# Connect BuildData and Partnero When **New permit** fires in [BuildData](https://apiant.ai/connections/builddata), your agent runs **Create a New Customer** in [Partnero](https://apiant.ai/connections/partnero), or **Customer Created** in Partnero to **Geocode address** in BuildData. Describe the whole flow and it is built, tested on every scenario and kept running. BuildData **1** trigger BuildData **12** actions Partnero **8** triggers Partnero **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want BuildData and Partnero 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 BuildData and Partnero can do together ### From BuildData to Partnero - When **New permit** in BuildData then **Create a New Customer** in Partnero - When **New permit** in BuildData then **Update Existing Customer** in Partnero ### From Partnero to BuildData - When **Customer Created** in Partnero then **Geocode address** in BuildData - When **Customer Updated** in Partnero then **Get permit** in BuildData 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 BuildData and Partnero ## Triggers and actions 9 triggers · 24 actions - Trigger **New permit** - Action **Geocode address** - Action **Get permit** - Action **Get property** - Action **Get zoning** /zoning (point-in-polygon zoning lookup by coordinate) - Action **List business licences** - Action **List contractors** - Action **List development permits** - Action **List inspections** - Action **List major projects** - Action **List permits** - Action **List planning applications** - Action **List property assessments** - Trigger **Customer Created** Triggers when a new customer is created in Partnero. - Trigger **Customer Deleted** Triggers when a customer is deleted in Partnero. - Trigger **Customer Updated** Triggers when a customer is updated in your Partnero program. - Trigger **Partner Created** Triggers when a new partner is created in your Partnero program. - Trigger **Partner Deleted** Triggers when a partner is deleted from your Partnero program. - Trigger **Partner Updated** Triggers when a partner is updated in your Partnero program. - Trigger **Transaction Created** Triggers when a new transaction is recorded in your Partnero program. - Trigger **Transaction Deleted** Triggers when a transaction is deleted (refunded) in Partnero. - Action **Archive Partner** Archives (soft-deletes) a partner so they lose portal access; the partner can be restored later. - Action **Create a New Customer** Creates a customer in your Partnero affiliate program and attributes them to a partner for commission tracking. - Action **Create a New Partner** Creates a new affiliate partner in your Partnero program and returns the partner record, including its referral link. - Action **Create a New Transaction** Records a sales transaction for a customer so Partnero calculates the referring partner's commission. Can optionally create the customer in the same call. - Action **Delete Existing Customer** Deletes an existing customer from your Partnero program by their customer key. - Action **Delete Existing Partner** Deletes an existing partner from your Partnero program. - Action **Delete Existing Transaction** Deletes an existing transaction in your Partnero program by its key. - Action **Find Partner** Finds a partner in your Partnero program by partner ID and returns their details, referral statistics, commissions and referral links. - Action **Get Transaction** Returns a single transaction by its key. - Action **Restore Partner** Restores a previously archived partner and reactivates their portal access. - Action **Update Existing Customer** Updates an existing customer's name, email, key or tags in your Partnero program. - Action **Update Existing Partner** Updates an existing partner's name, email, password, referral key or tags in your Partnero program. ## Each app on its own - [ **BuildData** Canadian construction and development data from 17 cities](https://apiant.ai/connections/builddata) - [ **Partnero** Partnero is a partnership management software with a focus on customizable program settings & partner...](https://apiant.ai/connections/partnero) Reviews ## What our customers say ## More from BuildData - [ **BuildData to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/builddata-to-hubspot) - [ **BuildData to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/builddata-to-salesforce) - [ **BuildData to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/builddata-to-slack) - [ **BuildData to Google Sheets** Google Sheets](https://apiant.ai/connect/builddata-to-google-sheets) - [ **BuildData to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/builddata-to-gmail) - [ **BuildData to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/builddata-to-google-calendar) ## More into Partnero - [ **HubSpot to Partnero** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-partnero) - [ **Google Sheets to Partnero** Google Sheets](https://apiant.ai/connect/google-sheets-to-partnero) - [ **Gmail to Partnero** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-partnero) - [ **Google Calendar to Partnero** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-partnero) - [ **Google Drive to Partnero** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-partnero) - [ **Mailchimp to Partnero** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-partnero) Questions ## BuildData and Partnero, answered ### ### What can start an automation from BuildData? Any of BuildData's 1 trigger in the catalog, including New permit. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Partnero when something happens in BuildData? Any of Partnero's 12 actions, including Create a New Customer, Create a New Partner, Create a New Transaction and Update Existing Customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Partnero to BuildData? Yes. When something happens in Partnero, your agent can act in BuildData too. This page covers both directions: Partnero's triggers and BuildData's actions are listed here as well. ### ### Do I have to build a connector for BuildData or Partnero? 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.