--- title: "Connect Quaderno and Swiftype - APIANT.ai" description: "When \"New Contact\" fires in Quaderno, your agent runs \"Create Document\" in Swiftype, or \"New Document\" in Swiftype to \"Add invoice payment\" in Quaderno." canonical: "https://apiant.ai/connect/quaderno-to-swiftype" --- # Connect Quaderno and Swiftype When **New Contact** fires in [Quaderno](https://apiant.ai/connections/quaderno), your agent runs **Create Document** in [Swiftype](https://apiant.ai/connections/swiftype), or **New Document** in Swiftype to **Add invoice payment** in Quaderno. Describe the whole flow and it is built, tested on every scenario and kept running. Quaderno **3** triggers Quaderno **24** actions Swiftype **1** trigger Swiftype **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Quaderno and Swiftype to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Quaderno and Swiftype can do together ### From Quaderno to Swiftype - When **New Contact** in Quaderno then **Create Document** in Swiftype - When **New Invoice** in Quaderno then **Update document** in Swiftype ### From Swiftype to Quaderno - When **New Document** in Swiftype then **Add invoice payment** in Quaderno - When **New Document** in Swiftype then **Create Contact** in Quaderno 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 Swiftype ## Triggers and actions 4 triggers · 38 actions - Trigger **New Contact** Triggers when a new contact is created in Quaderno. - Trigger **New Invoice** Triggers when a new invoice is created in Quaderno. - Trigger **New Sale** Triggers when a new sale is recorded in Quaderno, i.e. a new invoice or receipt is created. - Action **Add invoice payment** Records a payment against a Quaderno invoice. When total payments reach the invoice amount, the invoice is marked as paid. - Action **Add product** Creates a new product in Quaderno that can be used as a line item on invoices, credit notes and expenses. - Action **Add receipt** Creates a paid receipt in Quaderno for a completed sale, with its customer, line items and payment method. - Action **Calculate tax rate** Calculates the tax rate and tax amount that applies to a sale for a given customer location and product type. - Action **Create Contact** Creates a new contact (customer or vendor) in Quaderno and returns the created contact. - Action **Create Estimate** Creates an estimate (proforma) in Quaderno for a customer, with line items, dates and notes. - Action **Create Expense** Creates an expense in Quaderno for a vendor, with its line items, and returns the new expense. - Action **Create Invoice** Creates an invoice for a customer with line items; optionally records full payment so the invoice is marked paid. - Action **Create Paid Invoice** Creates an invoice for a customer and records a full payment against it, so the invoice is marked paid. - Action **Create Sale** Records a sale in Quaderno, which calculates taxes and issues the matching invoice or receipt for the customer. - Action **Delete contact** Permanently deletes a contact (customer or vendor) from your Quaderno account. - Action **Find Contact** Finds contacts whose name, email or tax ID matches the search text, or whose payment-processor ID matches. - Action **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. - Action **Get contact** Returns a single Quaderno contact (customer or vendor) by its ID. - Action **Get Estimate** Returns a single estimate (proforma) by its id, including its number, customer, line items, taxes and totals. - Action **Get Expense** Returns the details of an existing expense in your Quaderno account. - Action **Get invoice** Returns a single invoice by its id, including number, contact, line items, taxes, totals and payments. - Action **Get product** Returns a single product (item) from your Quaderno account by its id, including its name, code, price and tax settings. - Action **Get Receipt** Returns a receipt by its id, including number, totals, taxes, contact and payment details. - Action **Update contact** Updates an existing Quaderno contact. Fields left blank keep their current values. - Action **Update invoice** Updates the editable fields of an existing invoice: PO number, tags, payment details, notes, custom metadata and billing address. - Action **Update product** Updates an existing product in Quaderno. Only the fields you fill in are changed. - Action **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. - Action **Void invoice** Voids an existing invoice in Quaderno and returns the voided invoice. - Trigger **New Document** Triggers when a new Document is created. - Action **Add domain** Add a crawler domain to an Engine. - Action **Add engine** Create a new Engine (index). - Action **Create Document** Creates a new Document. - Action **Delete document** Delete a document by document_id from a document type. - Action **Delete domain** Remove a crawler domain from an Engine. - Action **Delete engine** Delete an Engine by id. - Action **Get document** Retrieve a single document by external_id from a document type. - Action **Get engine** Retrieve a single Engine by id or name. - Action **List documents** List documents within a document type/engine. - Action **List domains** List crawler domains configured on an Engine. - Action **List engines** List all Engines for the account. - Action **Recrawl domain** Trigger a recrawl of a domain's crawled content. - Action **Search documents** Perform full-text search over documents within an Engine. - Action **Update document** Update fields on an existing document. ## Each app on its own - [ **Quaderno** Quaderno is a tax software that handles sales tax, VAT, and GST for your online business.](https://apiant.ai/connections/quaderno) - [ **Swiftype** Swiftype is a hosted search solution that lets site owners deliver powerful, customizable search for their...](https://apiant.ai/connections/swiftype) Reviews ## What our customers say ## More from Quaderno - [ **Quaderno to Hyperstack Certificates** Hyperstack helps you easily create and manage digital certificates & badges for your events or courses.](https://apiant.ai/connect/quaderno-to-hyperstack-certificates) - [ **Quaderno to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/quaderno-to-salesforce) - [ **Quaderno to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/quaderno-to-slack) - [ **Quaderno to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/quaderno-to-stripe) - [ **Quaderno to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/quaderno-to-shopify) - [ **Quaderno to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quaderno-to-quickbooks-online) ## More into Swiftype - [ **HubSpot to Swiftype** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-swiftype) - [ **Salesforce to Swiftype** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-swiftype) - [ **Slack to Swiftype** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-swiftype) - [ **Google Sheets to Swiftype** Google Sheets](https://apiant.ai/connect/google-sheets-to-swiftype) - [ **Gmail to Swiftype** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-swiftype) - [ **Google Calendar to Swiftype** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-swiftype) Questions ## Quaderno and Swiftype, 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 Swiftype when something happens in Quaderno? Any of Swiftype's 14 actions, including Create Document, Update document, Add domain and Add engine. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Swiftype to Quaderno? Yes. When something happens in Swiftype, your agent can act in Quaderno too. This page covers both directions: Swiftype's triggers and Quaderno's actions are listed here as well. ### ### Do I have to build a connector for Quaderno or Swiftype? 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 Swiftype 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.