--- title: "Connect ChargeOver and Secureframe - APIANT.ai" description: "When \"Contact Was Updated\" fires in ChargeOver, your agent runs \"Update a User\" in Secureframe." canonical: "https://apiant.ai/connect/chargeover-to-secureframe" --- # Connect ChargeOver and Secureframe When **Contact Was Updated** fires in [ChargeOver](https://apiant.ai/connections/chargeover), your agent runs **Update a User** in [Secureframe](https://apiant.ai/connections/secureframe), or **New Trust Center Request** in Secureframe to **Create a Contact** in ChargeOver. Describe the whole flow and it is built, tested on every scenario and kept running. ChargeOver **1** trigger ChargeOver **20** actions Secureframe **1** trigger Secureframe **30** 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 Secureframe 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 Secureframe can do together ### From ChargeOver to Secureframe - When **Contact Was Updated** in ChargeOver then **Update a User** in Secureframe - When **Contact Was Updated** in ChargeOver then **Link a User Account** in Secureframe ### From Secureframe to ChargeOver - When **New Trust Center Request** in Secureframe then **Create a Contact** in ChargeOver - When **New Trust Center Request** in Secureframe then **Create a Customer** 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 Secureframe ## Triggers and actions 2 triggers · 50 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 **New Trust Center Request** Triggers when a new Trust Center request is created in Secureframe. - Action **Archive an Integration Connection** Archives an integration connection in Secureframe and returns the archived connection. - Action **Archive a Vendor** Archives a vendor in Secureframe and returns the archived vendor. - Action **Create a Test Evidence** Uploads an evidence file to a test and returns the created evidence record. - Action **Get a Cloud Resource** Returns a single Secureframe cloud resource by its ID. An error occurs if the cloud resource is not found. - Action **Get a Control** Returns a single Secureframe control by its ID, including its attributes. - Action **Get a Device** Returns a single device tracked in Secureframe, including its ID, type and attributes. - Action **Get a Framework** Returns a single Secureframe compliance framework by its ID. - Action **Get an Integration Connection** Returns a single Secureframe integration connection by its ID, including its type and attributes. - Action **Get a Repository** Returns a single Secureframe repository by its ID, including its type and attributes. - Action **Get a Test** Returns a single Secureframe test by its ID, including its type and attributes. - Action **Get a Trust Center Request** Returns a single Trust Center request, identified by its ID, including its details and attributes. - Action **Get a User** Returns a single Secureframe user by ID, including the user's attributes. - Action **Get a User Account** Returns a single Secureframe user account by its ID. An error occurs if the user account is not found. - Action **Get a Vendor** Returns a single vendor from your Secureframe account by its ID. - Action **Get Evidence** Returns a single Secureframe evidence record by its ID. - Action **Link a User Account** Links a Secureframe user account to a personnel record and returns the updated user account. - Action **List Cloud Resources** Returns the cloud resources in your Secureframe company, optionally narrowed by a search query. - Action **List Controls** Returns the controls in your Secureframe account, optionally narrowed by a search query. - Action **List Devices** Returns the devices tracked in your Secureframe account, optionally narrowed by a search query. - Action **List Frameworks** Returns the compliance frameworks in your Secureframe account, optionally narrowed by a search query. - Action **List Integration Connections** Returns the integration connections in your Secureframe company, optionally narrowed by a search query. - Action **List Repositories** Returns the repositories in your Secureframe account, optionally narrowed by a search query. - Action **List Tests** Returns the tests in your Secureframe account, optionally narrowed by a search query. - Action **List Trust Center Requests** Returns the Trust Center requests in your Secureframe account, optionally narrowed by a search query. - Action **List User Accounts** Returns the user accounts in your Secureframe company, optionally narrowed by a search query. - Action **List Users** Returns the users in your Secureframe company, optionally narrowed by a search query. - Action **List Vendors** Returns the vendors in your Secureframe account, optionally narrowed by a search query. - Action **Update a Repository** Updates an existing Secureframe repository with the attribute values you provide and returns the updated repository. - Action **Update a Test** Updates an existing Secureframe test with the attribute values you provide and returns the updated test. - Action **Update a User** Updates a Secureframe user with the attribute values you provide and returns the updated user. ## Each app on its own - [ **ChargeOver** Go beyond recurring and subscription billing with ChargeOver.](https://apiant.ai/connections/chargeover) - [ **Secureframe** Secureframe helps you build trust with customers.](https://apiant.ai/connections/secureframe) 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 Secureframe - [ **HubSpot to Secureframe** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-secureframe) - [ **Salesforce to Secureframe** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-secureframe) - [ **Google Sheets to Secureframe** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-secureframe) - [ **Gmail to Secureframe** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-secureframe) - [ **Google Calendar to Secureframe** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-secureframe) - [ **Google Drive to Secureframe** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-secureframe) Questions ## ChargeOver and Secureframe, 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 Secureframe when something happens in ChargeOver? Any of Secureframe's 30 actions, including Create a Test Evidence, Update a Repository, Update a Test and Update a User. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Secureframe to ChargeOver? Yes. When something happens in Secureframe, your agent can act in ChargeOver too. This page covers both directions: Secureframe's triggers and ChargeOver's actions are listed here as well. ### ### Do I have to build a connector for ChargeOver 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 ChargeOver 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.