--- title: "Connect Everhour and Stax - APIANT.ai" description: "When \"New Client\" fires in Everhour, your agent runs \"Create Customer\" in Stax, or \"List Payment\" in Stax to \"Add invoice\" in Everhour." canonical: "https://apiant.ai/connect/everhour-to-stax" --- # Connect Everhour and Stax When **New Client** fires in [Everhour](https://apiant.ai/connections/everhour), your agent runs **Create Customer** in [Stax](https://apiant.ai/connections/stax), or **List Payment** in Stax to **Add invoice** in Everhour. Describe the whole flow and it is built, tested on every scenario and kept running. Everhour **5** triggers Everhour **22** actions Stax **1** trigger Stax **17** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Everhour and Stax 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 Everhour and Stax can do together ### From Everhour to Stax - When **New Client** in Everhour then **Create Customer** in Stax - When **New Task** in Everhour then **Create Scheduled Invoice** in Stax ### From Stax to Everhour - When **List Payment** in Stax then **Add invoice** in Everhour - When **List Payment** in Stax then **Create Client** in Everhour 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 Everhour and Stax ## Triggers and actions 6 triggers · 39 actions - Trigger **New Client** Triggers when a new client is created. - Trigger **New Task** Triggers when a new task created. - Trigger **Project updated** Webhook event api:project:updated. - Trigger **Task updated** Webhook event api:task:updated. - Trigger **Timer Stopped** Triggers when a running timer is stopped. Timer should be with a task. - Action **Add assignment** /resource-planner/assignments. Schedule a user on a project/task. - Action **Add expense** /expenses. Create an expense. - Action **Add invoice** /invoices. Create an invoice for a project/client. - Action **Add Time** Adds your time to a task. - Action **Create Client** Creates a new client. - Action **Create Project** Creates a new project. - Action **Delete project** /projects/{id}. - Action **Delete time record** /tasks/{id}/time. Delete time record for a date/user. - Action **Find Internal Project** Finds a project for creating task/section by name - Action **Find Member** Finds a member by name. - Action **Find Project** Finds a project by name - Action **Find Section** Finds a section by name. - Action **Find Task** Finds a task by name. - Action **Get running timer** Returns the currently running timer for the connected user. - Action **List Assignments** Lists resource-planner assignments, optionally filtered by project, user and date range. - Action **List clients** /clients. Returns all clients. - Action **List Expenses** Lists the team's expenses, each with id, date, amount, category, project, billable and details. - Action **List invoices** /invoices. Returns all invoices. - Action **Update client** /clients/{id}. Update a client's name, business details, etc. - Action **Update project** /projects/{id}. Update project name, users, billing etc. - Action **Update task estimate** /tasks/{id}/estimate. Set a task's time estimate. - Action **Update time record** /tasks/{id}/time. Update time on a task for a date/user. - Trigger **List Payment** Triggers when a new payment transaction is recorded in Stax. - Action **Capture payment** Captures funds from a pre-authorized Stax transaction, turning the pre-authorization into a completed charge. Returns the updated transaction. - Action **Create Customer** Creates a customer record on the Stax merchant account and returns the new customer. - Action **Create Item** Creates an item in the merchant's Stax catalog and returns the new catalog item. - Action **Create Scheduled Invoice** Creates a scheduled invoice that automatically generates invoices for a customer on a one-time or recurring schedule, with optional autopay. Returns the new schedule. - Action **Delete Catalog Item** Deletes a catalog item from Stax. - Action **Delete payment method** Deletes a customer's saved payment method in Stax and returns the deleted payment method. - Action **Delete Scheduled Invoice** Deletes a recurring invoice schedule so it stops generating invoices. - Action **Find Customers** Searches your Stax customers by name, email, company, phone, address or other details and returns the matching customers. - Action **Find Invoices** Returns the invoices on the Stax merchant account that match the search criteria you supply, such as keywords, customer name, company, email, price, schedule or payment method. - Action **Find Items** Searches the merchant's catalog for items matching a name, code, price or other criteria and returns the matching items. - Action **Find Payment Methods** Returns all saved payment methods (cards and bank accounts) for a Stax customer. - Action **Find Payments** Returns the payments and other transactions on the merchant account that match the search criteria, such as keywords, customer, date range, amount, type or status. - Action **Make a Payment** Charges a customer's saved payment method for the amount you specify, or places a pre-authorization to capture later. Returns the resulting transaction. - Action **Refund payment** Refunds all or part of a settled Stax payment transaction back to the customer. - Action **Update customer** Updates an existing customer's contact details, address, notes and options in Stax, and returns the updated customer. - Action **Update invoice** Updates an existing unpaid invoice's customer, amounts, line items, memos and payment options, and returns the updated invoice. Fully paid invoices cannot be edited. - Action **Void payment** Voids a payment transaction in Stax before it settles, cancelling the charge. ## Each app on its own - [ **Everhour** Everhour is a time tracking software equipped with budgeting, forward resource planning, expenses tracking...](https://apiant.ai/connections/everhour) - [ **Stax** Stax makes it easy to accept payments in-person and online and provides businesses with the tools they need...](https://apiant.ai/connections/stax) Reviews ## What our customers say ## More from Everhour - [ **Everhour to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/everhour-to-hubspot) - [ **Everhour to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/everhour-to-salesforce) - [ **Everhour to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/everhour-to-slack) - [ **Everhour to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/everhour-to-google-sheets) - [ **Everhour to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/everhour-to-gmail) - [ **Everhour to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/everhour-to-google-calendar) ## More into Stax - [ **HubSpot to Stax** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-stax) - [ **Salesforce to Stax** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-stax) - [ **Slack to Stax** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-stax) - [ **Google Sheets to Stax** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-stax) - [ **Gmail to Stax** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-stax) - [ **Google Calendar to Stax** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-stax) Questions ## Everhour and Stax, answered ### ### What can start an automation from Everhour? Any of Everhour's 5 triggers in the catalog, including New Client, New Task, Project updated and Task updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Stax when something happens in Everhour? Any of Stax's 17 actions, including Create Customer, Create Item, Create Scheduled Invoice and Update customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Stax to Everhour? Yes. When something happens in Stax, your agent can act in Everhour too. This page covers both directions: Stax's triggers and Everhour's actions are listed here as well. ### ### Do I have to build a connector for Everhour or Stax? 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 Everhour and Stax 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.