Integration
Connect MOCO and WorkflowMax
When New Client fires in MOCO, your agent runs Create Client in WorkflowMax, or Job Category Created in WorkflowMax 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 WorkflowMax 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 WorkflowMax can do together
From MOCO to WorkflowMax
When New Client in MOCO
then Create Client in WorkflowMax
From WorkflowMax to 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 WorkflowMax
Triggers and actions 49 triggers · 43 actions
- New Client
Triggers when a new client is created.
- New Company
Triggers when a new company is created.
- New Expense
Triggers when an expense is created.
- New Exported Invoice (Bookkeeping)
Triggers when a new invoice is exported (for the bookkeeping).
- New Incoming Payment
Triggers when a new incoming payment is created.
- New Invoice
Triggers when a new invoice is created.
- New Invoice Status
Triggers when the status of an invoice is changed.
- New Offer
Triggers when a new offer is created.
- New Outgoing Payment
Triggers when a new outgoing payment is created.
- New Planning Entry
Triggers when a new Planning Entry is created.
- New Presence
Triggers when a new Presence is created.
- New Project Assignment
Triggers when a person is assigned to a project.
- New Purchase
Triggers when a new purchase is created.
- New Recurred Expense
Triggers when an expense is recurred.
- New Task
Triggers when a new task is created.
- New Time Entry
Triggers when a new time entry is created.
- Unarchived Project
Triggers when a project is made active again.
- Updated Company
Triggers when a company was updated.
- Updated Expense
Triggers when an expense was updated.
- Updated Invoice
Triggers when an invoice was updated.
- Updated Lead
Triggers when a lead was updated.
- Updated Planning Entry
Triggers when a Planning Entry was updated.
- Updated Presence
Triggers when a Presence was updated.
- Updated Project
Triggers when a project was updated.
- Updated Purchase
Triggers when a purchase was updated.
- Updated Time Entry
Triggers when a time entry was updated.
- Create Comment
Creates a new Comment.
- Create Company
Creates a new company (customer only).
- Create Contact
Creates a new contact person.
- Create Expense
Creates a new Expense.
- Create Incoming Payment
Creates a new incoming payment.
- Create Lead
Creates a new lead.
- Create Outgoing Payment
Creates a new outgoing payment.
- Create Project
Creates a new Project.
- Create Purchase
Creates a new Purchase.
- Create Task
Creates a new project task.
- Create Time Entry
Create a new time entry.
- Find Company
Finds an existing Company.
- Find Contact
Finds an existing Contact.
- Find Expense
Finds an existing Expense.
- Find Invoice
Finds an existing Invoice.
- Find Lead
Finds an existing lead.
- Find Offer
Finds an existing Offer.
- Find Planning Entry
Finds an existing Planning Entry.
- Find Project
Finds an existing project.
- Find Purchase
Finds an existing Purchase.
- Find Task
Finds an active Task for a Project.
- Find Time Entry
Finds an existing Time Entry.
- Find User
Finds an existing active user.
- Record Presence
Record a new presence.
- Job Category Created
Triggers when a new job category is created in WorkflowMax.
- Job Cost Added
Triggers when a new cost is added to any job.
- Job Document Added
Triggers when a new document is added to the selected WorkflowMax job.
- Job Task Added
Triggers when a new task is added to a job in WorkflowMax.
- Job Task Completed
Triggers when a task on the selected job is marked completed.
- Job Task Updated
Triggers when a task on the chosen job is added or changed.
- Job Updated
Triggers when a job is created or any of its details change in WorkflowMax.
- List Job Tasks
Triggers for each task on a WorkflowMax job, firing when a new task appears on the selected job.
- New Client Created
Triggers when a new client is created in WorkflowMax.
- New Cost Created
Triggers when a new cost item is added to the WorkflowMax cost list.
- New Custom Field Created
Triggers when a new custom field definition is created in WorkflowMax.
- New Invoice Created
Triggers when a new invoice is created in WorkflowMax.
- New Job Created
Triggers when a new job is created in WorkflowMax.
- New Job Status
Triggers when a new job status is added to the WorkflowMax account.
- New Lead
Triggers when a new lead is added in WorkflowMax.
- New or Updated Quote
Triggers when a quote is created or an existing quote changes in WorkflowMax.
- New PO Bill Created
Triggers when a new bill is created against a purchase order in WorkflowMax.
- New Purchase Order Created
Triggers when a new purchase order is created in WorkflowMax.
- New Quote Accepted
Triggers when a quote in WorkflowMax is accepted.
- New Quote Issued
Triggers when a quote in WorkflowMax is in the Issued state.
- New Supplier Created
Triggers when a new supplier is created in WorkflowMax.
- New Task Created
Triggers when a new task type is created in WorkflowMax settings.
- New Timesheet Created
Triggers when a new timesheet entry is created in WorkflowMax.
- Create Client
Creates a new client in WorkflowMax.
- Create Cost Admin
Creates a cost item in the WorkflowMax cost settings list.
- Create Job
Creates a new job in WorkflowMax for a client.
- Create Job Cost
Adds a cost line to an existing WorkflowMax job.
- Create Job Task
Adds a task from your WorkflowMax task list to a job.
- Create Lead
Creates a new lead in WorkflowMax.
- Create Purchase Order
Creates a draft purchase order with one line for a job and supplier.
- Create Task Admin
Creates a task in your WorkflowMax task list, which can then be added to jobs.
- Create Timesheet
Logs time against a job task for a staff member.
- Find Account
Finds WorkflowMax accounts (organisations) your connection can access whose name contains the text you enter.
- Find Business Structure
Finds client business structures (such as Company or Sole Trader) whose name contains the text you give.
- Find Client
Finds clients whose name contains the text you give.
- Find Client Type
Finds client types in WorkflowMax whose name contains the text you supply.
- Find Job
Finds jobs whose name or job number contains the text you supply.
- Find Job Cost
Finds costs on a WorkflowMax job whose description or code contains the text you supply.
- Find Job Status
Finds job statuses in your WorkflowMax account whose name contains the text you give.
- Find Job Task
Finds the tasks on a job whose name or description contains the text you supply.
- Find Staff
Finds staff members in WorkflowMax whose name or email contains the text you supply.
- Find Tax
Finds tax rates in WorkflowMax whose name contains the text you supply. Returns the matching taxes and whether any were found.
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 WorkflowMax, 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 WorkflowMax when something happens in MOCO?
Any of WorkflowMax's 19 actions, including Create Client, Create Cost Admin, Create Job and Create Job Cost. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from WorkflowMax to MOCO?
Yes. When something happens in WorkflowMax, your agent can act in MOCO too. This page covers both directions: WorkflowMax's triggers and MOCO's actions are listed here as well.
Do I have to build a connector for MOCO or WorkflowMax?
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.