Integration
Connect QuickBooks Online and Secureframe
When New bill fires in QuickBooks Online, your agent runs Update a User in Secureframe, or New Trust Center Request in Secureframe to Create customer in QuickBooks Online. 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 QuickBooks Online and Secureframe 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 QuickBooks Online and Secureframe can do together
From QuickBooks Online to Secureframe
When New bill in QuickBooks Online
then Update a User in Secureframe
When New customer in QuickBooks Online
then Link a User Account in Secureframe
From Secureframe to QuickBooks Online
When New Trust Center Request in Secureframe
then Create customer in QuickBooks Online
When New Trust Center Request in Secureframe
then Create item (product/service) in QuickBooks Online
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 QuickBooks Online and Secureframe
Triggers and actions 12 triggers · 73 actions
Trigger
New billPolls for newly created bills (accounts payable), most recent first.
Trigger
New customerPolls for newly created customers, most recent first.
Trigger
New estimateFires when a new estimate is created in QuickBooks Online.
Trigger
New invoicePolls for newly created invoices, most recent first.
Trigger
New or updated customerFires when a QuickBooks customer is created or any of its details change.
Trigger
New or updated estimateFires when a QuickBooks estimate is created or edited.
Trigger
New or updated invoiceFires when a QuickBooks invoice is created or edited — line items, amounts, due date, or status.
Trigger
New or updated itemFires when a QuickBooks product or service item is created or edited.
Trigger
New or updated vendorFires when a QuickBooks vendor is created or any of its details change.
Trigger
New paid invoicePolls for invoices that are fully paid (Balance = 0), most recently updated first.
Trigger
New paymentPolls for newly created customer payments, most recent first.
Action
Create accountCreate an account in the QuickBooks chart of accounts — name, account type, and detail type.
Action
Create billCreates a new bill (accounts payable) for a vendor with a single account-based line item.
Action
Create credit memoCreates a new credit memo for a customer with a single line item.
Action
Create customerCreates a new customer in QuickBooks Online.
Action
Create estimateCreate a QuickBooks Online estimate (quote) for a customer.
Action
Create expense (purchase)Creates a new expense (Purchase) paid from a bank/credit-card account with one account-based line.
Action
Create item (product/service)Creates a new product or service item.
Action
Create journal entryCreate a QuickBooks journal entry with balanced debit and credit lines against the chart of accounts.
Action
Create paymentRecords a customer payment, optionally applied against a specific invoice.
Action
Create sales receiptCreates a new sales receipt for a customer with a single line item.
Action
Create vendorCreates a new vendor in QuickBooks Online.
Action
Delete billPermanently delete a QuickBooks bill by Id.
Action
Delete credit memoPermanently delete a QuickBooks credit memo by Id.
Action
Delete estimatePermanently delete a QuickBooks estimate by Id.
Action
Delete invoicePermanently delete a QuickBooks invoice by Id. Unlike voiding, this removes the transaction entirely.
Action
Delete sales receiptPermanently delete a QuickBooks sales receipt by Id.
Action
Find account by nameLook up an account in the QuickBooks chart of accounts by its name.
Action
Find customer by nameSearches for a customer by display name and returns its Id and SyncToken.
Action
Find invoice by numberLook up a QuickBooks invoice by its document number (the invoice number customers see) rather than its internal Id.
Action
Find item by nameLook up a QuickBooks product or service item by its name.
Action
Find vendor by nameLook up a QuickBooks Online vendor by display name.
Action
Get bill balanceReturns the outstanding balance for a bill by its Id.
Action
Get customer by IDRetrieves a single customer by its Id.
Action
Get estimate by IDRetrieve a QuickBooks Online estimate by its ID.
Action
Get estimate PDFDownload the rendered PDF of a QuickBooks estimate by Id.
Action
Get invoice by IDRetrieves a single invoice by its Id, including its balance.
Action
Get invoice PDFDownload the rendered PDF of a QuickBooks invoice by Id, for emailing or archiving.
Action
List accountsList the accounts in the QuickBooks chart of accounts, with their type, detail type, and current balance.
Action
List attachmentsList the files attached to a QuickBooks transaction or record, with their download links.
Action
List employeesList employees recorded in QuickBooks Online.
Action
List itemsList products and services (items) defined in QuickBooks Online.
Action
Pay billRecords a bill payment against a vendor bill, paid from the specified bank/credit-card account.
Action
Run queryRuns an arbitrary read-only QuickBooks Online query (QBO SQL-like syntax) and returns the raw QueryResponse.
Action
Send estimateEmail a QuickBooks Online estimate to the customer.
