Integration
Connect Pipeliner and Tidely
When New account fires in Pipeliner, your agent runs Update Bank Account in Tidely, or New Bank Account Transaction in Tidely to Add account in Pipeliner. 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 Pipeliner 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 Pipeliner and Tidely can do together
From Pipeliner to Tidely
When New account in Pipeliner
then Update Bank Account in Tidely
From Tidely to Pipeliner
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 Pipeliner and Tidely
Triggers and actions 7 triggers · 43 actions
- New account
Fires when a new Account is created in Pipeliner.
- New contact
Fires when a new Contact is created in Pipeliner.
- New lead
Fires when a new Lead is created in Pipeliner.
- New opportunity
Fires when a new Opportunity is created in Pipeliner.
- Updated opportunity
Fires when an Opportunity is updated in Pipeliner.
- Add account
Adds a new account
- Add contact
Create a new Contact record.
- Add lead
Create a new Lead record.
- Add note
Adds a note to an account, contact, lead, opportunity, project, quote or custom entity record in Pipeliner.
- Add opportunity
Create a new Opportunity record.
- Add product
Create a new Product record.
- Delete account
Deletes a Pipeliner account by its id.
- Delete contact
Remove Contact with given id.
- Find accounts by name
Returns up to 30 accounts whose name matches the specified name.
- Find contacts by email
Returns up to 30 contacts whose primary email matches the specified email.
- Get account
Retrieves a single account by its id.
- Get contact
Return Contact with given id.
- Get lead
Return Lead with given id.
- Get opportunity
Return Opportunity with given id.
- Update account
Update an existing Account record.
- Update contact
Update an existing Contact record.
- Update lead
Update an existing Lead record.
- Update opportunity
Update an existing Opportunity record.
- New Bank Account Transaction
Triggers when a new transaction is added to a bank account.
- New Invoice
Triggers when a new sales or purchase invoice is added.
- Create Category
Creates an income or expense category.
- Delete Bank Account
Deletes a bank account.
- Delete Bank Account Transaction
Deletes a bank account transaction.
- Delete Category
Deletes a category.
- Delete Invoice
Deletes an invoice.
- Delete Plans
Deletes all plan values of a category in a scenario.
- Get Bank Account
Returns one bank account.
- Get Bank Account Transaction
Returns one bank account transaction.
- Get Cashflow
Returns the cashflow per period for a scenario and date range.
- Get Category
Returns one category.
- Get Company
Returns one company.
- Get Invoice
Returns one invoice.
- Get Scenario
Returns one planning scenario.
- Import Invoice
Creates an invoice in Tidely.
- Import Plan
Creates a plan value in Tidely.
- List Bank Account Balances
Returns the daily balances of a bank account.
- List Bank Accounts
Returns the company's bank accounts.
- List Bank Account Transactions
Returns the transactions of a bank account.
- List Categories
Returns the income and expense categories.
- List Companies
Returns the companies the API key can access.
- List Scenarios
Returns the company's planning scenarios.
- Update Bank Account
Updates a bank account.
- Update Bank Account Transaction
Updates a bank account transaction.
- Update Category
Renames a category or changes its type.
- Update Invoice
Updates 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
Pipeliner and Tidely, answered
What can start an automation from Pipeliner?
Any of Pipeliner's 5 triggers in the catalog, including New account, New contact, New lead and New opportunity. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Tidely when something happens in Pipeliner?
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 Pipeliner?
Yes. When something happens in Tidely, your agent can act in Pipeliner too. This page covers both directions: Tidely's triggers and Pipeliner's actions are listed here as well.
Do I have to build a connector for Pipeliner 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 Pipeliner 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.