--- title: "Connect Ninety to LedgerBox - APIANT.ai" description: "When \"New Issue Created\" fires in Ninety, your agent runs \"Upload File\" in LedgerBox." canonical: "https://apiant.ai/connect/ninety-to-ledgerbox" --- # Connect Ninety to LedgerBox When **New Issue Created** fires in [Ninety](https://apiant.ai/connections/ninety), your agent runs **Upload File** in [LedgerBox](https://apiant.ai/connections/ledgerbox). Describe the whole flow and it is built, tested on every scenario and kept running. Ninety **4** triggers Ninety **21** actions LedgerBox **4** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Ninety and LedgerBox to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.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 Ninety can start in LedgerBox - When **New Issue Created** in Ninety then **Upload File** in LedgerBox - When **New Measurable** in Ninety then **Find documents by search text** in LedgerBox 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 Ninety and LedgerBox ## Triggers and actions 4 triggers · 25 actions - Trigger **New Issue Created** Triggered when a new issue is created in Ninety, optionally only on one team or only short-term vs long-term issues. - Trigger **New Measurable** Triggered when a new measurable (KPI) is added to your Ninety scorecard, optionally only those tracked over a given period like weekly or monthly. - Trigger **New Team** Triggered when a new team is created in your Ninety company. - Trigger **To-Do Created, Updated, or Deleted** Triggered when a to-do is created or changed in Ninety — including being completed or archived — optionally only on one team or only personal to-dos. Ninety's API does not report hard deletions, so a removed to-do simply stops appearing rather than firing this trigger. - Action **Create Issue** Creates an issue on a Ninety team's issues list. - Action **Create Milestone** Creates a milestone on a Ninety rock, with a title and due date. - Action **Create Rock** Creates a rock (a quarterly goal) for a Ninety team, with a due date, status and level. - Action **Create To-Do** Creates a to-do on a Ninety team, with a due date and optional description. - Action **Delete Issue** Deletes an existing Issue in Ninety by its ID. - Action **Delete Measurable Note** Deletes the note on a Measurable for one scorecard period. - Action **Delete Measurable Score** Deletes the score on a Measurable for one scorecard period. - Action **Delete Rock** Deletes a Rock in Ninety by its ID. Returns the deleted Rock's ID along with the status Ninety returned. - Action **Delete To-Do** Deletes a to-do in Ninety by its ID. Use it to remove a to-do that was created by mistake or is no longer needed. - Action **Find Issue** Searches Ninety for issues matching the words you provide, optionally narrowed to one team or to short-term vs long-term issues. Returns the matching issues. - Action **Find Measurable** Searches Ninety's scorecard for measurables (KPIs) matching the words you provide, optionally limited to a tracking period like weekly or monthly. Returns the matching measurables. - Action **Find Milestone** Searches Ninety for milestones by title. Ninety carries milestones on their rocks, so this reads the rocks (optionally just one team's) and returns the milestones whose title matches, optionally limited to a single rock. - Action **Find Rock** Searches Ninety for rocks (quarterly goals) matching the words you provide, optionally narrowed to one team or one status. Returns the matching rocks. - Action **Find Team** Returns the teams in your Ninety company, optionally only those whose name contains the words you provide. Use it to get the team ID other Ninety actions need. - Action **Find To-Do** Searches Ninety for to-dos matching the words you provide, optionally narrowed to one team, to personal to-dos, or to finished vs open ones. Returns the matching to-dos. - Action **Update Issue** Changes an existing issue in Ninety — its title, detail, team, priority, short-term/long-term setting, or whether it is solved. Fields you leave blank are left as they are. - Action **Update Measurable Note** Saves the note on a Ninety scorecard measurable for one period, replacing any note already there. - Action **Update Measurable Score** Records the score on a Ninety scorecard measurable for one period, replacing any score already there. - Action **Update Milestone** Changes an existing milestone in Ninety — its title, detail, due date, owner, or whether it is finished. Fields you leave blank are left as they are. - Action **Update Rock** Changes an existing rock (quarterly goal) in Ninety — its title, detail, status, owner, team, quarter, due date, or whether it is archived. Fields you leave blank are left as they are. - Action **Update To-Do** Changes an existing to-do in Ninety — its title, detail, due date, owner, team, repeat setting, or whether it is done or archived. Fields you leave blank are left as they are. - Action **Delete document** Deletes a document from the LedgerBox workspace by its ID. LedgerBox archives the document rather than erasing it immediately. - Action **Find documents by search text** Returns up to 50 documents in the LedgerBox workspace whose title or details match the search text, optionally narrowed by state or document type. - Action **Get Job Results** Retrieves the extracted records (the processing results) of a document LedgerBox has processed. - Action **Upload File** Uploads a file to your LedgerBox workspace and queues it for processing, returning the new document's id. ## Each app on its own - [ **Ninety** Ninety is a platform that helps organizations execute their strategies by aligning goals, managing tasks...](https://apiant.ai/connections/ninety) - [ **LedgerBox** LedgerBox is a tool to extract data from financial documents with AI](https://apiant.ai/connections/ledgerbox) Reviews ## What our customers say ## More from Ninety - [ **Ninety to Steady** Steady is a subscription platform for blogs, journalism, podcasts and other content creators.](https://apiant.ai/connect/ninety-to-steady) - [ **Ninety to Vertopal** Convert files using Vertopal API](https://apiant.ai/connect/ninety-to-vertopal) - [ **Ninety to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/ninety-to-salesforce) - [ **Ninety to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/ninety-to-slack) - [ **Ninety to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/ninety-to-stripe) - [ **Ninety to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/ninety-to-shopify) ## More into LedgerBox - [ **HubSpot to LedgerBox** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ledgerbox) - [ **Salesforce to LedgerBox** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-ledgerbox) - [ **Slack to LedgerBox** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-ledgerbox) - [ **Google Sheets to LedgerBox** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-ledgerbox) - [ **Gmail to LedgerBox** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ledgerbox) - [ **Google Calendar to LedgerBox** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ledgerbox) Questions ## Ninety and LedgerBox, answered ### ### What can start an automation from Ninety? Any of Ninety's 4 triggers in the catalog, including New Issue Created, New Measurable, New Team and To-Do Created, Updated, or Deleted. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in LedgerBox when something happens in Ninety? Any of LedgerBox's 4 actions, including Upload File, Find documents by search text, Get Job Results and Delete document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from LedgerBox to Ninety? LedgerBox has no triggers in the catalog today, so automations start in Ninety. If you need the other direction, ask: your agent reads LedgerBox's API documentation and adds it. ### ### Do I have to build a connector for Ninety or LedgerBox? 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 Ninety and LedgerBox 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.