--- title: "Connect Stockpilot to Mx Technologies - APIANT.ai" description: "When \"New Sales Order\" fires in Stockpilot, your agent runs \"Add user\" in Mx Technologies." canonical: "https://apiant.ai/connect/stockpilot-to-mx-technologies" --- # Connect Stockpilot to Mx Technologies When **New Sales Order** fires in [Stockpilot](https://apiant.ai/connections/stockpilot), your agent runs **Add user** in [Mx Technologies](https://apiant.ai/connections/mx-technologies). Describe the whole flow and it is built, tested on every scenario and kept running. Stockpilot **3** triggers Stockpilot **7** actions Mx Technologies **35** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Stockpilot and Mx Technologies 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 Stockpilot can start in Mx Technologies - When **New Sales Order** in Stockpilot then **Add user** in Mx Technologies - When **Order Fulfillment** in Stockpilot then **Add account** in Mx Technologies 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 Stockpilot and Mx Technologies ## Triggers and actions 3 triggers · 42 actions - Trigger **New Sales Order** Triggers when a new sales order arrives in Stockpilot (orders.created). - Trigger **Order Fulfillment** Triggers when a Stockpilot order reaches the completed state, once per order. - Trigger **Warehouse Item Stock Update** Triggers when an inventory item's stock quantity changes in any warehouse (or the chosen warehouse). - Action **Create Order** Creates a sales order in Stockpilot with billing and shipping addresses and line items, reserving stock for matched products. - Action **Get Invoice Details** Returns the invoice PDF for a Stockpilot order. - Action **Get Order** Returns a single order, including its customer, addresses, totals, line items and notes, looked up by order ID or order number. - Action **Get Warehouse Item** Returns a single inventory item, looked up by its ID, SKU or barcode, including prices, stock levels and a per-warehouse stock breakdown. - Action **List Webhook Deliveries** Returns recent delivery attempts for a Stockpilot webhook, newest first, with each attempt's status, response code and error. - Action **Register Fulfilment** Marks a Stockpilot order as fulfilled, recording the carrier, tracking details and the items shipped. - Action **Send Test Webhook Delivery** Sends a sample signed delivery to a Stockpilot webhook's target URL and returns how the endpoint replied. - Action **Add account** Creates a manual account for an MX user. Manual accounts sit under the Manual Institution member and never aggregate data from a financial institution. - Action **Add budget** Creates a budget for a category on an MX user. - Action **Add category** Create a custom category for a user. - Action **Add goal** Create a goal for a user. - Action **Add member** Create a member (connection between a user and a financial institution) to start aggregation. - Action **Add transaction** Creates a manual transaction on a manual account belonging to an MX user. - Action **Add user** Creates a new MX user. The returned user guid is what other MX actions (such as Add member) use to identify the user. - Action **Aggregate member** Starts an aggregation for a member, pulling the latest account and transaction data from the connected institution. MX may skip the aggregation if the data was updated recently. - Action **Delete account** Delete a manually created account. - Action **Delete budget** Deletes a budget belonging to an MX user. - Action **Delete category** Delete a custom category. - Action **Delete goal** Delete a goal. - Action **Delete member** Delete a member connection. - Action **Delete user** Delete a user. - Action **Get account** Read an account's attributes. - Action **Get budget** Retrieves a specific budget for an MX user. - Action **Get institution** Read an institution's attributes. - Action **Get member** Read a member's attributes and connection status. - Action **Get merchant** Returns information about a particular merchant, such as its logo, name, and website. - Action **Get transaction** Read a transaction's attributes. - Action **Get user** Retrieves the attributes of a specific MX user. - Action **List accounts** Lists all accounts belonging to an MX user. Returns up to 1000 accounts in one call. - Action **List categories** Lists all categories for an MX user, including default and custom categories. - Action **List goals** Lists all goals for an MX user. - Action **List institutions** Lists financial institutions available through MX, optionally filtered by name, country and supported product. - Action **List members** List all members belonging to a user. - Action **List merchants** Lists merchants in the MX system, optionally filtered by a name substring. - Action **List transactions** List all transactions for a user. - Action **Update account** Updates an account belonging to a member. Manual accounts can have every field updated; aggregated accounts only accept changes to Is Business, Is Hidden and Metadata. - Action **Update budget** Update a specific budget. - Action **Update category** Update a custom category. - Action **Update goal** Updates an existing savings or payoff goal for an MX user. Only the fields you fill in are changed. - Action **Update member** Updates a member's credentials, id, metadata, background aggregation setting or use cases. At least one value to update must be supplied. - Action **Update transaction** Update a transaction's category, description, or other editable attributes. - Action **Update user** Update a user's attributes. ## Each app on its own - [ **Stockpilot** With Stockpilot you run your multichannel e-commerce business from one central dashboard.](https://apiant.ai/connections/stockpilot) - [ **Mx Technologies** API for aggregating and enriching consumer bank account and transaction data for financial apps.](https://apiant.ai/connections/mx-technologies) Reviews ## What our customers say ## More from Stockpilot - [ **Stockpilot to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stockpilot-to-stripe) - [ **Stockpilot to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/stockpilot-to-trello) - [ **Stockpilot to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/stockpilot-to-zoom) - [ **Stockpilot to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/stockpilot-to-twilio) - [ **Stockpilot to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/stockpilot-to-typeform) - [ **Stockpilot to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/stockpilot-to-webflow) ## More into Mx Technologies - [ **HubSpot to Mx Technologies** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-mx-technologies) - [ **Salesforce to Mx Technologies** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-mx-technologies) - [ **Slack to Mx Technologies** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-mx-technologies) - [ **Google Sheets to Mx Technologies** Google Sheets](https://apiant.ai/connect/google-sheets-to-mx-technologies) - [ **Gmail to Mx Technologies** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-mx-technologies) - [ **Google Calendar to Mx Technologies** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-mx-technologies) Questions ## Stockpilot and Mx Technologies, answered ### ### What can start an automation from Stockpilot? Any of Stockpilot's 3 triggers in the catalog, including New Sales Order, Order Fulfillment and Warehouse Item Stock Update. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Mx Technologies when something happens in Stockpilot? Any of Mx Technologies's 35 actions, including Update account, Update budget, Update category and Update goal. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Mx Technologies to Stockpilot? Mx Technologies has no triggers in the catalog today, so automations start in Stockpilot. If you need the other direction, ask: your agent reads Mx Technologies's API documentation and adds it. ### ### Do I have to build a connector for Stockpilot or Mx Technologies? 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 Stockpilot and Mx Technologies 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.