Integration
Connect QuickFile to Fundraise Up
When New Client fires in QuickFile, your agent runs Add designation in Fundraise Up. 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 QuickFile and Fundraise Up 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 QuickFile can start in Fundraise Up
When New Client in QuickFile
then Add designation in Fundraise Up
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 QuickFile and Fundraise Up
Triggers and actions 2 triggers · 35 actions
- New Client
Triggers when a new client is created in QuickFile.
- New Invoice
Triggers when a new invoice is created in QuickFile.
- Convert estimate to invoice
Converts an existing estimate into a new invoice in QuickFile.
- Create Client
Creates a new client (customer) in QuickFile with a default contact.
- Create Item
Creates an inventory item in QuickFile.
- Create Payment
Records a payment received from a QuickFile client.
- Create Supplier
Creates a new supplier in QuickFile.
- Delete Client
Deletes a QuickFile client by ID.
- Delete invoice
Deletes a QuickFile invoice, estimate or recurring invoice template, optionally keeping its payments as credits.
- Delete supplier
Deletes a supplier record from QuickFile.
- Find Clients
Searches QuickFile clients by company name, email or account reference.
- Find invoices
Returns QuickFile invoices, estimates or recurring profiles matching your search criteria such as client, invoice number, status, date or amount range (up to 200).
- Find Suppliers
Searches QuickFile suppliers by company name.
- Get Client
Returns one QuickFile client by ID.
- Get Invoice
Returns one QuickFile invoice, estimate or credit note by ID.
- Get invoice PDF
Returns a link to the PDF version of a QuickFile invoice or estimate.
- Get supplier
Returns a supplier's details and contacts from QuickFile by supplier ID.
- List Bank Accounts
Returns the bank accounts in your QuickFile account.
- Update Client
Updates an existing client's company details, address, VAT and invoicing preferences in QuickFile.
- Add designation
Creates a new designation (a fund that donations can be allocated to) in your Fundraise Up account and returns it.
- Add donation
Creates a one-time donation, or a recurring plan when a frequency is given, charged to a Stripe payment method in your Fundraise Up account.
- Add fundraiser
Creates a Fundraiser — a supporter-led fundraising page connected to one of your campaigns — and returns the new fundraiser.
- Delete designation
Deletes a designation. A designation can't be deleted if it is the account's default designation or is still used by donations, recurring plans, campaigns or gift catalogs.
- Get campaign
Returns one Fundraise Up campaign with its status, currency, donation frequencies, tags and assigned designations.
- Get designation
Returns a single designation (fund) by its id, including its name, code, default flag, account and timestamps.
- Get donation
Returns one donation by its id, including amount, status, campaign, designation, supporter, payment details and the campaign's custom fields.
- Get recurring plan
Returns one recurring donation plan, including its amount, frequency, status, supporter, campaign, designation, payment details and custom fields.
- Get supporter
Returns one supporter's details, such as name, email, language, mailing address, phone number and employer.
- List campaigns
Returns your Fundraise Up campaigns, optionally filtered by account, designation or creation date.
- List designations
Returns the designations (fund allocation categories) in your Fundraise Up account, including ones inherited from a parent account, optionally filtered by campaign or creation date.
- List donations
Returns the donations in your Fundraise Up account, newest first, optionally filtered by creation date.
- List fundraisers
Returns the peer-to-peer fundraisers in your Fundraise Up account, with each fundraiser's name, status, campaign, designation, goal, currency and creation date, optionally filtered by creation date.
- List recurring plans
Returns the recurring donation plans in your Fundraise Up account, newest first, optionally filtered by creation date.
- List supporters
Returns supporters from your Fundraise Up account with their latest contact details, optionally filtered by creation date.
- Update designation
Updates the name or code of an existing designation (fund) in Fundraise Up. Fields left blank keep their current values.
- Update donation
Updates a donation that was created through the API within the last 24 hours, including its supporter details, campaign, designation, comment, custom fields and question answers. Changes also apply to the donation's recurring plan and future installments.
- Update fundraiser
Updates an existing fundraiser's name, description, campaign, designation, goal, image, slug or status. Fields left blank keep their current values.
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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What our customers say
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Questions
QuickFile and Fundraise Up, answered
What can start an automation from QuickFile?
Any of QuickFile's 2 triggers in the catalog, including New Client and New Invoice. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Fundraise Up when something happens in QuickFile?
Any of Fundraise Up's 18 actions, including Update designation, Update donation, Update fundraiser and Add designation. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Fundraise Up to QuickFile?
Fundraise Up has no triggers in the catalog today, so automations start in QuickFile. If you need the other direction, ask: your agent reads Fundraise Up's API documentation and adds it.
Do I have to build a connector for QuickFile or Fundraise Up?
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 QuickFile and Fundraise Up 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.