--- title: "Connect PassKit Membership to TaxBandits - APIANT.ai" description: "When \"New Update to Pass\" fires in PassKit Membership, your agent runs \"Request W-9/W-8 by Email\" in TaxBandits." canonical: "https://apiant.ai/connect/passkit-membership-to-taxbandits" --- # Connect PassKit Membership to TaxBandits When **New Update to Pass** fires in [PassKit Membership](https://apiant.ai/connections/passkit-membership), 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. PassKit Membership **3** triggers 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 PassKit Membership 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 PassKit Membership can start in TaxBandits - When **New Update to Pass** in PassKit Membership then **Request W-9/W-8 by Email** in TaxBandits - When **Pass Installed to Wallet** in PassKit Membership 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 PassKit Membership and TaxBandits ## Triggers and actions 3 triggers · 8 actions - Trigger **New Update to Pass** Triggers every time the pass record is updated in the PassKit database. E.g. Points added/removed, checked in/out - Trigger **Pass Installed to Wallet** Triggers when a pass is installed to a wallet. Dependent on the Pass Holder being connected to internet. - Trigger **Pass Uninstalled From Wallet** Triggers when a pass is uninstalled in a wallet. Dependent on the Pass Holder being connected to internet. - 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 - [ **PassKit Membership** PassKit Membership lets you manage your membership programs and passes for Apple Wallet and Google Pay](https://apiant.ai/connections/passkit-membership) - [ **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 PassKit Membership - [ **PassKit Membership to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/passkit-membership-to-hubspot) - [ **PassKit Membership to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/passkit-membership-to-salesforce) - [ **PassKit Membership to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/passkit-membership-to-slack) - [ **PassKit Membership to Google Sheets** Google Sheets](https://apiant.ai/connect/passkit-membership-to-google-sheets) - [ **PassKit Membership to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/passkit-membership-to-gmail) - [ **PassKit Membership to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/passkit-membership-to-google-calendar) ## 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 ## PassKit Membership and TaxBandits, answered ### ### What can start an automation from PassKit Membership? Any of PassKit Membership's 3 triggers in the catalog, including New Update to Pass, Pass Installed to Wallet and Pass Uninstalled From Wallet. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in TaxBandits when something happens in PassKit Membership? 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 PassKit Membership? TaxBandits has no triggers in the catalog today, so automations start in PassKit Membership. 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 PassKit Membership 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 PassKit Membership and TaxBandits without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in TaxBandits 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.