Integration
Connect Halo Service Solutions to TaxBandits
When New Ticket fires in Halo Service Solutions, your agent runs Request W-9/W-8 by Email in TaxBandits. 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 Halo Service Solutions and TaxBandits 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 Halo Service Solutions can start in TaxBandits
When New Ticket in Halo Service Solutions
then Request W-9/W-8 by Email in TaxBandits
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 Halo Service Solutions and TaxBandits
Triggers and actions 2 triggers · 22 actions
- New Ticket
Triggers when a new ticket is logged in Halo.
- Ticket Updated
Triggers when a ticket is created or updated in Halo.
- Add action to ticket
Adds a new action (note, update or outcome) to an existing Halo ticket.
- Add project
Creates a new project in Halo and returns the created project record.
- Create Site
Creates a new site for a customer in Halo.
- Create Ticket
Creates a new ticket in Halo with a summary, description and optional customer, user, type, priority, status and assignment.
- Create User
Creates a new end user in Halo under the chosen site.
- Get customer
Returns a single Halo customer (client) by its ID, optionally with extra details and ticket activity.
- Get project
Returns a single Halo project by its ID, including its details and custom fields.
- Get ticket
Returns a single Halo ticket by its ID, optionally with extra details and its last action.
- Get user
Returns a single Halo user (end-user contact) by ID, with optional details, ticket activity and pop-ups.
- List customers
Returns a list of customers (clients) in Halo, optionally filtered by search text or top level.
- List tickets
Returns tickets from Halo, optionally filtered by customer, agent, status, dates, search text and more.
- List users
Returns the users (end-user contacts) in Halo, optionally filtered by customer, site, search text and other criteria.
- Update ticket
Updates an existing Halo ticket's summary, details, customer, assignment, status, priority and category. Fields left blank are not changed.
- Update user
Updates an existing Halo user's name, site, email or phone number. Fields left blank keep their current values.
- Create Business
Creates a new business (payer or employer) in TaxBandits and returns its BusinessId for use in W-9/W-8 requests and filings.
- Get Business
Returns the full details of one TaxBandits business (payer), identified by its Business ID, TIN or your Payer Reference.
- Get W-9/W-8 status
Returns the status of every W-9 and W-8 request sent to a recipient, including completed and in-progress forms and any TIN Matching result.
- List businesses
Returns the businesses (payers) created in your TaxBandits account within a date range.
- Request W-9/W-8 by Email
Emails a recipient a secure link to complete and e-sign their W-9 or W-8 form for one of your businesses.
- Request W-9/W-8 by text
Sends a text message to a recipient with a secure link to complete their W-9 or W-8 form, and returns the submission's status.
- Request W-9/W-8 by URL
Generates a unique secure URL where a recipient can complete their W-9 or W-8 form, which you can share or embed in your own app.
- Update Business
Updates the details of an existing business (payer) in TaxBandits, such as its name, tax ID, address or contact information.
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
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Questions
Halo Service Solutions and TaxBandits, answered
What can start an automation from Halo Service Solutions?
Any of Halo Service Solutions's 2 triggers in the catalog, including New Ticket and Ticket Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in TaxBandits when something happens in Halo Service Solutions?
Any of TaxBandits's 8 actions, including Create Business, Update Business, Get Business and Get W-9/W-8 status. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from TaxBandits to Halo Service Solutions?
TaxBandits has no triggers in the catalog today, so automations start in Halo Service Solutions. If you need the other direction, ask: your agent reads TaxBandits's API documentation and adds it.
Do I have to build a connector for Halo Service Solutions or TaxBandits?
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 Halo Service Solutions and TaxBandits 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.