--- title: "Connect Ortto to Tax ID Pro - APIANT.ai" description: "When \"Fields Updated\" fires in Ortto, your agent runs \"Validate tax ID\" in Tax ID Pro." canonical: "https://apiant.ai/connect/ortto-to-tax-id-pro" --- # Connect Ortto to Tax ID Pro When **Fields Updated** fires in [Ortto](https://apiant.ai/connections/ortto), your agent runs **Validate tax ID** in [Tax ID Pro](https://apiant.ai/connections/tax-id-pro). Describe the whole flow and it is built, tested on every scenario and kept running. Ortto **4** triggers Ortto **10** actions Tax ID Pro **3** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Ortto and Tax ID Pro 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 Ortto can start in Tax ID Pro - When **Fields Updated** in Ortto then **Validate tax ID** in Tax ID Pro - When **New Activity Occurred** in Ortto then **Validate tax IDs in batch** in Tax ID Pro 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 Ortto and Tax ID Pro ## Triggers and actions 4 triggers · 13 actions - Trigger **Fields Updated** Triggers when the specified field(s) of a record have been updated in your Ortto account. - Trigger **New Activity Occurred** Triggers when a new Ortto activity occurs. - Trigger **New Record Created** Triggers when a new record (contact or organization) has been added to your Ortto account. - Trigger **Tag Added/Removed** Triggers when a tag has beed added to, or removed from, a record. - Action **Add Custom Field** Create a new custom field on the person or organization schema in Ortto. - Action **Create Record** Create a new record (person, organization), or update an existing record in your Ortto account. - Action **Delete Record** Archive, restore, or permanently delete a person or organization record in Ortto. - Action **Get Record** Fetches one or more people, or one or more accounts, by their Ortto ids, returning whichever fields you ask for. - Action **List Activities** Retrieve the activity feed for a given contact in Ortto. - Action **Opt Out From SMS** Opt out a person from all SMS communications. - Action **Search or Create Records** Search your Ortto data for a record based on the provided field or optionally create one if none is found. - Action **Tag/Untag Records** Adds or removes tags on a person or an account in Ortto, matching the record by email address or account name. - Action **Unsubscribe a Person** Unsubscribe a person from all emails. - Action **Update Audience Subscription** Subscribe or unsubscribe a person to/from an Ortto audience. - Action **List formats** Returns every tax ID format Tax ID Pro supports, with its country, name, abbreviation and whether it applies to individuals, entities or VAT. - Action **Validate tax ID** Checks whether a tax ID number is valid for a given country and returns its compact and standard formats, the country name and the format name, or a message explaining why it is invalid. - Action **Validate tax IDs in batch** Checks a list of tax ID numbers from many countries in one run and returns a validity result for each, matched back by your own reference. ## Each app on its own - [ **Ortto** Grow your brand faster with a customer data and marketing automation platform designed for businesses who...](https://apiant.ai/connections/ortto) - [ **Tax ID Pro** API and tools to validate tax ID numbers for 100+ countries in real time.](https://apiant.ai/connections/tax-id-pro) Reviews ## What our customers say ## More from Ortto - [ **Ortto to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/ortto-to-salesforce) - [ **Ortto to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/ortto-to-slack) - [ **Ortto to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/ortto-to-stripe) - [ **Ortto to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/ortto-to-shopify) - [ **Ortto to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/ortto-to-quickbooks-online) - [ **Ortto to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/ortto-to-pipedrive) ## More into Tax ID Pro - [ **HubSpot to Tax ID Pro** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-tax-id-pro) - [ **Salesforce to Tax ID Pro** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-tax-id-pro) - [ **Slack to Tax ID Pro** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-tax-id-pro) - [ **Google Sheets to Tax ID Pro** Google Sheets](https://apiant.ai/connect/google-sheets-to-tax-id-pro) - [ **Gmail to Tax ID Pro** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-tax-id-pro) - [ **Google Calendar to Tax ID Pro** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-tax-id-pro) Questions ## Ortto and Tax ID Pro, answered ### ### What can start an automation from Ortto? Any of Ortto's 4 triggers in the catalog, including Fields Updated, New Activity Occurred, New Record Created and Tag Added/Removed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Tax ID Pro when something happens in Ortto? Any of Tax ID Pro's 3 actions, including List formats, Validate tax ID and Validate tax IDs in batch. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Tax ID Pro to Ortto? Tax ID Pro has no triggers in the catalog today, so automations start in Ortto. If you need the other direction, ask: your agent reads Tax ID Pro's API documentation and adds it. ### ### Do I have to build a connector for Ortto or Tax ID Pro? 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 Ortto and Tax ID Pro 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.