Integration

Connect LeanKit and QuickBooks Online

When New card in lane fires in LeanKit, your agent runs Find customer by name in QuickBooks Online, or New bill in QuickBooks Online to Add Card Connections in LeanKit. 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 LeanKit and QuickBooks Online to do together?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Examples

Pick one to fill the box, then change anything: the steps, the wording, even the apps. Go as long as you like.

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

One 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.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)
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)

Connecting LeanKit and QuickBooks Online lets delivery work and billing records follow each other. A card reaching a billing lane in LeanKit can become an invoice in QuickBooks Online, and a paid invoice or new bill in QuickBooks Online can move or create the card the team works from. The agent builds the setup, tests every scenario and keeps it running.

Example flows

What LeanKit and QuickBooks Online can do together

From LeanKit to QuickBooks Online

From QuickBooks Online to LeanKit

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 LeanKit and QuickBooks Online

Triggers and actions 14 triggers · 82 actions

Each app on its own

Reviews

What our customers say

More from LeanKit

More into QuickBooks Online

Questions

LeanKit and QuickBooks Online, answered

Can the agent check that a customer exists in QuickBooks Online before invoicing from a LeanKit card?

Yes. The agent can run Find customer by name in QuickBooks Online first and only continue to Create invoice when a match comes back, then add a comment on the LeanKit card with the result.

Which LeanKit events can start something in QuickBooks Online?

LeanKit offers a new board trigger, a new card on a chosen board trigger, and a new card in a chosen lane trigger. Any of these can lead to QuickBooks Online actions such as creating a vendor, an account, an estimate or an invoice.

What can start an automation from LeanKit?

Any of LeanKit's 3 triggers in the catalog, including New card in lane, New board and New card. 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 LeanKit?

Any of QuickBooks Online's 45 actions, including Find customer by name, Create account, Create bill and Create credit memo. Your agent maps the data both ways and tests every scenario before it ships.

Can it also run from QuickBooks Online to LeanKit?

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

Do I have to build a connector for LeanKit 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.

Can my AI client use LeanKit and QuickBooks Online 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.