Integration
Connect Moxo and Tidely
When New Account fires in Moxo, your agent runs Update Bank Account in Tidely, or New Bank Account Transaction in Tidely to Create Account in Moxo. 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 Moxo and Tidely 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 Moxo and Tidely can do together
From Moxo to Tidely
When New Account in Moxo
then Update Bank Account in Tidely
When New User in Moxo
then Update Invoice in Tidely
From Tidely to Moxo
When New Bank Account Transaction in Tidely
then Create Account in Moxo
When New Invoice in Tidely
then Add Data Table Record in Moxo
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 Moxo and Tidely
Triggers and actions 4 triggers · 47 actions
Trigger
New AccountTriggers when a new client account is created in Moxo.
Trigger
New UserTriggers when a new user (team member or client) is added to Moxo.
Action
Add Data Table RecordAdds a record to a data table.
Action
Cancel FlowCancels a running flow.
Action
Complete StepCompletes a step in a flow, optionally with a note.
Action
Create AccountCreates a client account (company) in Moxo.
Action
Create Group ConversationCreates a group conversation with the given participants.
Action
Create UserCreates an internal team member or an external (client) user in Moxo, optionally sending an invitation.
Action
Deactivate UserDeactivates a Moxo user so they can no longer sign in.
Action
Get AccountReturns one client account with its users.
Action
Get ActionReturns one action with its status and assignees.
Action
Get FlowReturns one flow with its template, status and progress.
Action
Get UserReturns one Moxo user by ID, with their name, email, kind, status, accounts and personas.
Action
List AccountsReturns the client accounts (companies) in your Moxo organization.
Action
List ConversationsReturns your conversations.
Action
List Data TablesReturns your data tables with their columns.
Action
List FlowsReturns flows, optionally filtered by status, template, account or search term.
Action
List TemplatesReturns the flow templates in your Moxo organization.
Action
Post Flow Chat MessagePosts a chat message in a flow's conversation.
Action
Send ActionSends a standalone action (form, approval, acknowledgement, file request, to-do and more) to one or more people.
Action
Send Conversation MessageSends a message to a conversation.
Action
Start FlowStarts a new flow from a published Moxo template, optionally naming it and setting a due date.
Action
Update AccountUpdates a client account's name, domain or status.
Action
Update UserUpdates a Moxo user's profile: name, title, department, phone or account.
Trigger
New Bank Account TransactionTriggers when a new transaction is added to a bank account.
Trigger
New InvoiceTriggers when a new sales or purchase invoice is added.
Action
Create CategoryCreates an income or expense category.
Action
Delete Bank AccountDeletes a bank account.
Action
Delete Bank Account TransactionDeletes a bank account transaction.
Action
Delete CategoryDeletes a category.
Action
Delete InvoiceDeletes an invoice.
Action
Delete PlansDeletes all plan values of a category in a scenario.
Action
Get Bank AccountReturns one bank account.
Action
Get Bank Account TransactionReturns one bank account transaction.
Action
Get CashflowReturns the cashflow per period for a scenario and date range.
Action
Get CategoryReturns one category.
Action
Get CompanyReturns one company.
Action
Get InvoiceReturns one invoice.
Action
Get ScenarioReturns one planning scenario.
Action
Import InvoiceCreates an invoice in Tidely.
Action
Import PlanCreates a plan value in Tidely.
Action
List Bank Account BalancesReturns the daily balances of a bank account.
Action
List Bank AccountsReturns the company's bank accounts.
Action
List Bank Account TransactionsReturns the transactions of a bank account.
Action
List CategoriesReturns the income and expense categories.
Action
List CompaniesReturns the companies the API key can access.
Action
List ScenariosReturns the company's planning scenarios.
Action
Update Bank AccountUpdates a bank account.
Action
Update Bank Account TransactionUpdates a bank account transaction.
Action
Update CategoryRenames a category or changes its type.
Action
Update InvoiceUpdates an invoice's fields.
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
Moxo and Tidely, answered
What can start an automation from Moxo?
Any of Moxo's 2 triggers in the catalog, including New Account and New User. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Tidely when something happens in Moxo?
Any of Tidely's 25 actions, including Create Category, Update Bank Account, Update Bank Account Transaction and Update Category. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Tidely to Moxo?
Yes. When something happens in Tidely, your agent can act in Moxo too. This page covers both directions: Tidely's triggers and Moxo's actions are listed here as well.
Do I have to build a connector for Moxo or Tidely?
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 Moxo and Tidely 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.