Integration
Connect Square and Tidely
When New order fires in Square, your agent runs Update Invoice in Tidely, or New Bank Account Transaction in Tidely to Add order in Square. 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 Square and Tidely 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Square and Tidely can do together
From Square to Tidely
When New order in Square
then Update Invoice in Tidely
When New or updated customer in Square
then Import Invoice in Tidely
From Tidely to Square
When New Bank Account Transaction in Tidely
then Add order in Square
When New Invoice in Tidely
then Create customer in Square
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 Tidely
Triggers and actions 5 triggers · 44 actions
Trigger
New orderTriggered when a new order is created at the specified location.
Trigger
New or updated customerTriggered when a customer is created or updated.
Trigger
New paymentTriggered when a new payment is received.
Action
Add catalog objectCreates a catalog object (item, variation, category, tax, discount, modifier list and more) in the Square catalog.
Action
Add orderCreates a new Square order at a location, with optional line items, taxes, discounts, service charges and a fulfillment.
Action
Add paymentCreates a payment: charges a card or payment token, or records a cash or external payment the seller received outside Square.
Action
Add refundRefund a payment.
Action
Cancel paymentCancels (voids) a Square payment that is still in the APPROVED status, i.e. a delayed-capture payment that has not been completed.
Action
Create customerCreates a new customer profile.
Action
Delete catalog objectDeletes a Square catalog object by ID, along with any objects that depend on it (for example an item's variations).
Action
Delete customerDeletes a customer profile by ID.
Action
Find catalog objectRetrieves a catalog object (item, variation, etc.) by ID.
Action
Find customerReturns customer details for the specified customer ID.
Action
Find orderRetrieves an order by ID.
Action
Find paymentRetrieves a payment by ID.
Action
List locationsLists all business locations for the connected Square account.
Action
List paymentsLists payments for the connected merchant, newest first.
Action
Search catalog objectsSearches catalog objects by type (ITEM, CATEGORY, etc.).
Action
Search customersSearches customer profiles by email, phone, or reference ID.
Action
Search ordersSearches orders for the specified location(s).
Action
Update customerUpdates an existing customer profile.
Action
Update orderUpdates an open Square order by adding or replacing fields, or clearing them. Completed or canceled orders cannot be updated.
Trigger
New Bank Account TransactionTriggers when a new transaction is added to a bank account.
Trigger
New InvoiceTriggers when a new sales or purchase invoice is added.
Action
Create CategoryCreates an income or expense category.
Action
Delete Bank AccountDeletes a bank account.
Action
Delete Bank Account TransactionDeletes a bank account transaction.
Action
Delete CategoryDeletes a category.
Action
Delete InvoiceDeletes an invoice.
Action
Delete PlansDeletes all plan values of a category in a scenario.
Action
Get Bank AccountReturns one bank account.
Action
Get Bank Account TransactionReturns one bank account transaction.
Action
Get CashflowReturns the cashflow per period for a scenario and date range.
Action
Get CategoryReturns one category.
Action
Get CompanyReturns one company.
Action
Get InvoiceReturns one invoice.
Action
Get ScenarioReturns one planning scenario.
Action
Import InvoiceCreates an invoice in Tidely.
Action
Import PlanCreates a plan value in Tidely.
Action
List Bank Account BalancesReturns the daily balances of a bank account.
Action
List Bank AccountsReturns the company's bank accounts.
Action
List Bank Account TransactionsReturns the transactions of a bank account.
Action
List CategoriesReturns the income and expense categories.
Action
List CompaniesReturns the companies the API key can access.
Action
List ScenariosReturns the company's planning scenarios.
Action
Update Bank AccountUpdates a bank account.
Action
Update Bank Account TransactionUpdates a bank account transaction.
Action
Update CategoryRenames a category or changes its type.
Action
Update InvoiceUpdates an invoice's fields.
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
Square and Tidely, 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 Tidely when something happens in Square?
Any of Tidely's 25 actions, including Create Category, Update Bank Account, Update Bank Account Transaction and Update Category. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Tidely to Square?
Yes. When something happens in Tidely, your agent can act in Square too. This page covers both directions: Tidely's triggers and Square's actions are listed here as well.
Do I have to build a connector for Square or Tidely?
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 Tidely 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.