--- title: "Connect Severa to Klipfolio - APIANT.ai" description: "When \"New Phase Is Created\" fires in Severa, your agent runs \"List Users\" in Klipfolio." canonical: "https://apiant.ai/connect/severa-to-klipfolio" --- # Connect Severa to Klipfolio When **New Phase Is Created** fires in [Severa](https://apiant.ai/connections/severa), your agent runs **List Users** in [Klipfolio](https://apiant.ai/connections/klipfolio). Describe the whole flow and it is built, tested on every scenario and kept running. Severa **4** triggers Severa **8** actions Klipfolio **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Severa and Klipfolio 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 Severa can start in Klipfolio - When **New Phase Is Created** in Severa then **List Users** in Klipfolio - When **New Project Is Created** in Severa then **Update Data Source** in Klipfolio 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 Severa and Klipfolio ## Triggers and actions 4 triggers · 17 actions - Trigger **New Phase Is Created** Triggered when a new phase is created in Severa, optionally limited to a phase code or specific projects. - Trigger **New Project Is Created** Triggers when a new project is created in Severa. - Trigger **Phase Status Change** Triggers when a phase's status changes in Severa, including the status a new phase starts with. - Trigger **Project Status Change** Triggers when a project's status changes in Severa. Returns the project with its new status. - Action **Create Activity** Creates an activity (calendar entry, task, sales event or absence) in Severa. - Action **Create Address for Customer** Creates a new address on a Severa customer and returns the created address. - Action **Create Contact for Customer** Creates a contact person under an existing Severa customer and returns the new contact. - Action **Create Phase** Creates a new phase under a project's phase hierarchy in Severa. - Action **Search Customer Contacts** Searches a customer's contact persons by name, phone number or email address, returning up to 100 matching contacts. - Action **Search Customers** Searches Severa customers by name, email, customer number, VAT or KVK number, owner, status or change date and returns the matching customers. - Action **Search Invoices** Searches Severa invoices by customer, project, status, number, reference number, dates or totals and returns the matching invoices. - Action **Search Projects** Returns the projects that match the criteria you specify, such as project number, customer, status, owner or change date. - Action **Delete Data Source** Deletes a Klipfolio data source by ID. - Action **Get Data Source** Get the details for a specific Klipfolio data source by id. - Action **Get Data Source Instance Data** Retrieves the data held by a Klipfolio data source instance. - Action **Get Klip** Fetches a Klip by ID. An error occurs if the Klip is not found. - Action **List Data Sources** Returns all data sources the connected user can access. - Action **List Klips** Returns the Klips you can access, optionally narrowed to one data source or one client account. - Action **List Users** Returns all users in the company or client account. - Action **Refresh Data Source** Queue one or more Klipfolio data sources for refresh. - Action **Update Data Source** Replace data in a data source in Klipfolio. ## Each app on its own - [ **Severa** Lead your professional business in one software with Severa.](https://apiant.ai/connections/severa) - [ **Klipfolio** Klipfolio makes it easy and affordable to build and share real-time dashboards.](https://apiant.ai/connections/klipfolio) Reviews ## What our customers say ## More from Severa - [ **Severa to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/severa-to-slack) - [ **Severa to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/severa-to-stripe) - [ **Severa to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/severa-to-shopify) - [ **Severa to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/severa-to-trello) - [ **Severa to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/severa-to-zoom) - [ **Severa to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/severa-to-twilio) ## More into Klipfolio - [ **HubSpot to Klipfolio** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-klipfolio) - [ **Salesforce to Klipfolio** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-klipfolio) - [ **Slack to Klipfolio** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-klipfolio) - [ **Google Sheets to Klipfolio** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-klipfolio) - [ **Gmail to Klipfolio** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-klipfolio) - [ **Google Calendar to Klipfolio** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-klipfolio) Questions ## Severa and Klipfolio, answered ### ### What can start an automation from Severa? Any of Severa's 4 triggers in the catalog, including New Phase Is Created, New Project Is Created, Phase Status Change and Project Status Change. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Klipfolio when something happens in Severa? Any of Klipfolio's 9 actions, including Update Data Source, Get Data Source, Get Data Source Instance Data and Get Klip. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Klipfolio to Severa? Klipfolio has no triggers in the catalog today, so automations start in Severa. If you need the other direction, ask: your agent reads Klipfolio's API documentation and adds it. ### ### Do I have to build a connector for Severa or Klipfolio? 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 Severa and Klipfolio 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.