Integration
Connect CONSENSUS and Daftra
When New Lead fires in CONSENSUS, your agent runs Add Invoice in Daftra, or Client Created in Daftra to Create Lead in CONSENSUS. 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 CONSENSUS and Daftra to do together?
Ask the assistant
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)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)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 CONSENSUS and Daftra can do together
From CONSENSUS to Daftra
When New Lead in CONSENSUS
then Add Invoice in Daftra
From Daftra to CONSENSUS
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 CONSENSUS and Daftra
Triggers and actions 11 triggers · 53 actions
- Demo Watched
Triggers when a demo you sent from Sales Accelerator is watched again (its view count goes up).
- New Lead
Triggers when a new lead is captured in Consensus, such as a viewer filling out a demo's lead form.
- Create Demo Link
Creates a marketing share link for a demo.
- Create Lead
Creates a lead in Consensus from a contact's name, email and company.
- Create Mail Merge Link
Creates a mail merge link for a demo using your email platform's merge tags.
- Delete Recipient
Deletes a demo recipient and their data by email address.
- Find Leads
Returns leads captured by your demos, optionally filtered by email address or date range.
- Find Recipient
Finds a demo recipient by email address.
- Find Sent Demos
Returns the demos your team has sent to prospects, with their view counts and recipients.
- Get Current User
Returns the Consensus user this connection acts as and their organization.
- Get Demo by Link Hash
Returns the demo that a Consensus share link points to.
- Get Mail Merge Link
Returns one mail merge link.
- List Mail Merge Links
Returns your mail merge links.
- List Mail Merge Platforms
Returns the email platforms you can build mail merge links for.
- Search Demos
Returns the demos whose title matches your search text, with their preview links and owners.
- Send Demo
Sends a demo to a prospect contact and returns the personal share link.
- Update Sent Demo
Updates the company or opportunity on a demo you sent.
- Client Created
Triggers when a new client is added to your Daftra account.
- Client Updated
Triggers when a client is added or updated in Daftra.
- Estimate Updated
Triggers when an estimate (quote) is created or updated in Daftra.
- Invoice Created
Triggers when a new invoice (or debit note) is created in Daftra.
- Invoice Updated
Triggers when an invoice or debit note is created or updated in Daftra.
- Journal Created
Triggers when a new journal entry is created in Daftra.
- Journal Updated
Triggers when a journal entry is created or updated in Daftra.
- Product Created
Triggers when a new product is added in Daftra.
- Product Updated
Triggers when a product is added or updated in Daftra.
- Add Client
Creates a new client in Daftra and returns its id and client number.
- Add credit note
Creates a credit note for a client in Daftra, optionally against a source invoice, with line items.
- Add Estimate
Creates a new estimate (quote) for a client in Daftra, with optional line items.
- Add Expense
Creates an expense in Daftra with its amount, date, vendor, category and optional taxes, account splits and cost-center allocations.
- Add Invoice
Creates a sales invoice for a client in Daftra, with optional line items and payments, and returns the new invoice's id.
- Add Invoice Payment
Records a payment against an existing Daftra invoice and returns the new payment's id.
- Add Journal
Creates a manual double-entry journal entry with its debit and credit lines. Total debits must equal total credits.
- Add Product
Creates a new product, service or bundle in Daftra and returns its id.
- Add Refund Receipt
Creates a refund receipt against an existing invoice in Daftra, with optional refunded line items and refund payments.
- Add Supplier
Creates a new supplier in Daftra and returns its id.
- Delete Client
Deletes a client from Daftra. The client must have no invoices, payments or other related records.
- Delete credit note
Deletes a credit note in Daftra by its ID.
- Delete Estimate
Deletes an estimate (quote) in Daftra. Estimates already converted to an invoice or sales order cannot be deleted.
- Delete Expense
Deletes an expense in Daftra, along with its related accounting journal and attachments.
- Delete Invoice
Deletes a sales invoice in Daftra by its ID.
- Delete Invoice Payment
Deletes an invoice payment, re-adjusting the related invoice's paid total and the client's balance.
- Delete Product
Deletes a product, service or bundle in Daftra by its ID.
- Delete Refund Receipt
Deletes a refund receipt in Daftra by its ID.
- Delete Supplier
Deletes a supplier from Daftra. Suppliers referenced by purchase orders, expenses or other transactions cannot be deleted.
- Edit Client
Updates an existing client in Daftra. Only the fields you fill in are changed.
- Edit Estimate
Updates an existing estimate (quote) in Daftra, changing its client, date, currency, notes or line items.
- Edit Expense
Updates an existing expense in Daftra. Only the fields you fill in are changed.
- Edit Invoice
Updates an existing standard invoice in Daftra, including its header details, line items, payments and custom fields.
- Edit Invoice Payment
Updates an existing invoice payment in Daftra. Only the fields you fill in are changed.
- Edit Journal
Updates an existing journal entry in Daftra, replacing its debit and credit lines.
- Edit Product
Updates an existing product, service or bundle in Daftra. Only the fields you fill in are changed.
- Edit Refund Receipt
Updates an existing refund receipt in Daftra — its date, currency, store, notes or line items.
- Edit Supplier
Updates an existing supplier's business name, contact details, addresses and other details.
- Get client
Returns a single Daftra client by id, with its contact details, addresses, balances and custom field values.
- Get Expense
Returns a single expense by its id, including amount, taxes, totals, vendor, category, date and status.
- Get invoice
Returns a single standard invoice by ID, with its line items, payments, taxes, client and custom fields.
- Get Purchase Order
Returns a single purchase order by its ID, including its line items, supplier, taxes, payments and custom fields.
- Get Refund Receipt
Returns a single refund receipt by ID, including its line items, payments, taxes, custom fields and client.
- List clients
Returns a list of clients in your Daftra account, optionally filtered by keyword or assigned staff member.
- List estimates
Returns the account's estimates (quotes), most recent first, optionally filtered by client, number, status, amount, dates and more.
- List invoices
Returns a page of your Daftra invoices and debit notes, most recent first, optionally filtered by client, status, dates, amounts and more.
- List products
Returns a page of products and services in your Daftra account, optionally filtered by keyword, category, supplier, brand, stock status, barcode or product code.
- Update credit note
Updates an existing credit note in Daftra — its client, date, currency, store, notes or line items.
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
CONSENSUS and Daftra, answered
What can start an automation from CONSENSUS?
Any of CONSENSUS's 2 triggers in the catalog, including New Lead and Demo Watched. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Daftra when something happens in CONSENSUS?
Any of Daftra's 38 actions, including Update credit note, Add Client, Add credit note and Add Estimate. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Daftra to CONSENSUS?
Yes. When something happens in Daftra, your agent can act in CONSENSUS too. This page covers both directions: Daftra's triggers and CONSENSUS's actions are listed here as well.
Do I have to build a connector for CONSENSUS or Daftra?
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 CONSENSUS and Daftra 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.