Integration
Connect Avalara and Clientary
When New Transaction fires in Avalara, your agent runs Add contact in Clientary, or New Expense in Clientary 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 Clientary 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 Clientary can do together
From Avalara to Clientary
When New Transaction in Avalara
then Add contact in Clientary
From Clientary 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 Clientary
Triggers and actions 4 triggers · 30 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 Expense
Triggers when a new expense is recorded in your Clientary account during the current fiscal year.
- New Invoice
Triggers when a new invoice is created in Clientary, optionally limited to invoices in a given status or matching a search.
- New Staff
Triggers when a new staff user is added to your Clientary account.
- Add comment
Posts a comment on an invoice, estimate, project, task, proposal or contract and notifies the people involved.
- Add contact
Creates a new contact (an individual person) under an existing Clientary client.
- Add contract
Creates a contract for a client in Clientary, optionally starting from a contract template, with its sections and signers.
- Add proposal
Creates a proposal for a client in Clientary, optionally starting from a proposal template, with its sections and signers.
- Add retainer
Creates a retainer for a client in Clientary: an up-front payment request kept apart from ordinary invoices.
- Client
Creates a new client in Clientary with its name, address, tax id, website and description.
- Create Estimate
Creates an estimate in Clientary, optionally for a client, with its dates, taxes, notes and line items.
- Create Invoice
Creates an invoice in Clientary, optionally for a client, with dates, currency, taxes, notes and line items.
- Create Lead
Creates a new lead (a prospective client) in Clientary.
- Create Task
Creates a new task (a to-do item) in Clientary, optionally on a project and assigned to a staff member.
- Expense
Creates a new expense in Clientary, optionally assigned to a client or project.
- Get client
Returns a single Clientary client by its ID, including its contact and address details.
- List comments
Returns the comments on one Clientary invoice, estimate, project, task, proposal or contract, newest first.
- Update contract
Updates an existing Clientary contract: its subject, date, client, status, signers or sections. Only a draft contract can be changed; void and reopen a sent contract first.
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 Clientary
ActiveCampaign to ClientaryActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to ClientaryOrganize anything with Airtable, a modern database created for everyone.
Asana to ClientaryAsana is a collaborative information manager for workspace.
ClickUp to ClientaryClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Brevo to ClientaryBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Calendly to ClientaryCalendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...
Questions
Avalara and Clientary, 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 Clientary when something happens in Avalara?
Any of Clientary's 14 actions, including Create Estimate, Create Invoice, Create Lead and Create Task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Clientary to Avalara?
Yes. When something happens in Clientary, your agent can act in Avalara too. This page covers both directions: Clientary's triggers and Avalara's actions are listed here as well.
Do I have to build a connector for Avalara or Clientary?
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 Clientary 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.