Integration

Connect Square to Finimpulse

When New order fires in Square, your agent runs Find assets in Finimpulse. Describe the whole flow and it is built, tested on every scenario and kept running.

Square3 triggers Square19 actions Finimpulse13 actions

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 Square and Finimpulse to do together?

Ask the assistant

Connect your AI client

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

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

Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide

Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide

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

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

Example flows

What Square can start in Finimpulse

When New order in Squarethen Find assets in Finimpulse
When New or updated customer in Squarethen Get asset profile in Finimpulse

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 Square and Finimpulse

Triggers and actions 3 triggers · 32 actions

Trigger
New order
Triggered when a new order is created at the specified location.
Trigger
New or updated customer
Triggered when a customer is created or updated.
Trigger
New payment
Triggered when a new payment is received.
Action
Add catalog object
Creates a catalog object (item, variation, category, tax, discount, modifier list and more) in the Square catalog.
Action
Add order
Creates a new Square order at a location, with optional line items, taxes, discounts, service charges and a fulfillment.
Action
Add payment
Creates a payment: charges a card or payment token, or records a cash or external payment the seller received outside Square.
Action
Add refund
Refund a payment.
Action
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.
Action
Create customer
Creates a new customer profile.
Action
Delete catalog object
Deletes a Square catalog object by ID, along with any objects that depend on it (for example an item's variations).
Action
Delete customer
Deletes a customer profile by ID.
Action
Find catalog object
Retrieves a catalog object (item, variation, etc.) by ID.
Action
Find customer
Returns customer details for the specified customer ID.
Action
Find order
Retrieves an order by ID.
Action
Find payment
Retrieves a payment by ID.
Action
List locations
Lists all business locations for the connected Square account.
Action
List payments
Lists payments for the connected merchant, newest first.
Action
Search catalog objects
Searches catalog objects by type (ITEM, CATEGORY, etc.).
Action
Search customers
Searches customer profiles by email, phone, or reference ID.
Action
Search orders
Searches orders for the specified location(s).
Action
Update customer
Updates an existing customer profile.
Action
Update order
Updates an open Square order by adding or replacing fields, or clearing them. Completed or canceled orders cannot be updated.
Action
Find assets
Search stocks, ETFs and mutual funds by name/symbol. Endpoint /v1/search
Action
Get asset profile
Company/ETF/fund profile. Endpoint /v1/profile
Action
Get asset summary
Unified snapshot of a symbol. Endpoint /v1/summary
Action
Get balance sheet
Balance sheet for a stock. Endpoint /v1/financials/balance_sheet
Action
Get cash flow statement
Cash flow statement for a stock. Endpoint /v1/financials/cash_flow
Action
Get income statement
Income statement for a stock. Endpoint /v1/financials/income_statement
Action
Get market price
Current market price for a stock/ETF/fund. Endpoint /v1/market-price
Action
Get options chain
Options chain. Endpoint /v1/options/chain
Action
List analyst recommendations
Analyst recommendations. Endpoint /v1/analysis/recommendations
Action
List ETF holdings
ETF/fund holdings. Endpoint /v1/holdings/general
Action
List financial news
Financial news articles. Endpoint /v1/news
Action
List historical prices
Daily OHLCV historical prices for a symbol. Endpoint /v1/histories
Action
List insider transactions
Insider transactions. Endpoint /v1/holders/insiders-transactions

Each app on its own

Reviews

What our customers say

More into Finimpulse

Questions

Square and Finimpulse, answered

What can start an automation from Square?

Any of Square's 3 triggers in the catalog, including New order, New or updated customer and New payment. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Finimpulse when something happens in Square?

Any of Finimpulse's 13 actions, including Find assets, Get asset profile, Get asset summary and Get balance sheet. Your agent maps the data both ways and tests every scenario before it ships.

Can it also run from Finimpulse to Square?

Finimpulse has no triggers in the catalog today, so automations start in Square. If you need the other direction, ask: your agent reads Finimpulse's API documentation and adds it.

Do I have to build a connector for Square or Finimpulse?

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 Square and Finimpulse 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.

Connect Square to Finimpulse

What do you want Square and Finimpulse to do together?

What Square can start in Finimpulse

Triggers and actions 3 triggers · 32 actions

Each app on its own

What our customers say

More from Square

More into Finimpulse

Square and Finimpulse, answered

What can start an automation from Square?

What can your agent do in Finimpulse when something happens in Square?

Can it also run from Finimpulse to Square?

Do I have to build a connector for Square or Finimpulse?

Can my AI client use Square and Finimpulse without building an automation?

What happens when something fails?

Is there a free plan?