# Connect Worktivity to IRIS KashFlow When **New Employee** fires in [Worktivity](https://apiant.ai/connections/worktivity), your agent runs **Create Invoice** in [IRIS KashFlow](https://apiant.ai/connections/iris-kashflow). Describe the whole flow and it is built, tested on every scenario and kept running. Worktivity **2** triggers Worktivity **12** actions IRIS KashFlow **5** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Worktivity and IRIS KashFlow 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 Worktivity can start in IRIS KashFlow - When **New Employee** in Worktivity then **Create Invoice** in IRIS KashFlow - When **New Project Task** in Worktivity then **Create/Update Customer** in IRIS KashFlow 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 Worktivity and IRIS KashFlow ## Triggers and actions 2 triggers · 17 actions - Trigger **New Employee** Triggers when a new employee is added. - Trigger **New Project Task** Triggers when a new task is created in a project. - Action **Add customer** Creates a customer. - Action **Add project** Creates a project. - Action **Add task** Creates a task. - Action **Get project** Gets a project by id. - Action **Get task** Gets a task by id. - Action **List customers** Lists customers. - Action **List employees** Lists employees. - Action **List projects** Lists projects. - Action **List teams** Lists teams. - Action **List timesheets** Lists timesheet data. - Action **Update project** Updates a project. - Action **Update task** Updates a task. - Action **Add Payment** Adds payment to existing invoice from your KashFlow Account - Action **Create Invoice** Creating invoice for KashFlow - Action **Create/Update Customer** Create/Update Customer for Kashflow - Action **Search Customer** Search a latest customer from KashFlow account whose email/code/name matches given string. - Action **Search Invoice** Gets a latest Invoice from KashFlow account whose invoice number or customer reference number matches given string. ## Each app on its own - [ **Worktivity** Worktivity is a platform that tracks app and website usage to improve team productivity.](https://apiant.ai/connections/worktivity) - [ **IRIS KashFlow** IRIS KashFlow is an easy-to-use accounting and bookkeeping software allowing you to run your business from...](https://apiant.ai/connections/iris-kashflow) Reviews ## What our customers say ## More from Worktivity - [ **Worktivity to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/worktivity-to-zoom) - [ **Worktivity to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/worktivity-to-linkedin) - [ **Worktivity to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/worktivity-to-facebook) - [ **Worktivity to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/worktivity-to-anthropic) - [ **Worktivity to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connect/worktivity-to-gohighlevel) - [ **Worktivity to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/worktivity-to-supabase) ## More into IRIS KashFlow - [ **HubSpot to IRIS KashFlow** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-iris-kashflow) - [ **Salesforce to IRIS KashFlow** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-iris-kashflow) - [ **Slack to IRIS KashFlow** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-iris-kashflow) - [ **Google Sheets to IRIS KashFlow** Google Sheets](https://apiant.ai/connect/google-sheets-to-iris-kashflow) - [ **Gmail to IRIS KashFlow** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-iris-kashflow) - [ **Google Calendar to IRIS KashFlow** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-iris-kashflow) Questions ## Worktivity and IRIS KashFlow, answered ### ### What can start an automation from Worktivity? Any of Worktivity's 2 triggers in the catalog, including New Employee and New Project Task. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in IRIS KashFlow when something happens in Worktivity? Any of IRIS KashFlow's 5 actions, including Create Invoice, Create/Update Customer, Add Payment and Search Customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from IRIS KashFlow to Worktivity? IRIS KashFlow has no triggers in the catalog today, so automations start in Worktivity. If you need the other direction, ask: your agent reads IRIS KashFlow's API documentation and adds it. ### ### Do I have to build a connector for Worktivity or IRIS KashFlow? 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.