Action
Send invoiceEmails an invoice to the supplied email address (or the invoice's billing email if omitted).
Action
Update customerUpdates an existing customer (sparse update). Requires the customer Id and current SyncToken.
Action
Update estimateUpdate an existing QuickBooks estimate by Id, changing only the fields supplied.
Action
Update invoiceUpdate an existing QuickBooks invoice by Id — a sparse update that changes only the fields supplied and leaves the rest of the invoice intact.
Action
Update itemUpdate an existing QuickBooks product or service item by Id — name, description, price, income account, or active flag.
Action
Update vendorUpdate an existing QuickBooks vendor by Id — contact details, billing address, terms, or active flag.
Action
Upload attachmentUpload a file to QuickBooks and attach it to a transaction or record — a receipt on an expense, a contract on an invoice.
Action
Void invoiceVoids an existing invoice. Requires the invoice Id and current SyncToken.
Action
Void paymentVoids an existing customer payment. Requires the payment Id and current SyncToken.
Trigger
New Trust Center RequestTriggers when a new Trust Center request is created in Secureframe.
Action
Archive an Integration ConnectionArchives an integration connection in Secureframe and returns the archived connection.
Action
Archive a VendorArchives a vendor in Secureframe and returns the archived vendor.
Action
Create a Test EvidenceUploads an evidence file to a test and returns the created evidence record.
Action
Get a Cloud ResourceReturns a single Secureframe cloud resource by its ID. An error occurs if the cloud resource is not found.
Action
Get a ControlReturns a single Secureframe control by its ID, including its attributes.
Action
Get a DeviceReturns a single device tracked in Secureframe, including its ID, type and attributes.
Action
Get a FrameworkReturns a single Secureframe compliance framework by its ID.
Action
Get an Integration ConnectionReturns a single Secureframe integration connection by its ID, including its type and attributes.
Action
Get a RepositoryReturns a single Secureframe repository by its ID, including its type and attributes.
Action
Get a TestReturns a single Secureframe test by its ID, including its type and attributes.
Action
Get a Trust Center RequestReturns a single Trust Center request, identified by its ID, including its details and attributes.
Action
Get a UserReturns a single Secureframe user by ID, including the user's attributes.
Action
Get a User AccountReturns a single Secureframe user account by its ID. An error occurs if the user account is not found.
Action
Get a VendorReturns a single vendor from your Secureframe account by its ID.
Action
Get EvidenceReturns a single Secureframe evidence record by its ID.
Action
Link a User AccountLinks a Secureframe user account to a personnel record and returns the updated user account.
Action
List Cloud ResourcesReturns the cloud resources in your Secureframe company, optionally narrowed by a search query.
Action
List ControlsReturns the controls in your Secureframe account, optionally narrowed by a search query.
Action
List DevicesReturns the devices tracked in your Secureframe account, optionally narrowed by a search query.
Action
List FrameworksReturns the compliance frameworks in your Secureframe account, optionally narrowed by a search query.
Action
List Integration ConnectionsReturns the integration connections in your Secureframe company, optionally narrowed by a search query.
Action
List RepositoriesReturns the repositories in your Secureframe account, optionally narrowed by a search query.
Action
List TestsReturns the tests in your Secureframe account, optionally narrowed by a search query.
Action
List Trust Center RequestsReturns the Trust Center requests in your Secureframe account, optionally narrowed by a search query.
Action
List User AccountsReturns the user accounts in your Secureframe company, optionally narrowed by a search query.
Action
List UsersReturns the users in your Secureframe company, optionally narrowed by a search query.
Action
List VendorsReturns the vendors in your Secureframe account, optionally narrowed by a search query.
Action
Update a RepositoryUpdates an existing Secureframe repository with the attribute values you provide and returns the updated repository.
Action
Update a TestUpdates an existing Secureframe test with the attribute values you provide and returns the updated test.
Action
Update a UserUpdates a Secureframe user with the attribute values you provide and returns the updated user.
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
Reviews
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Questions
QuickBooks Online and Secureframe, answered
What can start an automation from QuickBooks Online?
Any of QuickBooks Online's 11 triggers in the catalog, including New bill, New customer, New estimate and New invoice. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Secureframe when something happens in QuickBooks Online?
Any of Secureframe's 30 actions, including Create a Test Evidence, Update a Repository, Update a Test and Update a User. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Secureframe to QuickBooks Online?
Yes. When something happens in Secureframe, your agent can act in QuickBooks Online too. This page covers both directions: Secureframe's triggers and QuickBooks Online's actions are listed here as well.
Do I have to build a connector for QuickBooks Online or Secureframe?
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 QuickBooks Online and Secureframe 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.