Integration
Connect Easify to Avalara
When New Contact fires in Easify, your agent runs Create Customer in Avalara. 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 Easify and Avalara 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 Easify can start in Avalara
When New Contact in Easify
then Create Customer in Avalara
When New SMS in Easify
then Get Customer in Avalara
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 Easify and Avalara
Triggers and actions 2 triggers · 33 actions
Trigger
New ContactTriggers when a new contact is added in Easify.
Trigger
New SMSTriggers when a new SMS is sent or received on your Easify account.
Action
Create ContactCreates a contact in one of your Easify contact groups.
Action
Create Contact GroupCreates an Easify contact group.
Action
Delete ContactDeletes an Easify contact.
Action
Delete Contact GroupDeletes an Easify contact group.
Action
DNC Scrub Phone NumberChecks a US phone number against the Do Not Call registry.
Action
Get Email StatusReturns the delivery status of an email sent with Send Email.
Action
Get SMS StatusReturns the delivery status of an SMS sent with Send SMS.
Action
List Contact GroupsReturns your Easify contact groups, one page at a time.
Action
List ContactsReturns your Easify contacts, optionally only those in one contact group.
Action
List Email SendersReturns the email sender addresses on your Easify account.
Action
List Phone NumbersReturns the phone numbers on your Easify account that you can send from.
Action
List SMS TemplatesReturns your saved Easify SMS templates.
Action
Send EmailSends an email to one recipient from one of your Easify senders.
Action
Send SMSSends an SMS or MMS from one of your Easify numbers.
Action
Update ContactUpdates an existing Easify contact.
Action
Update Contact GroupRenames an Easify contact group.
Action
Commit TransactionCommits a transaction so it is included in tax filings.
Action
Create CustomerCreates a customer in a company, used for exemption certificate tracking.
Action
Create TransactionCalculates sales tax for a single-line sale and records it as a transaction.
Action
Delete CustomerDeletes a customer record from an AvaTax company, identified by its customer code.
Action
Get CompanyReturns one company in your Avalara account.
Action
Get CustomerReturns a single customer record from an AvaTax company, looked up by its customer code.
Action
Get Tax Rates by AddressReturns the combined and per-jurisdiction sales tax rates for a street address.
Action
Get TransactionReturns one transaction with its calculated tax.
Action
List CompaniesReturns the companies in your Avalara account.
Action
List CustomersReturns the customers of one company.
Action
List itemsReturns the items (products and their tax codes) defined for an AvaTax company, up to 1,000 records.
Action
List nexusReturns the nexus declarations (jurisdictions where the company collects tax) for an AvaTax company.
Action
List TransactionsReturns the transactions recorded for one company.
Action
Refund TransactionCreates a refund (return invoice) for a committed AvaTax sales transaction, fully, partially, tax-only or by percentage.
Action
Resolve AddressValidates an address and returns its normalized form with coordinates.
Action
Update TransactionAdjusts an existing AvaTax transaction, replacing it with new document details and recalculating tax while keeping an audit record of the adjustment reason.
Action
Void TransactionVoids a transaction so it no longer counts toward tax liability.
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
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Questions
Easify and Avalara, answered
What can start an automation from Easify?
Any of Easify's 2 triggers in the catalog, including New Contact and New SMS. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Avalara when something happens in Easify?
Any of Avalara's 17 actions, including Create Customer, Create Transaction, Update Transaction and Commit Transaction. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Avalara to Easify?
Avalara has no triggers in the catalog today, so automations start in Easify. If you need the other direction, ask: your agent reads Avalara's API documentation and adds it.
Do I have to build a connector for Easify or Avalara?
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 Easify and Avalara 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.