Integration
Connect FreeAgent and Intercom
When New Contact fires in FreeAgent, your agent runs Add note to contact in Intercom, or New company in Intercom to Create Contact in FreeAgent. 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 FreeAgent and Intercom 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)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)FreeAgent holds the billing side of a customer — contacts, projects, invoices and time — while Intercom holds the conversations. Joining them means a support agent can see invoice details on the Intercom contact, and a new client set up in FreeAgent shows up in Intercom without anyone retyping it. The agent tests every scenario before it goes live.
Example flows
What FreeAgent and Intercom can do together
From FreeAgent to Intercom
When New Contact in FreeAgent
then Add note to contact in Intercom
From Intercom to FreeAgent
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 FreeAgent and Intercom
Triggers and actions 10 triggers · 74 actions
- New Bank Transaction
Triggers when a new transaction appears in a FreeAgent bank account.
- New Contact
Triggers when a new contact is created.
- New Invoice
Triggers when a new invoice is created.
- New or Updated Contact
Triggers when a contact is created or changed in FreeAgent.
- New or Updated Timeslip
Triggers when a timeslip (time entry) is created or edited in FreeAgent.
- New Project
Triggers when a new project is created.
- Convert Estimate to Invoice
Converts an estimate into an invoice, marking the estimate as Invoiced and returning the URL of the new invoice.
- Create Bill
Creates a bill from a supplier contact in FreeAgent, with its line items, and returns the new bill.
- Create Contact
Create a new contact.
- Create Credit Note
Creates a draft credit note for a FreeAgent contact, with optional line items.
- Create Estimate
Creates a new estimate, quote or proposal in FreeAgent for a contact or project, optionally with line items.
- Create Expense
Creates an expense claim in FreeAgent for a user, with its category, date, amount and sales tax details.
- Create Invoice
Create an invoice for a contact.
- Create Mileage Claim
Creates a mileage claim (a mileage expense) for a user in FreeAgent and returns the new claim.
- Create Note
Adds a note to a FreeAgent contact or project.
- Create Price List Item
Creates a price list item in FreeAgent that can be added to invoices and estimates.
- Create Project
Create a project for a contact.
- Create Task
Creates a task under a FreeAgent project.
- Create Timeslip
Create a timeslip (time tracking entry).
- Delete Contact
Delete a contact by id.
- Delete Invoice
Deletes an invoice from FreeAgent.
- Delete Timeslip
Deletes a timeslip from FreeAgent.
- Explain Bank Transaction
Explains a bank transaction in FreeAgent by creating a bank transaction explanation (categorising it, or matching it to an invoice, bill, transfer or user payment). Returns the created explanation.
- Find Contact by Email
Finds FreeAgent contacts whose email or billing email matches the given address.
- Get Bill
Returns a single bill, including its line items, by its ID.
- Get Contact
Get a single contact by id.
- Get Credit Note
Returns a single FreeAgent credit note, including its line items, status and totals.
- Get Estimate
Returns a single FreeAgent estimate with its line items.
- Get Expense
Returns a single FreeAgent expense by its ID, including amounts, category, claimant and attachment details.
- Get Invoice
Get a single invoice by id.
- Get Note
Returns a single note attached to a FreeAgent contact or project, including its text, author and timestamps.
- Get Price List Item
Returns a single price list item from FreeAgent by its ID.
- Get Project
Returns a single FreeAgent project by its ID, including its contact, status, budget and billing details.
- Get Timeslip
Returns a single FreeAgent timeslip, including its hours, date, user, project and task.
- List Bank Accounts
Returns the bank accounts in your FreeAgent company, optionally filtered to standard, credit card or PayPal accounts.
- List Bank Transactions
Returns the bank transactions in a FreeAgent bank account, optionally filtered by date range, last update time, or explanation status.
- List Bills
List bills.
- List Categories
Returns all accounting categories for the company, grouped into admin expenses, cost of sales, income and general categories, optionally including sub accounts.
- List Contacts
List contacts in FreeAgent.
- List Corporation Tax Returns
Returns the company's Corporation Tax Returns, including amount due, payment and filing deadlines, and filing/payment status.
