Integration
Connect Apex27 and Square
When New / Updated Listing fires in Apex27, your agent runs Add order in Square, or New order in Square to Create / Update Contact in Apex27. 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 Apex27 and Square 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)Example flows
What Apex27 and Square can do together
From Apex27 to Square
When New / Updated Listing in Apex27
then Add order in Square
When New / Updated Task in Apex27
then Create customer in Square
From Square to Apex27
When New order in Square
then Create / Update Contact in Apex27
When New or updated customer in Square
then Create / Update Contact Note in Apex27
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 Apex27 and Square
Triggers and actions 7 triggers · 34 actions
Trigger
New / Updated ListingTriggers when a listing is created or updated inside Apex27.
Trigger
New / Updated TaskTriggers when a task is created or updated inside Apex27.
Trigger
New / Updated ValuationTriggers when a valuation is created or updated inside Apex27.
Trigger
New / Updated ViewingTriggers when a viewing is created or updated inside Apex27.
Action
Add Listing Valuationcreates a valuation on a listing (body: userId, thirdPartyContactId, dtsValued, status, valuedPrice, recommendedPrice, vendorsEstimate, notes). Fires listing_valuation.create.
Action
Add Listing Viewingbooks a viewing on a listing (required body: contactId, userId, event, isAccompanied). Fires listing_viewing.create.
Action
Create Call LogCreates a call log record in Apex27.
Action
Create NotificationSends an in-app notification to Apex27 users. Provide at least one of User, Branch, Main Branch, Listing or Contact.
Action
Create / Update ContactCreates a new contact or updates an existing contact in Apex27.
Action
Create / Update Contact NoteCreates a note linked to a contact
Action
Create / Update ListingCreates a new listing, or updates an existing listing if you pass the existing listing ID
Action
Create / Update Listing NoteCreates or updates a listing note
Action
Create / Update TaskCreates or updates a task if you pass the task ID.
Action
Find ContactFinds a contact by ID, Email or Phone
Action
Get Contact NoteReturns one contact note by id.
Action
List Contact Call LogsReturns the call logs recorded against a contact.
Action
List Listing ValuationsReturns the valuations recorded on a listing.
Action
Upload DocumentThis will upload a document to either a listing or a contact
Action
Upload Image for ListingUploads an image to a listing
Trigger
New orderTriggered when a new order is created at the specified location.
Trigger
New or updated customerTriggered when a customer is created or updated.
Trigger
New paymentTriggered when a new payment is received.
Action
Add catalog objectCreates a catalog object (item, variation, category, tax, discount, modifier list and more) in the Square catalog.
Action
Add orderCreates a new Square order at a location, with optional line items, taxes, discounts, service charges and a fulfillment.
Action
Add paymentCreates a payment: charges a card or payment token, or records a cash or external payment the seller received outside Square.
Action
Add refundRefund a payment.
Action
Cancel paymentCancels (voids) a Square payment that is still in the APPROVED status, i.e. a delayed-capture payment that has not been completed.
Action
Create customerCreates a new customer profile.
Action
Delete catalog objectDeletes a Square catalog object by ID, along with any objects that depend on it (for example an item's variations).
Action
Delete customerDeletes a customer profile by ID.
Action
Find catalog objectRetrieves a catalog object (item, variation, etc.) by ID.
Action
Find customerReturns customer details for the specified customer ID.
Action
Find orderRetrieves an order by ID.
Action
Find paymentRetrieves a payment by ID.
Action
List locationsLists all business locations for the connected Square account.
Action
List paymentsLists payments for the connected merchant, newest first.
Action
Search catalog objectsSearches catalog objects by type (ITEM, CATEGORY, etc.).
Action
Search customersSearches customer profiles by email, phone, or reference ID.
Action
Search ordersSearches orders for the specified location(s).
Action
Update customerUpdates an existing customer profile.
Action
Update orderUpdates an open Square order by adding or replacing fields, or clearing them. Completed or canceled orders cannot be updated.
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
Apex27 and Square, answered
What can start an automation from Apex27?
Any of Apex27's 4 triggers in the catalog, including New / Updated Listing, New / Updated Task, New / Updated Valuation and New / Updated Viewing. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Square when something happens in Apex27?
Any of Square's 19 actions, including Create customer, Update customer, Update order and Add catalog object. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Square to Apex27?
Yes. When something happens in Square, your agent can act in Apex27 too. This page covers both directions: Square's triggers and Apex27's actions are listed here as well.
Do I have to build a connector for Apex27 or Square?
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 Apex27 and Square 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.