--- title: "Connect incwo to Agent Toolbelt - APIANT.ai" description: "When \"New invoice\" fires in incwo, your agent runs \"Compare stocks\" in Agent Toolbelt." canonical: "https://apiant.ai/connect/incwo-to-agent-toolbelt" --- # Connect incwo to Agent Toolbelt When **New invoice** fires in [incwo](https://apiant.ai/connections/incwo), your agent runs **Compare stocks** in [Agent Toolbelt](https://apiant.ai/connections/agent-toolbelt). Describe the whole flow and it is built, tested on every scenario and kept running. incwo **1** trigger incwo **17** actions Agent Toolbelt **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want incwo and Agent Toolbelt 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 incwo can start in Agent Toolbelt - When **New invoice** in incwo then **Compare stocks** in Agent Toolbelt - When **New invoice** in incwo then **Count tokens** in Agent Toolbelt 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 incwo and Agent Toolbelt ## Triggers and actions 1 trigger · 26 actions - Trigger **New invoice** Triggered when a new invoice is created - Action **Add invoice** Creates a draft invoice (or credit note) with its lines in incwo in one atomic call. incwo always creates invoices as drafts; numbering happens when the invoice is confirmed in incwo. - Action **Add opportunity** Create a lead/opportunity (CRM: Leads and opportunities). POST to the opportunities collection.xml per docs. - Action **Create Contact** Creates a Contact - Action **Create Firm** Creates a Firm - Action **Create Task** Creates a Task - Action **Find Contact** Finds a contact - Action **Find Firm** Searches your incwo firms (companies) by keyword and returns the ones that match. - Action **Get contact** Retrieves a single incwo contact by its ID. - Action **Get firm** Get a firm by id. - Action **Get invoice** Returns one incwo invoice (or draft credit note) with its party, lines, totals and progress. - Action **Get opportunity** Returns one incwo opportunity (lead) with its topic, client, stage, amount and confidence. - Action **Get task** Returns one incwo task by its id, with its title, content, due date, assignment and status. - Action **List contacts** List contacts, paginated with ?page=N and date filters. - Action **List firms** Lists firms (companies) in incwo, optionally narrowed by search text or field filters and sorted. - Action **Update contact** Update a contact. - Action **Update firm** Update a firm. - Action **Update task** Update a project task. - Action **Compare stocks** /api/tools/compare-stocks. Head-to-head comparison of 2-3 tickers. - Action **Count tokens** /api/tools/token-counter {text, models}. Token counts across LLMs. - Action **Extract text data** /api/tools/text-extractor. Extracts structured data from raw text. - Action **Generate bull vs bear case** /api/tools/bear-vs-bull {ticker}. Steelmanned bull and bear cases. - Action **Generate stock thesis** /api/tools/stock-thesis {ticker}. Returns verdict, thesis, insider read, watch-for. - Action **Get valuation snapshot** /api/tools/valuation-snapshot {ticker}. Valuation verdict and buy zone. - Action **Normalize address** /api/tools/address-normalizer. Normalizes a US address to USPS format. - Action **Review portfolio** /api/tools/portfolio-review. Reviews held portfolio. - Action **Scan watchlist** /api/tools/watchlist-scan. Ranks a watchlist of 2-15 tickers. ## Each app on its own - [ **incwo** incwo.com is a CRM and invoicing platform for SMEs](https://apiant.ai/connections/incwo) - [ **Agent Toolbelt** AI-generated stock analysis (investment thesis, valuation, insider signal, earnings) from live fundamentals...](https://apiant.ai/connections/agent-toolbelt) Reviews ## What our customers say ## More from incwo - [ **incwo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/incwo-to-salesforce) - [ **incwo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/incwo-to-slack) - [ **incwo to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/incwo-to-mailchimp) - [ **incwo to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/incwo-to-stripe) - [ **incwo to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/incwo-to-shopify) - [ **incwo to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/incwo-to-quickbooks-online) ## More into Agent Toolbelt - [ **Ontraport to Agent Toolbelt** Ontraport is an all-in-one CRM, marketing automation, and e-commerce platform.](https://apiant.ai/connect/ontraport-to-agent-toolbelt) - [ **HubSpot to Agent Toolbelt** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-agent-toolbelt) - [ **Salesforce to Agent Toolbelt** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-agent-toolbelt) - [ **Slack to Agent Toolbelt** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-agent-toolbelt) - [ **Google Sheets to Agent Toolbelt** Google Sheets](https://apiant.ai/connect/google-sheets-to-agent-toolbelt) - [ **Gmail to Agent Toolbelt** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-agent-toolbelt) Questions ## incwo and Agent Toolbelt, answered ### ### What can start an automation from incwo? Any of incwo's 1 trigger in the catalog, including New invoice. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Agent Toolbelt when something happens in incwo? Any of Agent Toolbelt's 9 actions, including Compare stocks, Count tokens, Extract text data and Generate bull vs bear case. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Agent Toolbelt to incwo? Agent Toolbelt has no triggers in the catalog today, so automations start in incwo. If you need the other direction, ask: your agent reads Agent Toolbelt's API documentation and adds it. ### ### Do I have to build a connector for incwo or Agent Toolbelt? 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 incwo and Agent Toolbelt 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.