# Connect Orderspace to Mx Technologies When **New Customer** fires in [Orderspace](https://apiant.ai/connections/orderspace), your agent runs **Add user** in [Mx Technologies](https://apiant.ai/connections/mx-technologies). Describe the whole flow and it is built, tested on every scenario and kept running. Orderspace **10** triggers Orderspace **19** actions Mx Technologies **35** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Orderspace and Mx Technologies to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Orderspace can start in Mx Technologies - When **New Customer** in Orderspace then **Add user** in Mx Technologies - When **New Dispatch** in Orderspace then **Add account** in Mx Technologies 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 Orderspace and Mx Technologies ## Triggers and actions 10 triggers · 54 actions - Trigger **New Customer** Triggers when a new customer is created in Orderspace. - Trigger **New Dispatch** Triggers when items on an Orderspace order are dispatched. - Trigger **New Invoice** Triggers when an invoice is created in Orderspace. - Trigger **New Order** Triggers when a new order is placed in Orderspace. - Trigger **New Payment** Triggers when a payment is made or recorded on an Orderspace invoice. - Trigger **New Product** Triggers when a new product is created in Orderspace. - Trigger **Updated Customer** Triggers when a customer is updated in Orderspace, returning the customer record with the updates applied. - Trigger **Updated Inventory Level** Triggers when the stock on hand or available quantity of a product variant changes in Orderspace. - Trigger **Updated Order** Triggered when an order is changed. Watches the 200 most recently created orders. - Trigger **Updated Product** Triggers when a product is updated in Orderspace, returning the product with the updates applied. - Action **Add invoice** Creates an invoice in Orderspace for one or more of a customer's orders. - Action **Add product** Creates a new product with its variants, prices and categories in Orderspace. - Action **Create Customer** Creates a new customer (a company that places orders) in Orderspace, with its buyer login, contact emails and address. - Action **Create Dispatch** Creates a dispatch for an order, marking the given items as shipped and reducing stock on hand. The order becomes fulfilled once all its items are dispatched. - Action **Create Order** Creates an order for an existing customer, with product, custom and shipping lines. - Action **Delete customer** Deletes a customer from your Orderspace site. - Action **Delete order** Deletes an order in Orderspace. - Action **Delete product** Deletes a product (and its variants) from your Orderspace catalog. - Action **Get customer** Returns a single Orderspace customer by its ID, including buyers, addresses, email addresses and assigned price list, payment terms and customer group. - Action **Get dispatch** Returns a single dispatch (the fulfilled items of an order) by its ID, including shipping address and dispatch lines. - Action **Get invoice** Returns a single invoice by its ID, including its lines, orders, billing address and payments. - Action **Get order** Returns a single Orderspace order by its ID, including customer details, addresses, order lines and totals. - Action **Get product** Returns a single product by its ID, including its variants, prices, categories and images. - Action **List customers** Returns a list of customers, most recently created first, optionally filtered by company name, buyer email, status, reference, payment terms, group or price list. - Action **List inventory levels** Returns stock levels (on hand and available quantities) for product variants, optionally filtered by product, SKU, or created/updated date. - Action **List orders** Returns orders from your Orderspace site, most recently created first, optionally filtered by date, number, status, reference, customer or standing order. - Action **Update customer** Updates an existing Orderspace customer. Fields left blank keep their current values. - Action **Update Inventory Level** Sets the on-hand or available stock quantity for a product variant, identified by its SKU. - Action **Update product** Updates an existing product in Orderspace, including its details, variants, categories and images. Fields left blank stay unchanged. - Action **Add account** Creates a manual account for an MX user. Manual accounts sit under the Manual Institution member and never aggregate data from a financial institution. - Action **Add budget** Creates a budget for a category on an MX user. - Action **Add category** Create a custom category for a user. - Action **Add goal** Create a goal for a user. - Action **Add member** Create a member (connection between a user and a financial institution) to start aggregation. - Action **Add transaction** Creates a manual transaction on a manual account belonging to an MX user. - Action **Add user** Creates a new MX user. The returned user guid is what other MX