# Connect Zite to LedgerBox When **New Field** fires in [Zite](https://apiant.ai/connections/zite), your agent runs **Upload File** in [LedgerBox](https://apiant.ai/connections/ledgerbox). Describe the whole flow and it is built, tested on every scenario and kept running. Zite **9** triggers Zite **12** actions LedgerBox **4** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Zite and LedgerBox 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 Zite can start in LedgerBox - When **New Field** in Zite then **Upload File** in LedgerBox - When **New Record** in Zite then **Find documents by search text** in LedgerBox 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 Zite and LedgerBox ## Triggers and actions 9 triggers · 16 actions - Trigger **Deleted Field** Triggers when a field is deleted from a table. - Trigger **Deleted Record** Triggers when a record is deleted from a table. - Trigger **Deleted Table** Triggers when a table is deleted from a base. - Trigger **New Field** Triggers when a new field is created in a table. - Trigger **New Record** Triggers when a new record is created in a table. - Trigger **New Table** Triggers when a new table is created in a base. - Trigger **Updated Field** Triggers when a field is updated in a table. - Trigger **Updated Record** Triggers when an existing record is updated in a table. - Trigger **Updated Table** Triggers when a table is updated in a base. - Action **Create Field** Creates a new field in a table. - Action **Create Record** Creates a new record in a table. - Action **Create Table** Creates a new table in a base. - Action **Delete Field** Deletes a field from a table. - Action **Delete Record** Deletes a record from a table. - Action **Delete Table** Deletes a table from a base. - Action **Find Field** Finds a field by name. - Action **Find Record** Finds a record by field value. - Action **Find Table** Finds a table by name. - Action **Update Field** Updates a field's name or settings. - Action **Update Record** Updates an existing record in a table. - Action **Update Table** Updates a table's name or description. - Action **Delete document** Deletes a document from the LedgerBox workspace by its ID. LedgerBox archives the document rather than erasing it immediately. - Action **Find documents by search text** Returns up to 50 documents in the LedgerBox workspace whose title or details match the search text, optionally narrowed by state or document type. - Action **Get Job Results** Retrieves the extracted records (the processing results) of a document LedgerBox has processed. - Action **Upload File** Uploads a file to your LedgerBox workspace and queues it for processing, returning the new document's id. ## Each app on its own - [ **Zite** Zite is an AI-powered app builder for product-ready business software](https://apiant.ai/connections/zite) - [ **LedgerBox** LedgerBox is a tool to extract data from financial documents with AI](https://apiant.ai/connections/ledgerbox) Reviews ## What our customers say ## More from Zite - [ **Zite to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/zite-to-zoom) - [ **Zite to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/zite-to-linkedin) - [ **Zite to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/zite-to-facebook) - [ **Zite to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/zite-to-anthropic) - [ **Zite to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connect/zite-to-gohighlevel) - [ **Zite to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/zite-to-supabase) ## More into LedgerBox - [ **HubSpot to LedgerBox** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ledgerbox) - [ **Salesforce to LedgerBox** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-ledgerbox) - [ **Slack to LedgerBox** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-ledgerbox) - [ **Google Sheets to LedgerBox** Google Sheets](https://apiant.ai/connect/google-sheets-to-ledgerbox) - [ **Gmail to LedgerBox** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ledgerbox) - [ **Google Calendar to LedgerBox** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ledgerbox) Questions ## Zite and LedgerBox, answered ### ### What can start an automation from Zite? Any of Zite's 9 triggers in the catalog, including New Field, New Record, New Table and Updated Field. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in LedgerBox when something happens in Zite? Any of LedgerBox's 4 actions, including Upload File, Find documents by search text, Get Job Results and Delete document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from LedgerBox to Zite? LedgerBox has no triggers in the catalog today, so automations start in Zite. If you need the other direction, ask: your agent reads LedgerBox's API documentation and adds it. ### ### Do I have to build a connector for Zite or LedgerBox? 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.