--- title: "Connect Glean to TaxJar - APIANT.ai" description: "When \"New Search Result\" fires in Glean, your agent runs \"Create a Customer\" in TaxJar." canonical: "https://apiant.ai/connect/glean-to-taxjar" --- # Connect Glean to TaxJar When **New Search Result** fires in [Glean](https://apiant.ai/connections/glean), your agent runs **Create a Customer** in [TaxJar](https://apiant.ai/connections/taxjar). Describe the whole flow and it is built, tested on every scenario and kept running. Glean **1** trigger Glean **7** actions TaxJar **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Glean and TaxJar 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 Glean can start in TaxJar - When **New Search Result** in Glean then **Create a Customer** in TaxJar - When **New Search Result** in Glean then **Create an Order Transaction** 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 Glean and TaxJar ## Triggers and actions 1 trigger · 27 actions - Trigger **New Search Result** Triggered when a new document appears in the Glean search results for a query you choose. - Action **Chat Message/Conversation** Sends a message or conversation history to Glean AI and returns its answer, along with the chat it belongs to and suggested follow-up prompts. - Action **Find Document** Returns the Glean documents, with their metadata, that match the document IDs or URLs you specify. - Action **Get Documents and Events Feed** Returns the user's personalized Glean feed, including suggested and recent documents, calendar events, announcements and other content. - Action **Report Client Activity** Reports an event that happened to a result in a Glean client, such as a search result view, click or vote. Glean uses these signals to improve search quality. - Action **Report Document Activity** Reports user activity on indexed documents, such as views, edits, searches and comments, to Glean to improve search quality. - Action **Run Agent and Wait** Runs a Glean agent and waits for it to finish, returning the agent's final response messages and run status. - Action **Search** Returns documents from the Glean index that match the search terms and any filters you provide. - Action **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. - Action **Create a Customer** Creates a customer in TaxJar with their exemption type and the regions the exemption applies to. - Action **Create an Order Transaction** Records a completed order in TaxJar so it counts towards your sales tax reporting. - Action **Create a Refund Transaction** Records a refund against an existing order in TaxJar so your sales tax reporting stays accurate. - Action **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. - Action **List Categories** Returns TaxJar's product categories and the tax code to use for each one. - Action **List Customers** Returns the IDs of every customer in your TaxJar account. - Action **List Nexus Regions** Returns the states, provinces and countries where your TaxJar account has nexus and must collect tax. - Action **List Orders** Returns the IDs of the orders recorded in TaxJar, optionally limited to a date or date range. - Action **List Refunds** Returns the IDs of the refunds recorded in TaxJar, optionally limited to a date or date range. - Action **Rates for Location** Returns the sales tax rates that apply at a location, broken down by state, county and city. - Action **Show a Customer** Returns one customer from TaxJar, including their exemption type and exempt regions. - Action **Show Order** Returns one order recorded in TaxJar, including its addresses, totals and line items. - Action **Show Refund** Returns one refund recorded in TaxJar, including the order it applies to and the amounts refunded. - Action **Summarize Tax Rates for All Regions** Returns the minimum and average sales tax rate for every state, province and country TaxJar covers. - Action **Update a Customer** Updates a customer in TaxJar. Only the fields you supply are changed. - Action **Update an Order Transaction** Updates an order already recorded in TaxJar. Only the fields you supply are changed. - Action **Update a Refund Transaction** Updates a refund already recorded in TaxJar. Only the fields you supply are changed. - Action **Validate an Address** Checks a US address and returns TaxJar's corrected version of it, so tax is worked out on a clean address. - Action **Validate a VAT Number** Checks whether a VAT number is valid and returns the business name and address registered against it. ## Each app on its own - [ **Glean** Glean offers AI-powered search to give enterprise users the ability to search across organization-wide...](https://apiant.ai/connections/glean) - [ **TaxJar** TaxJar’s award-winning solution makes it easy to automate sales tax management, reporting and filing.](https://apiant.ai/connections/taxjar) Reviews ## What our customers say ## More from Glean - [ **Glean to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/glean-to-hubspot) - [ **Glean to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/glean-to-salesforce) - [ **Glean to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/glean-to-slack) - [ **Glean to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/glean-to-google-sheets) - [ **Glean to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/glean-to-gmail) - [ **Glean to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/glean-to-google-calendar) ## More into TaxJar - [ **HubSpot to TaxJar** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-taxjar) - [ **Salesforce to TaxJar** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-taxjar) - [ **Slack to TaxJar** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-taxjar) - [ **Google Sheets to TaxJar** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-taxjar) - [ **Gmail to TaxJar** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-taxjar) - [ **Google Calendar to TaxJar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-taxjar) Questions ## Glean and TaxJar, answered ### ### What can start an automation from Glean? Any of Glean's 1 trigger in the catalog, including New Search Result. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in TaxJar when something happens in Glean? 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 Glean? TaxJar has no triggers in the catalog today, so automations start in Glean. 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 Glean 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 Glean 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.