Integration
Connect QuickBooks Online and Twilio
When New invoice fires in QuickBooks Online, your agent runs Schedule Message in Twilio, or New Incoming Call in Twilio to Find invoice by number 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 Twilio to do together?
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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)Connecting QuickBooks Online and Twilio lets billing work reach people on their phones. New invoices, payments and customer changes in QuickBooks Online can trigger text messages or number lookups in Twilio, and calls or texts arriving on a Twilio number can pull up the matching customer or invoice in QuickBooks Online before anyone picks up.
Example flows
What QuickBooks Online and Twilio can do together
From QuickBooks Online to Twilio
When New invoice in QuickBooks Online
then Schedule Message in Twilio
When New or updated customer in QuickBooks Online
then Update Message in Twilio
From Twilio to QuickBooks Online
When New Incoming Call in Twilio
then Find invoice by number in QuickBooks Online
When New Message Received in Twilio
then Get customer by ID 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 Twilio
Triggers and actions 15 triggers · 56 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 invoiceCreates a new invoice for a customer with a single line item.
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 refund receiptCreates a new refund receipt for a customer with a single line item.
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 CallPolls for voice calls on your Twilio account.
Trigger
New Incoming CallFires instantly when the selected Twilio phone number receives a call.
Trigger
New Message ReceivedPolls for inbound SMS/MMS messages received by your Twilio account.
Trigger
New SMS receivedFires instantly when the selected Twilio phone number receives an SMS/MMS. Activating the automation points the number's incoming-message webhook at this automation; deactivating clears it.
Action
Delete MessageDeletes a message from your Twilio account's message logs.
Action
Find available phone numbers by criteriaReturns up to 50 phone numbers available to buy in a country that match the specified criteria (area code, pattern, capabilities, location).
Action
Get CallRetrieves details of a single voice call by its Call SID.
Action
Get MessageRetrieves a single SMS/MMS message by its Message SID.
Action
List CallsLists voice calls on the account, optionally filtered by To, From, or status.
Action
List MessagesLists SMS/MMS messages on the account, optionally filtered by To, From, or date sent.
Action
List Phone NumbersLists the Twilio phone numbers (incoming phone numbers) owned by your account.
Action
Lookup Phone NumberLooks up details (carrier, line type, caller name) for a phone number via the Twilio Lookup v2 API.
Action
Schedule MessageSchedules an SMS or MMS message to be sent later through one of your Messaging Services. A scheduled message can be canceled with Update Message until it is sent.
Action
Update MessageUpdates a Twilio Message: replaces or redacts its text, or cancels a scheduled message that has not been sent yet.
Action
Update Phone NumberUpdate settings (voice/SMS URLs, friendly name) of an owned incoming phone number.
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
What our customers say
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Questions
QuickBooks Online and Twilio, answered
Can a text reminder go out only to customers with a mobile number?
Yes. The agent can read the customer record with Get customer by ID, run Lookup Phone Number in Twilio to see the line type, and schedule the message only when the number is mobile. When it is not, it can fall back to Send invoice from QuickBooks Online.
What happens when someone texts or calls our Twilio number?
A new incoming message or call can trigger a lookup in QuickBooks Online, such as Find invoice by number for an invoice number in the text, or Run query to match the caller's phone to a customer. The agent tests both scenarios before it goes live.
What can start an automation from QuickBooks Online?
Any of QuickBooks Online's 11 triggers in the catalog, including New invoice, New or updated customer, New paid invoice and New bill. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Twilio when something happens in QuickBooks Online?
Any of Twilio's 11 actions, including Lookup Phone Number, Schedule Message, Update Message and Update Phone Number. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Twilio to QuickBooks Online?
Yes. When something happens in Twilio, your agent can act in QuickBooks Online too. This page covers both directions: Twilio's triggers and QuickBooks Online's actions are listed here as well.
Do I have to build a connector for QuickBooks Online or Twilio?
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 Twilio 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.