--- title: "Tidely integrations and MCP server - APIANT.ai" description: "Connect Tidely to any other app, or use it from your AI client over MCP. Tidely is a smart liquidity management and cash flow forecasting solution for..." canonical: "https://apiant.ai/connections/tidely" --- # Tidely integrations Connect Tidely to any other app, or use it from your AI client over MCP. Tidely is a smart liquidity management and cash flow forecasting solution for Entrepreneurs, Start-Ups and SMEs. Connects with an API key [tidely.com](https://tidely.com/) **2** triggers **25** 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 Tidely? 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) ### Grok Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser. [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 ## Tidely with the apps people pair it with most - [ **HubSpot to Tidely** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-tidely) - [ **Salesforce to Tidely** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-tidely) - [ **Slack to Tidely** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-tidely) - [ **Google Sheets to Tidely** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-tidely) - [ **Gmail to Tidely** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-tidely) - [ **Google Calendar to Tidely** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-tidely) - [ **Google Drive to Tidely** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-tidely) - [ **Mailchimp to Tidely** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-tidely) Pair it ## Connect Tidely with another app - [ **HubSpot to Tidely**](https://apiant.ai/connect/hubspot-to-tidely) - [ **Salesforce to Tidely**](https://apiant.ai/connect/salesforce-to-tidely) - [ **Slack to Tidely**](https://apiant.ai/connect/slack-to-tidely) - [ **Google Sheets to Tidely**](https://apiant.ai/connect/google-sheets-to-tidely) - [ **Gmail to Tidely**](https://apiant.ai/connect/gmail-to-tidely) - [ **Google Calendar to Tidely**](https://apiant.ai/connect/google-calendar-to-tidely) - [ **Google Drive to Tidely**](https://apiant.ai/connect/google-drive-to-tidely) - [ **Mailchimp to Tidely**](https://apiant.ai/connect/mailchimp-to-tidely) - [ **Stripe to Tidely**](https://apiant.ai/connect/stripe-to-tidely) - [ **Shopify to Tidely**](https://apiant.ai/connect/shopify-to-tidely) - [ **QuickBooks Online to Tidely**](https://apiant.ai/connect/quickbooks-online-to-tidely) - [ **Pipedrive to Tidely**](https://apiant.ai/connect/pipedrive-to-tidely) - [ **ActiveCampaign to Tidely**](https://apiant.ai/connect/activecampaign-to-tidely) - [ **Notion to Tidely**](https://apiant.ai/connect/notion-to-tidely) - [ **Airtable to Tidely**](https://apiant.ai/connect/airtable-to-tidely) - [ **Tidely to Trello**](https://apiant.ai/connect/tidely-to-trello) - [ **Asana to Tidely**](https://apiant.ai/connect/asana-to-tidely) - [ **JIRA to Tidely**](https://apiant.ai/connect/jira-to-tidely) - [ **ClickUp to Tidely**](https://apiant.ai/connect/clickup-to-tidely) - [ **Tidely to Zoom**](https://apiant.ai/connect/tidely-to-zoom) - [ **Discord to Tidely**](https://apiant.ai/connect/discord-to-tidely) - [ **Tidely to Twilio**](https://apiant.ai/connect/tidely-to-twilio) - [ **SendGrid to Tidely**](https://apiant.ai/connect/sendgrid-to-tidely) - [ **Outlook to Tidely**](https://apiant.ai/connect/outlook-to-tidely) - [ **Intercom to Tidely**](https://apiant.ai/connect/intercom-to-tidely) - [ **Freshdesk to Tidely**](https://apiant.ai/connect/freshdesk-to-tidely) - [ **Klaviyo to Tidely**](https://apiant.ai/connect/klaviyo-to-tidely) - [ **Brevo to Tidely**](https://apiant.ai/connect/brevo-to-tidely) - [ **Tidely to Typeform**](https://apiant.ai/connect/tidely-to-typeform) - [ **JotForm to Tidely**](https://apiant.ai/connect/jotform-to-tidely) - [ **Calendly to Tidely**](https://apiant.ai/connect/calendly-to-tidely) - [ **PandaDoc to Tidely**](https://apiant.ai/connect/pandadoc-to-tidely) - [ **Tidely to Webflow**](https://apiant.ai/connect/tidely-to-webflow) - [ **Tidely to Wix**](https://apiant.ai/connect/tidely-to-wix) - [ **Tidely to LinkedIn**](https://apiant.ai/connect/tidely-to-linkedin) - [ **Tidely to Facebook**](https://apiant.ai/connect/tidely-to-facebook) - [ **Instagram to Tidely**](https://apiant.ai/connect/instagram-to-tidely) - [ **OpenAI to Tidely**](https://apiant.ai/connect/openai-to-tidely) - [ **Tidely to Anthropic**](https://apiant.ai/connect/tidely-to-anthropic) - [ **OneDrive to Tidely**](https://apiant.ai/connect/onedrive-to-tidely) - [ **Google Docs to Tidely**](https://apiant.ai/connect/google-docs-to-tidely) - [ **Ontraport to