Integration
Connect DealMachine and Square
When New Task fires in DealMachine, your agent runs Add order in Square, or New order in Square to Create Note for Lead in DealMachine. 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 DealMachine and Square 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)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 DealMachine and Square can do together
From DealMachine to Square
When New Task in DealMachine
then Add order in Square
From Square to DealMachine
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 DealMachine and Square
Triggers and actions 4 triggers · 31 actions
- New Task
Triggers when a new task is created in DealMachine.
- Create Note for Lead
Adds a note to a DealMachine lead (prospect).
- Create Tag
Creates a tag you can apply to DealMachine prospects.
- Create Task
Creates a task in DealMachine, optionally linked to a property or person.
- Delete Tag
Deletes a DealMachine tag.
- Delete Task
Deletes a DealMachine task.
- Get Account
Returns the DealMachine organization, plan and remaining enrichment credits.
- Get Tag
Returns one DealMachine tag by its ID.
- Get Task
Returns one DealMachine task by its ID.
- List Tags
Returns all tags in the DealMachine workspace.
- List Tasks
Returns DealMachine tasks, optionally filtered by status or search text.
- Update Tag
Renames, recolors or deactivates a DealMachine tag.
- Update Task
Updates a DealMachine task's title, description, due date or completion.
- New order
Triggered when a new order is created at the specified location.
- New or updated customer
Triggered when a customer is created or updated.
- New payment
Triggered when a new payment is received.
- Add catalog object
Creates a catalog object (item, variation, category, tax, discount, modifier list and more) in the Square catalog.
- Add order
Creates a new Square order at a location, with optional line items, taxes, discounts, service charges and a fulfillment.
- Add payment
Creates a payment: charges a card or payment token, or records a cash or external payment the seller received outside Square.
- Add refund
Refund a payment.
- Cancel payment
Cancels (voids) a Square payment that is still in the APPROVED status, i.e. a delayed-capture payment that has not been completed.
- Create customer
Creates a new customer profile.
- Delete catalog object
Deletes a Square catalog object by ID, along with any objects that depend on it (for example an item's variations).
- Delete customer
Deletes a customer profile by ID.
- Find catalog object
Retrieves a catalog object (item, variation, etc.) by ID.
- Find customer
Returns customer details for the specified customer ID.
- Find order
Retrieves an order by ID.
- Find payment
Retrieves a payment by ID.
- List locations
Lists all business locations for the connected Square account.
- List payments
Lists payments for the connected merchant, newest first.
- Search catalog objects
Searches catalog objects by type (ITEM, CATEGORY, etc.).
- Search customers
Searches customer profiles by email, phone, or reference ID.
- Search orders
Searches orders for the specified location(s).
- Update customer
Updates an existing customer profile.
- Update order
Updates an open Square order by adding or replacing fields, or clearing them. Completed or canceled orders cannot be updated.
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 DealMachine
DealMachine to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
DealMachine to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
DealMachine to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
DealMachine to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
DealMachine to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
DealMachine to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Square
Shopify to SquareShopify is a commerce platform for online stores and retail point-of-sale.
Intercom to SquareIntercom is a customer communications platform for support, engagement, and marketing.
JotForm to SquareJotForm is a web-based WYSIWYG form builder. Create forms, integrate them into your site, and collect...
OpenAI to SquareOpenAI's platform for text generation (Responses + Chat Completions), image generation (gpt-image-1 /...
Capsule CRM to SquareCapsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...
MINDBODY to SquareMINDBODY is a powerful business management software that combines your scheduling, task automation...
Questions
DealMachine and Square, answered
What can start an automation from DealMachine?
Any of DealMachine's 1 trigger in the catalog, including New Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Square when something happens in DealMachine?
Any of Square's 19 actions, including Create customer, Update customer, Update order and Add catalog object. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Square to DealMachine?
Yes. When something happens in Square, your agent can act in DealMachine too. This page covers both directions: Square's triggers and DealMachine's actions are listed here as well.
Do I have to build a connector for DealMachine or Square?
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 DealMachine and Square 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.