Integration
Connect CleverReach to TaxJar
When something happens in CleverReach, your agent does the next thing in TaxJar. Describe it 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 CleverReach and TaxJar to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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)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 CleverReach can start in TaxJar
When New Campaign in CleverReach
then Create a Customer in TaxJar
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 CleverReach and TaxJar
Triggers and actions 3 triggers · 39 actions
- New Campaign
Triggers when a new mailing campaign is created.
- New Subscriber
Triggers when a new subscriber is added to a specified integration list.
- New Unsubscriber
Triggers when any current subscriber unsubscribes from a specified list.
- Add attribute
Create a global attribute.
- Add group
Create a group (receiver list).
- Add mailing
Create a mailing.
- Add Order Item
Add a new order item for subscriber.
- Add subscriber tags
Add tags to a receiver.
- Add/Update Subscriber
Adds a new subscriber in a selected list. Can be used to update an existing subscriber too.
- Delete group
Delete a group (receiver list).
- Delete subscriber
Delete a receiver from a group.
- Delete subscriber tags
Remove tags from a receiver.
- Find Subscriber
Search for subscribers in all lists in CleverReach. If found, the subscriber data will be returned along with the list id.
- Get group
Get a group (receiver list) by id.
- Get mailing
Get a mailing by id.
- Get subscriber
Get a receiver by id or email.
- List attributes
List attributes.
- List groups
List all groups (receiver lists).
- List mailings
List mailings.
- List subscribers
List receivers in a group.
- Unsubscribe Email
Unsubscribes an email address from a selected list.
- Update group
Update a group (receiver list).
- Calculate Sales Tax for an Order
Works out the sales tax due on an order from the ship-from and ship-to addresses, the order amount and its line items.
- Create a Customer
Creates a customer in TaxJar with their exemption type and the regions the exemption applies to.
- Create an Order Transaction
Records a completed order in TaxJar so it counts towards your sales tax reporting.
- Create a Refund Transaction
Records a refund against an existing order in TaxJar so your sales tax reporting stays accurate.
- Get Two-Letter ISO Code for Region
Looks up the two-letter code for a state, province or country by name, using TaxJar's own list of regions.
- List Categories
Returns TaxJar's product categories and the tax code to use for each one.
- List Customers
Returns the IDs of every customer in your TaxJar account.
- List Nexus Regions
Returns the states, provinces and countries where your TaxJar account has nexus and must collect tax.
- List Orders
Returns the IDs of the orders recorded in TaxJar, optionally limited to a date or date range.
- List Refunds
Returns the IDs of the refunds recorded in TaxJar, optionally limited to a date or date range.
- Rates for Location
Returns the sales tax rates that apply at a location, broken down by state, county and city.
- Show a Customer
Returns one customer from TaxJar, including their exemption type and exempt regions.
- Show Order
Returns one order recorded in TaxJar, including its addresses, totals and line items.
- Show Refund
Returns one refund recorded in TaxJar, including the order it applies to and the amounts refunded.
- Summarize Tax Rates for All Regions
Returns the minimum and average sales tax rate for every state, province and country TaxJar covers.
- Update a Customer
Updates a customer in TaxJar. Only the fields you supply are changed.
- Update an Order Transaction
Updates an order already recorded in TaxJar. Only the fields you supply are changed.
- Update a Refund Transaction
Updates a refund already recorded in TaxJar. Only the fields you supply are changed.
- Validate an Address
Checks a US address and returns TaxJar's corrected version of it, so tax is worked out on a clean address.
- Validate a VAT Number
Checks whether a VAT number is valid and returns the business name and address registered against it.
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 CleverReach
CleverReach to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
CleverReach to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
CleverReach to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
CleverReach to Google SheetsGoogle Sheets
CleverReach to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
CleverReach to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into TaxJar
Questions
CleverReach and TaxJar, answered
What can start an automation from CleverReach?
Any of CleverReach's 3 triggers in the catalog, including New Campaign, New Subscriber and New Unsubscriber. Describe the moment in plain language and your agent picks the right one.
What can your agent do in TaxJar when something happens in CleverReach?
Any of TaxJar's 20 actions, including Create a Customer, Create an Order Transaction, Create a Refund Transaction and Update a Customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from TaxJar to CleverReach?
TaxJar has no triggers in the catalog today, so automations start in CleverReach. If you need the other direction, ask: your agent reads TaxJar's API documentation and adds it.
Do I have to build a connector for CleverReach or TaxJar?
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.