--- title: "Connect incwo and SimplyBook.me - APIANT.ai" description: "When \"New invoice\" fires in incwo, your agent runs \"Accept Invoice Payment\" in SimplyBook.me." canonical: "https://apiant.ai/connect/incwo-to-simplybook-me" --- # Connect incwo and SimplyBook.me When **New invoice** fires in [incwo](https://apiant.ai/connections/incwo), your agent runs **Accept Invoice Payment** in [SimplyBook.me](https://apiant.ai/connections/simplybook-me), or **Updated Client **in SimplyBook.me 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 SimplyBook.me **1** trigger SimplyBook.me **34** 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 SimplyBook.me 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 SimplyBook.me can do together ### From incwo to SimplyBook.me - When **New invoice** in incwo then **Accept Invoice Payment** in SimplyBook.me - When **New invoice** in incwo then **Create Calendar Note** in SimplyBook.me ### From SimplyBook.me to incwo - When **Updated Client **in SimplyBook.me then **Add invoice** in incwo - When **Updated Client **in SimplyBook.me 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 SimplyBook.me ## Triggers and actions 2 triggers · 51 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 **Updated Client** Triggers when a client is added or any of a client's details (name, email, phone, address, subscription flags) change. - Action **Accept Invoice Payment** Marks an invoice as paid. - Action **Approve Booking** Approves a booking waiting for approval. - Action **Block Client** Blocks a client from booking. - Action **Cancel Booking** Cancels a booking. - Action **Create Booking** Books an appointment for a client with a service and provider at a given time. - Action **Create Booking Changed Webhook** Subscribes a URL to SimplyBook.me's booking-changed event, so it is called whenever a booking is edited. - Action **Create Calendar Note** Adds a note to the calendar, optionally blocking that time from bookings. - Action **Create Client** Adds a new client. - Action **Decline Booking** Declines a booking waiting for approval. - Action **Delete Calendar Note** Deletes a calendar note. - Action **Delete Client** Deletes a client. - Action **Find Bookings** Finds bookings by status, date, client, service, provider or text. - Action **Find Clients** Finds clients by name, email or phone. - Action **Find Invoices** Finds invoices by client, status, booking or date. - Action **Get Available Slots** Returns the open time slots for a service and provider on a day. - Action **Get Booking** Returns one booking by its ID, with its client, service, provider and status. - Action **Get Booking Links** Returns the links for a booking, such as the pages a client uses to view or cancel it. - Action **Get Calendar Note** Returns one calendar note by ID. - Action **Get Client** Returns one client by ID. - Action **Get First Available Slot** Returns the first open time slot for a service and provider, starting from a day. - Action **Get Invoice** Returns one invoice by ID, with its lines. - Action **Get Provider** Returns one provider by ID. - Action **Get Service** Returns one service by ID. - Action **List Booking Statuses** Returns the custom booking statuses set up for the company. - Action **List Locations** Returns the company's locations. - Action **List Providers** Returns the company's providers (staff members or resources). - Action **List Service Categories** Returns the company's service categories. - Action **List Services** Returns the company's services. - Action **Set Booking Comment** Saves a comment on a booking. - Action **Set Booking Status** Applies one of the company's custom statuses to a booking. - Action **Unblock Client** Lets a blocked client book again. - Action **Update Booking** Changes a booking's time, service, provider or client. - Action **Update Calendar Note** Changes a calendar note. - Action **Update Client** Changes a client's name, contact details or address. ## Each app on its own - [ **incwo** incwo.com is a CRM and invoicing platform for SMEs](https://apiant.ai/connections/incwo) - [ **SimplyBook.me** SimplyBook.me is online appointment and scheduling software, that allows to accept bookings 24/7 and offers...](https://apiant.ai/connections/simplybook-me) 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 SimplyBook.me - [ **HubSpot to SimplyBook.me** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-simplybook-me) - [ **Salesforce to SimplyBook.me** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-simplybook-me) - [ **Google Sheets to SimplyBook.me** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-simplybook-me) - [ **Gmail to SimplyBook.me** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-simplybook-me) - [ **Google Calendar to SimplyBook.me** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-simplybook-me) - [ **Google Drive to SimplyBook.me** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-simplybook-me) Questions ## incwo and SimplyBook.me, 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 SimplyBook.me when something happens in incwo? Any of SimplyBook.me's 34 actions, including Create Booking, Create Booking Changed Webhook, Create Calendar Note and Create Client. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SimplyBook.me to incwo? Yes. When something happens in SimplyBook.me, your agent can act in incwo too. This page covers both directions: SimplyBook.me's triggers and incwo's actions are listed here as well. ### ### Do I have to build a connector for incwo or SimplyBook.me? 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 SimplyBook.me 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.