--- title: "Connect ChargeOver and Escrow - APIANT.ai" description: "When \"Contact Was Updated\" fires in ChargeOver, your agent runs \"Add customer\" in Escrow." canonical: "https://apiant.ai/connect/chargeover-to-escrow" --- # Connect ChargeOver and Escrow When **Contact Was Updated** fires in [ChargeOver](https://apiant.ai/connections/chargeover), your agent runs **Add customer** in [Escrow](https://apiant.ai/connections/escrow), or **Transaction updated (instant)** in Escrow to **Add Transaction** in ChargeOver. Describe the whole flow and it is built, tested on every scenario and kept running. ChargeOver **1** trigger ChargeOver **20** actions Escrow **1** trigger Escrow **6** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ChargeOver and Escrow 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 ChargeOver and Escrow can do together ### From ChargeOver to Escrow - When **Contact Was Updated** in ChargeOver then **Add customer** in Escrow - When **Contact Was Updated** in ChargeOver then **Update customer** in Escrow ### From Escrow to ChargeOver - When **Transaction updated (instant)** in Escrow then **Add Transaction** in ChargeOver - When **Transaction updated (instant)** in Escrow then **Create a Contact** in ChargeOver 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 ChargeOver and Escrow ## Triggers and actions 2 triggers ยท 26 actions - Trigger **Contact Was Updated** Triggers when a contact is updated in ChargeOver. - Action **Add item** Create an item (product or discount). - Action **Add note** Add a note to a customer, invoice, etc. - Action **Add Transaction** records a payment, refund or credit against a customer (e.g. transaction_type=pay, gateway_method=check, amount) without charging a payment gateway. Creates a transaction record. - Action **Cancel a Subscription** Cancel an existing subscription in ChargeOver. - Action **Create a Contact** Create a new contact in ChargeOver. - Action **Create a Customer** Create a new customer in ChargeOver. - Action **Create an Invoice** Create a new Invoice in ChargeOver. - Action **Create a Subscription** Create a new subscription in ChargeOver. - Action **Delete Item** deletes an item (product/discount) by id. - Action **Find Contact** Finds an existing contact by a specified field. - Action **Find Customer** Finds an existing customer by a specified field. - Action **Find Item (Product, Discount)** Finds an existing item (product, discount) by a specified field. - Action **Find Subscription** Finds an existing subscription by a specified field. - Action **List Notes** Lists the notes attached to a ChargeOver record (customer, invoice, subscription, contact), filtered by record type and record ID. - Action **Update a Customer** Update a existing customer in ChargeOver. - Action **Update contact** Update a user/contact. - Action **Update invoice** Update an invoice. - Action **Update item** Update an item. - Action **Update subscription** Update a subscription (package). - Action **Void Transaction** marks an existing transaction voided in ChargeOver (logs an externally-voided transaction; does not contact the gateway), changing its status. - Trigger **Transaction updated (instant)** Fires when Escrow.com posts a webhook update for a transaction the account is party to (e.g. status/state change during the escrow lifecycle). - Action **Add customer** Create a new customer record on Escrow.com to be used as a party (buyer/seller/broker) in a transaction. - Action **Add transaction** Create a new escrow transaction with parties, items, and payment schedule. - Action **Cancel transaction** Cancel an escrow transaction that has not yet completed. - Action **Get transaction** Fetch the current details and status of an escrow transaction by ID. - Action **List partner transactions** List transactions where the caller is acting as the broker/partner rather than a direct party. - Action **Update customer** Update details on an existing Escrow.com customer record. ## Each app on its own - [ **ChargeOver** Go beyond recurring and subscription billing with ChargeOver.](https://apiant.ai/connections/chargeover) - [ **Escrow** API for managing secure escrow transactions, holding buyer funds until goods or services are delivered and...](https://apiant.ai/connections/escrow) Reviews ## What our customers say ## More from ChargeOver - [ **ChargeOver to CustomGPT.ai** CustomGPT.ai is a no-code platform that lets you build AI chatbots using your own business content, designed...](https://apiant.ai/connect/chargeover-to-customgpt-ai) - [ **ChargeOver to IP2Location** IP geolocation and intelligence. Look up location, network, proxy, and security data for any IP address...](https://apiant.ai/connect/chargeover-to-ip2location) - [ **ChargeOver to Memberstack** Simple Auth & Payments for Webflow Developers.](https://apiant.ai/connect/chargeover-to-memberstack) - [ **ChargeOver to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/chargeover-to-hubspot) - [ **ChargeOver to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/chargeover-to-salesforce) - [ **ChargeOver to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/chargeover-to-slack) ## More into Escrow - [ **Google Calendar to Escrow** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-escrow) - [ **Shopify to Escrow** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-escrow) - [ **ActiveCampaign to Escrow** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-escrow) - [ **Airtable to Escrow** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-escrow) - [ **Trello to Escrow** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/trello-to-escrow) - [ **Asana to Escrow** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-escrow) Questions ## ChargeOver and Escrow, answered ### ### What can start an automation from ChargeOver? Any of ChargeOver's 1 trigger in the catalog, including Contact Was Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Escrow when something happens in ChargeOver? Any of Escrow's 6 actions, including Update customer, Add customer, Add transaction and Get transaction. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Escrow to ChargeOver? Yes. When something happens in Escrow, your agent can act in ChargeOver too. This page covers both directions: Escrow's triggers and ChargeOver's actions are listed here as well. ### ### Do I have to build a connector for ChargeOver or Escrow? 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 ChargeOver and Escrow 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.