Integration
Connect Ploomes to InvoiceXpress
When New contact fires in Ploomes, your agent runs Create Invoice in InvoiceXpress. 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 Ploomes and InvoiceXpress 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 Ploomes can start in InvoiceXpress
When New contact in Ploomes
then Create Invoice in InvoiceXpress
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 Ploomes and InvoiceXpress
Triggers and actions 3 triggers · 51 actions
- New contact
Triggers when a new contact (person or company) is created in Ploomes.
- New deal
Triggers when a new deal is created in Ploomes.
- New task
Triggers when a new task is created in Ploomes.
- Add contact
Creates a contact (a person or a company) in Ploomes and returns the new contact record.
- Add deal
Creates a deal in Ploomes for a client, with its title, stage, owner, amount and custom field values.
- Add interaction record
Creates an interaction record (a note, call or email log) on a Ploomes contact or deal.
- Add product
Creates a product in your Ploomes account and returns the new product.
- Add quote
Creates a quote (proposal) on a deal in Ploomes from a document template, optionally with product sections and custom field values.
- Add task
Creates a task in Ploomes, optionally linked to a contact or deal.
- Delete contact
Deletes a contact (person or company) from your Ploomes account.
- Delete deal
Deletes a deal from your Ploomes account.
- Find contacts by criteria
Returns the Ploomes contacts (people and companies) that match the criteria you give.
- Find deals by criteria
Returns the deals that match the criteria you give, such as a title, stage or customer.
- Find interaction records by criteria
Returns the interaction records (activity history entries) that match the criteria you give.
- Find tasks by criteria
Returns the tasks that match the criteria you specify, such as title, contact or deal.
- Finish task
Marks a Ploomes task as finished.
- Get quote
Returns a single quote (proposal) by its ID, including its custom field values.
- Lose deal
Marks a Ploomes deal as lost with the chosen loss reason and returns the updated deal.
- Update contact
Updates an existing Ploomes contact (person or company). Only the fields you fill in are changed.
- Update deal
Updates an existing deal in Ploomes. Only the fields you fill in are changed.
- Update task
Updates an existing task in Ploomes. Only the fields you fill in are changed.
- Win deal
Marks a Ploomes deal as won and returns the updated deal.
- Add estimate
Creates a new estimate document (quote, proforma or fees note) in InvoiceXpress, with its line items and client.
- Add guide
Creates a shipping, transport or devolution (return) guide for goods, with its items, load and delivery addresses and client.
- Add item
Creates a new product or service item in your InvoiceXpress catalog.
- Add sequence
Creates a new document sequence (series) in InvoiceXpress and returns whether the request was accepted and where to check its status.
- Add tax
Creates a tax rate in InvoiceXpress and returns it.
- Cancel Invoice
Cancels a finalized InvoiceXpress invoice, recording the reason.
- Cancel Invoice-Receipt
Cancels a finalized InvoiceXpress invoice-receipt, recording the reason.
- Create Invoice
Creates a draft invoice in InvoiceXpress for a client, with its line items.
- Create Invoice-Receipt
Creates a draft invoice-receipt in InvoiceXpress for a client, with its line items.
- Delete Draft Invoice
Deletes a draft InvoiceXpress invoice.
- Delete Draft Invoice-Receipt
Deletes a draft InvoiceXpress invoice-receipt.
- Delete item
Deletes an item from your InvoiceXpress account.
- Finalize Invoice
Finalizes a draft InvoiceXpress invoice, giving it its legal number.
- Finalize Invoice-Receipt
Finalizes a draft InvoiceXpress invoice-receipt, giving it its legal number.
- Find clients by code
Finds the client whose client code matches the code you enter, and returns its details.
- Find clients by name
Finds a client by its exact name and returns the client record.
- Generate PDF
Generates the PDF of an InvoiceXpress invoice and returns its download link.
- Get a Client
Returns one InvoiceXpress client by its ID, with contact and fiscal details.
- Get a Invoice
Returns one InvoiceXpress invoice by its ID, with status, totals and client.
- Get estimate
Returns a single estimate (quote, proforma or fees note) with its client, line items and totals.
- Get item
Returns a single item (product or service) from your InvoiceXpress catalog, including its price, unit and tax.
- List clients
Returns all clients in your InvoiceXpress account.
- List invoices
Returns a list of invoices and other billing documents, optionally filtered by type, status, client, dates and totals.
- List items
Returns all the items (products and services) saved in your InvoiceXpress account.
- List sequences
Returns all document sequences (series) in your InvoiceXpress account, including their current document numbers and ATCUD validation codes.
- List taxes
Returns all the taxes configured in your InvoiceXpress account.
- Mark as Paid
Marks a finalized InvoiceXpress invoice as paid (settled).
- Sends Invoice by Email
Emails a finalized InvoiceXpress invoice to a recipient.
- Update estimate
Updates a draft estimate (quote, proforma or fees note), replacing its line items and details.
- Update Invoice
Updates a draft InvoiceXpress invoice; the line items you send replace the existing ones.
- Update Invoice-Receipt
Updates a draft InvoiceXpress invoice-receipt; the line items you send replace the existing ones.
- Update item
Updates an existing item's name, price, description, unit and tax.
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
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Questions
Ploomes and InvoiceXpress, answered
What can start an automation from Ploomes?
Any of Ploomes's 3 triggers in the catalog, including New contact, New deal and New task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in InvoiceXpress when something happens in Ploomes?
Any of InvoiceXpress's 32 actions, including Create Invoice, Create Invoice-Receipt, Update estimate and Update Invoice. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from InvoiceXpress to Ploomes?
InvoiceXpress has no triggers in the catalog today, so automations start in Ploomes. If you need the other direction, ask: your agent reads InvoiceXpress's API documentation and adds it.
Do I have to build a connector for Ploomes or InvoiceXpress?
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 Ploomes and InvoiceXpress 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.