Integration
Connect CallRail to Stax
When Outbound Call Completed fires in CallRail, your agent runs Create Customer in Stax. 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 CallRail and Stax 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 CallRail can start in Stax
When Outbound Call Completed in CallRail
then Create Customer in Stax
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 CallRail and Stax
Triggers and actions 6 triggers · 17 actions
- Form Captured
Triggers when a form is captured.
- Outbound Call Completed
Triggers after an outbound phone call has been completed and its recording and transcription have been completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires.
- Phone Call Started
Triggers when an inbound phone call is started.
- SMS Received
Triggers when an SMS message is received.
- SMS Sent
Triggers when an SMS message is sent.
- List Payment
Triggers when a new payment transaction is recorded in Stax.
- Capture payment
Captures funds from a pre-authorized Stax transaction, turning the pre-authorization into a completed charge. Returns the updated transaction.
- Create Customer
Creates a customer record on the Stax merchant account and returns the new customer.
- Create Item
Creates an item in the merchant's Stax catalog and returns the new catalog item.
- Create Scheduled Invoice
Creates a scheduled invoice that automatically generates invoices for a customer on a one-time or recurring schedule, with optional autopay. Returns the new schedule.
- Delete Catalog Item
Deletes a catalog item from Stax.
- Delete payment method
Deletes a customer's saved payment method in Stax and returns the deleted payment method.
- Delete Scheduled Invoice
Deletes a recurring invoice schedule so it stops generating invoices.
- Find Customers
Searches your Stax customers by name, email, company, phone, address or other details and returns the matching customers.
- Find Invoices
Returns the invoices on the Stax merchant account that match the search criteria you supply, such as keywords, customer name, company, email, price, schedule or payment method.
- Find Items
Searches the merchant's catalog for items matching a name, code, price or other criteria and returns the matching items.
- Find Payment Methods
Returns all saved payment methods (cards and bank accounts) for a Stax customer.
- Find Payments
Returns the payments and other transactions on the merchant account that match the search criteria, such as keywords, customer, date range, amount, type or status.
- Make a Payment
Charges a customer's saved payment method for the amount you specify, or places a pre-authorization to capture later. Returns the resulting transaction.
- Refund payment
Refunds all or part of a settled Stax payment transaction back to the customer.
- Update customer
Updates an existing customer's contact details, address, notes and options in Stax, and returns the updated customer.
- Update invoice
Updates an existing unpaid invoice's customer, amounts, line items, memos and payment options, and returns the updated invoice. Fully paid invoices cannot be edited.
- Void payment
Voids a payment transaction in Stax before it settles, cancelling the charge.
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
CallRail and Stax, answered
What can start an automation from CallRail?
Any of CallRail's 5 triggers in the catalog, including Outbound Call Completed, SMS Received, Form Captured and Phone Call Started. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Stax when something happens in CallRail?
Any of Stax's 17 actions, including Create Customer, Create Item, Create Scheduled Invoice and Update customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Stax to CallRail?
Stax has no triggers in the catalog today, so automations start in CallRail. If you need the other direction, ask: your agent reads Stax's API documentation and adds it.
Do I have to build a connector for CallRail or Stax?
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 CallRail and Stax without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in Stax 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.