Integration
Connect NotePM and Tidely
When New Comment fires in NotePM, your agent runs Update Invoice in Tidely, or New Bank Account Transaction in Tidely to Create Comment in NotePM. 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 NotePM 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 NotePM and Tidely can do together
From NotePM to Tidely
When New Comment in NotePM
then Update Invoice in Tidely
When New Note in NotePM
then Import Invoice in Tidely
From Tidely to NotePM
When New Bank Account Transaction in Tidely
then Create Comment in NotePM
When New Invoice in Tidely
then Create Note in NotePM
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 NotePM and Tidely
Triggers and actions 6 triggers · 43 actions
Trigger
New CommentTriggers when a new comment is added to a NotePM page.
Trigger
New NoteTriggers when a new note is created in your NotePM team.
Trigger
New PageTriggers when a new page is created in NotePM.
Trigger
New Page or Updated PageTriggers when a NotePM page is created or updated.
Action
Archive NoteArchives a NotePM note.
Action
Create CommentAdds a comment to a NotePM page.
Action
Create FolderCreates a folder in a NotePM note.
Action
Create NoteCreates a note in your NotePM team.
Action
Create PageCreates a page in a NotePM note.
Action
Create TagCreates a tag in NotePM.
Action
Delete NoteDeletes a NotePM note.
Action
Delete PageDeletes a NotePM page.
Action
Get NoteReturns one NotePM note by its note code, including its name, description, scope and members.
Action
Get PageReturns one NotePM page with its title, body and tags.
Action
Get UserReturns one NotePM user by user code.
Action
List FoldersReturns the folders in a NotePM note.
Action
List NotesReturns the notes in your NotePM team.
Action
List TagsReturns the tags in your NotePM team with their page counts.
Action
List UsersReturns the users in your NotePM team.
Action
Search PagesSearches NotePM pages by text, note or tag.
Action
Update NoteUpdates a NotePM note's name, description or scope.
Action
Update PageUpdates a NotePM page's title or body.
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
NotePM and Tidely, answered
What can start an automation from NotePM?
Any of NotePM's 4 triggers in the catalog, including New Comment, New Note, New Page and New Page or Updated Page. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Tidely when something happens in NotePM?
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 NotePM?
Yes. When something happens in Tidely, your agent can act in NotePM too. This page covers both directions: Tidely's triggers and NotePM's actions are listed here as well.
Do I have to build a connector for NotePM 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 NotePM 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.