Integration
Connect CoordinateHQ to Shift4
When Comment Added fires in CoordinateHQ, your agent runs Add customer in Shift4. 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 CoordinateHQ and Shift4 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 CoordinateHQ can start in Shift4
When Comment Added in CoordinateHQ
then Add customer in Shift4
When Goal Created in CoordinateHQ
then Update customer in Shift4
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 CoordinateHQ and Shift4
Triggers and actions 9 triggers · 37 actions
Trigger
Comment AddedTriggers when a comment is added to a project, or to one of its tasks or goals.
Trigger
Goal CreatedTriggers when a new goal is added to a project in Coordinate.
Trigger
Goal UpdatedTriggers when a goal's details change in Coordinate.
Trigger
Project CreatedTriggers when a new project is added in Coordinate.
Trigger
Project UpdatedTriggers when a project is updated in Coordinate.
Trigger
Task CreatedTriggers when a new task is created in Coordinate.
Trigger
Task Group CreatedTriggers when a new task group is created on a project.
Trigger
Task Group UpdatedTriggers when a task group on a project is updated.
Trigger
Task UpdatedTriggers when a task's details or status change in Coordinate.
Action
Apply Template to ProjectApplies a template (playbook) of tasks to an existing project.
Action
Create GoalCreates a goal on a project.
Action
Create GroupCreates a task group on a project.
Action
Create OrganizationCreates an organization.
Action
Create ProjectCreates a project, optionally applying a template and inviting a stakeholder.
Action
Create StakeholderInvites a stakeholder to a project.
Action
Create TaskCreates a task on a project.
Action
Create/Update Project PageCreates a project page, or overwrites it if a page with that name exists.
Action
Get Collaborators on ProjectReturns the stakeholders (collaborators) on a project.
Action
Get ProjectReturns one project by its ID.
Action
Get Project by External ObjectIDReturns the projects carrying an external ID you set.
Action
Get Project Page ContentReturns the content of a project page.
Action
Get Project PagesReturns the names of the pages on a project.
Action
Update ProjectUpdates a project's details; only the fields you fill in change.
Action
Update Project Set Custom FieldSets one custom field value on a project.
Action
Verify Project Doesn't ExistChecks whether any project already carries an external ID, so you can avoid creating a duplicate.
Action
Add cardSaves a credit or debit card to an existing Shift4 customer, either from a card token / successful charge, or from full card details.
Action
Add chargeCreates a new charge to a customer or card.
Action
Add customerCreates a new customer in Shift4, optionally saving a card to them as their default card.
Action
Add planCreates a new subscription plan that customers can be subscribed to.
Action
Add refundRefunds an existing charge in full or in part, returning the funds to the card that was charged.
Action
Add subscriptionCreates a subscription that bills a customer automatically according to a plan.
Action
Delete cardDeletes a saved card from a Shift4 customer. If the deleted card was the customer's default, the most recently added card becomes the new default.
Action
Delete customerDeletes an existing Shift4 customer.
Action
Delete planDeletes a plan by ID.
Action
Delete subscriptionCancels/deletes an existing subscription by ID.
Action
Get chargeFetches a charge by ID.
Action
Get customerFetches a customer by ID.
Action
Get disputeFetches a dispute by ID.
Action
Get planFetches a plan by ID.
Action
Get refundRetrieves an existing Shift4 refund by its id.
Action
Get subscriptionFetches a subscription by ID.
Action
List cardsLists the saved cards of a Shift4 customer, most recently created first.
Action
List refundsReturns all refunds.
Action
Update chargeUpdates an existing Shift4 charge's customer, description, shipping, billing, fraud status or metadata. Fields left blank are unchanged.
Action
Update customerUpdates an existing Shift4 customer. Any field left blank is left unchanged.
Action
Update subscriptionUpdates an existing subscription. Any field left blank is left unchanged.
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
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Questions
CoordinateHQ and Shift4, answered
What can start an automation from CoordinateHQ?
Any of CoordinateHQ's 9 triggers in the catalog, including Comment Added, Goal Created, Goal Updated and Project Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Shift4 when something happens in CoordinateHQ?
Any of Shift4's 21 actions, including Update charge, Update customer, Update subscription and Add card. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Shift4 to CoordinateHQ?
Shift4 has no triggers in the catalog today, so automations start in CoordinateHQ. If you need the other direction, ask: your agent reads Shift4's API documentation and adds it.
Do I have to build a connector for CoordinateHQ or Shift4?
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 CoordinateHQ and Shift4 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.