--- title: "Connect Corymbus to TaxBandits - APIANT.ai" description: "When \"New Activity\" fires in Corymbus, your agent runs \"Request W-9/W-8 by Email\" in TaxBandits." canonical: "https://apiant.ai/connect/corymbus-to-taxbandits" --- # Connect Corymbus to TaxBandits When **New Activity** fires in [Corymbus](https://apiant.ai/connections/corymbus), your agent runs **Request W-9/W-8 by Email** in [TaxBandits](https://apiant.ai/connections/taxbandits). Describe the whole flow and it is built, tested on every scenario and kept running. Corymbus **2** triggers Corymbus **9** actions TaxBandits **8** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Corymbus and TaxBandits 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 Corymbus can start in TaxBandits - When **New Activity** in Corymbus then **Request W-9/W-8 by Email** in TaxBandits - When **New Contact** in Corymbus then **Create Business** in TaxBandits 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 Corymbus and TaxBandits ## Triggers and actions 2 triggers · 17 actions - Trigger **New Activity** Triggers when a new activity is created in Corymbus, optionally limited to activities linked to a given account, contact or opportunity, or owned by a given user. - Trigger **New Contact** Triggers when a new contact is created in Corymbus, optionally limited to contacts matching a name, account, activity, opportunity, group or owner. - Action **Add activity** Creates a new activity (task, call, meeting, note or email) in Corymbus and returns the created activity. - Action **Connect entities** Connects two Corymbus records together, for example an opportunity to an activity or a contact to an account. - Action **Create Account** Creates a new account (company) in Corymbus CRM and returns the created account. - Action **Create Contact** Creates a new contact (person) in Corymbus, optionally linked to an account, and returns the created contact. - Action **Create Opportunity** Creates a new opportunity (deal) in Corymbus, optionally linked to an account, with an amount, status and expected close date. - Action **Find Account** Finds accounts whose name contains the given text, optionally limited to an owner or a connected activity, and returns the matches. - Action **Find activities** Returns the activities whose name contains the text you give, optionally narrowed to an account, contact, opportunity, owner or late activities. - Action **Find contacts** Returns the Corymbus contacts whose first or last name contains the text you give, optionally narrowed by account, activity, opportunity, group or owner. - Action **Find opportunities** Returns the opportunities whose name contains the text you specify, optionally narrowed by account, contact, activity, owner or expected close period. - Action **Create Business** Creates a new business (payer or employer) in TaxBandits and returns its BusinessId for use in W-9/W-8 requests and filings. - Action **Get Business** Returns the full details of one TaxBandits business (payer), identified by its Business ID, TIN or your Payer Reference. - Action **Get W-9/W-8 status** Returns the status of every W-9 and W-8 request sent to a recipient, including completed and in-progress forms and any TIN Matching result. - Action **List businesses** Returns the businesses (payers) created in your TaxBandits account within a date range. - Action **Request W-9/W-8 by Email** Emails a recipient a secure link to complete and e-sign their W-9 or W-8 form for one of your businesses. - Action **Request W-9/W-8 by text** Sends a text message to a recipient with a secure link to complete their W-9 or W-8 form, and returns the submission's status. - Action **Request W-9/W-8 by URL** Generates a unique secure URL where a recipient can complete their W-9 or W-8 form, which you can share or embed in your own app. - Action **Update Business** Updates the details of an existing business (payer) in TaxBandits, such as its name, tax ID, address or contact information. ## Each app on its own - [ **Corymbus** Corymbus is a CRM platform devoted to small businesses and freelances.](https://apiant.ai/connections/corymbus) - [ **TaxBandits** TaxBandits is a trusted IRS-authorized e-filing solution that simplifies 1099, W-2, 94x, W-9, TIN Matching...](https://apiant.ai/connections/taxbandits) Reviews ## What our customers say ## More from Corymbus - [ **Corymbus to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/corymbus-to-hubspot) - [ **Corymbus to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/corymbus-to-salesforce) - [ **Corymbus to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/corymbus-to-slack) - [ **Corymbus to Google Sheets** Google Sheets](https://apiant.ai/connect/corymbus-to-google-sheets) - [ **Corymbus to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/corymbus-to-gmail) - [ **Corymbus to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/corymbus-to-google-calendar) ## More into TaxBandits - [ **HubSpot to TaxBandits** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-taxbandits) - [ **Salesforce to TaxBandits** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-taxbandits) - [ **Slack to TaxBandits** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-taxbandits) - [ **Google Sheets to TaxBandits** Google Sheets](https://apiant.ai/connect/google-sheets-to-taxbandits) - [ **Gmail to TaxBandits** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-taxbandits) - [ **Google Calendar to TaxBandits** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-taxbandits) Questions ## Corymbus and TaxBandits, answered ### ### What can start an automation from Corymbus? Any of Corymbus's 2 triggers in the catalog, including New Activity and New Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in TaxBandits when something happens in Corymbus? Any of TaxBandits's 8 actions, including Create Business, Update Business, Get Business and Get W-9/W-8 status. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from TaxBandits to Corymbus? TaxBandits has no triggers in the catalog today, so automations start in Corymbus. If you need the other direction, ask: your agent reads TaxBandits's API documentation and adds it. ### ### Do I have to build a connector for Corymbus or TaxBandits? 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 Corymbus and TaxBandits 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.