Integration
Connect Karlia and QuickBooks Online
When something happens in Karlia or QuickBooks Online, your agent does the next thing in the other. Describe it 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 Karlia and QuickBooks Online to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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)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 Karlia and QuickBooks Online can do together
From Karlia to QuickBooks Online
When New Contact in Karlia
then Create account in QuickBooks Online
When New Equipment in Karlia
then Create bill in QuickBooks Online
From QuickBooks Online to Karlia
When New bill in QuickBooks Online
then Create Contact in Karlia
When New customer in QuickBooks Online
then Create Customer in Karlia
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 Karlia and QuickBooks Online
Triggers and actions 30 triggers · 83 actions
Trigger
Delete EquipmentTriggers when an equipement is deleted.
Trigger
Delete EventTriggers when an event is deleted.
Trigger
Delete NoteTriggers when a note is deleted.
Trigger
Delete ProductTriggers when a product is deleted.
Trigger
Delete ProjectTriggers when a project is deleted.
Trigger
Delete Project SubtaskTriggers when a project subtask is deleted.
Trigger
Delete Project TaskTriggers when a project task is deleted.
Trigger
Delete TaskTriggers when a task is deleted.
Trigger
Delete TicketTriggers when a ticket is deleted.
Trigger
Delete TimeTriggers when a time is deleted.
Trigger
New ContactTriggers when a new contact is created.
Trigger
New EquipmentTriggers when a new equipment is created.
Trigger
New OpportunityTriggers when a new opportunity is created.
Trigger
New ProductTriggers when a new product is created.
Trigger
New ProjectTriggers when a new project is created.
Trigger
New Project TaskTriggers when a new project task is created.
Trigger
New TaskTriggers when a new task is created.
Trigger
New TicketTriggers when a new ticket is created.
Trigger
New TimeTriggers when a new time is created.
Action
Create ContactAdds a new contact to a Karlia customer or supplier.
Action
Create CustomerCreate a Customer.
Action
Create EventCreate an Event.
Action
Create NoteCreates a note in Karlia, optionally linked to a customer, opportunity, project or ticket.
Action
Create OpportunityCreate an Opportunity.
Action
Create ProductCreate a Product.
Action
Create Project SubtaskCreates a subtask under a task in a Karlia project, with optional status, dates, time estimate and assignee.
Action
Create Project TaskCreates a task inside a Karlia project.
Action
Create SupplierCreate a Supplier.
Action
Create TaskCreate a Task.
Action
Create TicketCreates a ticket in a Karlia ticketing pipeline.
Action
Create TimeCreate a Time.
Action
Delete EquipmentDeletes a piece of equipment from Karlia.
Action
Delete EventDelete an event (calendar appointment) in Karlia.
Action
Delete NoteDelete a note in Karlia by its ID.
Action
Delete OpportunityDeletes an opportunity.
Action
Delete ProductDelete a product in Karlia.
Action
Delete ProjectDelete a project in Karlia.
Action
Delete Project SubtaskDeletes a subtask from a project task in Karlia.
Action
Delete Project TaskDeletes a task from a Karlia project.
Action
Delete TaskDelete a task in Karlia.
Action
Delete TicketDeletes a ticket in Karlia by its ID.
Action
Delete TimeDelete a time entry in Karlia.
Action
Find ContactReturns up to 100 Karlia contacts that match the specified search criteria (email, name, phone, customer/supplier, and more).
Action
Find CustomerReturns the Karlia customers that match the search criteria you supply, plus the first match on its own.
Action
Find SupplierReturns the Karlia suppliers that match the specified search criteria.
Action
Get ContactShow contact details
Action
Get CustomerShow customer details
Action
Get OpportunityShow opportunity details
Action
Get ProductShow product details
Action
Get Project SubtaskReturns one subtask of a Karlia project task, including its status, dates, time estimate and assignees.
Action
Get SupplierShow supplier details
Action
Get TicketRetrieve one Karlia ticket by its ID.
Action
Get TimeGet one time entry from Karlia by its ID.
Action
List ProjectsLists the projects in your Karlia account.
Action
List Project TasksLists the tasks of one Karlia project.
Action
List Webhook EventsLists the event names a Karlia webhook can subscribe to.
Action
Update/Create CustomerUpdates a Karlia customer when a Customer ID is given; otherwise creates a new customer.
Trigger
New billPolls for newly created bills (accounts payable), most recent first.
Trigger
New customerPolls for newly created customers, most recent first.
Trigger
New estimateFires when a new estimate is created in QuickBooks Online.
Trigger
New invoicePolls for newly created invoices, most recent first.
Trigger
New or updated customerFires when a QuickBooks customer is created or any of its details change.
Trigger
New or updated estimateFires when a QuickBooks estimate is created or edited.
Trigger
New or updated invoiceFires when a QuickBooks invoice is created or edited — line items, amounts, due date, or status.
Trigger
New or updated itemFires when a QuickBooks product or service item is created or edited.
