Integration
Connect Smartsheet and Square
When something happens in Smartsheet or Square, your agent does the next thing in the other. Describe it 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 Smartsheet and Square to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Smartsheet and Square can do together
From Smartsheet to Square
When New row in Smartsheet
then Add catalog object in Square
From Square to Smartsheet
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 Smartsheet and Square
Triggers and actions 6 triggers ยท 38 actions
- New row
Triggered when a new row is added to the specified sheet. Polls rows modified since the last check and emits new ones.
- New sheet
Triggered when a new sheet is created. Polls the list of sheets and emits newly seen ones.
- Updated row
Triggered when any row is updated in the specified sheet. Polls rows modified since the last check and emits updated ones.
- Add column
/sheets/{sheetId}/columns - add columns to a sheet.
- Add comment
/sheets/{sheetId}/discussions/{discussionId}/comments - add a comment to a discussion.
- Add folder
/folders/{folderId}/folders or /home/folders - create a folder.
- Add row
Adds a new row to the specified sheet. Provide cells as an array of {columnId, value}. Set location to Top or Bottom.
- Add sheet
/sheets - create a sheet with columns.
- Copy row to another sheet
Copies a row from one sheet to another sheet. The placement of the cells in the destination sheet is determined by Smartsheet's logic.
- Copy sheet
/sheets/{sheetId}/copy - copy a sheet to a folder/workspace.
- Delete row
Deletes a row from a sheet given its Row ID.
- Delete row if deal does not exist in ActiveCampaign (Cisco)
Compares deals from ActiveCampaign with the Smartsheet 'ActiveCampaign Deal ID' column. Deletes rows whose deal ID is not present in the supplied list of existing ActiveCampaign deal IDs. Built from intent against Smartsheet API 2.0.
- Find rows
Searches for rows in a specified sheet containing the specified value (in any column). Returns zero or more row IDs. Use the 'Get row' action within a Loop to fetch each row's contents.
- Find rows by column value
Searches for rows in a specified sheet having the specified value in a specified column. Zero, one, or multiple row IDs may be returned.
- Find sheets by keyword
Returns the sheets that match the specified keyword.
- Find single row
Searches for a single row in a specified sheet matching the specified value (in any column). If zero or multiple rows are found, an error occurs.
- Find single row by column value
Searches for a single row in a specified sheet having the specified value in a specified column. If zero or multiple rows are found, an error occurs.
- Get row
Returns the column data for the specified row. An error occurs if the row is not found.
- Get sheet
Fetches a sheet by ID, including its columns and rows. An error occurs if the sheet is not found.
- Move row to another sheet
Moves a row from one sheet to another sheet. The placement of the cells in the destination sheet is determined by Smartsheet's logic.
- Update row
Updates a row in a specified sheet. Provide the Row ID and cells as an array of {columnId, value}.
- Update sheet
/sheets/{sheetId} - update sheet properties (name, project settings).
- New order
Triggered when a new order is created at the specified location.
- New or updated customer
Triggered when a customer is created or updated.
- New payment
Triggered when a new payment is received.
- Add catalog object
Creates a catalog object (item, variation, category, tax, discount, modifier list and more) in the Square catalog.
- Add order
Creates a new Square order at a location, with optional line items, taxes, discounts, service charges and a fulfillment.
- Add payment
Creates a payment: charges a card or payment token, or records a cash or external payment the seller received outside Square.
- Add refund
Refund a payment.
- Cancel payment
Cancels (voids) a Square payment that is still in the APPROVED status, i.e. a delayed-capture payment that has not been completed.
- Create customer
Creates a new customer profile.
- Delete catalog object
Deletes a Square catalog object by ID, along with any objects that depend on it (for example an item's variations).
- Delete customer
Deletes a customer profile by ID.
- Find catalog object
Retrieves a catalog object (item, variation, etc.) by ID.
- Find customer
Returns customer details for the specified customer ID.
- Find order
Retrieves an order by ID.
- Find payment
Retrieves a payment by ID.
- List locations
Lists all business locations for the connected Square account.
- List payments
Lists payments for the connected merchant, newest first.
- Search catalog objects
Searches catalog objects by type (ITEM, CATEGORY, etc.).
- Search customers
Searches customer profiles by email, phone, or reference ID.
- Search orders
Searches orders for the specified location(s).
- Update customer
Updates an existing customer profile.
- Update order
Updates an open Square order by adding or replacing fields, or clearing them. Completed or canceled orders cannot be updated.
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
Reviews
What our customers say
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Questions
Smartsheet and Square, answered
What can start an automation from Smartsheet?
Any of Smartsheet's 3 triggers in the catalog, including New row, New sheet and Updated row. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Square when something happens in Smartsheet?
Any of Square's 19 actions, including Create customer, Update customer, Update order and Add catalog object. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Square to Smartsheet?
Yes. When something happens in Square, your agent can act in Smartsheet too. This page covers both directions: Square's triggers and Smartsheet's actions are listed here as well.
Do I have to build a connector for Smartsheet or Square?
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.