--- title: "Connect Kanban Zone to TaxBandits - APIANT.ai" description: "When \"Card Created\" fires in Kanban Zone, your agent runs \"Request W-9/W-8 by Email\" in TaxBandits." canonical: "https://apiant.ai/connect/kanban-zone-to-taxbandits" --- # Connect Kanban Zone to TaxBandits When **Card Created** fires in [Kanban Zone](https://apiant.ai/connections/kanban-zone), your agent runs **Request W-9/W-8 by Email** in [TaxBandits](https://apiant.ai/connections/taxbandits). Describe the whole flow and it is built, tested on every scenario and kept running. Kanban Zone **1** trigger Kanban Zone **1** action TaxBandits **8** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Kanban Zone and TaxBandits 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 Kanban Zone can start in TaxBandits - When **Card Created** in Kanban Zone then **Request W-9/W-8 by Email** in TaxBandits - When **Card Created** in Kanban Zone then **Create Business** 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 Kanban Zone and TaxBandits ## Triggers and actions 1 trigger · 9 actions - Trigger **Card Created** Triggers when a new card is CREATED on a board. - Action **List Boards** lists the account's boards. Live response shape: {"count":1,"boards":[{"BoardItem":{"name","publicId","isArchived","blockedCardsCount","overdueCardsCount"}}]} (note the BoardItem wrapper per row). Read-only; used as a setup step to source a board publicId. - Action **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. - Action **Get Business** Returns the full details of one TaxBandits business (payer), identified by its Business ID, TIN or your Payer Reference. - Action **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. - Action **List businesses** Returns the businesses (payers) created in your TaxBandits account within a date range. - Action **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. - Action **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. - Action **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. - Action **Update Business** Updates the details of an existing business (payer) in TaxBandits, such as its name, tax ID, address or contact information. ## Each app on its own - [ **Kanban Zone** Get into the Kanban Zone to collaborate online using Kanban with a laser focus on the right work at the...](https://apiant.ai/connections/kanban-zone) - [ **TaxBandits** TaxBandits is a trusted IRS-authorized e-filing solution that simplifies 1099, W-2, 94x, W-9, TIN Matching...](https://apiant.ai/connections/taxbandits) Reviews ## What our customers say ## More from Kanban Zone - [ **Kanban Zone to Google Chat** Google Chat is a communication software developed by Google built for teams that provides direct messages...](https://apiant.ai/connect/kanban-zone-to-google-chat) - [ **Kanban Zone to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/kanban-zone-to-salesforce) - [ **Kanban Zone to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/kanban-zone-to-slack) - [ **Kanban Zone to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/kanban-zone-to-mailchimp) - [ **Kanban Zone to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/kanban-zone-to-stripe) - [ **Kanban Zone to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/kanban-zone-to-shopify) ## More into TaxBandits - [ **HubSpot to TaxBandits** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-taxbandits) - [ **Salesforce to TaxBandits** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-taxbandits) - [ **Slack to TaxBandits** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-taxbandits) - [ **Google Sheets to TaxBandits** Google Sheets](https://apiant.ai/connect/google-sheets-to-taxbandits) - [ **Gmail to TaxBandits** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-taxbandits) - [ **Google Calendar to TaxBandits** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-taxbandits) Questions ## Kanban Zone and TaxBandits, answered ### ### What can start an automation from Kanban Zone? Any of Kanban Zone's 1 trigger in the catalog, including Card Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in TaxBandits when something happens in Kanban Zone? 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 Kanban Zone? TaxBandits has no triggers in the catalog today, so automations start in Kanban Zone. 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 Kanban Zone 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 Kanban Zone 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.