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What do you want Xero and Sophiie 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)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 Xero can start in Sophiie
When New bill in Xero
then Add lead in Sophiie
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 Xero and Sophiie
Triggers and actions 4 triggers · 44 actions
- New bill
Triggered when a new bill (ACCPAY) is added.
- New or updated contact
Triggered when a contact is created or updated.
- New payment
Triggered when a new payment is received.
- New sales invoice
Triggered when a new sales invoice (ACCREC) is added.
- Add account
Create a chart of accounts entry.
- Add credit note
Create a credit note.
- Add item
Create an inventory/sales item.
- Add purchase order
Create a purchase order.
- Add quote
Create a quote.
- Create bank transaction
Create a spend or receive money bank transaction.
- Create bill
Create a new bill (Accounts Payable, Type=ACCPAY).
- Create or update contact
Create a new contact or update an existing one.
- Create payment
Create a payment against an approved invoice.
- Create sales invoice
Create a new sales invoice (Accounts Receivable, Type=ACCREC).
- Find contact by email
Find a contact by email address.
- Get contact
Retrieve a single contact by ContactID.
- Get invoice
Retrieve a single invoice by InvoiceID.
- Get quote
Returns one quote by its id, with its contact, status, line items and totals.
- List accounts
Retrieve the chart of accounts.
- List bank transactions
List bank transactions.
- List contacts
Retrieve contacts from Xero.
- List credit notes
List credit notes.
- List invoices
Retrieve sales invoices and bills.
- List items
List items.
- List organisations
Retrieve organisation details for the connected Xero tenant.
- List payments
Retrieve payments.
- List purchase orders
List purchase orders.
- List tax rates
List tax rates.
- Update contact
Update a contact by id.
- Update invoice
Update a draft/submitted invoice.
- Add appointment
Books an appointment (job) for a lead in Sophiie. It appears on the dashboard calendar and syncs to connected calendars.
- Add lead
Creates a new lead in your Sophiie organization with contact details, business name and social links.
- Cancel appointment
Cancels an appointment (job), keeping it with status Cancelled and syncing the cancellation to connected calendars.
- Delete lead
Deletes a lead from your Sophiie organization.
- Get appointment
Returns a single appointment (job) by its ID, including its time, status, lead, attendees and notes.
- Get call
Returns a single completed phone call, including its outcome, summary, transcript and recording link.
- Get inquiry
Returns a single inquiry, including its customer (lead) and the call, chat, webform or message details it came from.
- Get lead
Returns a lead's full details, including contact info, status, tags, default address and last inquiry.
- Get organization
Returns the details of the Sophiie organization tied to the connected account, including its name, contact details, time zone, country and currency.
- List appointments
Returns the appointments (jobs) in your Sophiie organization, optionally only those for one lead.
- List inquiries
Returns the inquiries (calls, emails, chats, SMS, web forms and social messages) received by your Sophiie organization, optionally filtered by lead, source or archived state.
- List lead notes
Returns the notes recorded on a lead, including their content, author and timestamps.
- List leads
Returns the leads in your Sophiie organization, with contact details, status and unread inquiry counts. Optionally limit to leads created or updated since a given time.
- List members
Returns the members (users) of your Sophiie organization, including their role, name, email and phone.
- Send call
Places an outbound phone call to a person using your organization's Sophiie virtual assistant.
- Send SMS
Sends an SMS (or MMS with media) to a lead, continuing an existing conversation thread or starting a new one.
- Update appointment
Updates an existing appointment (job) in Sophiie. Only the fields you fill in are changed.
- Update lead
Updates an existing lead's contact details, such as name, email, phone, suburb, business name and social links.
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
Xero and Sophiie, answered
What can start an automation from Xero?
Any of Xero's 4 triggers in the catalog, including New bill, New or updated contact, New payment and New sales invoice. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Sophiie when something happens in Xero?
Any of Sophiie's 18 actions, including Send call, Send SMS, Update appointment and Update lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sophiie to Xero?
Sophiie has no triggers in the catalog today, so automations start in Xero. If you need the other direction, ask: your agent reads Sophiie's API documentation and adds it.
Do I have to build a connector for Xero or Sophiie?
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 Xero and Sophiie 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.