--- title: "Connect Redbooth to MILKEE - APIANT.ai" description: "When \"New comment\" fires in Redbooth, your agent runs \"Create Customer\" in MILKEE." canonical: "https://apiant.ai/connect/redbooth-to-milkee" --- # Connect Redbooth to MILKEE When **New comment** fires in [Redbooth](https://apiant.ai/connections/redbooth), your agent runs **Create Customer** in [MILKEE](https://apiant.ai/connections/milkee). Describe the whole flow and it is built, tested on every scenario and kept running. Redbooth **5** triggers Redbooth **19** actions MILKEE **15** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Redbooth and MILKEE to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Redbooth can start in MILKEE - When **New comment** in Redbooth then **Create Customer** in MILKEE - When **New List** in Redbooth then **Create Invoice** in MILKEE 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 Redbooth and MILKEE ## Triggers and actions 5 triggers · 34 actions - Trigger **New comment** Triggered when a new comment is added to a task or conversation. - Trigger **New List** Fires once for each new task list the connected user can access, newest first. - Trigger **New project** Triggered when a new project is created - Trigger **New Task** Fires once for each new task created in Redbooth, optionally limited to an organization, project, task list, creator or assignee. - Trigger **New Workspace** Triggered when a new workspace (organization) is created. - Action **Add conversation** Create a new conversation. - Action **Add note** Creates a new note in a Redbooth project. - Action **Add project** Creates a new project in a Redbooth organization. - Action **Add tag** Create a new tag. - Action **Create Comment** Creates a new comment. - Action **Create Subtask** Creates a new subtask. - Action **Create Task** Creates a new task. - Action **Create Task List** Creates a new task list. - Action **Create Workspace** Creates a new Redbooth workspace (organization). - Action **Delete task** Deletes a Redbooth task by its id. - Action **Find projects by criteria** Returns up to 1000 projects that match the specified organization, member user and archived criteria. - Action **Find Record** Searches your Redbooth account for tasks, conversations, notes and files whose text matches the search words. - Action **Find Task** Returns tasks whose text matches the search, optionally limited to one project. - Action **Get Note** Returns one note with its title, content and project. - Action **Get Tag** Returns one tag with its name, color and organization. - Action **Get task** Retrieve a single Redbooth task by its id. - Action **Get Task List** Returns one task list with its name, project and archived state. - Action **Update project** Updates an existing Redbooth project's name, organization, visibility, time tracking, weekend-day and public-notes settings. - Action **Update task** Updates an existing task by ID - Action **Create Account** Creates a new ledger account in a MILKEE company's chart of accounts. - Action **Create Customer** Creates a new customer. - Action **Create Entry** Creates a new booking entry (Buchung) in a MILKEE company. The entry type (income, expense or swap) is determined automatically from the debit and credit accounts. - Action **Create Invoice** Creates a new invoice with line items for a customer/project. - Action **Create Product** Creates a new reusable product or service in a MILKEE company, for use on invoices and proposals. - Action **Create Project** Creates a new project in a MILKEE company, linked to an existing customer or to a new customer created on the fly. - Action **Create Tag** Creates a new tag in a MILKEE company. - Action **Create Task** Creates a new task within a MILKEE project. - Action **Create Tax Rate** Creates a new tax rate (e.g. a VAT rate) for a MILKEE company. - Action **Create Time Track** Creates a time tracking entry on a MILKEE project. - Action **Find Entry** Returns the MILKEE bookkeeping entries (Buchungen) of a company that match the given filters, such as entry ID, date range, type, customer, project, account or tag. - Action **Find Project** Returns the MILKEE projects whose name matches the specified name, optionally narrowed by customer and archive status. - Action **Find Task** Returns the tasks in a MILKEE company whose title contains the text you give, optionally narrowed to one status. - Action **Find Time Track** Returns the time entries in a MILKEE company that match the specified criteria (entry id, user, customer, project, invoice, status, billable flag or date range). - Action **Update Invoice** Updates an existing MILKEE invoice by ID. Only invoices in status open can be edited. ## Each app on its own - [ **Redbooth** Redbooth is project management software for highly productive teams, including marketing departments...](https://apiant.ai/connections/redbooth) - [ **MILKEE** MILKEE is a all in one accounting tool for Swiss Freelancers and small businesses.](https://apiant.ai/connections/milkee) Reviews ## What our customers say ## More from Redbooth - [ **Redbooth to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/redbooth-to-salesforce) - [ **Redbooth to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/redbooth-to-slack) - [ **Redbooth to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/redbooth-to-stripe) - [ **Redbooth to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/redbooth-to-shopify) - [ **Redbooth to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/redbooth-to-trello) - [ **Redbooth to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/redbooth-to-zoom) ## More into MILKEE - [ **YNAB to MILKEE** YNAB is an award-winning personal finance app and method that helps you gain total control of your money.](https://apiant.ai/connect/ynab-to-milkee) - [ **HubSpot to MILKEE** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-milkee) - [ **Salesforce to MILKEE** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-milkee) - [ **Slack to MILKEE** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-milkee) - [ **Google Sheets to MILKEE** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-milkee) - [ **Gmail to MILKEE** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-milkee) Questions ## Redbooth and MILKEE, answered ### ### What can start an automation from Redbooth? Any of Redbooth's 5 triggers in the catalog, including New comment, New List, New project and New Task. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in MILKEE when something happens in Redbooth? Any of MILKEE's 15 actions, including Create Account, Create Customer, Create Entry and Create Invoice. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from MILKEE to Redbooth? MILKEE has no triggers in the catalog today, so automations start in Redbooth. If you need the other direction, ask: your agent reads MILKEE's API documentation and adds it. ### ### Do I have to build a connector for Redbooth or MILKEE? 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 Redbooth and MILKEE 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.