Integration
Connect Wingmate to TaxJar
When Action Created fires in Wingmate, your agent runs Create a Customer in TaxJar. 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 TaxJar 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 TaxJar
When Action Created in Wingmate
then Create a Customer in TaxJar
When Attachment Created in Wingmate
then Create an Order Transaction in TaxJar
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 TaxJar
Triggers and actions 12 triggers · 32 actions
Trigger
Action CreatedTriggers when a new action request is created on a lead.
Trigger
Attachment CreatedTriggers when a new attachment is added to a lead.
Trigger
Comment CreatedTriggers when a new comment is posted on a lead.
Trigger
Contact CreatedTriggers when a new contact is added in Wingmate.
Trigger
Contact UpdatedTriggers when a Wingmate contact is added or changed.
Trigger
Lead CreatedTriggers when a new lead is added to your Wingmate pipeline.
Trigger
Lead Link CreatedTriggers when a lead is linked to another lead.
Trigger
Lead UpdatedTriggers when a lead in your Wingmate pipeline is added or changed.
Trigger
Ownership CreatedTriggers when a new owner is added to a lead.
Trigger
Purchase CreatedTriggers when a new purchase is recorded on a lead.
Trigger
Reminder CreatedTriggers when a new reminder is created on a lead.
Trigger
Status Update CreatedTriggers when a lead's status changes (new status update).
Action
Create a CommentAdds a comment to an existing lead.
Action
Create a ContactCreates a contact on an existing lead.
Action
Create a LeadCreates a new lead in a Wingmate campaign (pipeline).
Action
Create an ActionCreates an action request on an existing lead, assigned to a user.
Action
Create a ReminderCreates a reminder on an existing lead.
Action
Create a RewardCreates a reward (user transaction) for a user on an existing lead.
Action
Lookup a Lead's ContactsReturns the contacts on a lead.
Action
Update a CommentUpdates the text of an existing comment.
Action
Update a ContactUpdates an existing contact.
Action
Update a LeadUpdates an existing lead.
Action
Update an ActionUpdates an existing action request.
Action
Update a ReminderUpdates an existing reminder.
Action
Calculate Sales Tax for an OrderWorks out the sales tax due on an order from the ship-from and ship-to addresses, the order amount and its line items.
Action
Create a CustomerCreates a customer in TaxJar with their exemption type and the regions the exemption applies to.
Action
Create an Order TransactionRecords a completed order in TaxJar so it counts towards your sales tax reporting.
Action
Create a Refund TransactionRecords a refund against an existing order in TaxJar so your sales tax reporting stays accurate.
Action
Get Two-Letter ISO Code for RegionLooks up the two-letter code for a state, province or country by name, using TaxJar's own list of regions.
Action
List CategoriesReturns TaxJar's product categories and the tax code to use for each one.
Action
List CustomersReturns the IDs of every customer in your TaxJar account.
Action
List Nexus RegionsReturns the states, provinces and countries where your TaxJar account has nexus and must collect tax.
Action
List OrdersReturns the IDs of the orders recorded in TaxJar, optionally limited to a date or date range.
Action
List RefundsReturns the IDs of the refunds recorded in TaxJar, optionally limited to a date or date range.
Action
Rates for LocationReturns the sales tax rates that apply at a location, broken down by state, county and city.
Action
Show a CustomerReturns one customer from TaxJar, including their exemption type and exempt regions.
Action
Show OrderReturns one order recorded in TaxJar, including its addresses, totals and line items.
Action
Show RefundReturns one refund recorded in TaxJar, including the order it applies to and the amounts refunded.
Action
Summarize Tax Rates for All RegionsReturns the minimum and average sales tax rate for every state, province and country TaxJar covers.
Action
Update a CustomerUpdates a customer in TaxJar. Only the fields you supply are changed.
Action
Update an Order TransactionUpdates an order already recorded in TaxJar. Only the fields you supply are changed.
Action
Update a Refund TransactionUpdates a refund already recorded in TaxJar. Only the fields you supply are changed.
Action
Validate an AddressChecks a US address and returns TaxJar's corrected version of it, so tax is worked out on a clean address.
Action
Validate a VAT NumberChecks whether a VAT number is valid and returns the business name and address registered against it.
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
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Questions
Wingmate and TaxJar, 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 TaxJar when something happens in Wingmate?
Any of TaxJar's 20 actions, including Create a Customer, Create an Order Transaction, Create a Refund Transaction and Update a Customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from TaxJar to Wingmate?
TaxJar has no triggers in the catalog today, so automations start in Wingmate. If you need the other direction, ask: your agent reads TaxJar's API documentation and adds it.
Do I have to build a connector for Wingmate or TaxJar?
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 TaxJar 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.