# Connect Splitwise to WiseTeam

When **New Expense** fires in [Splitwise](https://apiant.ai/connections/splitwise), your agent runs **Add contact** in [WiseTeam](https://apiant.ai/connections/wiseteam). Describe the whole flow and it is built, tested on every scenario and kept running.

Splitwise **1** trigger Splitwise **1** action WiseTeam **17** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want Splitwise and WiseTeam to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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 Splitwise can start in WiseTeam

- When **New Expense** in Splitwise then **Add contact** in WiseTeam
- When **New Expense** in Splitwise then **Add task** in WiseTeam

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 Splitwise and WiseTeam

## Triggers and actions 1 trigger · 18 actions

- Trigger

**New Expense**

Triggers when a new expense is created. Optionally, filter for a specific group.

- Action

**Create Expense**

Creates a new expense, optionally in a group or with a specific set of friends.

- Action

**Add account**

Creates a new account (company) in WiseTeam.

- Action

**Add contact**

Creates a new contact in WiseTeam.

- Action

**Add note**

Adds a note to a WiseTeam lead, contact, account, opportunity or other record.

- Action

**Add opportunity**

Creates a new sales opportunity in WiseTeam, optionally linked to an account, contact and lead.

- Action

**Add task**

Creates a task in WiseTeam, optionally attached to a project or other record.

- Action

**Get account**

Returns a single WiseTeam account by its ID.

- Action

**Get contact**

Returns a single WiseTeam contact by its ID, including name, address, phone and email details.

- Action

**Get lead**

Returns a single WiseTeam lead by its record ID, including all of its fields.

- Action

**Get project**

Returns a WiseTeam project by its ID, including its dates, status, budget, owner, account and custom properties.

- Action

**Get task**

Returns a WiseTeam task by its ID, including its name, code, status, type, planned and actual dates, and owner.

- Action

**List accounts**

Returns all accounts in your WiseTeam CRM with their name and code.

- Action

**List contacts**

Returns all contacts in your WiseTeam account.

- Action

**List leads**

Returns the leads in your WiseTeam account.

- Action

**Update account**

Updates an existing account in WiseTeam, changing its name, code or acronym.

- Action

**Update contact**

Updates an existing contact in WiseTeam. Fields left blank keep their current values.

- Action

**Update lead**

Updates an existing WiseTeam lead's topic, owner, status, priority, dates and linked account, contact or campaign.

- Action

**Update opportunity**

Updates an existing opportunity in WiseTeam, such as its title, owner, status, priority, dates or linked account, contact, campaign and lead.

## Each app on its own

- [ **Splitwise** Splitwise is an app for splitting bills and expenses with friends.](https://apiant.ai/connections/splitwise)
- [ **WiseTeam** WiseTeam is a team collaboration tool to organize tasks and keep projects on track.](https://apiant.ai/connections/wiseteam)

Reviews

## What our customers say

## More from Splitwise

- [ **Splitwise to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/splitwise-to-stripe)
- [ **Splitwise to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/splitwise-to-trello)
- [ **Splitwise to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/splitwise-to-zoom)
- [ **Splitwise to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/splitwise-to-twilio)
- [ **Splitwise to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/splitwise-to-typeform)
- [ **Splitwise to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/splitwise-to-webflow)

## More into WiseTeam

- [ **CustomGPT.ai to WiseTeam** CustomGPT.ai is a no-code platform that lets you build AI chatbots using your own business content, designed...](https://apiant.ai/connect/customgpt-ai-to-wiseteam)
- [ **HubSpot to WiseTeam** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-wiseteam)
- [ **Salesforce to WiseTeam** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-wiseteam)
- [ **Slack to WiseTeam** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-wiseteam)
- [ **Google Sheets to WiseTeam** Google Sheets](https://apiant.ai/connect/google-sheets-to-wiseteam)
- [ **Gmail to WiseTeam** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-wiseteam)

Questions

## Splitwise and WiseTeam, answered

###

### What can start an automation from Splitwise?

Any of Splitwise's 1 trigger in the catalog, including New Expense. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in WiseTeam when something happens in Splitwise?

Any of WiseTeam's 17 actions, including Update account, Update contact, Update lead and Update opportunity. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from WiseTeam to Splitwise?

WiseTeam has no triggers in the catalog today, so automations start in Splitwise. If you need the other direction, ask: your agent reads WiseTeam's API documentation and adds it.

###

### Do I have to build a connector for Splitwise or WiseTeam?

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.
