Integration
Connect MOCO and Partnero
When New Client fires in MOCO, your agent runs Create a New Customer in Partnero, or Customer Created in Partnero to Create Contact in MOCO. 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 MOCO and Partnero to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 MOCO and Partnero can do together
From MOCO to Partnero
When New Client in MOCO
then Create a New Customer in Partnero
When New Company in MOCO
then Update Existing Customer in Partnero
From Partnero to MOCO
When Customer Created in Partnero
then Create Contact in MOCO
When Customer Updated in Partnero
then Create Lead in MOCO
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 MOCO and Partnero
Triggers and actions 34 triggers · 36 actions
Trigger
New ClientTriggers when a new client is created.
Trigger
New CompanyTriggers when a new company is created.
Trigger
New ExpenseTriggers when an expense is created.
Trigger
New Exported Invoice (Bookkeeping)Triggers when a new invoice is exported (for the bookkeeping).
Trigger
New Incoming PaymentTriggers when a new incoming payment is created.
Trigger
New InvoiceTriggers when a new invoice is created.
Trigger
New Invoice StatusTriggers when the status of an invoice is changed.
Trigger
New OfferTriggers when a new offer is created.
Trigger
New Outgoing PaymentTriggers when a new outgoing payment is created.
Trigger
New Planning EntryTriggers when a new Planning Entry is created.
Trigger
New PresenceTriggers when a new Presence is created.
Trigger
New Project AssignmentTriggers when a person is assigned to a project.
Trigger
New PurchaseTriggers when a new purchase is created.
Trigger
New Recurred ExpenseTriggers when an expense is recurred.
Trigger
New TaskTriggers when a new task is created.
Trigger
New Time EntryTriggers when a new time entry is created.
Trigger
Unarchived ProjectTriggers when a project is made active again.
Trigger
Updated CompanyTriggers when a company was updated.
Trigger
Updated ExpenseTriggers when an expense was updated.
Trigger
Updated InvoiceTriggers when an invoice was updated.
Trigger
Updated LeadTriggers when a lead was updated.
Trigger
Updated Planning EntryTriggers when a Planning Entry was updated.
Trigger
Updated PresenceTriggers when a Presence was updated.
Trigger
Updated ProjectTriggers when a project was updated.
Trigger
Updated PurchaseTriggers when a purchase was updated.
Trigger
Updated Time EntryTriggers when a time entry was updated.
Action
Create CommentCreates a new Comment.
Action
Create CompanyCreates a new company (customer only).
Action
Create ContactCreates a new contact person.
Action
Create ExpenseCreates a new Expense.
Action
Create Incoming PaymentCreates a new incoming payment.
Action
Create LeadCreates a new lead.
Action
Create Outgoing PaymentCreates a new outgoing payment.
Action
Create ProjectCreates a new Project.
Action
Create PurchaseCreates a new Purchase.
Action
Create TaskCreates a new project task.
Action
Create Time EntryCreate a new time entry.
Action
Find CompanyFinds an existing Company.
Action
Find ContactFinds an existing Contact.
Action
Find ExpenseFinds an existing Expense.
Action
Find InvoiceFinds an existing Invoice.
Action
Find LeadFinds an existing lead.
Action
Find OfferFinds an existing Offer.
Action
Find Planning EntryFinds an existing Planning Entry.
Action
Find ProjectFinds an existing project.
Action
Find PurchaseFinds an existing Purchase.
Action
Find TaskFinds an active Task for a Project.
Action
Find Time EntryFinds an existing Time Entry.
Action
Find UserFinds an existing active user.
Action
Record PresenceRecord a new presence.
Trigger
Customer CreatedTriggers when a new customer is created in Partnero.
Trigger
Customer DeletedTriggers when a customer is deleted in Partnero.
Trigger
Customer UpdatedTriggers when a customer is updated in your Partnero program.
Trigger
Partner CreatedTriggers when a new partner is created in your Partnero program.
Trigger
Partner DeletedTriggers when a partner is deleted from your Partnero program.
Trigger
Partner UpdatedTriggers when a partner is updated in your Partnero program.
Trigger
Transaction CreatedTriggers when a new transaction is recorded in your Partnero program.
Trigger
Transaction DeletedTriggers when a transaction is deleted (refunded) in Partnero.
Action
Archive PartnerArchives (soft-deletes) a partner so they lose portal access; the partner can be restored later.
Action
Create a New CustomerCreates a customer in your Partnero affiliate program and attributes them to a partner for commission tracking.
Action
Create a New PartnerCreates a new affiliate partner in your Partnero program and returns the partner record, including its referral link.
Action
Create a New TransactionRecords a sales transaction for a customer so Partnero calculates the referring partner's commission. Can optionally create the customer in the same call.
Action
Delete Existing CustomerDeletes an existing customer from your Partnero program by their customer key.
Action
Delete Existing PartnerDeletes an existing partner from your Partnero program.
Action
Delete Existing TransactionDeletes an existing transaction in your Partnero program by its key.
Action
Find PartnerFinds a partner in your Partnero program by partner ID and returns their details, referral statistics, commissions and referral links.
Action
Get TransactionReturns a single transaction by its key.
Action
Restore PartnerRestores a previously archived partner and reactivates their portal access.
Action
Update Existing CustomerUpdates an existing customer's name, email, key or tags in your Partnero program.
Action
Update Existing PartnerUpdates an existing partner's name, email, password, referral key or tags in your Partnero program.
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
MOCO and Partnero, answered
What can start an automation from MOCO?
Any of MOCO's 26 triggers in the catalog, including New Client, New Company, New Expense and New Exported Invoice (Bookkeeping). Describe the moment in plain language and your agent picks the right one.
What can your agent do in Partnero when something happens in MOCO?
Any of Partnero's 12 actions, including Create a New Customer, Create a New Partner, Create a New Transaction and Update Existing Customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Partnero to MOCO?
Yes. When something happens in Partnero, your agent can act in MOCO too. This page covers both directions: Partnero's triggers and MOCO's actions are listed here as well.
Do I have to build a connector for MOCO or Partnero?
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.
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.