# Connect incwo and PostgreSQL When **New invoice** fires in [incwo](https://apiant.ai/connections/incwo), your agent runs **Add Row** in [PostgreSQL](https://apiant.ai/connections/postgresql), or **New or Updated Row** in PostgreSQL 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 PostgreSQL **4** triggers PostgreSQL **6** 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 PostgreSQL to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 PostgreSQL can do together ### From incwo to PostgreSQL - When **New invoice** in incwo then **Add Row** in PostgreSQL - When **New invoice** in incwo then **Update Row** in PostgreSQL ### From PostgreSQL to incwo - When **New or Updated Row** in PostgreSQL then **Add invoice** in incwo - When **New Row** in PostgreSQL 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 PostgreSQL ## Triggers and actions 5 triggers · 23 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 or Updated Row** Triggers when a new row is added or modified. - Trigger **New or Updated Row (Custom Query)** Fires for each new or changed row returned by a SELECT statement you write against the connected PostgreSQL database. - Trigger **New Row** Triggers when you add a new row. - Trigger **New Table** Fires when a new table appears in the connected PostgreSQL database. - Action **Add Row** Adds a new row. - Action **Delete Row** Delete the rows in a table whose chosen column equals a value. - Action **Find Row** Finds a row in a table via a lookup column. - Action **Find Rows via Custom Query** Runs a SELECT statement you write against the connected PostgreSQL database and returns every row it matches. - Action **Find Row via Custom Query** Runs a SELECT statement you write against the connected PostgreSQL database and returns the first row it matches. - Action **Update Row** Updates an existing row. ## Each app on its own - [ **incwo** incwo.com is a CRM and invoicing platform for SMEs](https://apiant.ai/connections/incwo) - [ **PostgreSQL** Connect directly to a PostgreSQL database and run SQL statements from your automations.](https://apiant.ai/connections/postgresql) 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 PostgreSQL - [ **Form Io to PostgreSQL** Form-builder platform that auto-generates REST APIs for form submissions, data validation, and workflow...](https://apiant.ai/connect/form-io-to-postgresql) - [ **Google Sheets to PostgreSQL** Google Sheets](https://apiant.ai/connect/google-sheets-to-postgresql) - [ **Google Calendar to PostgreSQL** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-postgresql) - [ **Google Drive to PostgreSQL** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-postgresql) - [ **Mailchimp to PostgreSQL** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-postgresql) - [ **Stripe to PostgreSQL** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-postgresql) Questions ## incwo and PostgreSQL, 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 PostgreSQL when something happens in incwo? Any of PostgreSQL's 6 actions, including Update Row, Add Row, Find Row and Find Rows via Custom Query. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from PostgreSQL to incwo? Yes. When something happens in PostgreSQL, your agent can act in incwo too. This page covers both directions: PostgreSQL's triggers and incwo's actions are listed here as well. ### ### Do I have to build a connector for incwo or PostgreSQL? 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. ### ### 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.