Integration
Connect Wingmate to Avalara
When Action Created fires in Wingmate, your agent runs Create Customer in Avalara. 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 Wingmate and Avalara 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 Wingmate can start in Avalara
When Action Created in Wingmate
then Create Customer in Avalara
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 Wingmate and Avalara
Triggers and actions 12 triggers · 28 actions
- Action Created
Triggers when a new action request is created on a lead.
- Attachment Created
Triggers when a new attachment is added to a lead.
- Comment Created
Triggers when a new comment is posted on a lead.
- Contact Created
Triggers when a new contact is added in Wingmate.
- Contact Updated
Triggers when a Wingmate contact is added or changed.
- Lead Created
Triggers when a new lead is added to your Wingmate pipeline.
- Lead Link Created
Triggers when a lead is linked to another lead.
- Lead Updated
Triggers when a lead in your Wingmate pipeline is added or changed.
- Ownership Created
Triggers when a new owner is added to a lead.
- Purchase Created
Triggers when a new purchase is recorded on a lead.
- Reminder Created
Triggers when a new reminder is created on a lead.
- Status Update Created
Triggers when a lead's status changes (new status update).
- Create a Comment
Adds a comment to an existing lead.
- Create a Contact
Creates a contact on an existing lead.
- Create a Lead
Creates a new lead in a Wingmate campaign (pipeline).
- Create an Action
Creates an action request on an existing lead, assigned to a user.
- Create a Reminder
Creates a reminder on an existing lead.
- Create a Reward
Creates a reward (user transaction) for a user on an existing lead.
- Lookup a Lead's Contacts
Returns the contacts on a lead.
- Update a Comment
Updates the text of an existing comment.
- Update a Contact
Updates an existing contact.
- Update a Lead
Updates an existing lead.
- Update an Action
Updates an existing action request.
- Update a Reminder
Updates an existing reminder.
- Commit Transaction
Commits a transaction so it is included in tax filings.
- Create Customer
Creates a customer in a company, used for exemption certificate tracking.
- Create Transaction
Calculates sales tax for a single-line sale and records it as a transaction.
- Get Company
Returns one company in your Avalara account.
- Get Customer
Returns a single customer record from an AvaTax company, looked up by its customer code.
- Get Tax Rates by Address
Returns the combined and per-jurisdiction sales tax rates for a street address.
- Get Transaction
Returns one transaction with its calculated tax.
- List Companies
Returns the companies in your Avalara account.
- List Customers
Returns the customers of one company.
- List items
Returns the items (products and their tax codes) defined for an AvaTax company, up to 1,000 records.
- List nexus
Returns the nexus declarations (jurisdictions where the company collects tax) for an AvaTax company.
- List Transactions
Returns the transactions recorded for one company.
- Refund Transaction
Creates a refund (return invoice) for a committed AvaTax sales transaction, fully, partially, tax-only or by percentage.
- Resolve Address
Validates an address and returns its normalized form with coordinates.
- Update Transaction
Adjusts an existing AvaTax transaction, replacing it with new document details and recalculating tax while keeping an audit record of the adjustment reason.
- Void Transaction
Voids a transaction so it no longer counts toward tax liability.
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
What our customers say
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Questions
Wingmate and Avalara, answered
What can start an automation from Wingmate?
Any of Wingmate's 12 triggers in the catalog, including Action Created, Attachment Created, Comment Created and Contact Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Avalara when something happens in Wingmate?
Any of Avalara's 16 actions, including Create Customer, Create Transaction, Update Transaction and Commit Transaction. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Avalara to Wingmate?
Avalara has no triggers in the catalog today, so automations start in Wingmate. If you need the other direction, ask: your agent reads Avalara's API documentation and adds it.
Do I have to build a connector for Wingmate or Avalara?
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 Wingmate and Avalara 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.