App

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 keytidely.com

2 triggers 25 actions

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 to automate with Tidely?

Ask the assistant

Connect your AI client

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

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

Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide

Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide

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

Grok

Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.

Setup guide

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

Popular

Tidely with the apps people pair it with most

Pair it

Connect Tidely with another app

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.

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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.