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What do you want Alegra and Shift4 to do together?
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Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Alegra can start in Shift4
When New Contact in Alegra
then Add card 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 Alegra and Shift4
Triggers and actions 4 triggers · 37 actions
- New Contact
Triggers when a new contact is created in your Alegra account.
- New Estimate
Triggers when a new quote (estimate) is created in your Alegra account.
- New Invoice
Triggers when a new sales invoice is created in your Alegra account.
- New Item
Triggers when a new product or service is created in your Alegra account.
- Create Contact
Creates a contact (client or provider) in your Alegra account. Returns the created contact.
- Create Contact in Colombia
Creates a contact in an Alegra account on the Colombian version, including its identification, regime and fiscal responsibilities. Returns the created contact.
- Create Tax
Creates a tax in your Alegra account that can then be applied to items and invoices. Returns the created tax.
- Find Contact
Searches the contacts in your Alegra account by name or identification. Returns the matching contacts.
- Find Contact in Argentina
Searches the contacts in an Alegra account on the Argentinian version by name or CUIT. Returns the matching contacts.
- Find Contact in Chile
Searches the contacts in an Alegra account on the Chilean version by name or RUT. Returns the matching contacts.
- Find Contact in Colombia
Searches the contacts in an Alegra account on the Colombian version by name or NIT. Returns the matching contacts.
- Find Contact in Costa Rica
Searches the contacts in an Alegra account on the Costa Rican version by name or identification. Returns the matching contacts.
- Find Contact in Mexico
Searches the contacts in an Alegra account on the Mexican version by name or RFC. Returns the matching contacts.
- Find Contact in Panama
Searches the contacts in an Alegra account on the Panamanian version by name or identification. Returns the matching contacts.
- Find Contact in Peru
Searches the contacts in an Alegra account on the Peruvian version by name or RUC. Returns the matching contacts.
- Find Invoice
Searches the sales invoices in your Alegra account by number, client, date or status. Returns the matching invoices.
- Find Item
Searches the products and services in your Alegra account. Returns the matching items.
- Find Tax
Finds a tax in your Alegra account by name. Returns the matching tax and its id.
- Update Contact
Updates a contact in your Alegra account. Only the values you supply are changed. Returns the updated contact.
- Update Contact in Colombia
Updates a contact in an Alegra account on the Colombian version, including its identification, regime and fiscal responsibilities. Only the values you supply are changed.
- 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.
- Add charge
Creates a new charge to a customer or card.
- Add customer
Creates a new customer in Shift4, optionally saving a card to them as their default card.
- Add plan
Creates a new subscription plan that customers can be subscribed to.
- Add refund
Refunds an existing charge in full or in part, returning the funds to the card that was charged.
- Add subscription
Creates a subscription that bills a customer automatically according to a plan.
- 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.
- Delete customer
Deletes an existing Shift4 customer.
- Delete plan
Deletes a plan by ID.
- Delete subscription
Cancels/deletes an existing subscription by ID.
- Get charge
Fetches a charge by ID.
- Get customer
Fetches a customer by ID.
- Get dispute
Fetches a dispute by ID.
- Get plan
Fetches a plan by ID.
- Get refund
Retrieves an existing Shift4 refund by its id.
- Get subscription
Fetches a subscription by ID.
- List cards
Lists the saved cards of a Shift4 customer, most recently created first.
- List refunds
Returns all refunds.
- Update charge
Updates an existing Shift4 charge's customer, description, shipping, billing, fraud status or metadata. Fields left blank are unchanged.
- Update customer
Updates an existing Shift4 customer. Any field left blank is left unchanged.
- Update subscription
Updates an existing subscription. Any field left blank is left unchanged.
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
Alegra and Shift4, answered
What can start an automation from Alegra?
Any of Alegra's 4 triggers in the catalog, including New Contact, New Estimate, New Invoice and New Item. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Shift4 when something happens in Alegra?
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 Alegra?
Shift4 has no triggers in the catalog today, so automations start in Alegra. 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 Alegra 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.