Integration
Connect LiveSwitch to TaxJar
When New Contact Matching Filter fires in LiveSwitch, your agent runs Create a Customer in TaxJar. 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 LiveSwitch and TaxJar 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 LiveSwitch can start in TaxJar
When New Contact Matching Filter in LiveSwitch
then Create a Customer 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 LiveSwitch and TaxJar
Triggers and actions 5 triggers · 41 actions
- New Contact Matching Filter
Triggers when a new contact appears in your LiveSwitch organization, optionally limited to contacts matching a filter.
- New Conversation Matching Filter
Triggers when a new conversation is created in LiveSwitch, optionally limited to conversations matching a filter.
- New Guided Instructions
Triggers when a new set of guided instructions is added to your LiveSwitch organization, returning its name, description, where it is shown and its steps.
- New Project
Triggers when a new project appears in LiveSwitch, optionally limited by status, contact or external ID.
- New Tag
Triggers when a new tag is created in LiveSwitch.
- Create Conversation
Creates a LiveSwitch conversation, such as a live call, recording request, photo session or scheduled call, for a new or existing contact. Returns the conversation with its join and review links.
- Create Project
Creates a project in LiveSwitch with a name, status, address, tags, associated contacts and custom attributes, and returns the new project including its links.
- Create Tag
Creates a tag in your LiveSwitch organization, with an optional display color, and returns the new tag.
- Find All Tags
Returns the tags in your LiveSwitch organization, optionally narrowed by a filter and sorted in the order you choose.
- Find Contact by ID
Returns a single LiveSwitch contact by its id, including its name, email, phone and custom attribute values.
- Find Contact by Phone
Returns the LiveSwitch contact that has the given phone number, including its custom attributes.
- Find Conversation by ID
Returns one LiveSwitch conversation by its ID, including its join and review links, status, contact, tags, notes and custom attributes.
- Find Conversations
Returns the conversations in your LiveSwitch organization that match an optional filter, most recent first unless you choose another order.
- Find Document by ID
Returns a single LiveSwitch document, either a snapshot or an uploaded file, with its project, conversation, tags and links.
- Find Form by ID
Returns a LiveSwitch form by its id, including its name, headline, notes and the fields it collects.
- Find Form Submission by ID
Returns a single form submission by its id, including the form, contact and conversation it belongs to and the answers given.
- Find Guided Instructions
Returns the guided instructions in your LiveSwitch organization that match the specified filter or conversation type.
- Find Project by ID
Returns a single LiveSwitch project by its ID, including its status, share links, tags, contacts and custom attributes.
- Find Projects
Returns the projects in your LiveSwitch organization, optionally narrowed by status, external ID, contact or a custom filter.
- Find Recording by ID
Returns one LiveSwitch recording by its ID, including its public link, thumbnail, type, status and tags.
- Find Recordings by Conversation
Returns the recordings that belong to a LiveSwitch conversation, including their public links, status and tags.
- Find Recordings by Project
Returns the recordings that belong to the specified project, including their public links, status, type and tags.
- Get Current User (Me)
Returns the LiveSwitch user the connected account is signed in as, including their name, contact details and organization.
- Get Organization Settings
Returns the settings of the organization you are logged in to, including its default country code, whether recordings start automatically, and whether SMS is enabled.
- Update Conversation
Updates a conversation's name, notes, tags, contact, project or assigned user in LiveSwitch and returns the updated conversation.
- Update Tag
Updates the name or display color of an existing tag and returns the updated tag.
- 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.
- Create a Customer
Creates a customer in TaxJar with their exemption type and the regions the exemption applies to.
- Create an Order Transaction
Records a completed order in TaxJar so it counts towards your sales tax reporting.
- Create a Refund Transaction
Records a refund against an existing order in TaxJar so your sales tax reporting stays accurate.
- 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.
- List Categories
Returns TaxJar's product categories and the tax code to use for each one.
- List Customers
Returns the IDs of every customer in your TaxJar account.
- List Nexus Regions
Returns the states, provinces and countries where your TaxJar account has nexus and must collect tax.
- List Orders
Returns the IDs of the orders recorded in TaxJar, optionally limited to a date or date range.
- List Refunds
Returns the IDs of the refunds recorded in TaxJar, optionally limited to a date or date range.
- Rates for Location
Returns the sales tax rates that apply at a location, broken down by state, county and city.
- Show a Customer
Returns one customer from TaxJar, including their exemption type and exempt regions.
- Show Order
Returns one order recorded in TaxJar, including its addresses, totals and line items.
- Show Refund
Returns one refund recorded in TaxJar, including the order it applies to and the amounts refunded.
- Summarize Tax Rates for All Regions
Returns the minimum and average sales tax rate for every state, province and country TaxJar covers.
- Update a Customer
Updates a customer in TaxJar. Only the fields you supply are changed.
- Update an Order Transaction
Updates an order already recorded in TaxJar. Only the fields you supply are changed.
- Update a Refund Transaction
Updates a refund already recorded in TaxJar. Only the fields you supply are changed.
- Validate an Address
Checks a US address and returns TaxJar's corrected version of it, so tax is worked out on a clean address.
- Validate a VAT Number
Checks whether a VAT number is valid and returns the business name and address registered against it.
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
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Questions
LiveSwitch and TaxJar, answered
What can start an automation from LiveSwitch?
Any of LiveSwitch's 5 triggers in the catalog, including New Contact Matching Filter, New Conversation Matching Filter, New Guided Instructions and New Project. Describe the moment in plain language and your agent picks the right one.
What can your agent do in TaxJar when something happens in LiveSwitch?
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 LiveSwitch?
TaxJar has no triggers in the catalog today, so automations start in LiveSwitch. 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 LiveSwitch 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 LiveSwitch 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.