# Digital Practice integrations Connect Digital Practice to any other app, or use it from your AI client over MCP. Digital Practice is a Practice Management Software that helps practices manage their day-to-day admin, HR, accounting, project management, HR, CRM and much more. Connects with an API key[digitalpractice.io](https://digitalpractice.io/) **9** triggers **21** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with Digital Practice? 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) Popular ## Digital Practice with the apps people pair it with most - [ **Digital Practice to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/digital-practice-to-hubspot) - [ **Digital Practice to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/digital-practice-to-salesforce) - [ **Digital Practice to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/digital-practice-to-slack) - [ **Digital Practice to Google Sheets** Google Sheets](https://apiant.ai/connect/digital-practice-to-google-sheets) - [ **Digital Practice to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/digital-practice-to-gmail) - [ **Digital Practice to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/digital-practice-to-google-calendar) - [ **Digital Practice to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/digital-practice-to-google-drive) - [ **Digital Practice to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/digital-practice-to-mailchimp) Pair it ## Connect Digital Practice with another app - [ **Digital Practice to HubSpot** ](https://apiant.ai/connect/digital-practice-to-hubspot) - [ **Digital Practice to Salesforce** ](https://apiant.ai/connect/digital-practice-to-salesforce) - [ **Digital Practice to Slack** ](https://apiant.ai/connect/digital-practice-to-slack) - [ **Digital Practice to Google Sheets** ](https://apiant.ai/connect/digital-practice-to-google-sheets) - [ **Digital Practice to Gmail** ](https://apiant.ai/connect/digital-practice-to-gmail) - [ **Digital Practice to Google Calendar** ](https://apiant.ai/connect/digital-practice-to-google-calendar) - [ **Digital Practice to Google Drive** ](https://apiant.ai/connect/digital-practice-to-google-drive) - [ **Digital Practice to Mailchimp** ](https://apiant.ai/connect/digital-practice-to-mailchimp) - [ **Digital Practice to Stripe** ](https://apiant.ai/connect/digital-practice-to-stripe) - [ **Digital Practice to Shopify** ](https://apiant.ai/connect/digital-practice-to-shopify) - [ **Digital Practice to QuickBooks Online** ](https://apiant.ai/connect/digital-practice-to-quickbooks-online) - [ **Digital Practice to Pipedrive** ](https://apiant.ai/connect/digital-practice-to-pipedrive) - [ **ActiveCampaign to Digital Practice** ](https://apiant.ai/connect/activecampaign-to-digital-practice) - [ **Digital Practice to Notion** ](https://apiant.ai/connect/digital-practice-to-notion) - [ **Airtable to Digital Practice** ](https://apiant.ai/connect/airtable-to-digital-practice) - [ **Digital Practice to Trello** ](https://apiant.ai/connect/digital-practice-to-trello) - [ **Asana to Digital Practice** ](https://apiant.ai/connect/asana-to-digital-practice) - [ **Digital Practice to JIRA** ](https://apiant.ai/connect/digital-practice-to-jira) - [ **ClickUp to Digital Practice** ](https://apiant.ai/connect/clickup-to-digital-practice) - [ **Digital Practice to Zoom** ](https://apiant.ai/connect/digital-practice-to-zoom) - [ **Digital Practice to Discord** ](https://apiant.ai/connect/digital-practice-to-discord) - [ **Digital Practice to Twilio** ](https://apiant.ai/connect/digital-practice-to-twilio) - [ **Digital Practice to SendGrid** ](https://apiant.ai/connect/digital-practice-to-sendgrid) - [ **Digital Practice to Outlook** ](https://apiant.ai/connect/digital-practice-to-outlook) - [ **Digital Practice to Intercom** ](https://apiant.ai/connect/digital-practice-to-intercom) - [ **Digital Practice to Freshdesk** ](https://apiant.ai/connect/digital-practice-to-freshdesk) - [ **Brevo to Digital Practice** ](https://apiant.ai/connect/brevo-to-digital-practice) - [ **Digital Practice to Typeform** ](https://apiant.ai/connect/digital-practice-to-typeform) - [ **Digital Practice to JotForm** ](https://apiant.ai/connect/digital-practice-to-jotform) - [ **Calendly to Digital Practice** ](https://apiant.ai/connect/calendly-to-digital-practice) - [ **Digital Practice to PandaDoc** ](https://apiant.ai/connect/digital-practice-to-pandadoc) - [ **Digital Practice to Webflow** ](https://apiant.ai/connect/digital-practice-to-webflow) - [ **Digital Practice to Wix** ](https://apiant.ai/connect/digital-practice-to-wix) - [ **Digital Practice to LinkedIn** ](https://apiant.ai/connect/digital-practice-to-linkedin) - [ **Digital Practice to Facebook** ](https://apiant.ai/connect/digital-practice-to-facebook) - [ **Digital Practice to Instagram** ](https://apiant.ai/connect/digital-practice-to-instagram) - [ **Digital Practice to OpenAI** ](https://apiant.ai/connect/digital-practice-to-openai) - [ **Digital Practice to Anthropic** ](https://apiant.ai/connect/digital-practice-to-anthropic) - [ **Digital Practice to OneDrive** ](https://apiant.ai/connect/digital-practice-to-onedrive) - [ **Digital Practice to Google Docs** ](https://apiant.ai/connect/digital-practice-to-google-docs) - [ **Digital Practice to Ontraport** ](https://apiant.ai/connect/digital-practice-to-ontraport) - [ **Digital Practice to Freshworks CRM** ](https://apiant.ai/connect/digital-practice-to-freshworks-crm) - [ **Digital Practice to GoHighLevel** ](https://apiant.ai/connect/digital-practice-to-gohighlevel) - [ **Capsule CRM to Digital Practice** ](https://apiant.ai/connect/capsule-crm-to-digital-practice) - [ **Copper to Digital