--- title: "Connect incwo and MyDesk - APIANT.ai" description: "When \"New invoice\" fires in incwo, your agent runs \"Find Contact\" in MyDesk, or \"New Appointment\" in MyDesk to \"Add invoice\" in incwo." canonical: "https://apiant.ai/connect/incwo-to-mydesk" --- # Connect incwo and MyDesk When **New invoice** fires in [incwo](https://apiant.ai/connections/incwo), your agent runs **Find Contact** in [MyDesk](https://apiant.ai/connections/mydesk), or **New Appointment** in MyDesk 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 MyDesk **7** triggers MyDesk **4** 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 MyDesk 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 MyDesk can do together ### From incwo to MyDesk - When **New invoice** in incwo then **Find Contact** in MyDesk - When **New invoice** in incwo then **Find Task** in MyDesk ### From MyDesk to incwo - When **New Appointment** in MyDesk then **Add invoice** in incwo - When **New Company** in MyDesk 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 MyDesk ## Triggers and actions 8 triggers · 21 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 Appointment** Triggered when a new appointment is created in MyDesk. - Trigger **New Company** Triggers when a new company is created in MyDesk. - Trigger **New Contact** Triggers when a new contact is created in MyDesk. - Trigger **New Opportunity** Triggered when a new opportunity is created in MyDesk. - Trigger **New Task** Triggered when a new task is created in MyDesk. - Trigger **Task Completed** Triggers when a task is marked as completed in MyDesk. - Trigger **Task Overdue** Triggers when an open task passes its planned date without being completed. - Action **Find Contact** Returns the MyDesk contacts that match the name, email address, your own identifier or filter you supply. - Action **Find Country** Returns the countries in your MyDesk environment that match a name, your own identifier or an extra condition. - Action **Find Opportunity** Returns the opportunities in MyDesk that match your own identifier or a filter condition. - Action **Find Task** Returns the MyDesk tasks that match your identifier, subject or filter condition. ## Each app on its own - [ **incwo** incwo.com is a CRM and invoicing platform for SMEs](https://apiant.ai/connections/incwo) - [ **MyDesk** MyDesk: Get started quickly with a user-friendly CRM for sales.](https://apiant.ai/connections/mydesk) 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 MyDesk - [ **HubSpot to MyDesk** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-mydesk) - [ **Google Sheets to MyDesk** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-mydesk) - [ **Gmail to MyDesk** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-mydesk) - [ **Google Calendar to MyDesk** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-mydesk) - [ **Google Drive to MyDesk** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-mydesk) - [ **Mailchimp to MyDesk** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-mydesk) Questions ## incwo and MyDesk, 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 MyDesk when something happens in incwo? Any of MyDesk's 4 actions, including Find Contact, Find Country, Find Opportunity and Find Task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from MyDesk to incwo? Yes. When something happens in MyDesk, your agent can act in incwo too. This page covers both directions: MyDesk's triggers and incwo's actions are listed here as well. ### ### Do I have to build a connector for incwo or MyDesk? 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 MyDesk 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.