Trigger
New or updated vendorFires when a QuickBooks vendor is created or any of its details change.
Trigger
New paid invoicePolls for invoices that are fully paid (Balance = 0), most recently updated first.
Trigger
New paymentPolls for newly created customer payments, most recent first.
Action
Create accountCreate an account in the QuickBooks chart of accounts — name, account type, and detail type.
Action
Create billCreates a new bill (accounts payable) for a vendor with a single account-based line item.
Action
Create credit memoCreates a new credit memo for a customer with a single line item.
Action
Create customerCreates a new customer in QuickBooks Online.
Action
Create estimateCreate a QuickBooks Online estimate (quote) for a customer.
Action
Create expense (purchase)Creates a new expense (Purchase) paid from a bank/credit-card account with one account-based line.
Action
Create invoiceCreates a new invoice for a customer with a single line item.
Action
Create item (product/service)Creates a new product or service item.
Action
Create journal entryCreate a QuickBooks journal entry with balanced debit and credit lines against the chart of accounts.
Action
Create paymentRecords a customer payment, optionally applied against a specific invoice.
Action
Create refund receiptCreates a new refund receipt for a customer with a single line item.
Action
Create sales receiptCreates a new sales receipt for a customer with a single line item.
Action
Create vendorCreates a new vendor in QuickBooks Online.
Action
Delete billPermanently delete a QuickBooks bill by Id.
Action
Delete credit memoPermanently delete a QuickBooks credit memo by Id.
Action
Delete estimatePermanently delete a QuickBooks estimate by Id.
Action
Delete invoicePermanently delete a QuickBooks invoice by Id. Unlike voiding, this removes the transaction entirely.
Action
Delete sales receiptPermanently delete a QuickBooks sales receipt by Id.
Action
Find account by nameLook up an account in the QuickBooks chart of accounts by its name.
Action
Find customer by nameSearches for a customer by display name and returns its Id and SyncToken.
Action
Find invoice by numberLook up a QuickBooks invoice by its document number (the invoice number customers see) rather than its internal Id.
Action
Find item by nameLook up a QuickBooks product or service item by its name.
Action
Find vendor by nameLook up a QuickBooks Online vendor by display name.
Action
Get bill balanceReturns the outstanding balance for a bill by its Id.
Action
Get customer by IDRetrieves a single customer by its Id.
Action
Get estimate by IDRetrieve a QuickBooks Online estimate by its ID.
Action
Get estimate PDFDownload the rendered PDF of a QuickBooks estimate by Id.
Action
Get invoice by IDRetrieves a single invoice by its Id, including its balance.
Action
Get invoice PDFDownload the rendered PDF of a QuickBooks invoice by Id, for emailing or archiving.
Action
List accountsList the accounts in the QuickBooks chart of accounts, with their type, detail type, and current balance.
Action
List attachmentsList the files attached to a QuickBooks transaction or record, with their download links.
Action
List employeesList employees recorded in QuickBooks Online.
Action
List itemsList products and services (items) defined in QuickBooks Online.
Action
Pay billRecords a bill payment against a vendor bill, paid from the specified bank/credit-card account.
Action
Run queryRuns an arbitrary read-only QuickBooks Online query (QBO SQL-like syntax) and returns the raw QueryResponse.
Action
Send estimateEmail a QuickBooks Online estimate to the customer.
Action
Send invoiceEmails an invoice to the supplied email address (or the invoice's billing email if omitted).
Action
Update customerUpdates an existing customer (sparse update). Requires the customer Id and current SyncToken.
Action
Update estimateUpdate an existing QuickBooks estimate by Id, changing only the fields supplied.
Action
Update invoiceUpdate an existing QuickBooks invoice by Id — a sparse update that changes only the fields supplied and leaves the rest of the invoice intact.
Action
Update itemUpdate an existing QuickBooks product or service item by Id — name, description, price, income account, or active flag.
Action
Update vendorUpdate an existing QuickBooks vendor by Id — contact details, billing address, terms, or active flag.
Action
Upload attachmentUpload a file to QuickBooks and attach it to a transaction or record — a receipt on an expense, a contract on an invoice.
Action
Void invoiceVoids an existing invoice. Requires the invoice Id and current SyncToken.
Action
Void paymentVoids an existing customer payment. Requires the payment Id and current SyncToken.
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
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Questions
Karlia and QuickBooks Online, answered
What can start an automation from Karlia?
Any of Karlia's 19 triggers in the catalog, including New Contact, New Equipment, New Opportunity and New Product. Describe the moment in plain language and your agent picks the right one.
What can your agent do in QuickBooks Online when something happens in Karlia?
Any of QuickBooks Online's 45 actions, including Create account, Create bill, Create credit memo and Create customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from QuickBooks Online to Karlia?
Yes. When something happens in QuickBooks Online, your agent can act in Karlia too. This page covers both directions: QuickBooks Online's triggers and Karlia's actions are listed here as well.
Do I have to build a connector for Karlia or QuickBooks Online?
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.