Integration
Connect Microsoft OneNote to Payaca
When New notebook fires in Microsoft OneNote, your agent runs Add invoice in Payaca. 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 Microsoft OneNote and Payaca 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 Microsoft OneNote can start in Payaca
When New notebook in Microsoft OneNote
then Add invoice in Payaca
When New Note in Section in Microsoft OneNote
then Add project note in Payaca
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 Microsoft OneNote and Payaca
Triggers and actions 3 triggers · 21 actions
Trigger
New notebookTriggers when a new OneNote notebook is created in your account.
Trigger
New Note in SectionTriggers when a new note (page) is created in the chosen OneNote section.
Trigger
New sectionTriggers when a new section is created in any of your OneNote notebooks.
Action
Delete notePermanently deletes a OneNote page (note) from your notebooks.
Action
Get noteReturns the details of a OneNote page (note), including its title, links, parent section and timestamps.
Action
Get notebookReturns a OneNote notebook's details, including its name, owner, sharing status and links to open it.
Action
List notebooksReturns the OneNote notebooks of the connected account, with each notebook's name, id, links and sharing details.
Action
List notesReturns the OneNote pages (notes) across all of the signed-in user's notebooks, newest-changed first by default.
Action
List section groupsReturns the section groups across all of your OneNote notebooks, with optional filtering and sorting.
Action
List sectionsReturns the sections across all of your OneNote notebooks, with optional filtering and sorting.
Action
Add invoiceCreates an invoice against a Payaca project for a fixed amount, a percentage of the accepted project value, or everything still payable, and can optionally send it or mark it as sent.
Action
Add paymentRecords a payment against a Payaca project, optionally reconciling it to a specific invoice and emailing the customer a receipt. Returns the created payment and how it was reconciled.
Action
Add project noteAdds one or more notes to a Payaca project and returns the notes that were created.
Action
Add proposalCreates a proposal on a Payaca project, with its line items, optional payment schedule and any grants. Returns the new proposal with its totals.
Action
Get customerReturns a customer by id, including their contacts, addresses, custom field values and tags.
Action
Get invoiceReturns a Payaca invoice by its ID, including its status, totals, line items and linked project. An error occurs if the invoice is not found.
Action
Get projectReturns a project by its id, including its customer, pipeline stage, site address, custom fields, totals, grants and expected payments.
Action
Get scheduled eventReturns a single scheduled event, including its times, location, customer, project, assignees, notes, tags and contacts to notify. An error occurs if the event is not found.
Action
List customersReturns all customers in the Payaca account, optionally narrowed to those with a contact on a given email address or phone number.
Action
List pipelinesReturns all pipelines in the Payaca account, including each pipeline's stages in order.
Action
List projectsReturns the projects in the Payaca account, optionally only those belonging to one customer.
Action
Mark proposal as acceptedMarks a proposal that was already sent to the customer as accepted and returns the updated proposal.
Action
Update projectUpdates the custom field values on an existing project and returns the updated project. Service-type projects cannot be updated.
Action
Update scheduled eventUpdates the name, description, start time or end time of an existing scheduled event, and returns the updated event.
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
Reviews
What our customers say
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Questions
Microsoft OneNote and Payaca, answered
What can start an automation from Microsoft OneNote?
Any of Microsoft OneNote's 3 triggers in the catalog, including New notebook, New Note in Section and New section. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Payaca when something happens in Microsoft OneNote?
Any of Payaca's 14 actions, including Update project, Update scheduled event, Add invoice and Add payment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Payaca to Microsoft OneNote?
Payaca has no triggers in the catalog today, so automations start in Microsoft OneNote. If you need the other direction, ask: your agent reads Payaca's API documentation and adds it.
Do I have to build a connector for Microsoft OneNote or Payaca?
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 Microsoft OneNote and Payaca 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.