Integration
Connect GoSquared and Tidely
When User Entered Smart Group fires in GoSquared, your agent runs Update Invoice in Tidely, or New Bank Account Transaction in Tidely to Add transaction in GoSquared. 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 GoSquared and Tidely 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 GoSquared and Tidely can do together
From GoSquared to Tidely
When User Entered Smart Group in GoSquared
then Update Invoice in Tidely
When User Exited Smart Group in GoSquared
then Import Invoice in Tidely
From Tidely to GoSquared
When New Bank Account Transaction in Tidely
then Add transaction in GoSquared
When New Invoice in Tidely
then Track Event in GoSquared
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 GoSquared and Tidely
Triggers and actions 4 triggers · 35 actions
Trigger
User Entered Smart GroupTriggers when a user enters a specific Smart Group.
Trigger
User Exited Smart GroupTriggers when a user exits a specific Smart Group.
Action
Add transactionRecords a purchase transaction in GoSquared Ecommerce Analytics and People CRM, optionally linked to a person or visitor.
Action
Create or Update ProfileCreates a GoSquared People profile or updates an existing one with the properties you supply, including custom properties.
Action
Get now overviewReturns a realtime overview of a GoSquared project, including visitors online, active pages and historical visitor minimums, maximums and averages.
Action
Get personReturns a single People CRM profile with all the properties set on it.
Action
List chatsReturns the active live chat conversations for a GoSquared project.
Action
List peopleReturns people from GoSquared People CRM, optionally searched by a term, filtered, and sorted.
Action
List sitesReturns all GoSquared projects/sites the account owns or has shared access to.
Action
List smart groupsReturns all Smart Groups saved in GoSquared People CRM for a project, including the filters each one applies.
Action
Track EventTracks a custom event in a GoSquared project, optionally tied to a People profile or anonymous visitor.
Action
Track PageviewRecords a pageview for a visitor on a page of your GoSquared project.
Trigger
New Bank Account TransactionTriggers when a new transaction is added to a bank account.
Trigger
New InvoiceTriggers when a new sales or purchase invoice is added.
Action
Create CategoryCreates an income or expense category.
Action
Delete Bank AccountDeletes a bank account.
Action
Delete Bank Account TransactionDeletes a bank account transaction.
Action
Delete CategoryDeletes a category.
Action
Delete InvoiceDeletes an invoice.
Action
Delete PlansDeletes all plan values of a category in a scenario.
Action
Get Bank AccountReturns one bank account.
Action
Get Bank Account TransactionReturns one bank account transaction.
Action
Get CashflowReturns the cashflow per period for a scenario and date range.
Action
Get CategoryReturns one category.
Action
Get CompanyReturns one company.
Action
Get InvoiceReturns one invoice.
Action
Get ScenarioReturns one planning scenario.
Action
Import InvoiceCreates an invoice in Tidely.
Action
Import PlanCreates a plan value in Tidely.
Action
List Bank Account BalancesReturns the daily balances of a bank account.
Action
List Bank AccountsReturns the company's bank accounts.
Action
List Bank Account TransactionsReturns the transactions of a bank account.
Action
List CategoriesReturns the income and expense categories.
Action
List CompaniesReturns the companies the API key can access.
Action
List ScenariosReturns the company's planning scenarios.
Action
Update Bank AccountUpdates a bank account.
Action
Update Bank Account TransactionUpdates a bank account transaction.
Action
Update CategoryRenames a category or changes its type.
Action
Update InvoiceUpdates an invoice's fields.
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 GoSquared
GoSquared to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
GoSquared to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
GoSquared to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
GoSquared to MailchimpMailchimp marketing automation and email platform.
GoSquared to StripeStripe is a payment processing platform for online businesses.
GoSquared to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
More into Tidely
HubSpot to TidelyHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to TidelySalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to TidelySlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to TidelyGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to TidelyGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to TidelyGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
GoSquared and Tidely, answered
What can start an automation from GoSquared?
Any of GoSquared's 2 triggers in the catalog, including User Entered Smart Group and User Exited Smart Group. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Tidely when something happens in GoSquared?
Any of Tidely's 25 actions, including Create Category, Update Bank Account, Update Bank Account Transaction and Update Category. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Tidely to GoSquared?
Yes. When something happens in Tidely, your agent can act in GoSquared too. This page covers both directions: Tidely's triggers and GoSquared's actions are listed here as well.
Do I have to build a connector for GoSquared or Tidely?
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 GoSquared and Tidely 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.