actions (such as Add member) use to identify the user. - Action **Aggregate member** Starts an aggregation for a member, pulling the latest account and transaction data from the connected institution. MX may skip the aggregation if the data was updated recently. - Action **Delete account** Delete a manually created account. - Action **Delete budget** Deletes a budget belonging to an MX user. - Action **Delete category** Delete a custom category. - Action **Delete goal** Delete a goal. - Action **Delete member** Delete a member connection. - Action **Delete user** Delete a user. - Action **Get account** Read an account's attributes. - Action **Get budget** Retrieves a specific budget for an MX user. - Action **Get institution** Read an institution's attributes. - Action **Get member** Read a member's attributes and connection status. - Action **Get merchant** Returns information about a particular merchant, such as its logo, name, and website. - Action **Get transaction** Read a transaction's attributes. - Action **Get user** Retrieves the attributes of a specific MX user. - Action **List accounts** Lists all accounts belonging to an MX user. Returns up to 1000 accounts in one call. - Action **List categories** Lists all categories for an MX user, including default and custom categories. - Action **List goals** Lists all goals for an MX user. - Action **List institutions** Lists financial institutions available through MX, optionally filtered by name, country and supported product. - Action **List members** List all members belonging to a user. - Action **List merchants** Lists merchants in the MX system, optionally filtered by a name substring. - Action **List transactions** List all transactions for a user. - Action **Update account** Updates an account belonging to a member. Manual accounts can have every field updated; aggregated accounts only accept changes to Is Business, Is Hidden and Metadata. - Action **Update budget** Update a specific budget. - Action **Update category** Update a custom category. - Action **Update goal** Updates an existing savings or payoff goal for an MX user. Only the fields you fill in are changed. - Action **Update member** Updates a member's credentials, id, metadata, background aggregation setting or use cases. At least one value to update must be supplied. - Action **Update transaction** Update a transaction's category, description, or other editable attributes. - Action **Update user** Update a user's attributes. ## Each app on its own - [ **Orderspace** Orderspace is the easy way to take wholesale orders online](https://apiant.ai/connections/orderspace) - [ **Mx Technologies** API for aggregating and enriching consumer bank account and transaction data for financial apps.](https://apiant.ai/connections/mx-technologies) Reviews ## What our customers say ## More from Orderspace - [ **Orderspace to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/orderspace-to-salesforce) - [ **Orderspace to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/orderspace-to-slack) - [ **Orderspace to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/orderspace-to-stripe) - [ **Orderspace to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/orderspace-to-shopify) - [ **Orderspace to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/orderspace-to-quickbooks-online) - [ **Orderspace to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/orderspace-to-pipedrive) ## More into Mx Technologies - [ **HubSpot to Mx Technologies** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-mx-technologies) - [ **Salesforce to Mx Technologies** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-mx-technologies) - [ **Slack to Mx Technologies** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-mx-technologies) - [ **Google Sheets to Mx Technologies** Google Sheets](https://apiant.ai/connect/google-sheets-to-mx-technologies) - [ **Gmail to Mx Technologies** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-mx-technologies) - [ **Google Calendar to Mx Technologies** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-mx-technologies) Questions ## Orderspace and Mx Technologies, answered ### ### What can start an automation from Orderspace? Any of Orderspace's 10 triggers in the catalog, including New Customer, New Dispatch, New Invoice and New Order. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Mx Technologies when something happens in Orderspace? Any of Mx Technologies's 35 actions, including Update account, Update budget, Update category and Update goal. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Mx Technologies to Orderspace? Mx Technologies has no triggers in the catalog today, so automations start in Orderspace. If you need the other direction, ask: your agent reads Mx Technologies's API documentation and adds it. ### ### Do I have to build a connector for Orderspace or Mx Technologies? 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. ### ### 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.