--- title: "Connect Square and Wheelbase - APIANT.ai" description: "When \"New order\" fires in Square, your agent runs \"Create Customer\" in Wheelbase, or \"New Customer\" in Wheelbase to \"Create customer\" in Square." canonical: "https://apiant.ai/connect/square-to-wheelbase" --- # Connect Square and Wheelbase When **New order** fires in [Square](https://apiant.ai/connections/square), your agent runs **Create Customer** in [Wheelbase](https://apiant.ai/connections/wheelbase), or **New Customer** in Wheelbase to **Create customer** in Square. Describe the whole flow and it is built, tested on every scenario and kept running. Square **3** triggers Square **19** actions Wheelbase **4** triggers Wheelbase **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Square and Wheelbase to do together? 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 (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Square and Wheelbase can do together ### From Square to Wheelbase - When **New order** in Square then **Create Customer** in Wheelbase - When **New or updated customer** in Square then **Update customer** in Wheelbase ### From Wheelbase to Square - When **New Customer** in Wheelbase then **Create customer** in Square - When **New Message** in Wheelbase then **Add order** 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 Wheelbase ## Triggers and actions 7 triggers · 35 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. - Trigger **New Customer** Triggered when a new customer is created or a marketplace guest books with the dealer. - Trigger **New Message** Triggers when a new message appears in a renter message thread, from the renter, your team or the system. If several messages arrive between checks, it fires once for that thread with the latest message. - Trigger **New or Updated Reservation** Triggers when a reservation is created or updated in Wheelbase. - Trigger **New Rental** Triggers when a new rental vehicle is added to your Wheelbase fleet. Requires a dealer account. - Action **Approve booking** Approves a booking from your side. Returns the updated booking; for a dealer-created booking this sends the customer their quote, and once both sides approve, payment is captured and the booking is confirmed. - Action **Cancel booking** Cancels a confirmed booking and returns the booking after the cancellation. Cancelling may trigger a refund under the listing's cancel policy. - Action **Create Customer** Creates a customer in your Wheelbase account. If a customer with the same email already exists, that customer is updated and returned instead of creating a duplicate. - Action **Create Reservation** Creates a reservation on a listing for the given dates, in negotiating status, for an existing or new customer. Returns the reservation with its pricing, payment schedule and trip details. - Action **Decline booking** Declines a booking that has not yet been confirmed and returns the booking after the action. A booking that is already confirmed cannot be declined and must be cancelled instead. - Action **Find a Customer** Returns the customers that match a name, email, phone number or customer id, including dealer-managed customers and marketplace guests who have booked with the dealer. - Action **Find a Rental** Returns the rental listings that match a location, travel dates, guest count, vehicle type or instant-book setting. - Action **Get booking** Returns a single booking by its id, including the renter, listing, dates, line items, totals and payment status. An error occurs if the booking is not found. - Action **Get customer** Returns a single customer by id, including contact details, address, archived status and booking stats. An error occurs if the customer is not found. - Action **Get listing** Returns the full, up-to-date detail for a single Wheelbase listing, including pricing, location, delivery options, owner, vehicle details and images. - Action **List booking payments** Returns a booking's itemized money movement: customer charges, refunds and scheduled future charges, plus payouts made to your account. - Action **List bookings** Returns the bookings your Wheelbase account participates in as owner or renter, optionally narrowed by status, customer or start date. - Action **List locations** Returns the dealer's pickup and drop-off locations, with each location's address, coordinates and weekly hours. - Action **Update customer** Updates the details of a customer your account manages, such as their name, contact details and address, and returns the updated customer. Marketplace customers cannot be edited. - Action **Update listing** Updates a listing's name, description, nightly price or instant-book setting, and returns the updated listing. - Action **Update Reservation** Updates the dates, guest count, discount code, insurance, delivery or add-ons on a reservation that has not yet been confirmed, and returns the updated reservation with its recalculated pricing. ## Each app on its own - [ **Square** Square is a commerce platform for payments, point of sale, orders, customers, catalog, and invoices.](https://apiant.ai/connections/square) - [ **Wheelbase** All-in-one rentals suite that combines rental management software with $1M in insurance coverage.](https://apiant.ai/connections/wheelbase) Reviews ## What our customers say ## More from Square - [ **Square to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/square-to-webflow) - [ **Square to EchtPost Postcards** With EchtPost, you write the postcard digitally in your web browser.](https://apiant.ai/connect/square-to-echtpost-postcards) - [ **Square to Reverse Contact** Reverse Contact finds the LinkedIn profiles of your prospects thanks to their email, and recovers all the...](https://apiant.ai/connect/square-to-reverse-contact) - [ **Square to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/square-to-stripe) - [ **Square to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/square-to-trello) - [ **Square to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/square-to-zoom) ## More into Wheelbase - [ **HubSpot to Wheelbase** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-wheelbase) - [ **Salesforce to Wheelbase** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-wheelbase) - [ **Slack to Wheelbase** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-wheelbase) - [ **Google Sheets to Wheelbase** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-wheelbase) - [ **Gmail to Wheelbase** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-wheelbase) - [ **Google Calendar to Wheelbase** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-wheelbase) Questions ## Square and Wheelbase, 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 Wheelbase when something happens in Square? Any of Wheelbase's 16 actions, including Create Customer, Create Reservation, Update customer and Update listing. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Wheelbase to Square? Yes. When something happens in Wheelbase, your agent can act in Square too. This page covers both directions: Wheelbase's triggers and Square's actions are listed here as well. ### ### Do I have to build a connector for Square or Wheelbase? 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 Wheelbase 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.