--- title: "Connect LiveSwitch to MILKEE - APIANT.ai" description: "When \"New Contact Matching Filter\" fires in LiveSwitch, your agent runs \"Create Customer\" in MILKEE." canonical: "https://apiant.ai/connect/liveswitch-to-milkee" --- # Connect LiveSwitch to MILKEE When **New Contact Matching Filter** fires in [LiveSwitch](https://apiant.ai/connections/liveswitch), your agent runs **Create Customer** in [MILKEE](https://apiant.ai/connections/milkee). Describe the whole flow and it is built, tested on every scenario and kept running. LiveSwitch **5** triggers LiveSwitch **21** actions MILKEE **15** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want LiveSwitch and MILKEE to do together? 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)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What LiveSwitch can start in MILKEE - When **New Contact Matching Filter** in LiveSwitch then **Create Customer** in MILKEE - When **New Conversation Matching Filter** in LiveSwitch then **Create Invoice** in MILKEE 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 LiveSwitch and MILKEE ## Triggers and actions 5 triggers · 36 actions - Trigger **New Contact Matching Filter** Triggers when a new contact appears in your LiveSwitch organization, optionally limited to contacts matching a filter. - Trigger **New Conversation Matching Filter** Triggers when a new conversation is created in LiveSwitch, optionally limited to conversations matching a filter. - Trigger **New Guided Instructions** Triggers when a new set of guided instructions is added to your LiveSwitch organization, returning its name, description, where it is shown and its steps. - Trigger **New Project** Triggers when a new project appears in LiveSwitch, optionally limited by status, contact or external ID. - Trigger **New Tag** Triggers when a new tag is created in LiveSwitch. - Action **Create Conversation** Creates a LiveSwitch conversation, such as a live call, recording request, photo session or scheduled call, for a new or existing contact. Returns the conversation with its join and review links. - Action **Create Project** Creates a project in LiveSwitch with a name, status, address, tags, associated contacts and custom attributes, and returns the new project including its links. - Action **Create Tag** Creates a tag in your LiveSwitch organization, with an optional display color, and returns the new tag. - Action **Find All Tags** Returns the tags in your LiveSwitch organization, optionally narrowed by a filter and sorted in the order you choose. - Action **Find Contact by ID** Returns a single LiveSwitch contact by its id, including its name, email, phone and custom attribute values. - Action **Find Contact by Phone** Returns the LiveSwitch contact that has the given phone number, including its custom attributes. - Action **Find Conversation by ID** Returns one LiveSwitch conversation by its ID, including its join and review links, status, contact, tags, notes and custom attributes. - Action **Find Conversations** Returns the conversations in your LiveSwitch organization that match an optional filter, most recent first unless you choose another order. - Action **Find Document by ID** Returns a single LiveSwitch document, either a snapshot or an uploaded file, with its project, conversation, tags and links. - Action **Find Form by ID** Returns a LiveSwitch form by its id, including its name, headline, notes and the fields it collects. - Action **Find Form Submission by ID** Returns a single form submission by its id, including the form, contact and conversation it belongs to and the answers given. - Action **Find Guided Instructions** Returns the guided instructions in your LiveSwitch organization that match the specified filter or conversation type. - Action **Find Project by ID** Returns a single LiveSwitch project by its ID, including its status, share links, tags, contacts and custom attributes. - Action **Find Projects** Returns the projects in your LiveSwitch organization, optionally narrowed by status, external ID, contact or a custom filter. - Action **Find Recording by ID** Returns one LiveSwitch recording by its ID, including its public link, thumbnail, type, status and tags. - Action **Find Recordings by Conversation** Returns the recordings that belong to a LiveSwitch conversation, including their public links, status and tags. - Action **Find Recordings by Project** Returns the recordings that belong to the specified project, including their public links, status, type and tags. - Action **Get Current User (Me)** Returns the LiveSwitch user the connected account is signed in as, including their name, contact details and organization. - Action **Get Organization Settings** Returns