Integration

Connect Gmail and QuickBooks Online

When Email Sent fires in Gmail, your agent runs Get customer by ID in QuickBooks Online, or New invoice in QuickBooks Online to Create Email Draft in Gmail. 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 Gmail and QuickBooks Online to do together?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Examples

Pick one to fill the box, then change anything: the steps, the wording, even the apps. Go as long as you like.

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

One 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.ai

Start 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)

Connecting Gmail and QuickBooks Online means invoices, payments and vendor changes in your books can turn into email that actually goes out, and email that lands in your inbox can turn into records in QuickBooks. An agent watches for the trigger, looks up the matching customer, vendor or invoice, and does the follow-up work in both apps.

Example flows

What Gmail and QuickBooks Online can do together

From Gmail to QuickBooks Online

From QuickBooks Online to Gmail

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 Gmail and QuickBooks Online

Triggers and actions 13 triggers · 86 actions

Each app on its own

Reviews

What our customers say

More from Gmail

More into QuickBooks Online

Questions

Gmail and QuickBooks Online, answered

Can the invoice PDF itself be emailed through Gmail?

Yes. QuickBooks Online has a Get invoice PDF action that downloads the rendered invoice, and Gmail can send or draft an email with that file attached to the customer address you pull from the record.

How do you avoid creating duplicate customers or vendors from email?

Before creating anything, the agent uses Find customer by name or Find vendor by name in QuickBooks Online and only creates a record when nothing matches. When a match exists, it can update the existing record instead.

What can start an automation from Gmail?

Any of Gmail's 2 triggers in the catalog, including Email Sent and New Gmail Message. Describe the moment in plain language and your agent picks the right one.

What can your agent do in QuickBooks Online when something happens in Gmail?

Any of QuickBooks Online's 45 actions, including Create expense (purchase), Create vendor, Get customer by ID and Create account. Your agent maps the data both ways and tests every scenario before it ships.

Can it also run from QuickBooks Online to Gmail?

Yes. When something happens in QuickBooks Online, your agent can act in Gmail too. This page covers both directions: QuickBooks Online's triggers and Gmail's actions are listed here as well.

Do I have to build a connector for Gmail or QuickBooks Online?

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 Gmail and QuickBooks Online 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.