Integration
Connect Invoiced and The Value Builder System™
When New Contact fires in Invoiced, your agent runs Create Contact From Email in The Value Builder System™, or New Activity Feed in The Value Builder System™ to Create Contact in Invoiced. 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 The Value Builder System™ 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 and The Value Builder System™ can do together
From Invoiced to The Value Builder System™
When New Contact in Invoiced
then Create Contact From Email in The Value Builder System™
When New Credit Note in Invoiced
then Update Contact From Email in The Value Builder System™
From The Value Builder System™ to Invoiced
When New Activity Feed in The Value Builder System™
then Create Contact in Invoiced
When New Contact in The Value Builder System™
then Create Customer in Invoiced
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 The Value Builder System™
Triggers and actions 18 triggers · 27 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 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.
Trigger
Clicked Email by ContactTriggers when a contact clicks a link in an email.
Trigger
New Activity FeedTriggers when a new entry is added to the Value Builder activity feed.
Trigger
New ContactTriggers when a new contact is added to Value Builder.
Trigger
Open/Click Contact EmailTriggers when a contact opens or clicks an email.
Trigger
Opened Email by ContactTriggers when a contact opens an email.
Trigger
Sent Email to ContactTriggers when an email is sent to a contact.
Trigger
Unsubscribe Contact From Nurture CycleTriggers when a contact unsubscribes from the Nurture Cycle.
Action
Activate Contact Nurture CycleActivates the Nurture Cycle for a contact.
Action
Create Contact From EmailCreates a new contact from an email address, name, company and country.
Action
Create TagCreates a tag.
Action
Deactivate Contact Nurture CycleDeactivates the Nurture Cycle for a contact.
Action
Find Contact From EmailSearches contacts by email address or name and returns the first match plus all matches.
Action
Find TagsSearches tags by name, or returns all tags.
Action
Get ActivityReturns one activity feed entry by its ID.
Action
Get ContactReturns one contact by its ID.
Action
List AdvisorsReturns the advisors contacts can be assigned to.
Action
List Contact TagsReturns the tags on a contact.
Action
Remove Tags from ContactRemoves one or more tags from a contact.
Action
Replace Contact TagsReplaces all of a contact's tags with the list you supply.
Action
Tag ContactAdds one or more tags to a contact.
Action
Update Contact From EmailUpdates the fields you supply on an existing contact; fields left blank are unchanged.
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 The Value Builder System™, 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 The Value Builder System™ when something happens in Invoiced?
Any of The Value Builder System™'s 14 actions, including Create Contact From Email, Create Tag, Update Contact From Email and Activate Contact Nurture Cycle. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from The Value Builder System™ to Invoiced?
Yes. When something happens in The Value Builder System™, your agent can act in Invoiced too. This page covers both directions: The Value Builder System™'s triggers and Invoiced's actions are listed here as well.
Do I have to build a connector for Invoiced or The Value Builder System™?
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 The Value Builder System™ 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.