# Connect NeetoInvoice and Nutshell When **New Client** fires in [NeetoInvoice](https://apiant.ai/connections/neetoinvoice), your agent runs **Create Lead** in [Nutshell](https://apiant.ai/connections/nutshell), or **New Activity** in Nutshell to **Generate invoice** in NeetoInvoice. Describe the whole flow and it is built, tested on every scenario and kept running. NeetoInvoice **1** trigger NeetoInvoice **10** actions Nutshell **6** triggers Nutshell **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want NeetoInvoice and Nutshell to do together? Give your AI client this address. `https://mcp.apiant.ai` 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What NeetoInvoice and Nutshell can do together ### From NeetoInvoice to Nutshell - When **New Client** in NeetoInvoice then **Create Lead** in Nutshell - When **New Client** in NeetoInvoice then **Update Lead** in Nutshell ### From Nutshell to NeetoInvoice - When **New Activity** in Nutshell then **Generate invoice** in NeetoInvoice - When **New Company** in Nutshell then **Add client** in NeetoInvoice 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 NeetoInvoice and Nutshell ## Triggers and actions 7 triggers · 22 actions - Trigger **New Client** Triggers when a new client is added to your NeetoInvoice workspace. - Action **Add client** Creates a new client in NeetoInvoice with a name, currency and status. - Action **Add project** Creates a project for a client in NeetoInvoice, with its billing method, tasks and assigned team members. - Action **Add time entry** Logs hours worked by a team member on a project task for a given date. - Action **Generate invoice** Generates an invoice for a client from unbilled time entries, services, expenses or fixed price projects, with optional taxes, and can email it to the client's recipients. - Action **Get client** Returns the details of a client, including its currency, status and invoice recipients. - Action **Get project** Returns the details of a project, including its client, billing method, rates, tasks and recurring invoice settings. - Action **List clients** Returns the workspace's clients ordered by name, optionally filtered by status or by name. - Action **List time entries** Returns the unbilled time entries logged against a client's project, optionally limited to a date range. - Action **Update client** Updates an existing client's details, such as its name, currency, status, notes or address. - Action **Update project** Updates an existing project's name, billing, time-rounding, autolock, approval settings and tasks. - Trigger **Activity Logged** Triggers when an Activity is logged. - Trigger **Lead Won** Triggers when a lead is won. - Trigger **New Activity** Triggers when new Activity is created. - Trigger **New Company** Triggers when new Company is created. - Trigger **New Lead** Triggers when a new Lead is created. - Trigger **New Person** Triggers when new Person is created. - Action **Create Company** Creates a new Company. - Action **Create Lead** Creates a new Lead. - Action **Create Person** Creates a new Person. - Action **Find Company** Finds an existing company. - Action **Find Lead** Finds an existing lead by a particular field. Defaults to searching open leads, falls back to all leads. - Action **Find Person** Finds an existing person. - Action **Find User** Finds an existing User. - Action **Log Activity** Creates and logs a new Activity. - Action **Update Company** Updates an existing Company. - Action **Update Lead** Updates an existing Lead. - Action **Update Lead Outcome** Updates a Lead Outcome. - Action **Update Person** Updates an existing Person. ## Each app on its own - [ **NeetoInvoice** NeetoInvoice helps you with effortless time tracking and invoicing.](https://apiant.ai/connections/neetoinvoice) - [ **Nutshell** Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.](https://apiant.ai/connections/nutshell) Reviews ## What our customers say ## More from NeetoInvoice - [ **NeetoInvoice to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/neetoinvoice-to-salesforce) - [ **NeetoInvoice to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/neetoinvoice-to-slack) - [ **NeetoInvoice to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/neetoinvoice-to-stripe) - [ **NeetoInvoice to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/neetoinvoice-to-shopify) - [ **NeetoInvoice to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/neetoinvoice-to-quickbooks-online) - [ **NeetoInvoice to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/neetoinvoice-to-pipedrive) ## More into Nutshell - [ **HubSpot to Nutshell** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-nutshell) - [ **Google Sheets to Nutshell** Google Sheets](https://apiant.ai/connect/google-sheets-to-nutshell) - [ **Gmail to Nutshell** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-nutshell) - [ **Google Calendar to Nutshell** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-nutshell) - [ **Google Drive to Nutshell** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-nutshell) - [ **Shopify to Nutshell** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-nutshell) Questions ## NeetoInvoice and Nutshell, answered ### ### What can start an automation from NeetoInvoice? Any of NeetoInvoice's 1 trigger in the catalog, including New Client. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Nutshell when something happens in NeetoInvoice? Any of Nutshell's 12 actions, including Create Company, Create Lead, Create Person and Log Activity. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Nutshell to NeetoInvoice? Yes. When something happens in Nutshell, your agent can act in NeetoInvoice too. This page covers both directions: Nutshell's triggers and NeetoInvoice's actions are listed here as well. ### ### Do I have to build a connector for NeetoInvoice or Nutshell? 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.