--- title: "Connect Carbon Voice and Stax - APIANT.ai" description: "When \"New Action Item Created\" fires in Carbon Voice, your agent runs \"Create Item\" in Stax." canonical: "https://apiant.ai/connect/carbon-voice-to-stax" --- # Connect Carbon Voice and Stax When **New Action Item Created** fires in [Carbon Voice](https://apiant.ai/connections/carbon-voice), your agent runs **Create Item** in [Stax](https://apiant.ai/connections/stax), or **List Payment** in Stax to **Add Link Attachments to Message** in Carbon Voice. Describe the whole flow and it is built, tested on every scenario and kept running. Carbon Voice **7** triggers Carbon Voice **24** actions Stax **1** trigger Stax **17** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Carbon Voice and Stax to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.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 Carbon Voice and Stax can do together ### From Carbon Voice to Stax - When **New Action Item Created** in Carbon Voice then **Create Item** in Stax - When **New AI Prompt Response Generated** in Carbon Voice then **Create Customer** in Stax ### From Stax to Carbon Voice - When **List Payment** in Stax then **Add Link Attachments to Message** in Carbon Voice - When **List Payment** in Stax then **Create Message Share Link** in Carbon Voice 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 Carbon Voice and Stax ## Triggers and actions 8 triggers · 41 actions - Trigger **Action Item Deleted** Triggers when an action item is deleted. - Trigger **New Action Item Created** Triggers when an action item is created. - Trigger **New AI Prompt Response Generated** Triggers when AI Prompt happened to a message(s). - Trigger **New AI System Prompt Response Generated** Triggers when AI System Prompt happened to a message(s). - Trigger **New Message Posted to Conversation** Triggers when a message is posted into a conversation. - Trigger **New Message Received** Triggers when a message is received in any conversation (Not includes your own messages). - Trigger **New Voice Memo Created** Triggers when a voice memo is created. - Action **Add folder** Create a folder. - Action **Add Link Attachments to Message** Add one or more link attachments to a Message. - Action **Create Action Item** Create an Action Item. - Action **Create AI Prompt Response** Creates a new Ai response for given prompt and message(s). - Action **Create Message Share Link** Create a share link for a message. - Action **Create Voice Memo** Create a Voice Memo from audio file, transcript or links. - Action **Delete action item** Delete an action item. - Action **Delete folder** Delete a folder and nested content. - Action **Find users by email, phone or name** Search users by email, phone or name. - Action **Get AI Prompt Response** Returns one AI prompt response (prompt, generated responses per language, source messages) by id. - Action **Get conversation** Get a conversation by id. - Action **Get message** Get a message by id. - Action **Get Message Share Link** Returns one message share link by id. - Action **Get user** Get a user by id. - Action **List AI Prompts** /prompts (optional owner_type=user|workspace|system, workspace_id) — lists the AI prompts available to the account, returning each prompt's id. Read-only. - Action **List conversations** List all of the user's conversations (id and name only). - Action **List conversation users** List users in a conversation. - Action **List folders** List root folders. - Action **List messages** List messages. - Action **List workspaces** List workspaces the user can access. - Action **Send Direct Message to User(s)** Send a Direct Message to specific User(s). - Action **Send Message to Conversation** Send a Message to specific Conversation. - Action **Update Action Item** Update an Action Item. - Action **Update folder** Rename a folder. - Trigger **List Payment** Triggers when a new payment transaction is recorded in Stax. - Action **Capture payment** Captures funds from a pre-authorized Stax transaction, turning the pre-authorization into a completed charge. Returns the updated transaction. - Action **Create Customer** Creates a customer record on the Stax merchant account and returns the new customer. - Action **Create Item** Creates an item in the merchant's Stax catalog and returns the new catalog item. - Action **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. - Action **Delete Catalog Item** Deletes a catalog item from Stax. - Action **Delete payment method** Deletes a customer's saved payment method in Stax and returns the deleted payment method. - Action **Delete Scheduled Invoice** Deletes a recurring invoice schedule so it stops generating invoices. - Action **Find Customers** Searches your Stax customers by name, email, company, phone, address or other details and returns the matching customers. - Action **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. - Action **Find Items** Searches the merchant's catalog for items matching a name, code, price or other criteria and returns the matching items. - Action **Find Payment Methods** Returns all saved payment methods (cards and bank accounts) for a Stax customer. - Action **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. - Action **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. - Action **Refund payment** Refunds all or part of a settled Stax payment transaction back to the customer. - Action **Update customer** Updates an existing customer's contact details, address, notes and options in Stax, and returns the updated customer. - Action **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. - Action **Void payment** Voids a payment transaction in Stax before it settles, cancelling the charge. ## Each app on its own - [ **Carbon Voice** Carbon Voice lets you record voice memos and chat with your team.](https://apiant.ai/connections/carbon-voice) - [ **Stax** Stax makes it easy to accept payments in-person and online and provides businesses with the tools they need...](https://apiant.ai/connections/stax) Reviews ## What our customers say ## More from Carbon Voice - [ **Carbon Voice to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/carbon-voice-to-hubspot) - [ **Carbon Voice to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/carbon-voice-to-salesforce) - [ **Carbon Voice to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/carbon-voice-to-slack) - [ **Carbon Voice to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/carbon-voice-to-google-sheets) - [ **Carbon Voice to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/carbon-voice-to-gmail) - [ **Carbon Voice to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/carbon-voice-to-google-calendar) ## More into Stax - [ **HubSpot to Stax** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-stax) - [ **Salesforce to Stax** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-stax) - [ **Slack to Stax** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-stax) - [ **Google Sheets to Stax** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-stax) - [ **Gmail to Stax** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-stax) - [ **Google Calendar to Stax** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-stax) Questions ## Carbon Voice and Stax, answered ### ### What can start an automation from Carbon Voice? Any of Carbon Voice's 7 triggers in the catalog, including New Action Item Created, New AI Prompt Response Generated, New AI System Prompt Response Generated and New Message Posted to Conversation. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Stax when something happens in Carbon Voice? 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 Carbon Voice? Yes. When something happens in Stax, your agent can act in Carbon Voice too. This page covers both directions: Stax's triggers and Carbon Voice's actions are listed here as well. ### ### Do I have to build a connector for Carbon Voice 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 Carbon Voice and Stax 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.