Integration
Connect Meevo and QuickBooks Online
When Client Created fires in Meevo, your agent runs Create customer in QuickBooks Online, or New bill in QuickBooks Online to Update Client Contact Fields in Meevo. 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 Meevo and QuickBooks Online to do together?
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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 Meevo and QuickBooks Online can do together
From Meevo to QuickBooks Online
When Client Created in Meevo
then Create customer in QuickBooks Online
From QuickBooks Online to Meevo
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 Meevo and QuickBooks Online
Triggers and actions 13 triggers · 118 actions
- Client Created
Triggers when a new client is added in Meevo.
- Client Updated
Triggers when a client is added or their details change in Meevo.
- Add Client Gallery Image
Insert a single Image into client gallery in Meevo.
- Book Appointment Service
Create an appointment book service in Meevo.
- Cancel Booked Service
Cancel an appointment book service in Meevo.
- Check In Booked Service
Check-in an appointment book service in Meevo.
- Confirm Appointment
Confirm an appointment in Meevo.
- Count Active Clients
Get a count of the active clients in Meevo.
- Count Active Employees
Get a count of the active employees in Meevo.
- Create Client
Insert a single client profile in Meevo.
- Create Client Visit Note
Insert a single client visit note on the client profile in Meevo.
- Find Client Memberships
Get details about client memberships according to criteria in Meevo.
- Find Clients
Get details about clients based on filter in Meevo.
- Find Employees
Get employee details by Employee ID or email in Meevo.
- Find Gift Cards by Number
Get a list of gift cards by gift card numbers in Meevo.
- Find Services by ID
Get detailed information about services by Ids in Meevo.
- Get Appointment
Get details about an appointment in Meevo.
- Get Appointment Cancellation Reason
Get details about an appointment cancellation reason in Meevo.
- Get Appointment Category
Get details about an appointment category in Meevo.
- Get Booked Service
Get details about a booked service in Meevo.
- Get Business Information
Get basic information about the business in Meevo.
- Get Client
Get details about a single client in Meevo.
- Get Client Membership Status
Get the status of a single client membership in Meevo.
- Get Client Points
Get number of points and point value for a given client id in Meevo.
- Get Client User-Defined Fields
Get the active UDFs by clients in Meevo.
- Get Employee
Get details about a single employee in Meevo.
- Get Employee Security
Get employee's security in Meevo.
- Get Employee Service Pricing
Get the specified employee's pricing for the specified service in Meevo.
- Get Enum Values
Get available values for a specific enum by searching for potential value or enum name in Meevo.
- Get Gift Card Type
Get details about a single gift card type definition in Meevo.
- Get Latest Entity Change
Request a single changed entity entry for a given entity type and ID in Meevo.
- Get Location
Get details about a single location in Meevo.
- Get Membership
Get details about a single membership definition in Meevo.
- Get Package
Get details about a single package definition in Meevo.
- Get Product
Get details about a single product definition in Meevo.
- Get Product Category
Get details about a product category, including all subcategories in Meevo.
- Get Service
Get details about a single service definition in Meevo.
- List Appointment Cancellation Reasons
Get a list of appointment cancellation reasons in Meevo.
- List Appointment Categories
Get a list of appointment categories in Meevo.
- List Appointment Services
Get a list of services for a booked appointment in Meevo.
- List Client Booked Services
Get a list of services for a client in Meevo.
- List Client Gift Cards
Get a pageable list of gift cards owned by the defined client in Meevo.
- List Client Packages
Get packages owned by the defined client in Meevo.
- List Clients
Get a pageable list of clients in Meevo.
- List Client Sale History
Get a pageable list of client sale history in Meevo.
- List Client Types
Get a pageable list of client types in Meevo.
- List Client Visit Notes
Get a pageable list of a client's visit notes in Meevo.
- List eGifts
Get a list of eGifts by IDs in Meevo.
- List Employees
Get a pageable list of employees in Meevo.
- List Employee Services
Get a pageable list of services the employee is configured to perform in Meevo.
- List Entity Changes
Request a page of changes for a given entity type in Meevo.
- List Gift Cards
Get a pageable list of gift cards by criteria in Meevo.
- List Gift Card Types
Get a list of gift card types in Meevo.
- List Image Gallery Categories
Get a list of all active image categories for a location in Meevo.
- List Locations
Get a pageable list of locations in Meevo.
- List Memberships
Get a pageable list of membership definitions in Meevo.
- List Packages
Get details on all package definitions in Meevo.
- List Payment Types
Get a list of all payment types for a location in Meevo.
- List Product Categories
Get a pageable list of product categories in Meevo.
- List Products
Get a pageable list of products in Meevo.
- List Referral Types
Get a pageable list of referral types in Meevo.
- List Service Add-ons
Get a list of available addons for a service with required and optional separation in Meevo.
- List Service Categories
Get a pageable list of service categories in Meevo.
- List Service Employee Pricing
Get a list of what each employee charges for this service in Meevo.
- List Services
Get a pageable list of services in Meevo.
- List Visit Note Types
Get a pageable list of visit note types in Meevo.
- Opt Appointment Out of Confirmation
Set the confirmation status to confirmation opt-out for this appointment only in Meevo.
- Record Appointment Contact Attempt
Set the confirmation status to a contact attempt with message left in Meevo.
- Unconfirm Appointment
Unconfirm an appointment in Meevo.
- Update Appointment
Update an appointment in Meevo.
