--- title: "Connect incwo and Manifestly Checklists Agent - APIANT.ai" description: "When \"New invoice\" fires in incwo, your agent runs \"Change Step State\" in Manifestly Checklists Agent." canonical: "https://apiant.ai/connect/incwo-to-manifestly-checklists-agent" --- # Connect incwo and Manifestly Checklists Agent When **New invoice** fires in [incwo](https://apiant.ai/connections/incwo), your agent runs **Change Step State** in [Manifestly Checklists Agent](https://apiant.ai/connections/manifestly-checklists-agent), or **Run Late** in Manifestly Checklists Agent 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 Manifestly Checklists Agent **1** trigger Manifestly Checklists Agent **5** 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 Manifestly Checklists Agent 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 Manifestly Checklists Agent can do together ### From incwo to Manifestly Checklists Agent - When **New invoice** in incwo then **Change Step State** in Manifestly Checklists Agent - When **New invoice** in incwo then **Run Workflow** in Manifestly Checklists Agent ### From Manifestly Checklists Agent to incwo - When **Run Late** in Manifestly Checklists Agent then **Add invoice** in incwo - When **Run Late** in Manifestly Checklists Agent 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 Manifestly Checklists Agent ## Triggers and actions 2 triggers · 22 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 **Run Late** Triggers when a run is late. - Action **Change Step State** Completes, reopens, skips, starts, stops or stores data on a step of a Manifestly checklist run. - Action **Get Run** Look up one checklist run by its id and return its current details, including its title, state, progress, notes, tags and the workflow it came from. - Action **List Run Steps** Returns the steps of a checklist run - Action **List Workflows** Returns the checklist workflows in your Manifestly account. - Action **Run Workflow** Starts a new run of a Manifestly checklist workflow, optionally naming it, scheduling it and assigning the people who take part. ## Each app on its own - [ **incwo** incwo.com is a CRM and invoicing platform for SMEs](https://apiant.ai/connections/incwo) - [ **Manifestly Checklists Agent** Manifestly Checklists Agent is a service that helps teams run SOPs and recurring workflows with precision...](https://apiant.ai/connections/manifestly-checklists-agent) 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 Manifestly Checklists Agent - [ **HubSpot to Manifestly Checklists Agent** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-manifestly-checklists-agent) - [ **Google Sheets to Manifestly Checklists Agent** Google Sheets](https://apiant.ai/connect/google-sheets-to-manifestly-checklists-agent) - [ **Gmail to Manifestly Checklists Agent** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-manifestly-checklists-agent) - [ **Google Calendar to Manifestly Checklists Agent** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-manifestly-checklists-agent) - [ **Google Drive to Manifestly Checklists Agent** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-manifestly-checklists-agent) - [ **Mailchimp to Manifestly Checklists Agent** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-manifestly-checklists-agent) Questions ## incwo and Manifestly Checklists Agent, 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 Manifestly Checklists Agent when something happens in incwo? Any of Manifestly Checklists Agent's 5 actions, including Change Step State, Get Run, List Run Steps and List Workflows. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Manifestly Checklists Agent to incwo? Yes. When something happens in Manifestly Checklists Agent, your agent can act in incwo too. This page covers both directions: Manifestly Checklists Agent's triggers and incwo's actions are listed here as well. ### ### Do I have to build a connector for incwo or Manifestly Checklists Agent? 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 Manifestly Checklists Agent 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.