Integration
Connect Quaderno to Funil de Vendas
When New Contact fires in Quaderno, your agent runs List Sales channels in Funil de Vendas. 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 Funil de Vendas 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 Funil de Vendas
When New Contact in Quaderno
then List Sales channels in Funil de Vendas
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 Funil de Vendas
Triggers and actions 3 triggers · 37 actions
- New Contact
Triggers when a new contact is created in Quaderno.
- New Invoice
Triggers when a new invoice is created in Quaderno.
- New Sale
Triggers when a new sale is recorded in Quaderno, i.e. a new invoice or receipt is created.
- Add invoice payment
Records a payment against a Quaderno invoice. When total payments reach the invoice amount, the invoice is marked as paid.
- Add product
Creates a new product in Quaderno that can be used as a line item on invoices, credit notes and expenses.
- Add receipt
Creates a paid receipt in Quaderno for a completed sale, with its customer, line items and payment method.
- Calculate tax rate
Calculates the tax rate and tax amount that applies to a sale for a given customer location and product type.
- Create Contact
Creates a new contact (customer or vendor) in Quaderno and returns the created contact.
- Create Estimate
Creates an estimate (proforma) in Quaderno for a customer, with line items, dates and notes.
- Create Expense
Creates an expense in Quaderno for a vendor, with its line items, and returns the new expense.
- Create Invoice
Creates an invoice for a customer with line items; optionally records full payment so the invoice is marked paid.
- Create Paid Invoice
Creates an invoice for a customer and records a full payment against it, so the invoice is marked paid.
- Create Sale
Records a sale in Quaderno, which calculates taxes and issues the matching invoice or receipt for the customer.
- Delete contact
Permanently deletes a contact (customer or vendor) from your Quaderno account.
- Find Contact
Finds contacts whose name, email or tax ID matches the search text, or whose payment-processor ID matches.
- Find Sale
Finds sales (invoices) by invoice number, customer name or PO number, payment processor transaction id, customer, state or issue date range, and returns the matches.
- Get contact
Returns a single Quaderno contact (customer or vendor) by its ID.
- Get Estimate
Returns a single estimate (proforma) by its id, including its number, customer, line items, taxes and totals.
- Get Expense
Returns the details of an existing expense in your Quaderno account.
- Get invoice
Returns a single invoice by its id, including number, contact, line items, taxes, totals and payments.
- Get product
Returns a single product (item) from your Quaderno account by its id, including its name, code, price and tax settings.
- Get Receipt
Returns a receipt by its id, including number, totals, taxes, contact and payment details.
- Update contact
Updates an existing Quaderno contact. Fields left blank keep their current values.
- Update invoice
Updates the editable fields of an existing invoice: PO number, tags, payment details, notes, custom metadata and billing address.
- Update product
Updates an existing product in Quaderno. Only the fields you fill in are changed.
- Validate tax ID
Checks whether a customer's tax ID (EU/UK VAT, ABN, NZBN, QST, Swiss UID) is valid and belongs to a real business.
- Void invoice
Voids an existing invoice in Quaderno and returns the voided invoice.
- Add Activity
Creates an activity (call, meeting, task, etc.) on an opportunity in Funil de Vendas.
- Add Product
Creates a new product in the catalog. See "Api Criação de produtos" doc.
- Delete Activity
Deletes an activity in Funil de Vendas by its code.
- List Activity types
Lists the activity types (categories) configured in the Funil de Vendas account.
- List Funnels
Lists the sales funnels (pipelines) in the Funil de Vendas account.
- List Loss reasons
Lists the loss reasons (respostas de perda) configured in the Funil de Vendas account.
- List Sales channels
Lists sales channels (codigo_canal_venda values). See "Api Listagem de Canais de Venda" doc.
- List Segments
Lists the company segments configured in the Funil de Vendas account.
- List Stages
Lists the stages (steps) of a sales funnel.
- List Users
Lists the users (sales reps) of the Funil de Vendas CRM account.
- List Win reasons
Lists reasons an opportunity can be marked won. See "Api Listagem de Respostas de Ganho" doc.
- Transfer Opportunity
Transfers one or more opportunities to another salesperson, placing them in the chosen funnel and, optionally, stage.
- Update Activity
Edits an existing activity's fields. See "Api de Atividades (Criação, Edição, Exclusão, Exibição)" doc.
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 Funil de Vendas, 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 Funil de Vendas when something happens in Quaderno?
Any of Funil de Vendas's 13 actions, including Update Activity, Add Activity, Add Product and List Activity types. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Funil de Vendas to Quaderno?
Funil de Vendas has no triggers in the catalog today, so automations start in Quaderno. If you need the other direction, ask: your agent reads Funil de Vendas's API documentation and adds it.
Do I have to build a connector for Quaderno or Funil de Vendas?
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 Funil de Vendas 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.