Integration
Connect Tidely and Vendasta
When New Bank Account Transaction fires in Tidely, your agent runs Create Contact in Vendasta, or New Company in Vendasta to Update Invoice in Tidely. 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 Tidely and Vendasta 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 Tidely and Vendasta can do together
From Tidely to Vendasta
When New Bank Account Transaction in Tidely
then Create Contact in Vendasta
When New Invoice in Tidely
then Update Contact in Vendasta
From Vendasta to Tidely
When New Company in Vendasta
then Update Invoice in Tidely
When New Contact in Vendasta
then Import Invoice in Tidely
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 Tidely and Vendasta
Triggers and actions 5 triggers · 40 actions
Trigger
New Bank Account TransactionTriggers when a new transaction is added to a bank account.
Trigger
New InvoiceTriggers when a new sales or purchase invoice is added.
Action
Create CategoryCreates an income or expense category.
Action
Delete Bank AccountDeletes a bank account.
Action
Delete Bank Account TransactionDeletes a bank account transaction.
Action
Delete CategoryDeletes a category.
Action
Delete InvoiceDeletes an invoice.
Action
Delete PlansDeletes all plan values of a category in a scenario.
Action
Get Bank AccountReturns one bank account.
Action
Get Bank Account TransactionReturns one bank account transaction.
Action
Get CashflowReturns the cashflow per period for a scenario and date range.
Action
Get CategoryReturns one category.
Action
Get CompanyReturns one company.
Action
Get InvoiceReturns one invoice.
Action
Get ScenarioReturns one planning scenario.
Action
Import InvoiceCreates an invoice in Tidely.
Action
Import PlanCreates a plan value in Tidely.
Action
List Bank Account BalancesReturns the daily balances of a bank account.
Action
List Bank AccountsReturns the company's bank accounts.
Action
List Bank Account TransactionsReturns the transactions of a bank account.
Action
List CategoriesReturns the income and expense categories.
Action
List CompaniesReturns the companies the API key can access.
Action
List ScenariosReturns the company's planning scenarios.
Action
Update Bank AccountUpdates a bank account.
Action
Update Bank Account TransactionUpdates a bank account transaction.
Action
Update CategoryRenames a category or changes its type.
Action
Update InvoiceUpdates an invoice's fields.
Trigger
New CompanyTriggers when a new company is added to a Vendasta CRM.
Trigger
New ContactTriggers when a new contact is added to a Vendasta CRM.
Trigger
New OpportunityTriggers when a new opportunity is added to a Vendasta CRM.
Action
Create CompanyCreates a company in a Vendasta CRM and returns its ID.
Action
Create ContactCreates a contact in a Vendasta CRM and returns its ID.
Action
Create OpportunityCreates a opportunity in a Vendasta CRM and returns its ID.
Action
Delete CompanyDeletes a company from a Vendasta CRM.
Action
Delete ContactDeletes a contact from a Vendasta CRM.
Action
Delete OpportunityDeletes a opportunity from a Vendasta CRM.
Action
Get CompanyReturns one company from a Vendasta CRM by its ID, with its field values.
Action
Get ContactReturns one contact from a Vendasta CRM by its ID, with its field values.
Action
Get OpportunityReturns one opportunity from a Vendasta CRM by its ID, with its field values.
Action
List CompaniesReturns companies from a Vendasta CRM, optionally filtered by a search term.
Action
List ContactsReturns contacts from a Vendasta CRM, optionally filtered by a search term.
Action
List OpportunitiesReturns opportunities from a Vendasta CRM, optionally filtered by a search term.
Action
Update CompanyUpdates the given fields on an existing company in a Vendasta CRM.
Action
Update ContactUpdates the given fields on an existing contact in a Vendasta CRM.
Action
Update OpportunityUpdates the given fields on an existing opportunity in a Vendasta CRM.
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
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Questions
Tidely and Vendasta, answered
What can start an automation from Tidely?
Any of Tidely's 2 triggers in the catalog, including New Bank Account Transaction and New Invoice. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Vendasta when something happens in Tidely?
Any of Vendasta's 15 actions, including Create Company, Create Contact, Create Opportunity and Update Company. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Vendasta to Tidely?
Yes. When something happens in Vendasta, your agent can act in Tidely too. This page covers both directions: Vendasta's triggers and Tidely's actions are listed here as well.
Do I have to build a connector for Tidely or Vendasta?
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 Tidely and Vendasta 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.