--- title: "Connect Hexfit to Receipt Bot - APIANT.ai" description: "When \"New Client\" fires in Hexfit, your agent runs \"Upload Document\" in Receipt Bot." canonical: "https://apiant.ai/connect/hexfit-to-receipt-bot" --- # Connect Hexfit to Receipt Bot When **New Client** fires in [Hexfit](https://apiant.ai/connections/hexfit), your agent runs **Upload Document** in [Receipt Bot](https://apiant.ai/connections/receipt-bot). Describe the whole flow and it is built, tested on every scenario and kept running. Hexfit **2** triggers Hexfit **5** actions Receipt Bot **1** action What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Hexfit and Receipt Bot to do together? 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)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Hexfit can start in Receipt Bot - When **New Client** in Hexfit then **Upload Document** in Receipt Bot 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 Hexfit and Receipt Bot ## Triggers and actions 2 triggers · 6 actions - Trigger **New Client** Triggers when a new client is created. - Trigger **New Intervention** Triggers when a new intervention is created. - Action **Create Client** Creates a new client. - Action **Create Task** Creates a task in a group or client - Action **Find Client** Find a client by searching - Action **Send Message in Chat** Send a message to an user/group in the chat - Action **User Create Meta** Create a meta entry (phone number, address, secondary email, etc.) for a user. - Action **Upload Document** Uploads a PDF, PNG or JPG document to Receipt Bot for data extraction and returns the new document's ID. Extraction runs in the background; fetch the results later with Get statement. ## Each app on its own - [ **Hexfit** Hexfit is an interprofessional customer monitoring software that allows you to optimize the achievement of...](https://apiant.ai/connections/hexfit) - [ **Receipt Bot** Receipt Bot is a data entry automation tool designed for accountants and bookkeepers to extract key...](https://apiant.ai/connections/receipt-bot) Reviews ## What our customers say ## More from Hexfit - [ **Hexfit to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hexfit-to-hubspot) - [ **Hexfit to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/hexfit-to-salesforce) - [ **Hexfit to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/hexfit-to-slack) - [ **Hexfit to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/hexfit-to-mailchimp) - [ **Hexfit to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/hexfit-to-stripe) - [ **Hexfit to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/hexfit-to-quickbooks-online) ## More into Receipt Bot - [ **HubSpot to Receipt Bot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-receipt-bot) - [ **Salesforce to Receipt Bot** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-receipt-bot) - [ **Slack to Receipt Bot** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-receipt-bot) - [ **Google Sheets to Receipt Bot** Google Sheets](https://apiant.ai/connect/google-sheets-to-receipt-bot) - [ **Gmail to Receipt Bot** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-receipt-bot) - [ **Google Calendar to Receipt Bot** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-receipt-bot) Questions ## Hexfit and Receipt Bot, answered ### ### What can start an automation from Hexfit? Any of Hexfit's 2 triggers in the catalog, including New Client and New Intervention. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Receipt Bot when something happens in Hexfit? Any of Receipt Bot's 1 action, including Upload Document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Receipt Bot to Hexfit? Receipt Bot has no triggers in the catalog today, so automations start in Hexfit. If you need the other direction, ask: your agent reads Receipt Bot's API documentation and adds it. ### ### Do I have to build a connector for Hexfit or Receipt Bot? 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 Hexfit and Receipt Bot 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.