Integration
Connect QuickFile and VirtualPBX
When New Client fires in QuickFile, your agent runs Create Blocklist in VirtualPBX, or New Call Recording in VirtualPBX to Convert estimate to invoice in QuickFile. 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 VirtualPBX 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 and VirtualPBX can do together
From QuickFile to VirtualPBX
When New Client in QuickFile
then Create Blocklist in VirtualPBX
When New Invoice in QuickFile
then Update Blocklist in VirtualPBX
From VirtualPBX to QuickFile
When New Call Recording in VirtualPBX
then Convert estimate to invoice in QuickFile
When New Call Recording in VirtualPBX
then Find invoices in QuickFile
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 VirtualPBX
Triggers and actions 3 triggers · 34 actions
Trigger
New ClientTriggers when a new client is created in QuickFile.
Trigger
New InvoiceTriggers when a new invoice is created in QuickFile.
Action
Convert estimate to invoiceConverts an existing estimate into a new invoice in QuickFile.
Action
Create ClientCreates a new client (customer) in QuickFile with a default contact.
Action
Create ItemCreates an inventory item in QuickFile.
Action
Create PaymentRecords a payment received from a QuickFile client.
Action
Create SupplierCreates a new supplier in QuickFile.
Action
Delete ClientDeletes a QuickFile client by ID.
Action
Delete invoiceDeletes a QuickFile invoice, estimate or recurring invoice template, optionally keeping its payments as credits.
Action
Delete supplierDeletes a supplier record from QuickFile.
Action
Find ClientsSearches QuickFile clients by company name, email or account reference.
Action
Find invoicesReturns QuickFile invoices, estimates or recurring profiles matching your search criteria such as client, invoice number, status, date or amount range (up to 200).
Action
Find SuppliersSearches QuickFile suppliers by company name.
Action
Get ClientReturns one QuickFile client by ID.
Action
Get InvoiceReturns one QuickFile invoice, estimate or credit note by ID.
Action
Get invoice PDFReturns a link to the PDF version of a QuickFile invoice or estimate.
Action
Get supplierReturns a supplier's details and contacts from QuickFile by supplier ID.
Action
List Bank AccountsReturns the bank accounts in your QuickFile account.
Action
Update ClientUpdates an existing client's company details, address, VAT and invoicing preferences in QuickFile.
Trigger
New Call RecordingTriggers when a new call recording is stored on the account.
Action
Create BlocklistCreates a caller blocklist, optionally with an initial set of blocked numbers.
Action
Delete BlocklistDeletes a caller blocklist.
Action
Delete Call RecordingDeletes a call recording's record (and its audio when stored with it).
Action
Get Active CallReturns details of one active call, such as its direction, destination and whether it was answered.
Action
Get BlocklistReturns one caller blocklist and the numbers on it.
Action
Get Call RecordingReturns one call recording's details: caller, callee, direction and duration.
Action
Get DeviceReturns one device's configuration, including its name, type and whether it is enabled.
Action
Hang Up CallHangs up an active call.
Action
List BlocklistsReturns the caller blocklists on the account.
Action
List Call RecordingsReturns call recordings stored on the account, newest first, with caller, callee and duration.
Action
List Device Active CallsReturns the calls currently active on one device.
Action
List Device RegistrationsReturns which devices on the account are currently registered; empty when none are.
Action
List DevicesReturns every device (phones, softphones, fax machines) on the VirtualPBX account.
Action
List User Active CallsReturns the calls currently active for one user.
Action
Transfer CallTransfers an active call to an extension or phone number, blind or attended.
Action
Update BlocklistUpdates a blocklist; the numbers given replace the list's current numbers.
Action
Update DeviceUpdates a device's name or enabled state, and can ask the phone to reboot to pick up the change.
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
QuickFile and VirtualPBX, 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 VirtualPBX when something happens in QuickFile?
Any of VirtualPBX's 17 actions, including Create Blocklist, Update Blocklist, Update Device and Get Active Call. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from VirtualPBX to QuickFile?
Yes. When something happens in VirtualPBX, your agent can act in QuickFile too. This page covers both directions: VirtualPBX's triggers and QuickFile's actions are listed here as well.
Do I have to build a connector for QuickFile or VirtualPBX?
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 VirtualPBX 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.