Integration
Connect Salesmate to CII & UBL by InvoiceXML
When something happens in Salesmate, your agent does the next thing in CII & UBL by InvoiceXML. Describe it 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 Salesmate and CII & UBL by InvoiceXML to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Salesmate can start in CII & UBL by InvoiceXML
When New De-Activated User in Salesmate
then Create CII Invoice in CII & UBL by InvoiceXML
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 Salesmate and CII & UBL by InvoiceXML
Triggers and actions 2 triggers · 24 actions
- New De-Activated User
Triggers when a user in Salesmate is de-activated.
- New User
Triggers when a new user is added to your Salesmate account.
- Add Note
Adds a note to a contact in Salesmate. Returns the id of the note that was created.
- Create Contact
Creates a new contact in Salesmate. Returns the id of the contact that was created.
- Random User
Picks one active Salesmate user at random, for round-robin style assignment. Returns that user's id, name and email.
- Search for Total Rows in Activity
Returns how many Salesmate activities match the criteria you supply, without returning the activities themselves.
- Search for Total Rows in Company
Returns how many Salesmate companies match the criteria you supply, without returning the companies themselves.
- Search for Total Rows in Contacts
Returns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves.
- Search for Total Rows in Deal
Returns how many Salesmate deals match the criteria you supply, without returning the deals themselves.
- Search User
Returns the Salesmate users whose name or email matches the text you supply. Leave both blank to return every user of the chosen status.
- Update Contact
Updates an existing contact in Salesmate. Only the fields you supply are changed.
- Update Note
Updates an existing note on a contact in Salesmate.
- Convert CII to UBL
Translates a UN/CEFACT CII invoice XML into a standards-compliant UBL 2.1 XML document, enabling interoperability between systems that use different e-invoice formats.
- Convert UBL to CII
Transforms a UBL 2.1 invoice XML into a UN/CEFACT CII XML document, bridging compatibility between PEPPOL-based systems and CII-native accounting platforms.
- Create CII Invoice
Produces a UN/CEFACT Cross-Industry Invoice (CII) XML document from structured billing data, ready for submission through any EN16931-compliant e-invoicing channel.
- Create UBL Invoice
Generates a standards-compliant UBL 2.1 XML invoice from structured billing data including seller, buyer, line items, and payment details.
- Extract Invoice Attachments
Download an e-invoice's embedded attachments as a ZIP.
- Extract Invoice JSON
Parses a PDF invoice into machine-readable JSON, reading embedded CII or UBL XML when available and applying AI-based extraction as a fallback for unstructured PDFs.
- Extract Invoice XML
Pull the CII or UBL XML out of an e-invoice PDF.
- Parse Invoice JSON
AI-parse any PDF invoice — messy, scanned, or handwritten — into structured JSON.
- Render CII to PDF
Produce a human-readable PDF from a CII e-invoice.
- Render UBL to PDF
Produce a human-readable PDF from a UBL e-invoice.
- Transform PDF to CII
Reads an existing PDF invoice and produces a UN/CEFACT CII XML document using AI-powered data extraction. Ideal for digitising paper-based or scanned invoices into a structured CII format. Note: AI can make mistakes; review output before sending.
- Transform PDF to UBL
Reads an existing PDF invoice and produces a UBL 2.1 XML document using AI-powered data extraction. Useful for onboarding legacy invoices into structured e-invoicing workflows. Note: AI can make mistakes; review output before sending.
- Validate CII Invoice
Verifies a UN/CEFACT CII invoice XML against EN16931 semantic rules and XSD schema, returning a detailed compliance report including any rule failures or data inconsistencies.
- Validate UBL Invoice
Checks a UBL 2.1 invoice XML against EN16931 business rules and schema constraints, returning a structured validation report with any rule violations or structural errors.
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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Questions
Salesmate and CII & UBL by InvoiceXML, answered
What can start an automation from Salesmate?
Any of Salesmate's 2 triggers in the catalog, including New De-Activated User and New User. Describe the moment in plain language and your agent picks the right one.
What can your agent do in CII & UBL by InvoiceXML when something happens in Salesmate?
Any of CII & UBL by InvoiceXML's 14 actions, including Create CII Invoice, Create UBL Invoice, Convert CII to UBL and Convert UBL to CII. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from CII & UBL by InvoiceXML to Salesmate?
CII & UBL by InvoiceXML has no triggers in the catalog today, so automations start in Salesmate. If you need the other direction, ask: your agent reads CII & UBL by InvoiceXML's API documentation and adds it.
Do I have to build a connector for Salesmate or CII & UBL by InvoiceXML?
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.
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.