Practice** ](https://apiant.ai/connect/copper-to-digital-practice) - [ **Digital Practice to Streak** ](https://apiant.ai/connect/digital-practice-to-streak) - [ **Digital Practice to NetHunt CRM** ](https://apiant.ai/connect/digital-practice-to-nethunt-crm) - [ **Digital Practice to MINDBODY** ](https://apiant.ai/connect/digital-practice-to-mindbody) - [ **Digital Practice to Supabase** ](https://apiant.ai/connect/digital-practice-to-supabase) - [ **Digital Practice to PostgreSQL** ](https://apiant.ai/connect/digital-practice-to-postgresql) - [ **Digital Practice to MySQL** ](https://apiant.ai/connect/digital-practice-to-mysql) - [ **Digital Practice to Vercel** ](https://apiant.ai/connect/digital-practice-to-vercel) - [ **Digital Practice to ElevenLabs** ](https://apiant.ai/connect/digital-practice-to-elevenlabs) - [ **Digital Practice to PagerDuty** ](https://apiant.ai/connect/digital-practice-to-pagerduty) - [ **Digital Practice to Pushover** ](https://apiant.ai/connect/digital-practice-to-pushover) - [ **Digital Practice to Gravity Forms** ](https://apiant.ai/connect/digital-practice-to-gravity-forms) - [ **Digital Practice to HubSpot Enterprise** ](https://apiant.ai/connect/digital-practice-to-hubspot-enterprise) - [ **Digital Practice to Google Forms** ](https://apiant.ai/connect/digital-practice-to-google-forms) - [ **Digital Practice to monday.com** ](https://apiant.ai/connect/digital-practice-to-monday-com) - [ **Digital Practice to Google Ads** ](https://apiant.ai/connect/digital-practice-to-google-ads) What your agent can do with Digital Practice ## Triggers and actions 9 triggers · 21 actions - Trigger **New Account** Triggers when a new account is added to your company's chart of accounts. - Trigger **New Client** Triggers when a new client is added to your Digital Practice company. - Trigger **New Contact** Triggers when a new contact is added to your Digital Practice CRM. - Trigger **New Invoice** Triggers when a new invoice is created in Digital Practice, including its client and line items. - Trigger **New Lead** Triggers when a new lead is added to your Digital Practice CRM. - Trigger **New Product** Triggers when a new product or service is added in Digital Practice. - Trigger **New Project** Triggers when a new project is added to your Digital Practice company. - Trigger **New Quote** Triggers when a new quote is created in Digital Practice. - Trigger **New Vendor** Triggers when a new vendor is added to your Digital Practice company. - Action **Create Account** Creates a new account in your Digital Practice chart of accounts. - Action **Create Client** Creates a new client company in Digital Practice accounting. - Action **Create Contact** Creates a new contact in your Digital Practice CRM. - Action **Create Expense** Creates an expense against an account, optionally linked to a vendor. An existing account or vendor is matched by name; supplying extra details creates a new one. - Action **Create Invoice** Creates an invoice for an existing or new client. Add line items afterwards with Create Invoice Items. - Action **Create Invoice Items** Adds one or more line items to an existing Digital Practice invoice. - Action **Create Lead** Creates a new lead in Digital Practice CRM with its company details, status and priority. - Action **Create Product** Creates a new product or service in Digital Practice. - Action **Create Project** Creates a project in Digital Practice, linked to an existing client by name or to a new client created from the details supplied. - Action **Create Quote** Creates a quote for an existing client, or for a new client created from the details you supply. - Action **Create Quote Items** Adds one or more line items (title, price, quantity) to an existing quote. - Action **Create Vendor** Creates a new vendor record in Digital Practice accounting. - Action **List accounts** Returns the list of accounts in your company's chart of accounts. - Action **List clients** Returns the list of clients for your Digital Practice company. - Action **List contacts** Returns the contacts in your Digital Practice company. - Action **List invoices** Returns the invoices in your company, each with its client and line items. - Action **List leads** Returns the leads in your Digital Practice company. - Action **List products** Returns the products and services set up in your Digital Practice company. - Action **List projects** Returns the projects in your Digital Practice company, each with its associated client. - Action **List quotes** Returns the quotes in your company, each with its client and line items. - Action **List vendors** Returns the vendors in your Digital Practice company. Reviews ## What our customers say Questions ## Digital Practice, answered ### ### Is there a Digital Practice MCP server? APIANT's MCP server at https://mcp.apiant.ai works with Digital Practice. Add that address to any AI client that takes a remote MCP server, sign in once in your browser, and your client can build, test and run automations that use Digital Practice. Nothing to install. ### ### What can start an automation from Digital Practice? Any of Digital Practice's 9 triggers in the catalog, including New Account, New Client, New Contact and New Invoice. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Digital Practice? Any of Digital Practice's 21 actions, including Create Account, Create Client, Create Contact and Create Expense. Your agent maps the data both ways and tests every scenario before it ships. ### ### Which apps can Digital Practice connect to? Any app in the catalog; the list on this page pairs Digital Practice with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector. ### ### 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.