--- title: "Connect Shade and Stax - APIANT.ai" description: "When \"Asset Updated\" fires in Shade, your agent runs \"Create Customer\" in Stax, or \"List Payment\" in Stax to \"Copy a File\" in Shade." canonical: "https://apiant.ai/connect/shade-to-stax" --- # Connect Shade and Stax When **Asset Updated** fires in [Shade](https://apiant.ai/connections/shade), your agent runs **Create Customer** in [Stax](https://apiant.ai/connections/stax), or **List Payment** in Stax to **Copy a File** in Shade. Describe the whole flow and it is built, tested on every scenario and kept running. Shade **7** triggers Shade **7** actions Stax **1** trigger Stax **17** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Shade and Stax 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 Shade and Stax can do together ### From Shade to Stax - When **Asset Updated** in Shade then **Create Customer** in Stax - When **New Asset** in Shade then **Create Scheduled Invoice** in Stax ### From Stax to Shade - When **List Payment** in Stax then **Copy a File** in Shade - When **List Payment** in Stax then **Share File or Folder** in Shade 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 Shade and Stax ## Triggers and actions 8 triggers · 24 actions - Trigger **Asset Updated** Triggers when an asset in the Shade drive and folder you select is added or changed. - Trigger **New Asset** Triggers when a new asset appears in the Shade drive and folder you select. - Trigger **New Collection** Triggers when a new collection is created in the Shade drive you select. - Trigger **New Drive** Triggers when a new drive is created in the Shade workspace you select. - Trigger **New Public Share Link** Triggers when a new public share link is created in the Shade drive you select. - Trigger **New Transcription** Triggers when an asset in the Shade drive and folder you select finishes transcription. - Trigger **Public Share Link Updated** Triggers when a public share link in the Shade drive you select is created or changed. - Action **Copy a File** Copies a file or folder to another location within the same Shade drive. - Action **Create Folder** Creates a folder at the path you supply in a Shade drive. - Action **Find an Asset** Returns the assets in a Shade drive that match the text you search for, optionally narrowed by precision filters. - Action **Get Public Links for a File or Folder** Returns the public share links that exist for a file or folder in a Shade drive. - Action **Search Asset Chunks** Search a Shade drive and get back matching assets together with the specific chunks (subclips, document passages, image regions) that matched, with a relevance floor you control per media type. - Action **Search for an Asset by Description** Searches a Shade drive with a plain-language description and returns the assets that match, using Shade's AI index. - Action **Share File or Folder** Shares a file or folder in a Shade drive with the people you list, at the role you choose. Each person is emailed an invitation. - Trigger **List Payment** Triggers when a new payment transaction is recorded in Stax. - Action **Capture payment** Captures funds from a pre-authorized Stax transaction, turning the pre-authorization into a completed charge. Returns the updated transaction. - Action **Create Customer** Creates a customer record on the Stax merchant account and returns the new customer. - Action **Create Item** Creates an item in the merchant's Stax catalog and returns the new catalog item. - Action **Create Scheduled Invoice** Creates 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 Item** Deletes a catalog item from Stax. - Action **Delete payment method** Deletes a customer's saved payment method in Stax and returns the deleted payment method. - Action **Delete Scheduled Invoice** Deletes a recurring invoice schedule so it stops generating invoices. - Action **Find Customers** Searches your Stax customers by name, email, company, phone, address or other details and returns the matching customers. - Action **Find Invoices** Returns 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 Items** Searches the merchant's catalog for items matching a name, code, price or other criteria and returns the matching items. - Action **Find Payment Methods** Returns all saved payment methods (cards and bank accounts) for a Stax customer. - Action **Find Payments** Returns 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 Payment** Charges 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 payment** Refunds all or part of a settled Stax payment transaction back to the customer. - Action **Update customer** Updates an existing customer's contact details, address, notes and options in Stax, and returns the updated customer. - Action **Update invoice** Updates 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 payment** Voids a payment transaction in Stax before it settles, cancelling the charge. ## Each app on its own - [ **Shade** Shade is an AI-powered cloud NAS for media teams that enables real-time editing, natural language search...](https://apiant.ai/connections/shade) - [ **Stax** Stax makes it easy to accept payments in-person and online and provides businesses with the tools they need...](https://apiant.ai/connections/stax) Reviews ## What our customers say ## More from Shade - [ **Shade to Loop & Tie** Loop & Tie is a gifting-at-scale engagement platform, which allows gifters to send a list of curated gifts...](https://apiant.ai/connect/shade-to-loop-tie) - [ **Shade to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/shade-to-stripe) - [ **Shade to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shade-to-shopify) - [ **Shade to Airtable** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/shade-to-airtable) - [ **Shade to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/shade-to-trello) - [ **Shade to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/shade-to-zoom) ## More into Stax - [ **HubSpot to Stax** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-stax) - [ **Salesforce to Stax** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-stax) - [ **Slack to Stax** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-stax) - [ **Google Sheets to Stax** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-stax) - [ **Gmail to Stax** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-stax) - [ **Google Calendar to Stax** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-stax) Questions ## Shade and Stax, answered ### ### What can start an automation from Shade? Any of Shade's 7 triggers in the catalog, including Asset Updated, New Asset, New Collection and New Drive. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Stax when something happens in Shade? 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 Shade? Yes. When something happens in Stax, your agent can act in Shade too. This page covers both directions: Stax's triggers and Shade's actions are listed here as well. ### ### Do I have to build a connector for Shade 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 Shade and Stax 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.