Integration
Connect EFC Aquila to TaxJar
When New Appointment fires in EFC Aquila, your agent runs Create a Customer in TaxJar. 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 EFC Aquila and TaxJar 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 EFC Aquila can start in TaxJar
When New Appointment in EFC Aquila
then Create a Customer in TaxJar
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 EFC Aquila and TaxJar
Triggers and actions 9 triggers · 28 actions
- Assessment Query
Triggers when a member's assessment standing on a Programme is recorded or re-assessed, optionally limited by grade, progress, attendance, age or group filters.
- Birthday
Triggers when a member at the Location has a birthday within the chosen window (today by default), once per member per year.
- Classes Attended
Triggers when a member reaches a lifetime (or this month's) classes-attended count in your chosen range — fires again each time their attendance count changes within it.
- Did Not Show
Triggers when a member booked onto a class or event today is marked absent (did not show).
- Expired Member
Triggers when a member's enrolment expires at the Location (members whose status becomes lapsed), newest expiry first.
- Member Query
Triggers when a member newly appears in a saved roster search at a Location, such as members who become enrolled or fall inactive.
- New Appointment
Triggers when a new appointment (a 1-on-1 slot with a member) is booked at the Location, scheduled from yesterday through the next year.
- New Lead
Triggers when a new lead (prospective member) is registered at the selected Location.
- New Member
Triggers when a member enrols at the selected Location (school).
- Add Lead
Captures a lead at a Location, merging into an existing matching lead instead of creating a duplicate. Returns the created or matched Member.
- Book Session
Books a member onto one occurrence of a class session, or every occurrence from that date forward. Returns the confirmed booking; if the member is already booked, the existing booking is returned.
- Create Appointment
Creates a one-on-one appointment with a member at a location, optionally as a recurring series.
- Create Note
Adds a note to a member's record, optionally pinning it to the top of their note feed or raising it to EFC.
- Enrol Member
Enrols a member at a location and sets the programmes they are enrolled on, replacing their current programme set. Returns the member's updated enrolment.
- Send Email
Sends an email from a Location to a recipient, optionally filing it in a member's conversation. Returns the queued message.
- Send SMS
Sends an SMS text message from a Location through its connected SMS provider, optionally filing it in a member's conversation.
- Send Template
Emails a member using one of the Location's library email templates, with merge fields filled in from the member's record. The message is queued for delivery.
- Calculate Sales Tax for an Order
Works out the sales tax due on an order from the ship-from and ship-to addresses, the order amount and its line items.
- Create a Customer
Creates a customer in TaxJar with their exemption type and the regions the exemption applies to.
- Create an Order Transaction
Records a completed order in TaxJar so it counts towards your sales tax reporting.
- Create a Refund Transaction
Records a refund against an existing order in TaxJar so your sales tax reporting stays accurate.
- Get Two-Letter ISO Code for Region
Looks up the two-letter code for a state, province or country by name, using TaxJar's own list of regions.
- List Categories
Returns TaxJar's product categories and the tax code to use for each one.
- List Customers
Returns the IDs of every customer in your TaxJar account.
- List Nexus Regions
Returns the states, provinces and countries where your TaxJar account has nexus and must collect tax.
- List Orders
Returns the IDs of the orders recorded in TaxJar, optionally limited to a date or date range.
- List Refunds
Returns the IDs of the refunds recorded in TaxJar, optionally limited to a date or date range.
- Rates for Location
Returns the sales tax rates that apply at a location, broken down by state, county and city.
- Show a Customer
Returns one customer from TaxJar, including their exemption type and exempt regions.
- Show Order
Returns one order recorded in TaxJar, including its addresses, totals and line items.
- Show Refund
Returns one refund recorded in TaxJar, including the order it applies to and the amounts refunded.
- Summarize Tax Rates for All Regions
Returns the minimum and average sales tax rate for every state, province and country TaxJar covers.
- Update a Customer
Updates a customer in TaxJar. Only the fields you supply are changed.
- Update an Order Transaction
Updates an order already recorded in TaxJar. Only the fields you supply are changed.
- Update a Refund Transaction
Updates a refund already recorded in TaxJar. Only the fields you supply are changed.
- Validate an Address
Checks a US address and returns TaxJar's corrected version of it, so tax is worked out on a clean address.
- Validate a VAT Number
Checks whether a VAT number is valid and returns the business name and address registered against it.
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 EFC Aquila
EFC Aquila to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
EFC Aquila to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
EFC Aquila to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
EFC Aquila to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
EFC Aquila to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
EFC Aquila to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into TaxJar
Questions
EFC Aquila and TaxJar, answered
What can start an automation from EFC Aquila?
Any of EFC Aquila's 9 triggers in the catalog, including New Appointment, New Lead, New Member and Assessment Query. Describe the moment in plain language and your agent picks the right one.
What can your agent do in TaxJar when something happens in EFC Aquila?
Any of TaxJar's 20 actions, including Create a Customer, Create an Order Transaction, Create a Refund Transaction and Update a Customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from TaxJar to EFC Aquila?
TaxJar has no triggers in the catalog today, so automations start in EFC Aquila. If you need the other direction, ask: your agent reads TaxJar's API documentation and adds it.
Do I have to build a connector for EFC Aquila or TaxJar?
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 EFC Aquila and TaxJar 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.