Integration
Connect Invoiced to Perplexity
When New Contact fires in Invoiced, your agent runs Chat Completion in Perplexity. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Invoiced and Perplexity to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)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)Example flows
What Invoiced can start in Perplexity
When New Contact in Invoiced
then Chat Completion in Perplexity
When New Credit Note in Invoiced
then Generate contextualized embeddings in Perplexity
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 Invoiced and Perplexity
Triggers and actions 11 triggers · 19 actions
Trigger
Invoice Paid in FullTriggers when an invoice is paid in full.
Trigger
New ContactTriggers when a new contact is added to an Invoiced customer.
Trigger
New Credit NoteTriggers when a new credit note is created in Invoiced.
Trigger
New CustomerTriggers when a new customer is created in Invoiced.
Trigger
New EstimateTriggers when a new estimate is created in Invoiced.
Trigger
New InvoiceTriggers when a new invoice is created in Invoiced.
Trigger
New NoteTriggers when a new note is added in Invoiced.
Trigger
New PaymentTriggers when a new payment is recorded in Invoiced.
Trigger
New SubscriptionTriggers when a new subscription is created in Invoiced.
Trigger
New TaskTriggers when a new collections task is created in Invoiced.
Trigger
Subscription CanceledTriggers when a subscription is canceled in Invoiced.
Action
Create ContactCreates a contact on an Invoiced customer.
Action
Create Credit Balance AdjustmentAdds (or with a negative amount, removes) credit on a customer's credit balance.
Action
Create Credit NoteCreates a credit note for an Invoiced customer.
Action
Create CustomerCreates a new customer in Invoiced and returns its ID and customer number.
Action
Create EstimateCreates an estimate (quote) for an Invoiced customer.
Action
Create InvoiceCreates an invoice for an Invoiced customer.
Action
Create PaymentRecords a payment in Invoiced, optionally applied to invoices.
Action
Create Pending Line ItemAdds a pending line item to a customer, billed on their next invoice.
Action
Create SubscriptionSubscribes an Invoiced customer to a plan.
Action
Create TaskCreates a collections task for an Invoiced customer.
Action
Find Credit NoteFinds a credit note by its number and returns the first match.
Action
Find EstimateFinds a estimate by its number and returns the first match.
Action
Find InvoiceFinds a invoice by its number and returns the first match.
Action
Update CustomerUpdates an existing Invoiced customer; only the fields you fill in change.
Action
Chat CompletionSends a conversation to a Perplexity Sonar model and returns its web-grounded answer, along with the citations and search results it used.
Action
Generate contextualized embeddingsGenerates embeddings for chunks of one or more documents, where chunks from the same document are encoded with awareness of that document's context. Returns the embedding vectors grouped by document.
Action
Generate embeddingsGenerates embedding vectors for one or more texts with a Perplexity embedding model, for use in semantic search, clustering and similar applications.
Action
Run agentRuns a Perplexity agent on your prompt, with optional web search, tools and reasoning, and returns the agent's answer along with its search results and usage.
Action
SearchSearches the web with Perplexity and returns matching web pages with their titles, URLs, snippets and dates.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Invoiced and Perplexity, answered
What can start an automation from Invoiced?
Any of Invoiced's 11 triggers in the catalog, including New Contact, New Credit Note, New Customer and New Estimate. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Perplexity when something happens in Invoiced?
Any of Perplexity's 5 actions, including Chat Completion, Generate contextualized embeddings, Generate embeddings and Run agent. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Perplexity to Invoiced?
Perplexity has no triggers in the catalog today, so automations start in Invoiced. If you need the other direction, ask: your agent reads Perplexity's API documentation and adds it.
Do I have to build a connector for Invoiced or Perplexity?
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 Invoiced and Perplexity 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.