Integration
Connect Clientary to Pointerpro
When New Expense fires in Clientary, your agent runs Add contact in Pointerpro. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Clientary and Pointerpro to do together?
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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 Clientary can start in Pointerpro
When New Expense in Clientary
then Add contact in Pointerpro
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 Clientary and Pointerpro
Triggers and actions 3 triggers · 30 actions
- New Expense
Triggers when a new expense is recorded in your Clientary account during the current fiscal year.
- New Invoice
Triggers when a new invoice is created in Clientary, optionally limited to invoices in a given status or matching a search.
- New Staff
Triggers when a new staff user is added to your Clientary account.
- Add comment
Posts a comment on an invoice, estimate, project, task, proposal or contract and notifies the people involved.
- Add contact
Creates a new contact (an individual person) under an existing Clientary client.
- Add contract
Creates a contract for a client in Clientary, optionally starting from a contract template, with its sections and signers.
- Add proposal
Creates a proposal for a client in Clientary, optionally starting from a proposal template, with its sections and signers.
- Add retainer
Creates a retainer for a client in Clientary: an up-front payment request kept apart from ordinary invoices.
- Client
Creates a new client in Clientary with its name, address, tax id, website and description.
- Create Estimate
Creates an estimate in Clientary, optionally for a client, with its dates, taxes, notes and line items.
- Create Invoice
Creates an invoice in Clientary, optionally for a client, with dates, currency, taxes, notes and line items.
- Create Lead
Creates a new lead (a prospective client) in Clientary.
- Create Task
Creates a new task (a to-do item) in Clientary, optionally on a project and assigned to a staff member.
- Expense
Creates a new expense in Clientary, optionally assigned to a client or project.
- Get client
Returns a single Clientary client by its ID, including its contact and address details.
- List comments
Returns the comments on one Clientary invoice, estimate, project, task, proposal or contract, newest first.
- Update contract
Updates an existing Clientary contract: its subject, date, client, status, signers or sections. Only a draft contract can be changed; void and reopen a sent contract first.
- Add contact
Creates a contact in Pointerpro, or updates the existing contact with the same email address.
- Add contact list
Creates a new contact list in Pointerpro.
- Add contacts to contact list
Adds one or more contacts to one or more Pointerpro contact lists.
- Add user
Creates a user in your Pointerpro team with the given name, email, role and permissions.
- Delete contact
Deletes a contact from your Pointerpro account.
- Delete contact list
Deletes a contact list from your Pointerpro account.
- Get contact
Returns a single contact (respondent) by its unique identifier, including name, email, language and custom fields.
- Get contact list
Returns a contact list's name, integration id and unique identifier.
- Get survey
Returns a survey (questionnaire) with its question blocks, questions, custom fields, outcomes and formulas.
- Get survey response
Returns a single survey response, including the respondent, each question's answer, scores and outcomes.
- List contacts in contact list
Returns the contacts that belong to a Pointerpro contact list.
- List survey responses
Returns the responses submitted to a survey, optionally limited to a date range.
- Send email invitation
Sends a Pointerpro survey email invitation to one or more contacts.
- Send report email
Emails a Pointerpro report, generated from a report template for a given survey response.
- Update Contact
Updates an existing Pointerpro contact's name, email, language and other details.
- Update contact list
Updates the name or integration ID of an existing Pointerpro contact list.
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
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Questions
Clientary and Pointerpro, answered
What can start an automation from Clientary?
Any of Clientary's 3 triggers in the catalog, including New Expense, New Invoice and New Staff. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Pointerpro when something happens in Clientary?
Any of Pointerpro's 16 actions, including Send email invitation, Send report email, Update Contact and Update contact list. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Pointerpro to Clientary?
Pointerpro has no triggers in the catalog today, so automations start in Clientary. If you need the other direction, ask: your agent reads Pointerpro's API documentation and adds it.
Do I have to build a connector for Clientary or Pointerpro?
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 Clientary and Pointerpro 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.