Integration
Connect ChargeDesk and Secureframe
When Charge Created fires in ChargeDesk, your agent runs Update a User in Secureframe, or New Trust Center Request in Secureframe 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 Secureframe 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 Secureframe can do together
From ChargeDesk to Secureframe
When Charge Created in ChargeDesk
then Update a User in Secureframe
When Customer Created in ChargeDesk
then Link a User Account in Secureframe
From Secureframe to ChargeDesk
When New Trust Center Request in Secureframe
then Create Customer in ChargeDesk
When New Trust Center Request in Secureframe
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 Secureframe
Triggers and actions 5 triggers · 42 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
New Trust Center RequestTriggers when a new Trust Center request is created in Secureframe.
Action
Archive an Integration ConnectionArchives an integration connection in Secureframe and returns the archived connection.
Action
Archive a VendorArchives a vendor in Secureframe and returns the archived vendor.
Action
Create a Test EvidenceUploads an evidence file to a test and returns the created evidence record.
Action
Create EvidenceCreates an evidence record for a Secureframe user by attaching a file that was already staged for upload.
Action
Get a Cloud ResourceReturns a single Secureframe cloud resource by its ID. An error occurs if the cloud resource is not found.
Action
Get a ControlReturns a single Secureframe control by its ID, including its attributes.
Action
Get a DeviceReturns a single device tracked in Secureframe, including its ID, type and attributes.
Action
Get a FrameworkReturns a single Secureframe compliance framework by its ID.
Action
Get an Integration ConnectionReturns a single Secureframe integration connection by its ID, including its type and attributes.
Action
Get a RepositoryReturns a single Secureframe repository by its ID, including its type and attributes.
Action
Get a TestReturns a single Secureframe test by its ID, including its type and attributes.
Action
Get a Trust Center RequestReturns a single Trust Center request, identified by its ID, including its details and attributes.
Action
Get a UserReturns a single Secureframe user by ID, including the user's attributes.
Action
Get a User AccountReturns a single Secureframe user account by its ID. An error occurs if the user account is not found.
Action
Get a VendorReturns a single vendor from your Secureframe account by its ID.
Action
Get EvidenceReturns a single Secureframe evidence record by its ID.
Action
Link a User AccountLinks a Secureframe user account to a personnel record and returns the updated user account.
Action
List Cloud ResourcesReturns the cloud resources in your Secureframe company, optionally narrowed by a search query.
Action
List ControlsReturns the controls in your Secureframe account, optionally narrowed by a search query.
Action
List DevicesReturns the devices tracked in your Secureframe account, optionally narrowed by a search query.
Action
List FrameworksReturns the compliance frameworks in your Secureframe account, optionally narrowed by a search query.
Action
List Integration ConnectionsReturns the integration connections in your Secureframe company, optionally narrowed by a search query.
Action
List RepositoriesReturns the repositories in your Secureframe account, optionally narrowed by a search query.
Action
List TestsReturns the tests in your Secureframe account, optionally narrowed by a search query.
Action
List Trust Center RequestsReturns the Trust Center requests in your Secureframe account, optionally narrowed by a search query.
Action
List User AccountsReturns the user accounts in your Secureframe company, optionally narrowed by a search query.
Action
List UsersReturns the users in your Secureframe company, optionally narrowed by a search query.
Action
List VendorsReturns the vendors in your Secureframe account, optionally narrowed by a search query.
Action
Update a RepositoryUpdates an existing Secureframe repository with the attribute values you provide and returns the updated repository.
Action
Update a TestUpdates an existing Secureframe test with the attribute values you provide and returns the updated test.
Action
Update a Trust Center RequestUpdates a Trust Center request in Secureframe and returns the updated request.
Action
Update a UserUpdates a Secureframe user with the attribute values you provide and returns the updated user.
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 Secureframe
HubSpot to SecureframeHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to SecureframeSalesforce is a leading enterprise customer relationship management (CRM) platform.
Google Sheets to SecureframeGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SecureframeGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SecureframeGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to SecureframeGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
ChargeDesk and Secureframe, 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 Secureframe when something happens in ChargeDesk?
Any of Secureframe's 32 actions, including Create a Test Evidence, Create Evidence, Update a Repository and Update a Test. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Secureframe to ChargeDesk?
Yes. When something happens in Secureframe, your agent can act in ChargeDesk too. This page covers both directions: Secureframe's triggers and ChargeDesk's actions are listed here as well.
Do I have to build a connector for ChargeDesk or Secureframe?
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 Secureframe 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.