Integration
Connect Mateo to Avalara
When Contact Created fires in Mateo, your agent runs Create Customer in Avalara. 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 Mateo and Avalara 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 Mateo can start in Avalara
When Contact Created in Mateo
then Create Customer in Avalara
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 Mateo and Avalara
Triggers and actions 6 triggers · 46 actions
- Contact Created
Triggers when a new contact is created in hellomateo.
- Contact Details Updated
Triggers when a contact is created or its details are updated.
- Inbound Message
Triggers when a new inbound message arrives from a contact.
- New Appointment
Triggers when a new appointment is created.
- New Conversation
Triggers when a new conversation starts.
- New Deal
Triggers when a new deal is created.
- Add Contact to List
Adds a contact to a contact list.
- Add Conversation Comment
Adds an internal comment to a conversation.
- Assign Conversation
Assigns a conversation to an employee or agent.
- Close Conversation
Closes a conversation.
- Create Appointment
Creates an appointment for a contact.
- Create Contact Details
Creates a new contact with name, address and external IDs.
- Create Contact List
Creates a contact list.
- Create Deal
Creates a deal for a contact.
- Delete Contact
Deletes a contact.
- Delete Deal
Deletes a deal.
- Find Channel
Returns the messaging channels (WhatsApp, SMS, email and others) in the account.
- Find Contact
Finds one contact by exactly one locator: email, phone number, external ID or social ID.
- Find Contact Details
Returns a contact by its hellomateo ID.
- Find Custom Field
Returns the custom fields defined in the account.
- Find Message
Returns a message by its ID.
- Find Template
Returns the message templates in the account.
- Format a Phone Number
Formats a phone number to E.164.
- Get Appointment
Returns an appointment by ID.
- Get Conversation
Returns a conversation by ID.
- Get Deal
Returns a deal by ID.
- List Contact Lists
Returns the contact lists in the account.
- List Contacts
Returns contacts, optionally filtered by external ID or last update time.
- List Employees
Returns the employees in the organisation.
- Open Conversation
Reopens a closed conversation.
- Remove Contact from List
Removes a contact from a contact list.
- Send Template Message
Sends a template message to a contact on a hellomateo channel.
- Send Text Message
Sends a free-text message to a contact on a hellomateo channel.
- Start Journey
Starts a journey for a contact, matching or creating the contact by external ID.
- Update Contact Details
Updates an existing contact's name, address and other details.
- Update Deal
Updates a deal's name, status, value or assignee.
- Commit Transaction
Commits a transaction so it is included in tax filings.
- Create Customer
Creates a customer in a company, used for exemption certificate tracking.
- Create Transaction
Calculates sales tax for a single-line sale and records it as a transaction.
- Get Company
Returns one company in your Avalara account.
- Get Customer
Returns a single customer record from an AvaTax company, looked up by its customer code.
- Get Tax Rates by Address
Returns the combined and per-jurisdiction sales tax rates for a street address.
- Get Transaction
Returns one transaction with its calculated tax.
- List Companies
Returns the companies in your Avalara account.
- List Customers
Returns the customers of one company.
- List items
Returns the items (products and their tax codes) defined for an AvaTax company, up to 1,000 records.
- List nexus
Returns the nexus declarations (jurisdictions where the company collects tax) for an AvaTax company.
- List Transactions
Returns the transactions recorded for one company.
- Refund Transaction
Creates a refund (return invoice) for a committed AvaTax sales transaction, fully, partially, tax-only or by percentage.
- Resolve Address
Validates an address and returns its normalized form with coordinates.
- Update Transaction
Adjusts an existing AvaTax transaction, replacing it with new document details and recalculating tax while keeping an audit record of the adjustment reason.
- Void Transaction
Voids a transaction so it no longer counts toward tax liability.
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
Mateo and Avalara, answered
What can start an automation from Mateo?
Any of Mateo's 6 triggers in the catalog, including Contact Created, Contact Details Updated, New Appointment and New Conversation. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Avalara when something happens in Mateo?
Any of Avalara's 16 actions, including Create Customer, Create Transaction, Update Transaction and Commit Transaction. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Avalara to Mateo?
Avalara has no triggers in the catalog today, so automations start in Mateo. If you need the other direction, ask: your agent reads Avalara's API documentation and adds it.
Do I have to build a connector for Mateo or Avalara?
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 Mateo and Avalara 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.