Tidely**](https://apiant.ai/connect/ontraport-to-tidely) - [ **Freshworks CRM to Tidely**](https://apiant.ai/connect/freshworks-crm-to-tidely) - [ **GoHighLevel to Tidely**](https://apiant.ai/connect/gohighlevel-to-tidely) - [ **Capsule CRM to Tidely**](https://apiant.ai/connect/capsule-crm-to-tidely) - [ **Copper to Tidely**](https://apiant.ai/connect/copper-to-tidely) - [ **Streak to Tidely**](https://apiant.ai/connect/streak-to-tidely) - [ **NetHunt CRM to Tidely**](https://apiant.ai/connect/nethunt-crm-to-tidely) - [ **MINDBODY to Tidely**](https://apiant.ai/connect/mindbody-to-tidely) - [ **Tidely to Supabase**](https://apiant.ai/connect/tidely-to-supabase) - [ **PostgreSQL to Tidely**](https://apiant.ai/connect/postgresql-to-tidely) - [ **MySQL to Tidely**](https://apiant.ai/connect/mysql-to-tidely) - [ **Tidely to Vercel**](https://apiant.ai/connect/tidely-to-vercel) - [ **Tidely to ElevenLabs**](https://apiant.ai/connect/tidely-to-elevenlabs) - [ **PagerDuty to Tidely**](https://apiant.ai/connect/pagerduty-to-tidely) - [ **Tidely to Pushover**](https://apiant.ai/connect/tidely-to-pushover) - [ **Gravity Forms to Tidely**](https://apiant.ai/connect/gravity-forms-to-tidely) - [ **HubSpot Enterprise to Tidely**](https://apiant.ai/connect/hubspot-enterprise-to-tidely) - [ **Google Forms to Tidely**](https://apiant.ai/connect/google-forms-to-tidely) - [ **Facebook Lead Ads to Tidely**](https://apiant.ai/connect/facebook-lead-ads-to-tidely) What your agent can do with Tidely ## Triggers and actions 2 triggers · 25 actions - Trigger **New Bank Account Transaction** Triggers when a new transaction is added to a bank account. - Trigger **New Invoice** Triggers when a new sales or purchase invoice is added. - Action **Create Category** Creates an income or expense category. - Action **Delete Bank Account** Deletes a bank account. - Action **Delete Bank Account Transaction** Deletes a bank account transaction. - Action **Delete Category** Deletes a category. - Action **Delete Invoice** Deletes an invoice. - Action **Delete Plans** Deletes all plan values of a category in a scenario. - Action **Get Bank Account** Returns one bank account. - Action **Get Bank Account Transaction** Returns one bank account transaction. - Action **Get Cashflow** Returns the cashflow per period for a scenario and date range. - Action **Get Category** Returns one category. - Action **Get Company** Returns one company. - Action **Get Invoice** Returns one invoice. - Action **Get Scenario** Returns one planning scenario. - Action **Import Invoice** Creates an invoice in Tidely. - Action **Import Plan** Creates a plan value in Tidely. - Action **List Bank Account Balances** Returns the daily balances of a bank account. - Action **List Bank Accounts** Returns the company's bank accounts. - Action **List Bank Account Transactions** Returns the transactions of a bank account. - Action **List Categories** Returns the income and expense categories. - Action **List Companies** Returns the companies the API key can access. - Action **List Scenarios** Returns the company's planning scenarios. - Action **Update Bank Account** Updates a bank account. - Action **Update Bank Account Transaction** Updates a bank account transaction. - Action **Update Category** Renames a category or changes its type. - Action **Update Invoice** Updates an invoice's fields. Reviews ## What our customers say Questions ## Tidely, answered ### ### Is there a Tidely MCP server? APIANT's MCP server at https://mcp.apiant.ai works with Tidely. 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 Tidely actions on demand, or have APIANT build, test and run automations that use Tidely. Nothing to install. ### ### What can start an automation from Tidely? Any of Tidely's 2 triggers in the catalog, including New Bank Account Transaction and New Invoice. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Tidely? Any of Tidely's 25 actions, including Create Category, Update Bank Account, Update Bank Account Transaction and Update Category. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can I use Tidely directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with Tidely two ways. Ask it to do something in Tidely 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 Tidely API? No. APIANT connects to the Tidely API for you, with your Tidely API key. Describe what you want in plain language and your agent builds it on the Tidely triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Tidely API documentation and adds it. ### ### Which apps can Tidely connect to? Any app in the catalog; the list on this page pairs Tidely 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.