--- title: "Connect Easy Project to TaxBandits - APIANT.ai" description: "When \"New Project\" fires in Easy Project, your agent runs \"Request W-9/W-8 by Email\" in TaxBandits." canonical: "https://apiant.ai/connect/easy-project-to-taxbandits" --- # Connect Easy Project to TaxBandits When **New Project** fires in [Easy Project](https://apiant.ai/connections/easy-project), 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. Easy Project **3** triggers Easy Project **11** 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 Easy Project 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 Easy Project can start in TaxBandits - When **New Project** in Easy Project then **Request W-9/W-8 by Email** in TaxBandits - When **New Task** in Easy Project 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 Easy Project and TaxBandits ## Triggers and actions 3 triggers · 19 actions - Trigger **New Project** Triggers when a new project is created in Easy Project. - Trigger **New Task** Triggers when a new task is created in Easy Project. - Trigger **Task Comments Web Hook Trigger** Triggers when a comment is added to a task in Easy Project. - Action **Create Planned Project Expense** Creates a planned (expected) expense in a project's budget in Easy Project, with its amount, currency, VAT and planned date. - Action **Create Project** Creates a new project in Easy Project with its name, dates, manager, parent project, tags and custom field values. - Action **Create Project Expense** Creates an actual (other) expense on a project's budget in Easy Project, with amounts, VAT, currency, date, tags and custom fields. - Action **Create Project Income** Creates an actual income (other revenue) on an Easy Project project's budget, with amounts, VAT, currency, date and optional milestone, tags and custom fields. - Action **Create Task** Creates a task (issue) in an Easy Project project, with its tracker, status, priority, assignee, dates and custom field values. - Action **Create Time Entry** Logs spent time in Easy Project against a project, and optionally a task, for a user on a given date. - Action **Find Project** Returns the projects whose details match the search text you supply. - Action **Get Planned Project Expense** Returns a single planned project expense by its ID, including its amounts, currency, project, milestone, custom fields and tags. - Action **Get Project Expense** Returns a single project expense by its ID, including its project, milestone, amounts, VAT, currency, date, custom fields and tags. - Action **Get Project Income** Returns a single project income (other revenue) record by its ID, including amounts, currency, project, custom fields and tags. - Action **Update Task** Updates an existing task in Easy Project, changing only the fields you fill in, and can add a comment to it. - 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 - [ **Easy Project** Easy Project is a professional project management software for you, your team and the whole company.](https://apiant.ai/connections/easy-project) - [ **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 Easy Project - [ **Easy Project to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/easy-project-to-hubspot) - [ **Easy Project to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/easy-project-to-salesforce) - [ **Easy Project to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/easy-project-to-slack) - [ **Easy Project to Google Sheets** Google Sheets](https://apiant.ai/connect/easy-project-to-google-sheets) - [ **Easy Project to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/easy-project-to-gmail) - [ **Easy Project to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/easy-project-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 ## Easy Project and TaxBandits, answered ### ### What can start an automation from Easy Project? Any of Easy Project's 3 triggers in the catalog, including New Project, New Task and Task Comments Web Hook Trigger. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in TaxBandits when something happens in Easy Project? 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 Easy Project? TaxBandits has no triggers in the catalog today, so automations start in Easy Project. 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 Easy Project 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 Easy Project 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.