--- title: "Connect TidyCal to Shift4 - APIANT.ai" description: "When \"New Team\" fires in TidyCal, your agent runs \"Add customer\" in Shift4. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/tidycal-to-shift4" --- # Connect TidyCal to Shift4 When **New Team** fires in [TidyCal](https://apiant.ai/connections/tidycal), your agent runs **Add customer** in [Shift4](https://apiant.ai/connections/shift4). Describe the whole flow and it is built, tested on every scenario and kept running. TidyCal **1** trigger TidyCal **15** actions Shift4 **21** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want TidyCal and Shift4 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 TidyCal can start in Shift4 - When **New Team** in TidyCal then **Add customer** in Shift4 - When **New Team** in TidyCal then **Update customer** in Shift4 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 TidyCal and Shift4 ## Triggers and actions 1 trigger · 36 actions - Trigger **New Team** Triggers when a new team you have access to appears 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. - Action **Add card** Saves a credit or debit card to an existing Shift4 customer, either from a card token / successful charge, or from full card details. - Action **Add charge** Creates a new charge to a customer or card. - Action **Add customer** Creates a new customer in Shift4, optionally saving a card to them as their default card. - Action **Add plan** Creates a new subscription plan that customers can be subscribed to. - Action **Add refund** Refunds an existing charge in full or in part, returning the funds to the card that was charged. - Action **Add subscription** Creates a subscription that bills a customer automatically according to a plan. - Action **Delete card** Deletes a saved card from a Shift4 customer. If the deleted card was the customer's default, the most recently added card becomes the new default. - Action **Delete customer** Deletes an existing Shift4 customer. - Action **Delete plan** Deletes a plan by ID. - Action **Delete subscription** Cancels/deletes an existing subscription by ID. - Action **Get charge** Fetches a charge by ID. - Action **Get customer** Fetches a customer by ID. - Action **Get dispute** Fetches a dispute by ID. - Action **Get plan** Fetches a plan by ID. - Action **Get refund** Retrieves an existing Shift4 refund by its id. - Action **Get subscription** Fetches a subscription by ID. - Action **List cards** Lists the saved cards of a Shift4 customer, most recently created first. - Action **List refunds** Returns all refunds. - Action **Update charge** Updates an existing Shift4 charge's customer, description, shipping, billing, fraud status or metadata. Fields left blank are unchanged. - Action **Update customer** Updates an existing Shift4 customer. Any field left blank is left unchanged. - Action **Update subscription** Updates an existing subscription. Any field left blank is left unchanged. ## Each app on its own - [ **TidyCal** TidyCal is simple and easy calendar management and booking tool.](https://apiant.ai/connections/tidycal) - [ **Shift4** Payment processing platform with a REST API for card and alternative payment transactions across e-commerce...](https://apiant.ai/connections/shift4) Reviews ## What our customers say ## More from TidyCal - [ **TidyCal to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/tidycal-to-trello) - [ **TidyCal to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/tidycal-to-zoom) - [ **TidyCal to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/tidycal-to-twilio) - [ **TidyCal to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/tidycal-to-typeform) - [ **TidyCal to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/tidycal-to-webflow) - [ **TidyCal to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/tidycal-to-wix) ## More into Shift4 - [ **Instagram to Shift4** Instagram is a social media platform for sharing photos, videos, and stories.](https://apiant.ai/connect/instagram-to-shift4) - [ **HubSpot to Shift4** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-shift4) - [ **Salesforce to Shift4** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-shift4) - [ **Slack to Shift4** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-shift4) - [ **Google Sheets to Shift4** Google Sheets](https://apiant.ai/connect/google-sheets-to-shift4) - [ **Gmail to Shift4** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-shift4) Questions ## TidyCal and Shift4, answered ### ### What can start an automation from TidyCal? Any of TidyCal's 1 trigger in the catalog, including New Team. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Shift4 when something happens in TidyCal? Any of Shift4's 21 actions, including Update charge, Update customer, Update subscription and Add card. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Shift4 to TidyCal? Shift4 has no triggers in the catalog today, so automations start in TidyCal. If you need the other direction, ask: your agent reads Shift4's API documentation and adds it. ### ### Do I have to build a connector for TidyCal or Shift4? 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 TidyCal and Shift4 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.