the settings of the organization you are logged in to, including its default country code, whether recordings start automatically, and whether SMS is enabled. - Action **Update Conversation** Updates a conversation's name, notes, tags, contact, project or assigned user in LiveSwitch and returns the updated conversation. - Action **Update Tag** Updates the name or display color of an existing tag and returns the updated tag. - Action **Create Account** Creates a new ledger account in a MILKEE company's chart of accounts. - Action **Create Customer** Creates a new customer. - Action **Create Entry** Creates a new booking entry (Buchung) in a MILKEE company. The entry type (income, expense or swap) is determined automatically from the debit and credit accounts. - Action **Create Invoice** Creates a new invoice with line items for a customer/project. - Action **Create Product** Creates a new reusable product or service in a MILKEE company, for use on invoices and proposals. - Action **Create Project** Creates a new project in a MILKEE company, linked to an existing customer or to a new customer created on the fly. - Action **Create Tag** Creates a new tag in a MILKEE company. - Action **Create Task** Creates a new task within a MILKEE project. - Action **Create Tax Rate** Creates a new tax rate (e.g. a VAT rate) for a MILKEE company. - Action **Create Time Track** Creates a time tracking entry on a MILKEE project. - Action **Find Entry** Returns the MILKEE bookkeeping entries (Buchungen) of a company that match the given filters, such as entry ID, date range, type, customer, project, account or tag. - Action **Find Project** Returns the MILKEE projects whose name matches the specified name, optionally narrowed by customer and archive status. - Action **Find Task** Returns the tasks in a MILKEE company whose title contains the text you give, optionally narrowed to one status. - Action **Find Time Track** Returns the time entries in a MILKEE company that match the specified criteria (entry id, user, customer, project, invoice, status, billable flag or date range). - Action **Update Invoice** Updates an existing MILKEE invoice by ID. Only invoices in status open can be edited. ## Each app on its own - [ **LiveSwitch** LiveSwitch is a video business communication company that provides instant connectivity between customers...](https://apiant.ai/connections/liveswitch) - [ **MILKEE** MILKEE is a all in one accounting tool for Swiss Freelancers and small businesses.](https://apiant.ai/connections/milkee) Reviews ## What our customers say ## More from LiveSwitch - [ **LiveSwitch to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/liveswitch-to-salesforce) - [ **LiveSwitch to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/liveswitch-to-slack) - [ **LiveSwitch to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/liveswitch-to-mailchimp) - [ **LiveSwitch to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/liveswitch-to-stripe) - [ **LiveSwitch to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/liveswitch-to-shopify) - [ **LiveSwitch to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/liveswitch-to-quickbooks-online) ## More into MILKEE - [ **YNAB to MILKEE** YNAB is an award-winning personal finance app and method that helps you gain total control of your money.](https://apiant.ai/connect/ynab-to-milkee) - [ **HubSpot to MILKEE** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-milkee) - [ **Salesforce to MILKEE** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-milkee) - [ **Slack to MILKEE** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-milkee) - [ **Google Sheets to MILKEE** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-milkee) - [ **Gmail to MILKEE** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-milkee) Questions ## LiveSwitch and MILKEE, answered ### ### What can start an automation from LiveSwitch? Any of LiveSwitch's 5 triggers in the catalog, including New Contact Matching Filter, New Conversation Matching Filter, New Guided Instructions and New Project. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in MILKEE when something happens in LiveSwitch? Any of MILKEE's 15 actions, including Create Account, Create Customer, Create Entry and Create Invoice. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from MILKEE to LiveSwitch? MILKEE has no triggers in the catalog today, so automations start in LiveSwitch. If you need the other direction, ask: your agent reads MILKEE's API documentation and adds it. ### ### Do I have to build a connector for LiveSwitch or MILKEE? 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 LiveSwitch and MILKEE 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.