- List Estimates
List estimates.
- List Expenses
List expenses.
- List Invoices
List invoices.
- List Projects
List projects.
- List Self Assessment Returns
Returns the Self Assessment (income tax) returns for a FreeAgent user, including payments due and filing status.
- List Tasks
Returns the tasks in your FreeAgent account, optionally filtered by status, project or last-updated date.
- List Timeslips
List timeslips (time tracking entries).
- List Users
Returns the users on the FreeAgent account, optionally filtered to staff or advisors.
- Mark Invoice as Cancelled
Marks a FreeAgent invoice as cancelled, writing it off as unpaid. The invoice must be sent and past its due date.
- Mark Invoice as Sent
Marks a FreeAgent invoice as sent without emailing it. Can also re-open a cancelled invoice.
- Update Bill
Updates an existing bill in FreeAgent — its supplier, reference, dates, rebilling, recurrence and bill items. Only the values you supply are changed.
- Update Contact
Update an existing contact.
- Update Expense
Updates an existing expense in FreeAgent, changing only the details you supply.
- Update Invoice
Updates an existing FreeAgent invoice's details, such as dates, contact, payment terms, comments and line items. Only the fields you fill in are changed.
- Update Project
Updates an existing FreeAgent project's name, client, status, budget, billing rate and dates. Only the fields you fill in are changed.
- Update Timeslip
Updates an existing timeslip in FreeAgent, changing its task, user, project, date, hours or comment. Fields left blank are not changed.
- New company
Fires when a new company is created.
- New conversation
Polls for conversations, most recently updated first. Fires for each new conversation.
- New or updated contact
Polls for contacts, most recently updated first. Fires for each new or updated contact.
- New ticket
Fires when a new ticket is created.
- Add note to contact
Adds a note to the specified contact as the specified admin.
- Add note to conversation
Adds an internal note to the specified conversation as an admin.
- Add tag to contact
Attaches a tag to the specified contact.
- Assign conversation
Assigns the conversation to an admin or team.
- Close conversation
Closes the specified conversation.
- Create message
Creates an admin-initiated email or in-app message to a contact.
- Delete company
Delete a company by ID.
- Delete contact
Deletes a contact by ID.
- Find admin by email
Fetches an admin's details. Lists all admins; match by email.
- Find contact by email
Searches contacts by email and returns matches.
- Find tickets
Search tickets by criteria.
- Get company
Retrieve a company by ID.
- Get contact
Fetches a contact's details by ID.
- Get conversation
Fetches a conversation's details by ID.
- Get ticket
Retrieve a ticket by ID.
- List companies
List all companies.
- List segments
List all segments.
- List tags
Lists all tags for the workspace.
- Open conversation
Opens (marks open) the specified conversation.
- Remove tag from contact
Detaches a tag from the specified contact.
- Send conversation reply
Sends a reply to the specified conversation as an admin.
- Snooze conversation
Snoozes the specified conversation until the given unix timestamp.
- Start conversation
Starts a new conversation with the specified contact.
- Track event
Submit a data event for a contact.
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
Reviews
What our customers say
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Questions
FreeAgent and Intercom, answered
How do you match a FreeAgent contact with the right person in Intercom?
The agent uses Find contact by email in Intercom against the email on the FreeAgent contact or invoice. If no match comes back, nothing is written, so you do not end up with notes on the wrong person.
Can billing information appear inside an Intercom conversation?
The listed actions let the agent add a note to a contact with details pulled from a FreeAgent invoice, using Get Contact and Get Invoice to fill it in. Notes are internal, so the customer does not see them.
What can start an automation from FreeAgent?
Any of FreeAgent's 6 triggers in the catalog, including New Contact, New Invoice, New Project and New Bank Transaction. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Intercom when something happens in FreeAgent?
Any of Intercom's 24 actions, including Create message, Send conversation reply, Add note to contact and Add note to conversation. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Intercom to FreeAgent?
Yes. When something happens in Intercom, your agent can act in FreeAgent too. This page covers both directions: Intercom's triggers and FreeAgent's actions are listed here as well.
Do I have to build a connector for FreeAgent or Intercom?
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 FreeAgent and Intercom 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.