--- title: "Connect incwo to Orq Ai - APIANT.ai" description: "When \"New invoice\" fires in incwo, your agent runs \"Add agent\" in Orq Ai. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/incwo-to-orq-ai" --- # Connect incwo to Orq Ai When **New invoice** fires in [incwo](https://apiant.ai/connections/incwo), your agent runs **Add agent** in [Orq Ai](https://apiant.ai/connections/orq-ai). Describe the whole flow and it is built, tested on every scenario and kept running. incwo **1** trigger incwo **17** actions Orq Ai **21** 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 Orq Ai 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 Orq Ai - When **New invoice** in incwo then **Add agent** in Orq Ai - When **New invoice** in incwo then **Add datapoint** in Orq Ai 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 Orq Ai ## Triggers and actions 1 trigger · 38 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 **Add agent** Create a new managed agent. - Action **Add datapoint** Adds a datapoint (inputs, conversation messages and an expected output) to an Orq.ai dataset. - Action **Add dataset** Creates a new dataset in the specified Orq.ai project. - Action **Add evaluator** Create a new evaluator. - Action **Add prompt** Creates a new prompt in the Orq.ai workspace. - Action **Add tool** Creates a new tool (function, JSON schema, HTTP or Python code tool) in the Orq.ai workspace. - Action **Delete datapoint** Permanently deletes a specific datapoint from a dataset. - Action **Delete dataset** Permanently deletes a dataset and all its datapoints. This cannot be undone. - Action **Delete prompt** Delete a prompt and all its versions by ID. - Action **Get dataset** Retrieves a specific dataset by its unique identifier. - Action **Get prompt** Retrieves a prompt by its id, including its model configuration, messages and metadata. - Action **Invoke deployment** Run a deployed prompt/model configuration and get the generation result. - Action **List agents** Lists all agents in the Orq.ai workspace with their full configuration, newest first. - Action **List datapoints** Retrieves a list of datapoints from a specific dataset. - Action **List datasets** Lists datasets in the current Orq workspace, optionally filtered by display name or last updater. - Action **List deployments** Returns the workspace's deployments, most recently created first. - Action **List evaluators** Lists evaluators in the Orq.ai workspace, optionally filtered by search text or project. Returns up to 200 evaluators. - Action **List prompts** Returns the prompts in the workspace, most recently created first. - Action **List tools** Lists every tool in the Orq.ai workspace (function, JSON schema, HTTP and code execution tools). - Action **Update dataset** Update a dataset's name/config. - Action **Update prompt** Update an existing Orq.ai prompt's name, description, model configuration, metadata or storage path. Only the fields you fill in are changed. ## Each app on its own - [ **incwo** incwo.com is a CRM and invoicing platform for SMEs](https://apiant.ai/connections/incwo) - [ **Orq Ai** Generative AI collaboration platform providing an API gateway to route and manage 400+ LLMs from one...](https://apiant.ai/connections/orq-ai) 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 Orq Ai - [ **HubSpot to Orq Ai** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-orq-ai) - [ **Salesforce to Orq Ai** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-orq-ai) - [ **Slack to Orq Ai** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-orq-ai) - [ **Google Sheets to Orq Ai** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-orq-ai) - [ **Gmail to Orq Ai** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-orq-ai) - [ **Google Calendar to Orq Ai** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-orq-ai) Questions ## incwo and Orq Ai, 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 Orq Ai when something happens in incwo? Any of Orq Ai's 21 actions, including Update dataset, Update prompt, Add agent and Add datapoint. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Orq Ai to incwo? Orq Ai has no triggers in the catalog today, so automations start in incwo. If you need the other direction, ask: your agent reads Orq Ai's API documentation and adds it. ### ### Do I have to build a connector for incwo or Orq Ai? 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 Orq Ai 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.