# Connect ChargeOver and Sendr

When **Contact Was Updated** fires in [ChargeOver](https://apiant.ai/connections/chargeover), your agent runs **Generate personalized page** in [Sendr](https://apiant.ai/connections/sendr), or **New Page Template** in Sendr 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 Sendr **1** trigger Sendr **3** 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 Sendr to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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 Sendr can do together

### From ChargeOver to Sendr

- When **Contact Was Updated** in ChargeOver then **Generate personalized page** in Sendr
- When **Contact Was Updated** in ChargeOver then **Generate Sendr Page** in Sendr

### From Sendr to ChargeOver

- When **New Page Template** in Sendr then **Create a Contact** in ChargeOver
- When **New Page Template** in Sendr 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 Sendr

## Triggers and actions 2 triggers · 23 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 Page Template**

Triggers when a page template is created.

- Action

**Generate personalized page**

Generate a personalized page.

- Action

**Generate Sendr Page**

Generates a Sendr Page

- Action

**List page templates**

List page templates.

## Each app on its own

- [ **ChargeOver** Go beyond recurring and subscription billing with ChargeOver.](https://apiant.ai/connections/chargeover)
- [ **Sendr** Sendr is a personalized outreach platform that helps sales teams enrich data, clean leads, and create...](https://apiant.ai/connections/sendr)

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 Sendr

- [ **Keygen to Sendr** Keygen is a key generation service that makes it easy for businesses to license and distribute their software.](https://apiant.ai/connect/keygen-to-sendr)
- [ **HubSpot to Sendr** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sendr)
- [ **Salesforce to Sendr** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-sendr)
- [ **Google Sheets to Sendr** Google Sheets](https://apiant.ai/connect/google-sheets-to-sendr)
- [ **Gmail to Sendr** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sendr)
- [ **Google Calendar to Sendr** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-sendr)

Questions

## ChargeOver and Sendr, 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 Sendr when something happens in ChargeOver?

Any of Sendr's 3 actions, including Generate personalized page, Generate Sendr Page and List page templates. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Sendr to ChargeOver?

Yes. When something happens in Sendr, your agent can act in ChargeOver too. This page covers both directions: Sendr's triggers and ChargeOver's actions are listed here as well.

###

### Do I have to build a connector for ChargeOver or Sendr?

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.

###

### 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.
