Integration
Connect Square and VaultRE
When New order fires in Square, your agent runs Add Contact Note in VaultRE, or New Enquiry in VaultRE 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 VaultRE 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 VaultRE can do together
From Square to VaultRE
When New order in Square
then Add Contact Note in VaultRE
When New or updated customer in Square
then Create Contact in VaultRE
From VaultRE to Square
When New Enquiry in VaultRE
then Add order in Square
When New or Updated Contact in VaultRE
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 VaultRE
Triggers and actions 6 triggers · 32 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 EnquiryTriggers when a new enquiry arrives in the VaultRE holding area.
Trigger
New or Updated ContactTriggers when a VaultRE contact is created or modified.
Trigger
New Property Listing (Sales)Triggers when a residential sale property in VaultRE becomes a listing.
Action
Add Contact NoteAdds a text note to a VaultRE contact.
Action
Create ContactCreates a new contact in VaultRE with a name, company, email and mobile number.
Action
Create Enquiry in Holding AreaSubmits a listing or agent enquiry into the VaultRE holding area, where the office can process it into a contact.
Action
Delete ContactDeletes a VaultRE contact by its ID.
Action
Get ContactReturns one VaultRE contact by its ID, including name, company and email addresses.
Action
Get EnquiryReturns one enquiry from the VaultRE holding area by its ID.
Action
Get Residential Sale PropertyReturns one VaultRE residential sale property by its ID.
Action
List ContactsReturns a page of VaultRE contacts, optionally only those modified since a date.
Action
List property offersReturns the property offers in your VaultRE account, optionally filtered to one sale listing, lease listing or contact.
Action
List residential lease propertiesReturns residential lease properties in the VaultRE account, optionally filtered by status, dates, suburbs, staff and other criteria.
Action
List residential sale propertiesReturns residential sale properties in your VaultRE account, optionally filtered by status, modification date, suburb, branch, staff and more.
Action
List tasksReturns tasks for the VaultRE account or a user, optionally filtered by start date, creation date, assignee and completion status.
Action
Update ContactUpdates a VaultRE contact's name, company or email address.
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
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Questions
Square and VaultRE, 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 VaultRE when something happens in Square?
Any of VaultRE's 13 actions, including Create Contact, Create Enquiry in Holding Area, Update Contact and Add Contact Note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from VaultRE to Square?
Yes. When something happens in VaultRE, your agent can act in Square too. This page covers both directions: VaultRE's triggers and Square's actions are listed here as well.
Do I have to build a connector for Square or VaultRE?
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 VaultRE 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.