Integration
Connect Moxie to InvoiceXpress
When Client Created fires in Moxie, your agent runs Create Invoice in InvoiceXpress. 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 Moxie and InvoiceXpress 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)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 Moxie can start in InvoiceXpress
When Client Created in Moxie
then Create Invoice in InvoiceXpress
When Client Updated in Moxie
then Create Invoice-Receipt in InvoiceXpress
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 Moxie and InvoiceXpress
Triggers and actions 30 triggers · 44 actions
Trigger
Agreement SentTriggers when a proposal is sent either via link or email.
Trigger
Agreement SignedTriggers when an agreement is accepted and signed with e-signature.
Trigger
Agreement ViewedTriggers when a user views the proposal.
Trigger
Client CreatedTriggers when a new client is created in Moxie.
Trigger
Client DeletedTriggers when a client record is deleted in Moxie.
Trigger
Client UpdatedTriggers when a client record is updated in Moxie.
Trigger
Form CompletedTriggers when a form is completed.
Trigger
Invoice SentTriggers when an invoice is sent in Moxie.
Trigger
Meeting CancelledTriggers when a meeting is cancelled
Trigger
Meeting ScheduledTriggers when a new meeting is scheduled
Trigger
Meeting UpdatedTriggers when a meeting is updated or rescheduled
Trigger
Opportunity CreatedTriggered with a pipeline opportunity is created
Trigger
Opportunity DeletedTriggered with a pipeline opportunity is deleted
Trigger
Opportunity UpdatedTriggered with a pipeline opportunity is updated
Trigger
Payment ReceivedTriggers when a payment is received either vial Stripe or manual entry.
Trigger
Project CompletedTriggers when a project is set to "complete" in Moxie.
Trigger
Project CreatedTriggers when a new project is created in Moxie.
Trigger
Project UpdatedTriggers when the settings for a project are updated.
Trigger
Task ApprovalTriggers when a new Deliverable is ready for client approval.
Trigger
Task CreatedTriggered when a Project Task is created
Trigger
Task DeletedTriggered when a Project Task is deleted
Trigger
Task UpdatedTriggered with a Project Task is updated.
Trigger
Ticket ClosedTriggers and a support ticket is closed
Trigger
Ticket CommentTriggers when a comment is created on a ticket
Trigger
Ticket CreatedTriggers when a new support ticket is created
Trigger
Ticket DeletedTriggers when a support ticket is deleted
Trigger
Ticket UpdatedTriggers when a support ticket is updated
Trigger
Time Worked CreatedTriggers when a new time worked entry is created.
Trigger
Time Worked DeletedTriggers when a time worked record is deleted.
Trigger
Time Worked UpdatedTriggers when a time worked entry has been updated.
Action
Create ClientCreates a new client record in Hectic
Action
Create ExpenseRecords a new expense in your Moxie accounting records, optionally filed under a vendor and allocated to a client.
Action
Create OpportunityCreate a new pipeline opportunity
Action
Create & Optionally Send InvoiceCreates an invoice for a client from the line items you supply, and emails it straight away when you fill in who to send it to. Left blank, the invoice is saved as a draft.
Action
Create or Update Calendar EventCreate or update a calendar event in Moxie
Action
Create ProjectCreate a project and optionally use a template
Action
Create TaskCreate a task in the project management system
Action
Create TicketCreate a Ticket for a client and contact
Action
Create Ticket CommentAdds a comment (public or private) to an existing ticket.
Action
Create Time WorkedCreates a time worked entry
Action
Delete Calendar EventDeletes a calendar event in Moxie by the external ID.
Action
Find a ClientFinds a client by either name or contact email address.
Action
Add estimateCreates a new estimate document (quote, proforma or fees note) in InvoiceXpress, with its line items and client.
Action
Add guideCreates a shipping, transport or devolution (return) guide for goods, with its items, load and delivery addresses and client.
Action
Add itemCreates a new product or service item in your InvoiceXpress catalog.
Action
Add sequenceCreates a new document sequence (series) in InvoiceXpress and returns whether the request was accepted and where to check its status.
Action
Add taxCreates a tax rate in InvoiceXpress and returns it.
Action
Cancel InvoiceCancels a finalized InvoiceXpress invoice, recording the reason.
Action
Cancel Invoice-ReceiptCancels a finalized InvoiceXpress invoice-receipt, recording the reason.
Action
Create InvoiceCreates a draft invoice in InvoiceXpress for a client, with its line items.
Action
Create Invoice-ReceiptCreates a draft invoice-receipt in InvoiceXpress for a client, with its line items.
Action
Delete Draft InvoiceDeletes a draft InvoiceXpress invoice.
Action
Delete Draft Invoice-ReceiptDeletes a draft InvoiceXpress invoice-receipt.
Action
Delete itemDeletes an item from your InvoiceXpress account.
Action
Finalize InvoiceFinalizes a draft InvoiceXpress invoice, giving it its legal number.
Action
Finalize Invoice-ReceiptFinalizes a draft InvoiceXpress invoice-receipt, giving it its legal number.
Action
Find clients by codeFinds the client whose client code matches the code you enter, and returns its details.
Action
Find clients by nameFinds a client by its exact name and returns the client record.
Action
Generate PDFGenerates the PDF of an InvoiceXpress invoice and returns its download link.
Action
Get a ClientReturns one InvoiceXpress client by its ID, with contact and fiscal details.
Action
Get a InvoiceReturns one InvoiceXpress invoice by its ID, with status, totals and client.
Action
Get estimateReturns a single estimate (quote, proforma or fees note) with its client, line items and totals.
Action
Get itemReturns a single item (product or service) from your InvoiceXpress catalog, including its price, unit and tax.
Action
List clientsReturns all clients in your InvoiceXpress account.
Action
List invoicesReturns a list of invoices and other billing documents, optionally filtered by type, status, client, dates and totals.
Action
List itemsReturns all the items (products and services) saved in your InvoiceXpress account.
Action
List sequencesReturns all document sequences (series) in your InvoiceXpress account, including their current document numbers and ATCUD validation codes.
Action
List taxesReturns all the taxes configured in your InvoiceXpress account.
Action
Mark as PaidMarks a finalized InvoiceXpress invoice as paid (settled).
Action
Sends Invoice by EmailEmails a finalized InvoiceXpress invoice to a recipient.
Action
Update estimateUpdates a draft estimate (quote, proforma or fees note), replacing its line items and details.
Action
Update InvoiceUpdates a draft InvoiceXpress invoice; the line items you send replace the existing ones.
Action
Update Invoice-ReceiptUpdates a draft InvoiceXpress invoice-receipt; the line items you send replace the existing ones.
Action
Update itemUpdates an existing item's name, price, description, unit and tax.
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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Questions
Moxie and InvoiceXpress, answered
What can start an automation from Moxie?
Any of Moxie's 30 triggers in the catalog, including Client Created, Client Updated, Form Completed and Meeting Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in InvoiceXpress when something happens in Moxie?
Any of InvoiceXpress's 32 actions, including Create Invoice, Create Invoice-Receipt, Update estimate and Update Invoice. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from InvoiceXpress to Moxie?
InvoiceXpress has no triggers in the catalog today, so automations start in Moxie. If you need the other direction, ask: your agent reads InvoiceXpress's API documentation and adds it.
Do I have to build a connector for Moxie or InvoiceXpress?
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 Moxie and InvoiceXpress 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.