--- title: "Connect incwo and Pinpoint - APIANT.ai" description: "When \"New invoice\" fires in incwo, your agent runs \"Add comment\" in Pinpoint, or \"New Application\" in Pinpoint to \"Add invoice\" in incwo." canonical: "https://apiant.ai/connect/incwo-to-pinpoint" --- # Connect incwo and Pinpoint When **New invoice** fires in [incwo](https://apiant.ai/connections/incwo), your agent runs **Add comment** in [Pinpoint](https://apiant.ai/connections/pinpoint), or **New Application** in Pinpoint 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 Pinpoint **4** triggers Pinpoint **17** 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 Pinpoint 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 Pinpoint can do together ### From incwo to Pinpoint - When **New invoice** in incwo then **Add comment** in Pinpoint - When **New invoice** in incwo then **Add application** in Pinpoint ### From Pinpoint to incwo - When **New Application** in Pinpoint then **Add invoice** in incwo - When **New Job** in Pinpoint 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 Pinpoint ## Triggers and actions 5 triggers · 34 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 **Application Stage Update** Triggers when an application moves to a different hiring stage in Pinpoint. - Trigger **New Application** Triggers when a new job application is submitted in Pinpoint. - Trigger **New Job** Triggers when a new job is created in Pinpoint, returning the job's details and custom field values. - Trigger **New Talent Pipeline Candidate** Triggers when a new candidate is added to your talent pipeline (job seekers) in Pinpoint. - Action **Add application** Creates a new application (candidate applying) for a job in Pinpoint. - Action **Add comment** Adds a comment to an application, candidate or job seeker in Pinpoint and returns the new comment. - Action **Add job** Creates a new job in Pinpoint with its title, description, compensation, application form settings and organisational links. - Action **Add requisition** Creates a requisition in Pinpoint from a requisition template and returns the new requisition. - Action **Get application** Returns a single application by its id, optionally with related records such as the candidate, job, stage and custom attributes. - Action **Get candidate** Returns a single Pinpoint candidate by ID, with optional related applications, job seekers, skills, HRIS references and custom attributes. - Action **Get job** Returns one job by its id, including its custom field values and any related records you ask for. - Action **List applications** Returns applications in your Pinpoint account, optionally filtered by job, candidate, stage, dates or other criteria. - Action **List candidates** Returns the candidates in your Pinpoint account, optionally narrowed by creation or update date, phone number, external reference or blocked status. - Action **List comments** Returns comments left on applications, candidates, jobs and other records in Pinpoint, optionally filtered by the record they belong to or by date. - Action **List interviews** Returns interviews scheduled in Pinpoint, optionally filtered by time, application or attendance. - Action **List job postings** Returns the job postings in your Pinpoint account, with optional filters for status, job, department, division, location, employment type, workplace type and dates. - Action **List jobs** Returns the jobs in your Pinpoint account, optionally filtered by status, department, location, dates and more. - Action **List requisitions** Returns the requisitions in your Pinpoint account, with optional filters by identifier and by created or updated date. - Action **List users** Returns the users in your Pinpoint account, optionally filtered by email, employee status or the jobs they manage, create or interview for. - Action **Update application** Updates an existing application's candidate details, address, hire date, start date or attached CV and cover letter. - Action **Update candidate** Updates an existing candidate's personal and contact details in Pinpoint. ## Each app on its own - [ **incwo** incwo.com is a CRM and invoicing platform for SMEs](https://apiant.ai/connections/incwo) - [ **Pinpoint** Pinpoint is talent acquisition software for in-house recruitment teams.](https://apiant.ai/connections/pinpoint) 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 Pinpoint - [ **HubSpot to Pinpoint** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pinpoint) - [ **Google Sheets to Pinpoint** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-pinpoint) - [ **Gmail to Pinpoint** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pinpoint) - [ **Google Calendar to Pinpoint** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pinpoint) - [ **Google Drive to Pinpoint** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-pinpoint) - [ **Mailchimp to Pinpoint** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-pinpoint) Questions ## incwo and Pinpoint, 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 Pinpoint when something happens in incwo? Any of Pinpoint's 17 actions, including Update application, Update candidate, Add application and Add comment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Pinpoint to incwo? Yes. When something happens in Pinpoint, your agent can act in incwo too. This page covers both directions: Pinpoint's triggers and incwo's actions are listed here as well. ### ### Do I have to build a connector for incwo or Pinpoint? 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 Pinpoint 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.