Integration
Connect Quaderno and Visible
When New Contact fires in Quaderno, your agent runs Create or Update Contact in Visible, or New Metric in Visible to Add invoice payment in Quaderno. 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 Visible 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 Quaderno and Visible can do together
From Quaderno to Visible
When New Contact in Quaderno
then Create or Update Contact in Visible
When New Invoice in Quaderno
then Create File Tag in Visible
From Visible to Quaderno
When New Metric in Visible
then Add invoice payment in Quaderno
When New Portfolio Company in Visible
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 Visible
Triggers and actions 7 triggers · 55 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.
Trigger
New MetricTriggers when a new metric is added in Visible.
Trigger
New Portfolio CompanyTriggers when a new portfolio company is added in Visible.
Trigger
New Portfolio FileTriggers when a new portfolio file is added in Visible.
Trigger
New Portfolio NoteTriggers when a new portfolio note is added in Visible.
Action
Create File TagCreates a file tag.
Action
Create MetricCreates a metric in a Visible company.
Action
Create NoteCreates a note attached to one or more contacts.
Action
Create or Update ContactCreates a contact, or updates the contact with the same email.
Action
Create Portfolio CompanyCreates a portfolio company profile.
Action
Create Portfolio FileFinalizes an uploaded file as a portfolio file.
Action
Create Portfolio File Upload RequestStarts a file upload for a portfolio company and returns the upload URL and form fields.
Action
Create Portfolio FolderCreates a portfolio folder.
Action
Create Portfolio NoteCreates a note on a portfolio company.
Action
Delete File TagDeletes a file tag.
Action
Delete Portfolio FileDeletes a portfolio file.
Action
Delete Portfolio FolderDeletes a portfolio folder.
Action
Get Portfolio FileReturns one portfolio file.
Action
Get Portfolio File Download URLReturns a temporary download URL for a portfolio file.
Action
List Contact ListsReturns a company's contact lists.
Action
List Data PointsReturns the data points of a metric.
Action
List File TagsReturns a company's file tags.
Action
List MetricsReturns the metrics of a Visible company.
Action
List Note TagsReturns a company's note tags.
Action
List Portfolio CompaniesReturns the portfolio companies of an investor company.
Action
List Portfolio FilesReturns a portfolio company's files.
Action
List Portfolio FoldersReturns a portfolio company's folders.
Action
List Portfolio NotesReturns the notes of a portfolio company.
Action
List Portfolio PropertiesReturns the custom portfolio properties of a company.
Action
List Portfolio Property OptionsReturns the options of a select property.
Action
List Portfolio Property ValuesReturns a portfolio company's property values.
Action
Set Value for MetricSets or replaces a metric's value for a date.
Action
Update File TagRenames a file tag.
Action
Update Portfolio CompanyUpdates a portfolio company profile.
Action
Update Portfolio FileRenames, moves or retags a portfolio file.
Action
Update Portfolio FolderRenames a portfolio 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 Visible, 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 Visible when something happens in Quaderno?
Any of Visible's 31 actions, including Create File Tag, Create Metric, Create Note and Create or Update Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Visible to Quaderno?
Yes. When something happens in Visible, your agent can act in Quaderno too. This page covers both directions: Visible's triggers and Quaderno's actions are listed here as well.
Do I have to build a connector for Quaderno or Visible?
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 Visible 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.