--- title: "Connect Stax and TidyCal - APIANT.ai" description: "When \"List Payment\" fires in Stax, your agent runs \"Add contact\" in TidyCal, or \"New Booking\" in TidyCal to \"Create Customer\" in Stax." canonical: "https://apiant.ai/connect/stax-to-tidycal" --- # Connect Stax and TidyCal When **List Payment** fires in [Stax](https://apiant.ai/connections/stax), your agent runs **Add contact** in [TidyCal](https://apiant.ai/connections/tidycal), or **New Booking** in TidyCal to **Create Customer** in Stax. Describe the whole flow and it is built, tested on every scenario and kept running. Stax **1** trigger Stax **17** actions TidyCal **8** triggers TidyCal **17** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Stax and TidyCal 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 Stax and TidyCal can do together ### From Stax to TidyCal - When **List Payment** in Stax then **Add contact** in TidyCal - When **List Payment** in Stax then **Update contact** in TidyCal ### From TidyCal to Stax - When **New Booking** in TidyCal then **Create Customer** in Stax - When **New Booking Type** in TidyCal then **Create Scheduled Invoice** in Stax 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 Stax and TidyCal ## Triggers and actions 9 triggers · 34 actions - Trigger **List Payment** Triggers when a new payment transaction is recorded in Stax. - Action **Capture payment** Captures funds from a pre-authorized Stax transaction, turning the pre-authorization into a completed charge. Returns the updated transaction. - Action **Create Customer** Creates a customer record on the Stax merchant account and returns the new customer. - Action **Create Item** Creates an item in the merchant's Stax catalog and returns the new catalog item. - Action **Create Scheduled Invoice** Creates a scheduled invoice that automatically generates invoices for a customer on a one-time or recurring schedule, with optional autopay. Returns the new schedule. - Action **Delete Catalog Item** Deletes a catalog item from Stax. - Action **Delete payment method** Deletes a customer's saved payment method in Stax and returns the deleted payment method. - Action **Delete Scheduled Invoice** Deletes a recurring invoice schedule so it stops generating invoices. - Action **Find Customers** Searches your Stax customers by name, email, company, phone, address or other details and returns the matching customers. - Action **Find Invoices** Returns the invoices on the Stax merchant account that match the search criteria you supply, such as keywords, customer name, company, email, price, schedule or payment method. - Action **Find Items** Searches the merchant's catalog for items matching a name, code, price or other criteria and returns the matching items. - Action **Find Payment Methods** Returns all saved payment methods (cards and bank accounts) for a Stax customer. - Action **Find Payments** Returns the payments and other transactions on the merchant account that match the search criteria, such as keywords, customer, date range, amount, type or status. - Action **Make a Payment** Charges a customer's saved payment method for the amount you specify, or places a pre-authorization to capture later. Returns the resulting transaction. - Action **Refund payment** Refunds all or part of a settled Stax payment transaction back to the customer. - Action **Update customer** Updates an existing customer's contact details, address, notes and options in Stax, and returns the updated customer. - Action **Update invoice** Updates an existing unpaid invoice's customer, amounts, line items, memos and payment options, and returns the updated invoice. Fully paid invoices cannot be edited. - Action **Void payment** Voids a payment transaction in Stax before it settles, cancelling the charge. - Trigger **Cancelled Booking** Triggers when a booking in your TidyCal account is cancelled. Returns the cancelled booking with its contact, times and booking type. - Trigger **New Booking** Triggers when a new booking is made in your TidyCal account. - Trigger **New Booking Type** Triggers when a new booking type (event type) is created in your TidyCal account. - Trigger **New Contact** Triggers when a new contact is added to your TidyCal account. - Trigger **New Team** Triggers when a new team you have access to appears in your TidyCal account. - Trigger **New Team Booking** Triggers when a new booking is made on one of a team's booking types. - Trigger **New Team User** Triggers when a user is added to a TidyCal team. - Trigger **Rescheduled Booking** Triggers when one of your bookings is rescheduled, returning the booking with its new time and the time it was previously scheduled for. - Action **Add booking** Creates a booking on one of your TidyCal booking types for a guest, either a single session or several sessions of a package. - Action **Add booking type** Creates a new booking type (a bookable meeting template) in your TidyCal account. - Action **Add contact** Creates a new contact in your TidyCal account with a name, email and optional timezone. - Action **Add guest to booking** Adds a guest to an existing upcoming booking. The guest gets their own linked booking at the same time and location and receives a confirmation email. - Action **Cancel booking** Cancels a TidyCal booking, optionally with a reason and without notifying the booker and host. Returns the cancelled booking. - Action **Delete booking type** Deletes a booking type from your TidyCal account. Team-managed copies of a booking type cannot be deleted. - Action **Get booking** Returns a single TidyCal booking by its ID, including its contact, booking-question answers, payment, add-ons, refund status and hosts. - Action **Get booking type** Returns a single booking type, including its title, duration, price, booking URL and availability settings. - Action **Get contact** Returns a single TidyCal contact by its id, including name, email, phone number, timezone and timestamps. - Action **List available timeslots** Returns the open times a client can book for one of your booking types between two dates, with how many bookings each slot can still take. - Action **List bookings** Returns the bookings on your TidyCal account, optionally limited to a date range, to cancelled bookings only, or including team bookings. - Action **List booking types** Returns every booking type (event type) on the connected TidyCal account, including its title, duration, price and booking URL. - Action **List contacts** Returns the contacts in your TidyCal account, optionally only those whose name or email starts with given text. - Action **List teams** Returns the TidyCal teams the connected account has access to, with each team's id, name and created/updated times. - Action **Reschedule booking** Moves an existing TidyCal booking to a new start time, keeping the booking type's duration. Returns the updated booking. - Action **Update booking type** Updates an existing booking type in TidyCal. Only the details you fill in are changed; everything else keeps its current value. - Action **Update contact** Updates an existing TidyCal contact's name, email, phone number or timezone. Only the fields you fill in are changed. ## Each app on its own - [ **Stax** Stax makes it easy to accept payments in-person and online and provides businesses with the tools they need...](https://apiant.ai/connections/stax) - [ **TidyCal** TidyCal is simple and easy calendar management and booking tool.](https://apiant.ai/connections/tidycal) Reviews ## What our customers say ## More from Stax - [ **Stax to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stax-to-stripe) - [ **Stax to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/stax-to-trello) - [ **Stax to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/stax-to-zoom) - [ **Stax to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/stax-to-twilio) - [ **Stax to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/stax-to-typeform) - [ **Stax to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/stax-to-webflow) ## More into TidyCal - [ **HubSpot to TidyCal** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-tidycal) - [ **Salesforce to TidyCal** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-tidycal) - [ **Slack to TidyCal** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-tidycal) - [ **Google Sheets to TidyCal** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-tidycal) - [ **Gmail to TidyCal** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-tidycal) - [ **Google Calendar to TidyCal** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-tidycal) Questions ## Stax and TidyCal, answered ### ### What can start an automation from Stax? Any of Stax's 1 trigger in the catalog, including List Payment. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in TidyCal when something happens in Stax? Any of TidyCal's 17 actions, including Update booking type, Update contact, Add booking and Add booking type. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from TidyCal to Stax? Yes. When something happens in TidyCal, your agent can act in Stax too. This page covers both directions: TidyCal's triggers and Stax's actions are listed here as well. ### ### Do I have to build a connector for Stax or TidyCal? 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 Stax and TidyCal 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.