--- title: "Connect incwo and Runn - APIANT.ai" description: "When \"New invoice\" fires in incwo, your agent runs \"Create Client\" in Runn, or \"New Assignment\" in Runn to \"Add invoice\" in incwo." canonical: "https://apiant.ai/connect/incwo-to-runn" --- # Connect incwo and Runn When **New invoice** fires in [incwo](https://apiant.ai/connections/incwo), your agent runs **Create Client** in [Runn](https://apiant.ai/connections/runn), or **New Assignment** in Runn 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 Runn **11** triggers Runn **13** 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 Runn 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 Runn can do together ### From incwo to Runn - When **New invoice** in incwo then **Create Client** in Runn - When **New invoice** in incwo then **Create Project** in Runn ### From Runn to incwo - When **New Assignment** in Runn then **Add invoice** in incwo - When **New Client** in Runn 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 Runn ## Triggers and actions 12 triggers · 30 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 Assignment** Triggers when a new assignment is created in Runn, optionally limited to one person, role or project. - Trigger **New Client** Triggers when a new client is created in Runn. - Trigger **New Contract** Triggers when a new contract is added to a person in Runn. - Trigger **New Holiday Group** Triggers when a new holiday group is added to your Runn account. - Trigger **New Person** Triggers when a new person is added in Runn. - Trigger **New Project** Triggers when a new project is created in Runn. - Trigger **New Rate Card** Triggers when a new rate card is created in Runn. - Trigger **New Role** Triggers when a new role is created in Runn. - Trigger **New Skill** Triggers when a new skill is created in Runn. - Trigger **New Team** Triggers when a new team is created in Runn. - Trigger **New User** Triggers when a new user is added to your Runn account. - Action **Assign a Manager** Adds a Runn user as a manager of a person or placeholder, keeping any managers they already have. Returns the updated person. - Action **Create Assignment** Creates an assignment that schedules a person or placeholder on a project in a role for a date range, with the same number of minutes on each working day. - Action **Create Client** Creates a new client in Runn with a name and, optionally, a website and links to external systems. - Action **Create Contract** Adds a new contract to a person in Runn, setting their role, dates, employment type, cost and working hours. - Action **Create Person** Creates a person in Runn, along with their first contract (role, employment type, cost and working hours). - Action **Create Project** Creates a project in Runn for a client, optionally setting its budget, pricing model, rate card, team and managers, or duplicating it from an existing template project. - Action **Create Role** Creates a role in Runn, with optional default hourly cost, standard charge-out rate and external references. - Action **Create Skill** Creates a new skill in Runn that can be assigned to people and placeholders. - Action **Create Timesheet (Actual)** Records the time a person actually spent on a project for one day, creating the actual or overwriting an existing one for the same date, person, project, role and workstream. - Action **Find Client** Returns Runn clients whose name contains the text you enter (case-insensitive), with each client's id, website, archived status and external references. - Action **Find Person** Finds people in Runn by email, first name, last name or external id, returning every match and the first matching person. - Action **Find Project** Returns the projects whose name contains the text you give (ignoring case), optionally narrowed by external ID or last-modified date. - Action **Find Role** Finds roles in Runn whose name contains the text you give, ignoring case. Returns the matching roles, how many matched, and the first match. ## Each app on its own - [ **incwo** incwo.com is a CRM and invoicing platform for SMEs](https://apiant.ai/connections/incwo) - [ **Runn** Runn is a resource management platform that helps teams align people, projects, and strategy with real-time...](https://apiant.ai/connections/runn) 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 Runn - [ **HubSpot to Runn** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-runn) - [ **Google Sheets to Runn** Google Sheets](https://apiant.ai/connect/google-sheets-to-runn) - [ **Gmail to Runn** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-runn) - [ **Google Calendar to Runn** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-runn) - [ **Google Drive to Runn** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-runn) - [ **Mailchimp to Runn** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-runn) Questions ## incwo and Runn, 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 Runn when something happens in incwo? Any of Runn's 13 actions, including Create Assignment, Create Client, Create Contract and Create Person. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Runn to incwo? Yes. When something happens in Runn, your agent can act in incwo too. This page covers both directions: Runn's triggers and incwo's actions are listed here as well. ### ### Do I have to build a connector for incwo or Runn? 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 Runn 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.