Integration
Connect REsimpli and Square
When New Agent fires in REsimpli, your agent runs Add order in Square, or New order in Square to Add Contact Details to Lead in REsimpli. 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 REsimpli and Square 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)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 REsimpli and Square can do together
From REsimpli to Square
When New Agent in REsimpli
then Add order in Square
When New Buyer in REsimpli
then Create customer in Square
From Square to REsimpli
When New order in Square
then Add Contact Details to Lead in REsimpli
When New or updated customer in Square
then Add Contact to Lead in REsimpli
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 REsimpli and Square
Triggers and actions 7 triggers ยท 52 actions
Trigger
New AgentTriggers when a new agent is added in REsimpli.
Trigger
New BuyerTriggers when a new buyer is added in REsimpli.
Trigger
New LeadTriggers when a new lead is added in REsimpli.
Trigger
New VendorTriggers when a new vendor is added in REsimpli.
Action
Add ActivityAdds an activity comment to a lead, buyer, vendor, agent or list stacking record in REsimpli.
Action
Add Contact Details to LeadCreates a contact from the details you supply and links it to an existing lead. If a contact with the same phone or email already exists, that contact is linked instead.
Action
Add Contact to LeadLinks an existing contact to a lead in REsimpli, optionally making it the lead's primary contact.
Action
Add Tags to AgentAdds one or more existing agent tags to an agent in REsimpli.
Action
Add Tags to BuyerAdds one or more existing buyer tags to a buyer in REsimpli.
Action
Add Tags to LeadAdds one or more existing lead tags to a lead in REsimpli.
Action
Add Tags to VendorAdds one or more existing vendor tags to a vendor in REsimpli.
Action
Create BuyerCreates a new buyer in REsimpli with contact details, pipeline status, marketing campaign and buy-box preferences.
Action
Create LeadCreates a new lead (property and seller contact) in REsimpli and returns the created lead.
Action
Create TagCreates one or more tags in REsimpli for a chosen record type (leads, buyers, vendors, agents and more).
Action
Create VendorCreates a new vendor in REsimpli with its contact details, pipeline status, vendor type and targeting.
Action
Delete AgentDeletes an agent in REsimpli (soft delete).
Action
Delete BuyerDeletes a buyer in REsimpli (soft-delete).
Action
Download FileDownloads a file stored on a REsimpli lead, buyer, vendor or agent record.
Action
Get BuyerReturns the full details of a buyer in REsimpli.
Action
Get VendorReturns the full details of a vendor in REsimpli.
Action
List ActivitiesReturns the activity history (or conversations only) for a REsimpli lead, buyer, vendor, agent or list stacking record.
Action
List AgentsReturns agents in your REsimpli account, optionally filtered by search text, status, pipeline, assigned user, tags or target area.
Action
List BuyersReturns buyers in your REsimpli account, optionally filtered by search text, pipeline, status, assigned users, tags, or target cities and states.
Action
List Call LogsReturns the call logs recorded on a lead, buyer, vendor, agent or list stacking record.
Action
List ContactsReturns contacts in your REsimpli account with their names, phone numbers and emails, optionally filtered by a search term.
Action
List FilesReturns the files stored in a folder on a REsimpli lead, buyer, vendor, agent or other record, optionally filtered by category or search text.
Action
List LeadsReturns leads in REsimpli, optionally filtered by search text, status or pipeline (up to 100 per call).
Action
List VendorsReturns vendors in your REsimpli account, optionally filtered by search text, status, pipeline, assigned users, tags or target areas.
Action
Remove Contact from LeadUnlinks a contact from a lead in REsimpli. If the removed contact was primary, another contact on the lead becomes primary.
Action
Remove Tags from AgentRemoves one or more tags from an agent in REsimpli.
Action
Remove Tags from BuyerRemoves one or more tags from a buyer in REsimpli.
Action
Remove Tags from LeadRemoves one or more tags from a lead in REsimpli.
Action
Update Agent StatusMoves an agent to another pipeline status in REsimpli, optionally completing open tasks.
Action
Update Buyer StatusMoves a buyer to another pipeline status in REsimpli.
Action
Update Custom Question AnswersSaves answers to custom questions on a lead, buyer, vendor or agent. Answers to other questions are kept.
Action
Update Lead StatusMoves a lead to another pipeline status in REsimpli, optionally completing its open tasks.
Action
Update Vendor StatusMoves a vendor to another pipeline status in REsimpli.
Trigger
New orderTriggered when a new order is created at the specified location.
Trigger
New or updated customerTriggered when a customer is created or updated.
Trigger
New paymentTriggered when a new payment is received.
Action
Add catalog objectCreates a catalog object (item, variation, category, tax, discount, modifier list and more) in the Square catalog.
Action
Add orderCreates a new Square order at a location, with optional line items, taxes, discounts, service charges and a fulfillment.
Action
Add paymentCreates a payment: charges a card or payment token, or records a cash or external payment the seller received outside Square.
Action
Add refundRefund a payment.
Action
Cancel paymentCancels (voids) a Square payment that is still in the APPROVED status, i.e. a delayed-capture payment that has not been completed.
Action
Create customerCreates a new customer profile.
Action
Delete catalog objectDeletes a Square catalog object by ID, along with any objects that depend on it (for example an item's variations).
Action
Delete customerDeletes a customer profile by ID.
Action
Find catalog objectRetrieves a catalog object (item, variation, etc.) by ID.
Action
Find customerReturns customer details for the specified customer ID.
Action
Find orderRetrieves an order by ID.
Action
Find paymentRetrieves a payment by ID.
Action
List locationsLists all business locations for the connected Square account.
Action
List paymentsLists payments for the connected merchant, newest first.
Action
Search catalog objectsSearches catalog objects by type (ITEM, CATEGORY, etc.).
Action
Search customersSearches customer profiles by email, phone, or reference ID.
Action
Search ordersSearches orders for the specified location(s).
Action
Update customerUpdates an existing customer profile.
Action
Update orderUpdates an open Square order by adding or replacing fields, or clearing them. Completed or canceled orders cannot be updated.
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
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Questions
REsimpli and Square, answered
What can start an automation from REsimpli?
Any of REsimpli's 4 triggers in the catalog, including New Agent, New Buyer, New Lead and New Vendor. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Square when something happens in REsimpli?
Any of Square's 19 actions, including Create customer, Update customer, Update order and Add catalog object. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Square to REsimpli?
Yes. When something happens in Square, your agent can act in REsimpli too. This page covers both directions: Square's triggers and REsimpli's actions are listed here as well.
Do I have to build a connector for REsimpli or Square?
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 REsimpli and Square 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.