Integration
Connect Quaderno to Folderit Dms
When New Contact fires in Quaderno, your agent runs Add entity tasks in Folderit Dms. 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 Quaderno and Folderit Dms 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)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 Quaderno can start in Folderit Dms
When New Contact in Quaderno
then Add entity tasks in Folderit Dms
When New Invoice in Quaderno
then Add file in Folderit Dms
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 Quaderno and Folderit Dms
Triggers and actions 3 triggers · 46 actions
Trigger
New ContactTriggers when a new contact is created in Quaderno.
Trigger
New InvoiceTriggers when a new invoice is created in Quaderno.
Trigger
New SaleTriggers when a new sale is recorded in Quaderno, i.e. a new invoice or receipt is created.
Action
Add invoice paymentRecords a payment against a Quaderno invoice. When total payments reach the invoice amount, the invoice is marked as paid.
Action
Add productCreates a new product in Quaderno that can be used as a line item on invoices, credit notes and expenses.
Action
Add receiptCreates a paid receipt in Quaderno for a completed sale, with its customer, line items and payment method.
Action
Calculate tax rateCalculates the tax rate and tax amount that applies to a sale for a given customer location and product type.
Action
Create ContactCreates a new contact (customer or vendor) in Quaderno and returns the created contact.
Action
Create EstimateCreates an estimate (proforma) in Quaderno for a customer, with line items, dates and notes.
Action
Create ExpenseCreates an expense in Quaderno for a vendor, with its line items, and returns the new expense.
Action
Create InvoiceCreates an invoice for a customer with line items; optionally records full payment so the invoice is marked paid.
Action
Create Paid InvoiceCreates an invoice for a customer and records a full payment against it, so the invoice is marked paid.
Action
Create SaleRecords a sale in Quaderno, which calculates taxes and issues the matching invoice or receipt for the customer.
Action
Delete contactPermanently deletes a contact (customer or vendor) from your Quaderno account.
Action
Find ContactFinds contacts whose name, email or tax ID matches the search text, or whose payment-processor ID matches.
Action
Find SaleFinds sales (invoices) by invoice number, customer name or PO number, payment processor transaction id, customer, state or issue date range, and returns the matches.
Action
Get contactReturns a single Quaderno contact (customer or vendor) by its ID.
Action
Get EstimateReturns a single estimate (proforma) by its id, including its number, customer, line items, taxes and totals.
Action
Get ExpenseReturns the details of an existing expense in your Quaderno account.
Action
Get invoiceReturns a single invoice by its id, including number, contact, line items, taxes, totals and payments.
Action
Get productReturns a single product (item) from your Quaderno account by its id, including its name, code, price and tax settings.
Action
Get ReceiptReturns a receipt by its id, including number, totals, taxes, contact and payment details.
Action
Update contactUpdates an existing Quaderno contact. Fields left blank keep their current values.
Action
Update invoiceUpdates the editable fields of an existing invoice: PO number, tags, payment details, notes, custom metadata and billing address.
Action
Update productUpdates an existing product in Quaderno. Only the fields you fill in are changed.
Action
Validate tax IDChecks whether a customer's tax ID (EU/UK VAT, ABN, NZBN, QST, Swiss UID) is valid and belongs to a real business.
Action
Void invoiceVoids an existing invoice in Quaderno and returns the voided invoice.
Action
Add entity tasksCreates tasks (approval, acknowledgement, e-signature, data fill or a custom method) for recipients on a Folderit file or folder. The same call can also update or delete existing tasks on that item.
Action
Add file/v2/accounts/{accountUid}/files/upload - upload new file/version.
Action
Add folder/v2/accounts/{accountUid}/folders - create a folder/section.
Action
Add groupCreates a new user group in a Folderit account.
Action
Add shareShares a Folderit folder or file with a group, a user (by id or email address), or as a public link.
Action
Add tagCreates a new tag in a Folderit account, optionally nested under an existing parent tag.
Action
Add tags to file/v2/accounts/{accountUid}/files/{fileUid}/tags - add tags to a file.
Action
Add team userAdds a team user to a Folderit account: either an existing Folderit user (by user UID and email) or a brand-new user who is signed up with the given email and country.
Action
Delete fileDeletes a file in Folderit (moves it to the recycle bin) and returns the deleted file's details.
Action
Delete folder/v2/accounts/{accountUid}/folders/{folderUid}.
Action
Find filesSearches the files of a Folderit account by text and optional filters, returning the matching files.
Action
Get entity tasksReturns the tasks (approvals, acknowledgements, signatures, data-fill requests) on a Folderit file or folder.
Action
Get file download link/v2/accounts/{accountUid}/files/{fileUid}/download - returns download link.
Action
Get folder/v2/accounts/{accountUid}/folders/{folderUid} - folder info.
Action
List accountsLists the Folderit accounts available to the connected user, optionally filtered by name or ownership.
Action
List filesLists the files directly inside a Folderit folder or section.
Action
List foldersLists the subfolders directly inside a Folderit folder or section.
Action
List groupsLists the user groups in a Folderit account.
Action
List tagsLists all tags in a Folderit account.
Action
List team usersLists the team users of a Folderit account, optionally filtered by email address.
Action
Update fileUpdates a file's details in Folderit: its name, date, due date, note, number, active version, containing folder or retention end.
Action
Update folder/v2/accounts/{accountUid}/folders/{folderUid} - update folder.
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
Quaderno and Folderit Dms, answered
What can start an automation from Quaderno?
Any of Quaderno's 3 triggers in the catalog, including New Contact, New Invoice and New Sale. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Folderit Dms when something happens in Quaderno?
Any of Folderit Dms's 22 actions, including Update file, Update folder, Add entity tasks and Add file. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Folderit Dms to Quaderno?
Folderit Dms has no triggers in the catalog today, so automations start in Quaderno. If you need the other direction, ask: your agent reads Folderit Dms's API documentation and adds it.
Do I have to build a connector for Quaderno or Folderit Dms?
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 Quaderno and Folderit Dms 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.