--- title: "Connect incwo and Invoco - APIANT.ai" description: "When \"New invoice\" fires in incwo, your agent runs \"Send SMS\" in Invoco, or \"New Call Completed\" in Invoco to \"Add invoice\" in incwo." canonical: "https://apiant.ai/connect/incwo-to-invoco" --- # Connect incwo and Invoco When **New invoice** fires in [incwo](https://apiant.ai/connections/incwo), your agent runs **Send SMS** in [Invoco](https://apiant.ai/connections/invoco), or **New Call Completed** in Invoco to **Add invoice** in incwo. Describe the whole flow and it is built, tested on every scenario and kept running. incwo **1** trigger incwo **17** actions Invoco **5** triggers Invoco **8** 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 Invoco 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 and Invoco can do together ### From incwo to Invoco - When **New invoice** in incwo then **Send SMS** in Invoco - When **New invoice** in incwo then **Get call recording** in Invoco ### From Invoco to incwo - When **New Call Completed** in Invoco then **Add invoice** in incwo - When **New Inbound Call Completed** in Invoco then **Create Contact** in incwo 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 Invoco ## Triggers and actions 6 triggers · 25 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. - Trigger **New Call Completed** Triggers when a call (inbound or outbound) on your Invoco numbers completes and appears in your call history. - Trigger **New Inbound Call Completed** Triggers when an inbound call on your Invoco numbers has finished. Returns the call's ID, start time, caller, called number, duration and cost. - Trigger **New inbound SMS** Triggers when a new text message is received on one of your Invoco numbers. - Trigger **New Outbound Call Completed** Triggers when an outbound call on your Invoco account has finished. - Trigger **New outbound SMS** Triggers when an SMS is sent from one of your Invoco numbers. - Action **Get call recording** Downloads the mp3 recording of a call. An error occurs if no recording exists for the call. - Action **Get call transcript** Returns the transcript and AI analysis (score, call type, summary, speakers) of a completed call. - Action **Get SMS** Returns a single SMS message by its id, including direction, sender, recipient, text, fragment count and cost. - Action **List billing history** Returns the billing history (payments) for your Invoco account. - Action **List call history** Returns your Invoco telephone call history, optionally limited to a date range, including caller, called number, duration, cost and direction for each call. - Action **List numbers** Returns all of your Invoco telephone numbers, with each number's description and where it currently redirects. - Action **List SMS history** Returns the text messages sent and received on your Invoco account, newest first, optionally narrowed by date range, direction or phone number. - Action **Send SMS** Sends a text message from one of your Invoco numbers. ## Each app on its own - [ **incwo** incwo.com is a CRM and invoicing platform for SMEs](https://apiant.ai/connections/incwo) - [ **Invoco** Invoco is an easy to use call tracking and hosted telephony platform.](https://apiant.ai/connections/invoco) 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 Invoco - [ **HubSpot to Invoco** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-invoco) - [ **Google Sheets to Invoco** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-invoco) - [ **Gmail to Invoco** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-invoco) - [ **Google Calendar to Invoco** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-invoco) - [ **Google Drive to Invoco** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-invoco) - [ **ActiveCampaign to Invoco** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-invoco) Questions ## incwo and Invoco, 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 Invoco when something happens in incwo? Any of Invoco's 8 actions, including Send SMS, Get call recording, Get call transcript and Get SMS. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Invoco to incwo? Yes. When something happens in Invoco, your agent can act in incwo too. This page covers both directions: Invoco's triggers and incwo's actions are listed here as well. ### ### Do I have to build a connector for incwo or Invoco? 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 Invoco 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.