Integration
Connect Quotient to Stax
When Quote Completed fires in Quotient, your agent runs Create Customer in Stax. 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 Quotient and Stax 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 Quotient can start in Stax
When Quote Completed in Quotient
then Create Customer in Stax
When Customer Asked Question in Quotient
then Update customer in Stax
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 Quotient and Stax
Triggers and actions 7 triggers · 17 actions
Trigger
Customer Asked QuestionFires instantly when a customer asks a new question on a Quotient quote. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Customer Asked Question event.
Trigger
Customer Viewed QuoteFires instantly when a customer views a Quotient quote; repeat views within 6 hours fire only once. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Customer Viewed Quote event.
Trigger
Quote AcceptedFires instantly when a customer accepts a quote in Quotient. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Quote Accepted event.
Trigger
Quote CompletedFires instantly when a quote is marked completed in Quotient. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Quote Completed event.
Trigger
Quote DeclinedFires instantly when a quote is declined in Quotient. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Quote Declined event.
Trigger
Quote SentFires instantly when a new quote is first sent from Quotient. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Quote Sent event.
Trigger
List PaymentTriggers when a new payment transaction is recorded in Stax.
Action
Capture paymentCaptures funds from a pre-authorized Stax transaction, turning the pre-authorization into a completed charge. Returns the updated transaction.
Action
Create CustomerCreates a customer record on the Stax merchant account and returns the new customer.
Action
Create ItemCreates an item in the merchant's Stax catalog and returns the new catalog item.
Action
Create Scheduled InvoiceCreates a scheduled invoice that automatically generates invoices for a customer on a one-time or recurring schedule, with optional autopay. Returns the new schedule.
Action
Delete Catalog ItemDeletes a catalog item from Stax.
Action
Delete payment methodDeletes a customer's saved payment method in Stax and returns the deleted payment method.
Action
Delete Scheduled InvoiceDeletes a recurring invoice schedule so it stops generating invoices.
Action
Find CustomersSearches your Stax customers by name, email, company, phone, address or other details and returns the matching customers.
Action
Find InvoicesReturns the invoices on the Stax merchant account that match the search criteria you supply, such as keywords, customer name, company, email, price, schedule or payment method.
Action
Find ItemsSearches the merchant's catalog for items matching a name, code, price or other criteria and returns the matching items.
Action
Find Payment MethodsReturns all saved payment methods (cards and bank accounts) for a Stax customer.
Action
Find PaymentsReturns the payments and other transactions on the merchant account that match the search criteria, such as keywords, customer, date range, amount, type or status.
Action
Make a PaymentCharges a customer's saved payment method for the amount you specify, or places a pre-authorization to capture later. Returns the resulting transaction.
Action
Refund paymentRefunds all or part of a settled Stax payment transaction back to the customer.
Action
Update customerUpdates an existing customer's contact details, address, notes and options in Stax, and returns the updated customer.
Action
Update invoiceUpdates an existing unpaid invoice's customer, amounts, line items, memos and payment options, and returns the updated invoice. Fully paid invoices cannot be edited.
Action
Void paymentVoids a payment transaction in Stax before it settles, cancelling the charge.
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
Quotient and Stax, answered
What can start an automation from Quotient?
Any of Quotient's 6 triggers in the catalog, including Quote Completed, Customer Asked Question, Customer Viewed Quote and Quote Accepted. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Stax when something happens in Quotient?
Any of Stax's 17 actions, including Create Customer, Create Item, Create Scheduled Invoice and Update customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Stax to Quotient?
Stax has no triggers in the catalog today, so automations start in Quotient. If you need the other direction, ask: your agent reads Stax's API documentation and adds it.
Do I have to build a connector for Quotient or Stax?
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 Quotient and Stax without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in Stax 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.