# Connect incwo and Snitcher

When **New invoice** fires in [incwo](https://apiant.ai/connections/incwo), your agent runs **Reveal Contact Email** in [Snitcher](https://apiant.ai/connections/snitcher), or **New Organisation** in Snitcher 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 Snitcher **2** triggers Snitcher **11** 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 Snitcher 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 Snitcher can do together

### From incwo to Snitcher

- When **New invoice** in incwo then **Reveal Contact Email** in Snitcher
- When **New invoice** in incwo then **Find Contacts** in Snitcher

### From Snitcher to incwo

- When **New Organisation** in Snitcher then **Add invoice** in incwo
- When **Organisation Enters Segment** in Snitcher 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 Snitcher

## Triggers and actions 3 triggers · 28 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 Organisation**

Triggered when a new company is identified visiting your website in the selected Snitcher workspace.

- Trigger

**Organisation Enters Segment**

Triggered when a company first appears in the selected Snitcher segment.

- Action

**Create Custom Field**

Creates a new custom field definition on organisations in a Snitcher workspace.

- Action

**Create Tag**

Creates a new tag in a Snitcher workspace so it can be applied to organisations.

- Action

**Find Contacts**

Returns the known contacts at an organisation in Snitcher, looked up by organisation UUID or company domain.

- Action

**Find Organisation**

Looks up an organisation in a Snitcher workspace by company name and returns the first match.

- Action

**Get User Profile**

Returns the name, email and id of the Snitcher user the connection belongs to.

- Action

**List Custom Fields**

Returns all custom field definitions set up on organisations in a Snitcher workspace.

- Action

**List Segments**

Returns all segments defined in a Snitcher workspace.

- Action

**List Sessions**

Returns the website visits (sessions) recorded across a Snitcher workspace for a date or date range, with optional segment, URL and referrer filters.

- Action

**List Workspaces**

Returns the Snitcher workspaces the connected account can access, including each workspace's UUID, name, website and available tags.

- Action

**Reveal Contact Email**

Uses a Snitcher email-reveal credit to return the email address of a known organisation contact.

- Action

**Search Organisations**

Searches the organisations in a Snitcher workspace using advanced field filters.

## Each app on its own

- [ **incwo** incwo.com is a CRM and invoicing platform for SMEs](https://apiant.ai/connections/incwo)
- [ **Snitcher** Snitcher is a B2B visitor ID platform that helps you uncover your anonymous website visitors.](https://apiant.ai/connections/snitcher)

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 Snitcher

- [ **HubSpot to Snitcher** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-snitcher)
- [ **Salesforce to Snitcher** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-snitcher)
- [ **Slack to Snitcher** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-snitcher)
- [ **Gmail to Snitcher** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-snitcher)
- [ **Google Calendar to Snitcher** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-snitcher)
- [ **Google Drive to Snitcher** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-snitcher)

Questions

## incwo and Snitcher, 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 Snitcher when something happens in incwo?

Any of Snitcher's 11 actions, including Create Custom Field, Create Tag, Find Contacts and Find Organisation. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Snitcher to incwo?

Yes. When something happens in Snitcher, your agent can act in incwo too. This page covers both directions: Snitcher's triggers and incwo's actions are listed here as well.

###

### Do I have to build a connector for incwo or Snitcher?

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.