- Update Booked Service
Update an appointment book service in Meevo.
- Update Booked Service (Bypass Conflicts)
Update an appointment book service bypassing conflict checks in Meevo.
- Update Client
Update information about a single client in Meevo.
- Update Client Contact Fields
Update specific fields of a client profile in Meevo.
- Update Client Visit Note
Update a single client visit note on the client profile in Meevo.
- New bill
Polls for newly created bills (accounts payable), most recent first.
- New customer
Polls for newly created customers, most recent first.
- New estimate
Fires when a new estimate is created in QuickBooks Online.
- New invoice
Polls for newly created invoices, most recent first.
- New or updated customer
Fires when a QuickBooks customer is created or any of its details change.
- New or updated estimate
Fires when a QuickBooks estimate is created or edited.
- New or updated invoice
Fires when a QuickBooks invoice is created or edited — line items, amounts, due date, or status.
- New or updated item
Fires when a QuickBooks product or service item is created or edited.
- New or updated vendor
Fires when a QuickBooks vendor is created or any of its details change.
- New paid invoice
Polls for invoices that are fully paid (Balance = 0), most recently updated first.
- New payment
Polls for newly created customer payments, most recent first.
- Create account
Create an account in the QuickBooks chart of accounts — name, account type, and detail type.
- Create bill
Creates a new bill (accounts payable) for a vendor with a single account-based line item.
- Create credit memo
Creates a new credit memo for a customer with a single line item.
- Create customer
Creates a new customer in QuickBooks Online.
- Create estimate
Create a QuickBooks Online estimate (quote) for a customer.
- Create expense (purchase)
Creates a new expense (Purchase) paid from a bank/credit-card account with one account-based line.
- Create invoice
Creates a new invoice for a customer with a single line item.
- Create item (product/service)
Creates a new product or service item.
- Create journal entry
Create a QuickBooks journal entry with balanced debit and credit lines against the chart of accounts.
- Create payment
Records a customer payment, optionally applied against a specific invoice.
- Create refund receipt
Creates a new refund receipt for a customer with a single line item.
- Create sales receipt
Creates a new sales receipt for a customer with a single line item.
- Create vendor
Creates a new vendor in QuickBooks Online.
- Delete bill
Permanently delete a QuickBooks bill by Id.
- Delete credit memo
Permanently delete a QuickBooks credit memo by Id.
- Delete estimate
Permanently delete a QuickBooks estimate by Id.
- Delete invoice
Permanently delete a QuickBooks invoice by Id. Unlike voiding, this removes the transaction entirely.
- Delete sales receipt
Permanently delete a QuickBooks sales receipt by Id.
- Find account by name
Look up an account in the QuickBooks chart of accounts by its name.
- Find customer by name
Searches for a customer by display name and returns its Id and SyncToken.
- Find invoice by number
Look up a QuickBooks invoice by its document number (the invoice number customers see) rather than its internal Id.
- Find item by name
Look up a QuickBooks product or service item by its name.
- Find vendor by name
Look up a QuickBooks Online vendor by display name.
- Get bill balance
Returns the outstanding balance for a bill by its Id.
- Get customer by ID
Retrieves a single customer by its Id.
- Get estimate by ID
Retrieve a QuickBooks Online estimate by its ID.
- Get estimate PDF
Download the rendered PDF of a QuickBooks estimate by Id.
- Get invoice by ID
Retrieves a single invoice by its Id, including its balance.
- Get invoice PDF
Download the rendered PDF of a QuickBooks invoice by Id, for emailing or archiving.
- List accounts
List the accounts in the QuickBooks chart of accounts, with their type, detail type, and current balance.
- List attachments
List the files attached to a QuickBooks transaction or record, with their download links.
- List employees
List employees recorded in QuickBooks Online.
- List items
List products and services (items) defined in QuickBooks Online.
- Pay bill
Records a bill payment against a vendor bill, paid from the specified bank/credit-card account.
- Run query
Runs an arbitrary read-only QuickBooks Online query (QBO SQL-like syntax) and returns the raw QueryResponse.
- Send estimate
Email a QuickBooks Online estimate to the customer.
- Send invoice
Emails an invoice to the supplied email address (or the invoice's billing email if omitted).
- Update customer
Updates an existing customer (sparse update). Requires the customer Id and current SyncToken.
- Update estimate
Update an existing QuickBooks estimate by Id, changing only the fields supplied.
- Update invoice
Update an existing QuickBooks invoice by Id — a sparse update that changes only the fields supplied and leaves the rest of the invoice intact.
- Update item
Update an existing QuickBooks product or service item by Id — name, description, price, income account, or active flag.
- Update vendor
Update an existing QuickBooks vendor by Id — contact details, billing address, terms, or active flag.
- Upload attachment
Upload a file to QuickBooks and attach it to a transaction or record — a receipt on an expense, a contract on an invoice.
- Void invoice
Voids an existing invoice. Requires the invoice Id and current SyncToken.
- Void payment
Voids 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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What our customers say
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Questions
Meevo and QuickBooks Online, answered
What can start an automation from Meevo?
Any of Meevo's 2 triggers in the catalog, including Client Created and Client Updated. 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 Meevo?
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 Meevo?
Yes. When something happens in QuickBooks Online, your agent can act in Meevo too. This page covers both directions: QuickBooks Online's triggers and Meevo's actions are listed here as well.
Do I have to build a connector for Meevo 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 Meevo 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.