# Connect ActiveCollab to Shift4 When **New Project** fires in [ActiveCollab](https://apiant.ai/connections/activecollab), your agent runs **Add customer** in [Shift4](https://apiant.ai/connections/shift4). Describe the whole flow and it is built, tested on every scenario and kept running. ActiveCollab **5** triggers ActiveCollab **24** actions Shift4 **21** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ActiveCollab and Shift4 to do together? Give your AI client this address. `https://mcp.apiant.ai` 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) ### 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) Example flows ## What ActiveCollab can start in Shift4 - When **New Project** in ActiveCollab then **Add customer** in Shift4 - When **New Task** in ActiveCollab then **Update customer** in Shift4 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 ActiveCollab and Shift4 ## Triggers and actions 5 triggers · 45 actions - Trigger **New Project** Fires when a new active project is created in ActiveCollab. - Trigger **New Task** Triggers when a new task is created. - Trigger **New Task List** Triggers when a new task list is created in a project in Active Collab. - Trigger **Task Closed** Triggers when a task is closed in Active Collab. - Trigger **Task Moved** Fires when an open task in the selected project lands in a task list it has not been seen in before (a task moved between task lists). Newly seen tasks also fire on first appearance. - Action **Add Comment to Discussion** Adds a new comment to discussion. - Action **Add Comment to Task** Creates a new comment in selected task. - Action **Add note** Create a note in a project. - Action **Add task list** Create a task list in a project. - Action **Add time record** Log time on a project or task. - Action **Add user** Create a user. - Action **Complete Project** Completes a project. - Action **Complete Task** Completes a task. - Action **Create Company** Creates a new company. - Action **Create Discussion** Creates a new discussion in a project. - Action **Create Project** Creates a new project. - Action **Create Task** Creates a task. - Action **Delete task** Moves a task in a project to trash. - Action **Get Discussion** Returns one discussion including its comments. - Action **Get project** Get a project by id. - Action **Get task** Get a task by id. - Action **Invite User to Project** Invites a new user to a project. - Action **List companies** List companies. - Action **List projects** List active projects. - Action **List task lists** List task lists in a project. - Action **List tasks** List open tasks in a project. - Action **List users** List users. - Action **Update project** Update a project. - Action **Update task** Update a task. - Action **Add card** Saves a credit or debit card to an existing Shift4 customer, either from a card token / successful charge, or from full card details. - Action **Add charge** Creates a new charge to a customer or card. - Action **Add customer** Creates a new customer in Shift4, optionally saving a card to them as their default card. - Action **Add plan** Creates a new subscription plan that customers can be subscribed to. - Action **Add refund** Refunds an existing charge in full or in part, returning the funds to the card that was charged. - Action **Add subscription** Creates a subscription that bills a customer automatically according to a plan. - Action **Delete card** Deletes a saved card from a Shift4 customer. If the deleted card was the customer's default, the most recently added card becomes the new default. - Action **Delete customer** Deletes an existing Shift4 customer. - Action **Delete plan** Deletes a plan by ID. - Action **Delete subscription** Cancels/deletes an existing subscription by ID. - Action **Get charge** Fetches a charge by ID. - Action **Get customer** Fetches a customer by ID. - Action **Get dispute** Fetches a dispute by ID. - Action **Get plan** Fetches a plan by ID. - Action **Get refund** Retrieves an existing Shift4 refund by its id. - Action **Get subscription** Fetches a subscription by ID. - Action **List cards** Lists the saved cards of a Shift4 customer, most recently created first. - Action **List refunds** Returns all refunds. - Action **Update charge** Updates an existing Shift4 charge's customer, description, shipping, billing, fraud status or metadata. Fields left blank are unchanged. - Action **Update customer** Updates an existing Shift4 customer. Any field left blank is left unchanged. - Action **Update subscription** Updates an existing subscription. Any field left blank is left unchanged. ## Each app on its own - [ **ActiveCollab** ActiveCollab is a powerful yet simple workspace for task, project, team, client and billing management –...](https://apiant.ai/connections/activecollab) - [ **Shift4** Payment processing platform with a REST API for card and alternative payment transactions across e-commerce...](https://apiant.ai/connections/shift4) Reviews ## What our customers say ## More from ActiveCollab - [ **ActiveCollab to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/activecollab-to-hubspot) - [ **ActiveCollab to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/activecollab-to-salesforce) - [ **ActiveCollab to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/activecollab-to-slack) - [ **ActiveCollab to Google Sheets** Google Sheets](https://apiant.ai/connect/activecollab-to-google-sheets) - [ **ActiveCollab to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/activecollab-to-gmail) - [ **ActiveCollab to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/activecollab-to-google-calendar) ## More into Shift4 - [ **Instagram to Shift4** Instagram is a social media platform for sharing photos, videos, and stories.](https://apiant.ai/connect/instagram-to-shift4) - [ **HubSpot to Shift4** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-shift4) - [ **Salesforce to Shift4** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-shift4) - [ **Slack to Shift4** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-shift4) - [ **Google Sheets to Shift4** Google Sheets](https://apiant.ai/connect/google-sheets-to-shift4) - [ **Gmail to Shift4** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-shift4) Questions ## ActiveCollab and Shift4, answered ### ### What can start an automation from ActiveCollab? Any of ActiveCollab's 5 triggers in the catalog, including New Project, New Task, New Task List and Task Moved. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Shift4 when something happens in ActiveCollab? Any of Shift4's 21 actions, including Update charge, Update customer, Update subscription and Add card. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Shift4 to ActiveCollab? Shift4 has no triggers in the catalog today, so automations start in ActiveCollab. If you need the other direction, ask: your agent reads Shift4's API documentation and adds it. ### ### Do I have to build a connector for ActiveCollab or Shift4? 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. ### ### 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.