Integration
Connect ChargeDesk and Clarify
When Charge Created fires in ChargeDesk, your agent runs Create Record in Clarify, or Record Created in Clarify to Create Customer in ChargeDesk. 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 ChargeDesk and Clarify 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 ChargeDesk and Clarify can do together
From ChargeDesk to Clarify
When Charge Created in ChargeDesk
then Create Record in Clarify
When Customer Created in ChargeDesk
then Update Record in Clarify
From Clarify to ChargeDesk
When Record Created in Clarify
then Create Customer in ChargeDesk
When Record Updated in Clarify
then Update customer in ChargeDesk
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 ChargeDesk and Clarify
Triggers and actions 6 triggers · 21 actions
Trigger
Charge CreatedTriggers when a new charge is created or imported in ChargeDesk.
Trigger
Charge FailedTriggers when a charge in ChargeDesk has failed.
Trigger
Customer CreatedTriggers when a new customer is added in ChargeDesk.
Trigger
Subscription CreatedTriggers when a new subscription is added in ChargeDesk.
Action
Add productCreates a new product in ChargeDesk, used to group charges for the same type of sale, and returns the created product.
Action
Add subscriptionAdds a subscription record to ChargeDesk for a customer. This records the subscription in ChargeDesk only and does not create a live subscription on your payment gateway.
Action
Cancel SubscriptionMarks a ChargeDesk subscription record as canceled.
Action
Create ChargeRecords a charge made outside ChargeDesk (it does not charge the card), so support agents and customers can see it.
Action
Create CustomerCreates a customer in ChargeDesk so their charges are grouped together.
Action
Find ChargeFinds ChargeDesk charges matching search text, status, customer or transaction ID.
Action
Find CustomerFinds ChargeDesk customers matching an ID, email address or name.
Action
Find subscriptionsReturns the subscriptions in ChargeDesk matching a customer and/or creation date range.
Action
Update chargeUpdates an existing ChargeDesk charge record with new amount, status, customer or description details, and returns the updated charge.
Action
Update customerUpdates the details stored for an existing ChargeDesk customer and returns the updated customer.
Trigger
Record CreatedTriggers when a new record (person, company, deal or a custom object) is created in Clarify.
Trigger
Record UpdatedTriggers when a record (person, company, deal or a custom object) is updated in Clarify.
Action
Create CommentAdds a comment to a Clarify record.
Action
Create RecordCreates a new record (person, company, deal or a custom object) in your Clarify workspace.
Action
Delete RecordDeletes a Clarify record.
Action
Find CompanyFinds a company in Clarify by its domain, creating it if no company has that domain.
Action
Find MeetingReturns one Clarify meeting by its ID.
Action
Find PersonFinds a person in Clarify by email address, creating them if no one has that email.
Action
Find RecordReturns one Clarify record by its ID.
Action
Find UserFinds a user in your Clarify workspace by email address.
Action
Get recordReturns a single Clarify record (person, company, deal or custom object) by its ID, with all its field values and optionally its related records.
Action
List recordsReturns the records of a Clarify object, such as people, companies or deals, optionally sorted and with related records embedded.
Action
Update RecordUpdates fields on an existing Clarify record.
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 ChargeDesk
ChargeDesk to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
ChargeDesk to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
ChargeDesk to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
ChargeDesk to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
ChargeDesk to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
ChargeDesk to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Clarify
ActiveCampaign to ClarifyActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to ClarifyOrganize anything with Airtable, a modern database created for everyone.
Asana to ClarifyAsana is a collaborative information manager for workspace.
Brevo to ClarifyBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Calendly to ClarifyCalendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...
Capsule CRM to ClarifyCapsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...
Questions
ChargeDesk and Clarify, answered
What can start an automation from ChargeDesk?
Any of ChargeDesk's 4 triggers in the catalog, including Charge Created, Customer Created, Subscription Created and Charge Failed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Clarify when something happens in ChargeDesk?
Any of Clarify's 11 actions, including Create Comment, Create Record, Update Record and Find Company. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Clarify to ChargeDesk?
Yes. When something happens in Clarify, your agent can act in ChargeDesk too. This page covers both directions: Clarify's triggers and ChargeDesk's actions are listed here as well.
Do I have to build a connector for ChargeDesk or Clarify?
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 ChargeDesk and Clarify 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.