Integration
Connect Avalara and Chatter
When New Transaction fires in Avalara, your agent runs Create Post in Chatter, or New Group in Chatter to Create Customer in Avalara. 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 Avalara and Chatter 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 Avalara and Chatter can do together
From Avalara to Chatter
When New Transaction in Avalara
then Create Post in Chatter
From Chatter to Avalara
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 Avalara and Chatter
Triggers and actions 3 triggers · 35 actions
- New Transaction
Triggers when a new transaction is recorded for a company.
- Commit Transaction
Commits a transaction so it is included in tax filings.
- Create Customer
Creates a customer in a company, used for exemption certificate tracking.
- Delete Customer
Deletes a customer record from an AvaTax company, identified by its customer code.
- Get Company
Returns one company in your Avalara account.
- Get Customer
Returns a single customer record from an AvaTax company, looked up by its customer code.
- Get Tax Rates by Address
Returns the combined and per-jurisdiction sales tax rates for a street address.
- Get Transaction
Returns one transaction with its calculated tax.
- List Companies
Returns the companies in your Avalara account.
- List Customers
Returns the customers of one company.
- List items
Returns the items (products and their tax codes) defined for an AvaTax company, up to 1,000 records.
- List nexus
Returns the nexus declarations (jurisdictions where the company collects tax) for an AvaTax company.
- List Transactions
Returns the transactions recorded for one company.
- Refund Transaction
Creates a refund (return invoice) for a committed AvaTax sales transaction, fully, partially, tax-only or by percentage.
- Resolve Address
Validates an address and returns its normalized form with coordinates.
- Update Transaction
Adjusts an existing AvaTax transaction, replacing it with new document details and recalculating tax while keeping an audit record of the adjustment reason.
- Void Transaction
Voids a transaction so it no longer counts toward tax liability.
- New Group
Triggers when a new Chatter group is created in the org.
- New Post
Triggers when a new post appears in the authenticated user's news feed.
- Add group
Creates a new Chatter group with a name, visibility and optional description and settings.
- Add Member to Group
Add a user as a member of a Chatter group.
- Create Post
Create a new Chatter feed post on a user's profile feed (defaults to the authenticated user).
- Create Post in Group
Create a new Chatter feed post in the specified group.
- Delete comment
Deletes a comment from a Chatter post.
- Delete group
Deletes a Chatter group.
- Delete post
Deletes a Chatter post (feed element).
- Find users by name
Returns the Chatter users whose names match the search text.
- Get group
Returns the details of a Chatter group, including its name, description, visibility, owner and member count.
- Get My User Info
Get profile information for the authenticated Chatter user.
- Get user
Returns a Chatter user's profile details, such as name, title, company, photo and follower counts.
- Like Feed Element
Like a Chatter feed element (post).
- List group members
Returns the members of a Chatter group, with each member's role and user details.
- List Groups
List the Chatter groups in the org.
- Post Comment
Add a comment to an existing Chatter feed element (post).
- Remove member from group
Removes a member from a Chatter group by deleting their group membership.
- Search Feed
Search Chatter feed elements matching a text query.
- Update group
Updates a Chatter group's name, description, information section, visibility, owner, archive and broadcast settings. Only the values you fill in are changed.
- Update post
Edits the text of an existing Chatter post.
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
More from Avalara
Avalara to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Avalara to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Avalara to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Avalara to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Avalara to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Avalara to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Chatter
ActiveCampaign to ChatterActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to ChatterOrganize anything with Airtable, a modern database created for everyone.
Asana to ChatterAsana is a collaborative information manager for workspace.
Brevo to ChatterBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Calendly to ChatterCalendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...
Capsule CRM to ChatterCapsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...
Questions
Avalara and Chatter, answered
What can start an automation from Avalara?
Any of Avalara's 1 trigger in the catalog, including New Transaction. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Chatter when something happens in Avalara?
Any of Chatter's 19 actions, including Create Post, Create Post in Group, Post Comment and Update group. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Chatter to Avalara?
Yes. When something happens in Chatter, your agent can act in Avalara too. This page covers both directions: Chatter's triggers and Avalara's actions are listed here as well.
Do I have to build a connector for Avalara or Chatter?
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 Avalara and Chatter 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.