--- title: "Connect Geekbot and Stax - APIANT.ai" description: "When \"New Report\" fires in Geekbot, your agent runs \"Create Customer\" in Stax, or \"List Payment\" in Stax to \"Get current user\" in Geekbot." canonical: "https://apiant.ai/connect/geekbot-to-stax" --- # Connect Geekbot and Stax When **New Report** fires in [Geekbot](https://apiant.ai/connections/geekbot), your agent runs **Create Customer** in [Stax](https://apiant.ai/connections/stax), or **List Payment** in Stax to **Get current user** in Geekbot. Describe the whole flow and it is built, tested on every scenario and kept running. Geekbot **1** trigger Geekbot **17** 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 Geekbot 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 Geekbot and Stax can do together ### From Geekbot to Stax - When **New Report** in Geekbot then **Create Customer** in Stax - When **New Report** in Geekbot then **Create Scheduled Invoice** in Stax ### From Stax to Geekbot - When **List Payment** in Stax then **Get current user** in Geekbot - When **List Payment** in Stax then **Add out-of-office period** in Geekbot 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 Geekbot and Stax ## Triggers and actions 2 triggers · 34 actions - Trigger **New Report** Triggers when a new standup report is submitted in Geekbot. - Action **Add out-of-office period** Schedules an out-of-office period for you or, if you are an admin, for another team member, covering whole days from the start date to the end date. - Action **Add poll** Creates a one-shot Geekbot poll that posts a question with answer choices to a channel. - Action **Add standup** Creates a new Geekbot standup with its questions, schedule and broadcast channel. - Action **Delete report** Deletes a standup report you authored, removing its broadcast message if one was posted. - Action **Delete standup** Deletes a standup and returns the details of the standup that was removed. You must have permission to edit the standup. - Action **Get current user** Returns the user who owns the connected API key, along with the team they belong to. - Action **Get poll** Returns one poll you created, including its schedule, channel, members and optionally its questions. - Action **Get report** Returns one submitted standup report, including who posted it, when, and the answer to each question. - Action **Get standup** Returns one standup by id, including its schedule, members, broadcast settings and optionally its questions. - Action **List out-of-office periods** Returns out-of-office periods for the team members you can view, ordered by start date, optionally narrowed by users, standups or a date window. - Action **List polls** Returns the active and paused polls you created in Geekbot, optionally filtered by state, channel, anonymity or creation date. - Action **List poll votes** Returns the vote results for a poll, grouped by broadcast and question. Without a date range it covers only the latest broadcast. - Action **List reports** Returns submitted Geekbot standup reports within a time window, optionally filtered by standup or user. - Action **List standups** Returns the active and paused standups visible to the connected user, with optional filters for state, anonymity, channel and creation date. - Action **List teams** Returns the Geekbot team tied to the connected API key, including its users who take part in at least one standup visible to the connected user. - Action **Start Report** Starts a standup immediately so its report questions go out, either to all of its participants or only to the users or emails you name. Returns the vendor's confirmation that the standup was queued. - Action **Update standup** Updates a standup's name, schedule, questions, channel and participants. Returns the updated standup. - 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 - [ **Geekbot** Geekbot runs asynchronous standups, retrospectives, and surveys — enabling easy, effective, and transparent...](https://apiant.ai/connections/geekbot) - [ **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 Geekbot - [ **Geekbot to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/geekbot-to-hubspot) - [ **Geekbot to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/geekbot-to-salesforce) - [ **Geekbot to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/geekbot-to-slack) - [ **Geekbot to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/geekbot-to-google-sheets) - [ **Geekbot to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/geekbot-to-gmail) - [ **Geekbot to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/geekbot-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 ## Geekbot and Stax, answered ### ### What can start an automation from Geekbot? Any of Geekbot's 1 trigger in the catalog, including New Report. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Stax when something happens in Geekbot? 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 Geekbot? Yes. When something happens in Stax, your agent can act in Geekbot too. This page covers both directions: Stax's triggers and Geekbot's actions are listed here as well. ### ### Do I have to build a connector for Geekbot 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 Geekbot 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.