Integration
Connect Keap and Moneybird
When New Contact fires in Keap, your agent runs Create Contact in Moneybird, or New Contact in Moneybird to Create Contact in Keap. 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 Keap and Moneybird 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)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 Keap and Moneybird can do together
From Keap to Moneybird
When New Contact in Keap
then Create Contact in Moneybird
From Moneybird to Keap
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 Keap and Moneybird
Triggers and actions 5 triggers · 63 actions
- New Contact
Polling trigger: fires when a new contact is created in Keap.
- Updated Contact
Polling trigger: fires when a contact is updated in Keap.
- Add contact to campaign sequence
Adds one or more contacts to a sequence in a Keap campaign and returns the result for each contact.
- Add order
Creates a one-time order for a contact in Keap, with its order items.
- Add product
Creates a new product in Keap with a name, price and description, plus optional SKU, tax, shipping and inventory settings.
- Apply Tag to Contact
Apply one or more tags to a contact.
- Create Company
Create a new company.
- Create Contact
Create a new Keap contact.
- Create Contact Custom Field
Create a new custom field on the contact model.
- Create Note
Create a note attached to a contact.
- Create Opportunity
Create a sales opportunity.
- Create Tag
Create a new tag, optionally in a category.
- Create Task
Create a task, optionally linked to a contact.
- Delete Contact
Delete a Keap contact by ID.
- Delete note
Deletes a note from a Keap contact's record.
- Delete task
Deletes a task in Keap by its ID.
- Get company
Returns a single Keap company by its ID, including address, contact details and custom fields.
- Get Contact
Retrieve a Keap contact by ID.
- Get Contact Tags
List tags applied to a contact.
- Get note
Returns a single note on a Keap contact, including its title, text, type and assigned user.
- Get opportunity
Returns one Keap opportunity by its id, including its contact, stage, owner, revenue projections and custom field values.
- Get order
Returns a single Keap order by its id, including the contact, order items, totals, payment plan and shipping information.
- Get product
Returns a single Keap product by its ID, including price, inventory, options and subscription plans.
- Get task
Returns a single Keap task by its ID, including its title, due time, priority, assignee and completion status.
- List campaigns
Returns the campaigns in your Keap account, optionally filtered by name and sorted.
- List Companies
List companies.
- List Contact Custom Fields
Retrieve the contact model including custom fields.
- List Contacts
List Keap contacts, optionally filtered by email.
- List notes
Returns the notes recorded on a Keap contact, optionally filtered by title, assigned user or time range.
- List products
Returns a list of products in your Keap account, optionally filtered by name.
- List Tags
List all tags.
- List users
Returns the users of the Keap account, optionally filtered by email or name.
- Remove Tag from Contact
Remove a tag from a contact.
- Send email
Sends an email from a Keap user to one or more contacts.
- Update company
Updates an existing company in Keap with the values you provide; fields left blank are not changed.
- Update Contact
Update an existing Keap contact by ID.
- Update note
Updates an existing note on a Keap contact, changing its title, type, text, pin state or assigned user.
- Update opportunity
Updates an existing opportunity in Keap, changing only the details you fill in.
- Update task
Updates an existing task in Keap, changing only the details you provide.
- New Contact
Triggers when a new contact is created.
- New Quote
Triggers when a new quote is created.
- New Sales Invoice
Triggers when a new sales invoice is created.
- Add Attachment to New Document
Creates a new document in the Moneybird inbox and attaches a file to it, ready to be classified as a purchase invoice or receipt.
- Add external sales invoice
Imports an invoice created in another system (webshop, marketplace, POS) into Moneybird as an external sales invoice.
- Add payment to sales invoice
Registers a payment against an existing Moneybird sales invoice.
- Add product
/api/v2/{administration_id}/products.json - create a product.
- Add project
/api/v2/{administration_id}/projects.json - create a project.
- Add time entry
Records a time entry (time spent by a user, optionally on a project and for a contact) in a Moneybird administration.
- Create Contact
Creates a contact (customer, supplier or other business relation) in a Moneybird administration, including any contact custom fields.
- Create Document
Creates a new typeless document (a document whose type is not yet known, such as an uploaded receipt or bill) in a Moneybird administration.
- Create Quote
Create a new quote
- Create Sales Invoice
Create a new sales invoice
- Delete contact
Deletes a contact from a Moneybird administration.
- Find Contact
Returns the Moneybird contacts that match a free-text search (name, contact people, email, phone, customer id, tax number, chamber of commerce number, IBAN or address), optionally narrowed by filters.
- Find ledger accounts
Returns the ledger accounts in a Moneybird administration whose name or account code contains the search text, optionally limited to one account type.
- Find products by criteria
Returns the products in a Moneybird administration that match the search text and optional filters.
- Find sales invoices by criteria
Returns up to 100 sales invoices that match the specified state, period, reference, contact, recurring invoice, workflow or created/updated time.
- Find Tax Rate
Returns up to 100 tax rates in a Moneybird administration that match the specified name, partial name, percentage or other criteria.
- Get contact
Returns all information about a Moneybird contact, including its contact people, notes, custom field values and event history.
- Get external sales invoice
Returns one external sales invoice in a Moneybird administration, including its reference, contact, lines and totals.
- Get project
Returns one project in a Moneybird administration, including its name, state and budget.
- Get Quote
Returns one quote (estimate) in a Moneybird administration, including its reference, contact, texts, lines and totals.
- Get sales invoice
Fetches a sales invoice by ID. An error occurs if the sales invoice is not found.
- Get time entry
Returns one time entry in a Moneybird administration, including its description, times, project and contact.
- Get typeless document
Returns one typeless document in a Moneybird administration, including its reference, contact and attachments.
- Send Sales Invoice
Send a sales invoice
- Update contact
Updates an existing Moneybird contact. Only the fields you fill in are changed; blank fields keep their current value.
- Update sales invoice
/api/v2/{administration_id}/sales_invoices/{id}.json - update a sales invoice.
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
Keap and Moneybird, answered
What can start an automation from Keap?
Any of Keap's 2 triggers in the catalog, including New Contact and Updated Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Moneybird when something happens in Keap?
Any of Moneybird's 26 actions, including Create Contact, Create Document, Create Quote and Create Sales Invoice. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Moneybird to Keap?
Yes. When something happens in Moneybird, your agent can act in Keap too. This page covers both directions: Moneybird's triggers and Keap's actions are listed here as well.
Do I have to build a connector for Keap or Moneybird?
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 Keap and Moneybird 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.