--- title: "incwo integrations and MCP server - APIANT.ai" description: "Connect incwo to any other app, or use it from your AI client over MCP. incwo.com is a CRM and invoicing platform for SMEs" canonical: "https://apiant.ai/connections/incwo" --- # incwo integrations Connect incwo to any other app, or use it from your AI client over MCP. incwo.com is a CRM and invoicing platform for SMEs Connects with OAuth [incwo.com](https://incwo.com/) **1** trigger **17** 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 incwo? Give your AI client this address. `https://mcp.apiant.ai` One 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.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 ## incwo with the apps people pair it with most - [ **HubSpot to incwo** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-incwo) - [ **incwo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/incwo-to-salesforce) - [ **incwo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/incwo-to-slack) - [ **Google Sheets to incwo** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-incwo) - [ **Gmail to incwo** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-incwo) - [ **Google Calendar to incwo** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-incwo) - [ **Google Drive to incwo** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-incwo) - [ **incwo to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/incwo-to-mailchimp) Pair it ## Connect incwo with another app - [ **HubSpot to incwo**](https://apiant.ai/connect/hubspot-to-incwo) - [ **incwo to Salesforce**](https://apiant.ai/connect/incwo-to-salesforce) - [ **incwo to Slack**](https://apiant.ai/connect/incwo-to-slack) - [ **Google Sheets to incwo**](https://apiant.ai/connect/google-sheets-to-incwo) - [ **Gmail to incwo**](https://apiant.ai/connect/gmail-to-incwo) - [ **Google Calendar to incwo**](https://apiant.ai/connect/google-calendar-to-incwo) - [ **Google Drive to incwo**](https://apiant.ai/connect/google-drive-to-incwo) - [ **incwo to Mailchimp**](https://apiant.ai/connect/incwo-to-mailchimp) - [ **incwo to Stripe**](https://apiant.ai/connect/incwo-to-stripe) - [ **incwo to Shopify**](https://apiant.ai/connect/incwo-to-shopify) - [ **incwo to QuickBooks Online**](https://apiant.ai/connect/incwo-to-quickbooks-online) - [ **incwo to Pipedrive**](https://apiant.ai/connect/incwo-to-pipedrive) - [ **ActiveCampaign to incwo**](https://apiant.ai/connect/activecampaign-to-incwo) - [ **incwo to Notion**](https://apiant.ai/connect/incwo-to-notion) - [ **Airtable to incwo**](https://apiant.ai/connect/airtable-to-incwo) - [ **incwo to Trello**](https://apiant.ai/connect/incwo-to-trello) - [ **Asana to incwo**](https://apiant.ai/connect/asana-to-incwo) - [ **incwo to JIRA**](https://apiant.ai/connect/incwo-to-jira) - [ **ClickUp to incwo**](https://apiant.ai/connect/clickup-to-incwo) - [ **incwo to Zoom**](https://apiant.ai/connect/incwo-to-zoom) - [ **Discord to incwo**](https://apiant.ai/connect/discord-to-incwo) - [ **incwo to Twilio**](https://apiant.ai/connect/incwo-to-twilio) - [ **incwo to SendGrid**](https://apiant.ai/connect/incwo-to-sendgrid) - [ **incwo to Outlook**](https://apiant.ai/connect/incwo-to-outlook) - [ **incwo to Intercom**](https://apiant.ai/connect/incwo-to-intercom) - [ **Freshdesk to incwo**](https://apiant.ai/connect/freshdesk-to-incwo) - [ **incwo to Klaviyo**](https://apiant.ai/connect/incwo-to-klaviyo) - [ **Brevo to incwo**](https://apiant.ai/connect/brevo-to-incwo) - [ **incwo to Typeform**](https://apiant.ai/connect/incwo-to-typeform) - [ **incwo to JotForm**](https://apiant.ai/connect/incwo-to-jotform) - [ **Calendly to incwo**](https://apiant.ai/connect/calendly-to-incwo) - [ **incwo to PandaDoc**](https://apiant.ai/connect/incwo-to-pandadoc) - [ **incwo to Webflow**](https://apiant.ai/connect/incwo-to-webflow) - [ **incwo to Wix**](https://apiant.ai/connect/incwo-to-wix) - [ **incwo to LinkedIn**](https://apiant.ai/connect/incwo-to-linkedin) - [ **incwo to Facebook**](https://apiant.ai/connect/incwo-to-facebook) - [ **incwo to Instagram**](https://apiant.ai/connect/incwo-to-instagram) - [ **incwo to OpenAI**](https://apiant.ai/connect/incwo-to-openai) - [ **incwo to Anthropic**](https://apiant.ai/connect/incwo-to-anthropic) - [ **incwo to OneDrive**](https://apiant.ai/connect/incwo-to-onedrive) - [ **Google Docs to incwo**](https://apiant.ai/connect/google-docs-to-incwo) - [ **incwo to Ontraport**](https://apiant.ai/connect/incwo-to-ontraport) - [ **Freshworks CRM to incwo**](https://apiant.ai/connect/freshworks-crm-to-incwo) - [ **GoHighLevel to incwo**](https://apiant.ai/connect/gohighlevel-to-incwo) - [ **Capsule CRM to incwo**](https://apiant.ai/connect/capsule-crm-to-incwo) - [ **Copper to incwo**](https://apiant.ai/connect/copper-to-incwo) - [ **incwo to Streak**](https://apiant.ai/connect/incwo-to-streak) - [ **incwo to NetHunt CRM**](https://apiant.ai/connect/incwo-to-nethunt-crm) - [ **incwo to MINDBODY**](https://apiant.ai/connect/incwo-to-mindbody) - [ **incwo to Supabase**](https://apiant.ai/connect/incwo-to-supabase) - [ **incwo to PostgreSQL**](https://apiant.ai/connect/incwo-to-postgresql) - [ **incwo to MySQL**](https://apiant.ai/connect/incwo-to-mysql) - [ **incwo to Vercel**](https://apiant.ai/connect/incwo-to-vercel) - [ **incwo to ElevenLabs**](https://apiant.ai/connect/incwo-to-elevenlabs) - [ **incwo to PagerDuty**](https://apiant.ai/connect/incwo-to-pagerduty) - [ **incwo to Pushover**](https://apiant.ai/connect/incwo-to-pushover) - [ **Gravity Forms to incwo**](https://apiant.ai/connect/gravity-forms-to-incwo) - [ **HubSpot Enterprise to incwo**](https://apiant.ai/connect/hubspot-enterprise-to-incwo) - [ **Google Forms to incwo**](https://apiant.ai/connect/google-forms-to-incwo) - [ **Facebook Lead Ads to incwo**](https://apiant.ai/connect/facebook-lead-ads-to-incwo) What your agent can do with incwo ## Triggers and actions 1 trigger · 17 actions - Trigger **New invoice** Triggered when a new invoice is created - Action **Add invoice** Creates a draft invoice (or credit note) with its lines in incwo in one atomic call. incwo always creates invoices as drafts; numbering happens when the invoice is confirmed in incwo. - Action **Add opportunity** Create a lead/opportunity (CRM: Leads and opportunities). POST to the opportunities collection.xml per docs. - Action **Create Contact** Creates a Contact - Action **Create Firm** Creates a Firm - Action **Create Task** Creates a Task - Action **Find Contact** Finds a contact - Action **Find Firm** Searches your incwo firms (companies) by keyword and returns the ones that match. - Action **Get contact** Retrieves a single incwo contact by its ID. - Action **Get firm** Get a firm by id. - Action **Get invoice** Returns one incwo invoice (or draft credit note) with its party, lines, totals and progress. - Action **Get opportunity** Returns one incwo opportunity (lead) with its topic, client, stage, amount and confidence. - Action **Get task** Returns one incwo task by its id, with its title, content, due date, assignment and status. - Action **List contacts** List contacts, paginated with ?page=N and date filters. - Action **List firms** Lists firms (companies) in incwo, optionally narrowed by search text or field filters and sorted. - Action **Update contact** Update a contact. - Action **Update firm** Update a firm. - Action **Update task** Update a project task. Reviews ## What our customers say Questions ## incwo, answered ### ### Is there a incwo MCP server? APIANT's MCP server at https://mcp.apiant.ai works with incwo. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run incwo actions on demand, or have APIANT build, test and run automations that use incwo. Nothing to install. ### ### What can start an automation from incwo? Any of incwo's 1 trigger in the catalog, including New invoice. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in incwo? Any of incwo's 17 actions, including Create Contact, Create Firm, Create Task and Update contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can I use incwo directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with incwo two ways. Ask it to do something in incwo 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 on its own. A one-off action uses your plan's tasks the same way an automation step does. ### ### Do I need to write code against the incwo API? No. APIANT connects to the incwo API for you, and you sign in to incwo once with OAuth. Describe what you want in plain language and your agent builds it on the incwo triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the incwo API documentation and adds it. ### ### Which apps can incwo connect to? Any app in the catalog; the list on this page pairs incwo 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.