Integration
Connect Moxie and QuickFile
When Client Created fires in Moxie, your agent runs Create Client in QuickFile, or New Client in QuickFile to Create Client in Moxie. 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 QuickFile 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 and QuickFile can do together
From Moxie to QuickFile
When Client Created in Moxie
then Create Client in QuickFile
From QuickFile to Moxie
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 QuickFile
Triggers and actions 32 triggers · 29 actions
- Agreement Sent
Triggers when a proposal is sent either via link or email.
- Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.
- Agreement Viewed
Triggers when a user views the proposal.
- Client Created
Triggers when a new client is created in Moxie.
- Client Deleted
Triggers when a client record is deleted in Moxie.
- Client Updated
Triggers when a client record is updated in Moxie.
- Form Completed
Triggers when a form is completed.
- Invoice Sent
Triggers when an invoice is sent in Moxie.
- Meeting Cancelled
Triggers when a meeting is cancelled
- Meeting Scheduled
Triggers when a new meeting is scheduled
- Meeting Updated
Triggers when a meeting is updated or rescheduled
- Opportunity Created
Triggered with a pipeline opportunity is created
- Opportunity Deleted
Triggered with a pipeline opportunity is deleted
- Opportunity Updated
Triggered with a pipeline opportunity is updated
- Payment Received
Triggers when a payment is received either vial Stripe or manual entry.
- Project Completed
Triggers when a project is set to "complete" in Moxie.
- Project Created
Triggers when a new project is created in Moxie.
- Project Updated
Triggers when the settings for a project are updated.
- Task Approval
Triggers when a new Deliverable is ready for client approval.
- Task Created
Triggered when a Project Task is created
- Task Deleted
Triggered when a Project Task is deleted
- Task Updated
Triggered with a Project Task is updated.
- Ticket Closed
Triggers and a support ticket is closed
- Ticket Comment
Triggers when a comment is created on a ticket
- Ticket Created
Triggers when a new support ticket is created
- Ticket Deleted
Triggers when a support ticket is deleted
- Ticket Updated
Triggers when a support ticket is updated
- Time Worked Created
Triggers when a new time worked entry is created.
- Time Worked Deleted
Triggers when a time worked record is deleted.
- Time Worked Updated
Triggers when a time worked entry has been updated.
- Create Client
Creates a new client record in Hectic
- Create Expense
Records a new expense in your Moxie accounting records, optionally filed under a vendor and allocated to a client.
- Create Opportunity
Create a new pipeline opportunity
- Create & Optionally Send Invoice
Creates 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.
- Create or Update Calendar Event
Create or update a calendar event in Moxie
- Create Project
Create a project and optionally use a template
- Create Task
Create a task in the project management system
- Create Ticket
Create a Ticket for a client and contact
- Create Ticket Comment
Adds a comment (public or private) to an existing ticket.
- Create Time Worked
Creates a time worked entry
- Delete Calendar Event
Deletes a calendar event in Moxie by the external ID.
- Find a Client
Finds a client by either name or contact email address.
- New Client
Triggers when a new client is created in QuickFile.
- New Invoice
Triggers when a new invoice is created in QuickFile.
- Convert estimate to invoice
Converts an existing estimate into a new invoice in QuickFile.
- Create Client
Creates a new client (customer) in QuickFile with a default contact.
- Create Item
Creates an inventory item in QuickFile.
- Create Payment
Records a payment received from a QuickFile client.
- Create Supplier
Creates a new supplier in QuickFile.
- Delete Client
Deletes a QuickFile client by ID.
- Delete invoice
Deletes a QuickFile invoice, estimate or recurring invoice template, optionally keeping its payments as credits.
- Delete supplier
Deletes a supplier record from QuickFile.
- Find Clients
Searches QuickFile clients by company name, email or account reference.
- Find invoices
Returns QuickFile invoices, estimates or recurring profiles matching your search criteria such as client, invoice number, status, date or amount range (up to 200).
- Find Suppliers
Searches QuickFile suppliers by company name.
- Get Client
Returns one QuickFile client by ID.
- Get Invoice
Returns one QuickFile invoice, estimate or credit note by ID.
- Get invoice PDF
Returns a link to the PDF version of a QuickFile invoice or estimate.
- Get supplier
Returns a supplier's details and contacts from QuickFile by supplier ID.
- List Bank Accounts
Returns the bank accounts in your QuickFile account.
- Update Client
Updates an existing client's company details, address, VAT and invoicing preferences in QuickFile.
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
Moxie and QuickFile, 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 QuickFile when something happens in Moxie?
Any of QuickFile's 17 actions, including Create Client, Create Item, Create Payment and Create Supplier. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from QuickFile to Moxie?
Yes. When something happens in QuickFile, your agent can act in Moxie too. This page covers both directions: QuickFile's triggers and Moxie's actions are listed here as well.
Do I have to build a connector for Moxie or QuickFile?
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 QuickFile 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.