurring invoice profile in FreshBooks that generates invoices for a client on a set schedule.
Action
Create Time EntryCreates a time entry recording time spent working for a client or project in FreshBooks.
Action
Create VendorCreates a bill vendor (a supplier you receive bills from) in your FreshBooks business.
Action
Find BillFinds bills in FreshBooks by id, vendor, status or currency and returns the matches.
Action
Find ClientFinds clients in your FreshBooks business by email, name, organization, phone or other details, and returns the matches.
Action
Find Credit NoteFinds a credit note in FreshBooks by its id and returns the credit note's details.
Action
Find EstimateFinds estimates in FreshBooks matching an estimate number, client, status, notes, date or amount range, and other criteria.
Action
Find InvoiceFinds invoices in your FreshBooks account matching the criteria you give, such as invoice number, client, status, dates or amounts.
Action
Find ProjectFinds FreshBooks projects whose title contains the given text, optionally limited to active or completed projects.
Action
Find VendorFinds bill vendors in your FreshBooks account whose business name matches the text you give.
Action
Send EstimateEmails an existing estimate to the listed recipients and marks it as sent.
Action
Send InvoiceEmails an existing invoice to the recipients you choose and marks it as sent.
Action
Update BillUpdates an existing bill from a vendor, such as its dates, bill number, line items or status.
Action
Update Credit NoteUpdates an existing credit note in FreshBooks, changing only the details you fill in.
Action
Update EstimateUpdates an existing FreshBooks estimate's client, dates, address details, notes, terms or line items. Only the fields you fill in are changed.
Action
Update Time EntryUpdates an existing time entry in FreshBooks, such as its duration, note, client or project.
Action
Update VendorUpdates an existing bill vendor's name, contact details, address and preferences. Fields left blank are not changed.
Trigger
Benefit CreatedTriggered when a new benefit is created in Polar.
Trigger
Benefit UpdatedTriggered when a benefit is changed in Polar.
Trigger
Checkout CreatedTriggered when a new checkout session is created in Polar.
Trigger
Checkout ExpiredTriggered when a checkout session expires in Polar without being paid.
Trigger
Checkout UpdatedTriggered when a checkout session changes in Polar, for example when it is confirmed or paid.
Trigger
Customer CreatedTriggered when a new customer is created in Polar.
Trigger
Customer DeletedTriggered when a customer is deleted in Polar.
Trigger
Customer State ChangedTriggered when a customer's state changes in Polar - their active subscriptions, granted benefits or meters.
Trigger
Customer UpdatedTriggered when a customer's details change in Polar.
Trigger
Order CreatedTriggers when a new order is placed in your Polar organization.
Trigger
Order PaidTriggers when an order in your Polar organization is paid.
Trigger
Order UpdatedTriggers when an order in your Polar organization changes.
Trigger
Product CreatedTriggers when a new product is created in your Polar organization.
Trigger
Product UpdatedTriggers when a product in your Polar organization changes.
Trigger
Subscription ActiveTriggers when a subscription in your Polar organization becomes active.
Trigger
Subscription CanceledTriggers when a customer cancels a subscription in your Polar organization.
Trigger
Subscription CreatedTriggers when a new subscription is created in your Polar organization.
Trigger
Subscription Past DueTriggers when a subscription in your Polar organization falls past due because a payment failed.
Trigger
Subscription RevokedTriggers when a subscription in your Polar organization is revoked and the customer loses access.
Trigger
Subscription UncanceledTriggers when a customer reverses a pending cancellation and keeps a subscription in your Polar organization.
Trigger
Subscription UpdatedTriggers when a subscription in your Polar organization changes.
Action
Add SubscriptionSubscribes a customer to a free recurring product.
Action
Confirm Checkout SessionCompletes an open checkout session so Polar creates the order. Works without payment only when the checkout needs none, for example a free product.
Action
Create BenefitCreates a benefit in Polar that you can attach to products.
Action
Create Checkout SessionCreates a Polar checkout session for a product and returns the link the customer pays through.
Action
Create CustomerCreates a customer in Polar.
Action
Create DiscountCreates a discount in Polar, either a percentage off or a fixed amount off.
Action
Create ProductCreates a product in Polar with its price or prices.
Action
Delete CustomerDeletes a customer in Polar. Their subscriptions are cancelled and their benefits revoked.
Action
Get Checkout SessionReturns one Polar checkout session by its id, including its status and payment link.
Action
Get CustomerReturns one customer from Polar by their id, including any metadata you stored on them.
Action
Get ProductReturns one product from Polar by its id, with its prices and attached benefits.
Action
Get SubscriptionReturns one subscription from Polar by its id, with its status, amount and current period.
Action
List BenefitsReturns a page of benefits from Polar.
Action
List Checkout SessionsReturns a page of checkout sessions from Polar.
Action
List CustomersReturns a page of customers from Polar.
Action
List DiscountsReturns the discount codes set up in your Polar organization, newest first. You can narrow the list by organization or by name text, and page through the results.
Action
List OrdersReturns the orders placed in your Polar organization. You can narrow the list by product, customer, subscription, checkout, discount or status, and page through the results.
Action
List ProductsReturns the products in your Polar organization, with their prices and benefits. You can narrow the list by name text, archived state, one-time versus subscription, or a benefit, and page through the results.
Action
List SubscriptionsReturns the subscriptions in your Polar organization. You can narrow the list by product, customer, discount, active state or status, and page through the results.
Action
Revoke SubscriptionCancels a Polar subscription immediately, ending the customer's access right away rather than at the end of the billing period.
Action
Update BenefitChanges a benefit's description, visibility, settings or metadata.
Action
Update Checkout SessionChanges an open checkout session: buyer details, product, amount, metadata or redirect links.
Action
Update CustomerUpdates an existing Polar customer. Only the fields you fill in are changed; anything left blank keeps its current value.
Action
Update OrderChanges the billing name or billing address shown on an order's invoice.
Action
Update ProductUpdates an existing Polar product. Only the fields you fill in are changed; anything left blank keeps its current value.
Action
Update SubscriptionChanges an existing Polar subscription — switch its product, apply a discount, adjust seats, move the trial end, or schedule or reverse a cancellation. Only the fields you fill in are 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
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Questions
FreshBooks and Polar, 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 Polar when something happens in FreshBooks?
Any of Polar's 26 actions, including Create Benefit, Create Checkout Session, Create Customer and Create Discount. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Polar to FreshBooks?
Yes. When something happens in Polar, your agent can act in FreshBooks too. This page covers both directions: Polar's triggers and FreshBooks's actions are listed here as well.
Do I have to build a connector for FreshBooks or Polar?
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 Polar 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.