Integration
Connect Smith.ai to Avalara
When New Call fires in Smith.ai, your agent runs Create Customer in Avalara. 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 Smith.ai and Avalara 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 Smith.ai can start in Avalara
When New Call in Smith.ai
then Create Customer in Avalara
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 Smith.ai and Avalara
Triggers and actions 1 trigger · 18 actions
- New Call
Triggers when Smith.ai creates a new call summary (checks the most recent 10 calls from the past week).
- Call Someone (Outreach Campaign Only)
Adds a person to a Smith.ai Outreach Campaign so they are called on the campaign's schedule (Outreach Campaign plans only).
- Call Someone (Virtual Receptionist)
Asks a Smith.ai receptionist to place an outbound call to a person, with your instructions for the call.
- Commit Transaction
Commits a transaction so it is included in tax filings.
- Create Customer
Creates a customer in a company, used for exemption certificate tracking.
- Delete Customer
Deletes a customer record from an AvaTax company, identified by its customer code.
- Get Company
Returns one company in your Avalara account.
- Get Customer
Returns a single customer record from an AvaTax company, looked up by its customer code.
- Get Tax Rates by Address
Returns the combined and per-jurisdiction sales tax rates for a street address.
- Get Transaction
Returns one transaction with its calculated tax.
- List Companies
Returns the companies in your Avalara account.
- List Customers
Returns the customers of one company.
- List items
Returns the items (products and their tax codes) defined for an AvaTax company, up to 1,000 records.
- List nexus
Returns the nexus declarations (jurisdictions where the company collects tax) for an AvaTax company.
- List Transactions
Returns the transactions recorded for one company.
- Refund Transaction
Creates a refund (return invoice) for a committed AvaTax sales transaction, fully, partially, tax-only or by percentage.
- Resolve Address
Validates an address and returns its normalized form with coordinates.
- Update Transaction
Adjusts an existing AvaTax transaction, replacing it with new document details and recalculating tax while keeping an audit record of the adjustment reason.
- Void Transaction
Voids a transaction so it no longer counts toward tax liability.
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
More from Smith.ai
Smith.ai to StripeStripe is a payment processing platform for online businesses.
Smith.ai to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Smith.ai to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Smith.ai to TwilioCloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...
Smith.ai to TypeformBuild and publish online forms, surveys, and quizzes with Typeform.
Smith.ai to WebflowWebflow is a professional website builder and CMS for designing, building, and launching responsive...
More into Avalara
HubSpot to AvalaraHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to AvalaraSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to AvalaraSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to AvalaraGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to AvalaraGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to AvalaraGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Smith.ai and Avalara, answered
What can start an automation from Smith.ai?
Any of Smith.ai's 1 trigger in the catalog, including New Call. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Avalara when something happens in Smith.ai?
Any of Avalara's 16 actions, including Create Customer, Update Transaction, Commit Transaction and Get Company. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Avalara to Smith.ai?
Avalara has no triggers in the catalog today, so automations start in Smith.ai. If you need the other direction, ask: your agent reads Avalara's API documentation and adds it.
Do I have to build a connector for Smith.ai or Avalara?
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 Smith.ai and Avalara 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.