--- title: "Connect Agile CRM and Stripe - APIANT.ai" description: "When \"List deals\" fires in Agile CRM, your agent runs \"Find Customer by Email\" in Stripe." canonical: "https://apiant.ai/connect/agile-crm-to-stripe" --- # Connect Agile CRM and Stripe When **List deals** fires in [Agile CRM](https://apiant.ai/connections/agile-crm), your agent runs **Find Customer by Email** in [Stripe](https://apiant.ai/connections/stripe), or **New Refund** in Stripe to **Add note by contact email** in Agile CRM. Describe the whole flow and it is built, tested on every scenario and kept running. Agile CRM **10** triggers Agile CRM **63** actions Stripe **11** triggers Stripe **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 Agile CRM and Stripe 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) Stripe holds the money side and Agile CRM holds the relationship side, so the same person often lives in both. Connecting them means a paid charge, refund or new subscription in Stripe lands on the right Agile CRM contact as a note, tag or deal, and new Agile CRM contacts get matched to a Stripe customer record by email. Example flows ## What Agile CRM and Stripe can do together ### From Agile CRM to Stripe - When **List deals** in Agile CRM then **Find Customer by Email** in Stripe - When **New contact** in Agile CRM then **Create Customer** in Stripe ### From Stripe to Agile CRM - When **New Refund** in Stripe then **Add note by contact email** in Agile CRM - When **New Subscription** in Stripe then **Create deal by contact email** in Agile CRM 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 Agile CRM and Stripe ## Triggers and actions 21 triggers ยท 84 actions - Trigger **List all tasks** list all tasks, surfacing new ones over time - Trigger **List contacts** list contacts, surfacing new ones over time - Trigger **List deals** list deals/opportunities, surfacing new ones over time - Trigger **List events** list events, surfacing new ones over time - Trigger **List pending tasks** list pending tasks within N days - Trigger **List tickets** list help desk tickets by filter, surfacing new ones - Trigger **List tracks** list deal tracks/pipelines - Trigger **New contact** Triggered when a new contact is added. Polls the contacts list and emits each new contact, deduplicated by contact id. - Trigger **New matching contact or company** Triggers when a new contact or company matches your search query. - Trigger **New matching task** Triggers when a new task matches your filter. - Action **Add contact to campaign** enroll a contact into a campaign by email - Action **Add lead score by email** add lead score to a contact by email - Action **Add note by contact email** add a note to a contact by email - Action **Add tags by contact email** add tags to a contact by email - Action **Add tags to contact** add multiple tags to a contact by ID - Action **Add tag to contact** Adds a tag to the specified contact. Spaces in the tag are replaced with underscores. - Action **Add ticket note** add a note to a ticket - Action **Change contact owner** change the owner of a contact - Action **Create company** /contacts (type=company) โ€” create a company record - Action **Create contact** create a full contact record - Action **Create deal** create a deal/opportunity - Action **Create deal by contact email** create a deal for a contact by email - Action **Create deal note** create a note on a deal - Action **Create document** create a document - Action **Create event** create an event - Action **Create new contact (just email)** Creates a new contact using just the email address, then returns the new Contact ID. - Action **Create note** create a note - Action **Create task** create a task - Action **Create task by email** create a task for a contact by email - Action **Create ticket** create a help desk ticket - Action **Delete company** Delete a company. - Action **Delete contact** delete a contact - Action **Delete contact note** delete a contact note - Action **Delete deal** delete a deal - Action **Delete event** delete an event - Action **Delete tags by contact email** remove tags from a contact by email - Action **Delete task** delete a task - Action **Delete ticket** delete a help desk ticket - Action **Find contact** Returns the Contact ID (and contact record) for the given email address. - Action **Get company by ID** Retrieve a company by ID. - Action **Get contact by ID** retrieve a contact by ID - Action **Get contact by phone** look up a contact by phone - Action **Get contact deals** list deals for a contact - Action **Get contact documents** list documents for a contact - Action **Get contact events** list events for a contact - Action **Get contact notes** list notes for a contact - Action **Get contact tasks** list tasks for a contact - Action **Get deal by ID** retrieve a deal by ID - Action **Get deal notes** list notes for a deal - Action **Get deals by pipeline** list deals grouped by pipeline - Action **Get deals from track** list deals filtered by track - Action **Get Deals Grouped by Milestone** Returns every deal in the account, grouped into one list per milestone (New, Won, Lost and any custom milestones). Takes no search criteria โ€” pick the milestone you want out of the returned groups. - Action **Get my deals** list deals owned by the current user - Action **Get task by ID** retrieve a task by ID - Action **Get ticket filters** list available ticket filters - Action **Get ticket messages** list notes/messages for a ticket - Action **List companies** list companies - Action **Remove contact from deal** remove a contact from a deal - Action **Remove tag from contact** Removes a tag from the specified contact. Spaces in the tag are replaced with underscores. - Action **Remove tags from contact** remove multiple tags from a contact by ID - Action **Search contact by email** look up a contact by email - Action **Search contact by email (POST)** look up a contact by email - Action **Search contacts by dynamic filter** search contacts by dynamic filter - Action **Update company** /contacts/edit-properties (company) โ€” update company properties - Action **Update contact** Updates the specified contact's first name, last name, and email properties. - Action **Update contact lead score** update a contact's lead score - Action **Update contact property** update contact properties - Action **Update contact star rating** update a contact's star rating - Action **Update deal** partially update a deal - Action **Update deal note** Update a note on a deal. Fetches the deal, finds the note, overlays ONLY the fields you supply (blank fields keep their current value), then saves. Non-destructive. - Action **Update event** Update an event. Fetches the existing event, overlays ONLY the fields you supply (blank fields are left untouched), and carries the attached contacts through, then saves. Non-destructive. - Action **Update task** partially update a task - Action **Update track** Update a track (milestone pipeline). Fetches the track, overlays ONLY the fields you supply (blank fields keep their current value, so the milestone list is never erased), then saves. Non-destructive. - Trigger **New Charge** Triggers when a new charge is created. - Trigger **New Charge (instant)** Fires instantly when a charge succeeds in Stripe, via a self-registered webhook (charge.succeeded). The platform registers/deletes the Stripe webhook endpoint automatically at automation activation/deactivation. Payload binds as {{ trigger.body.* }}. - Trigger **New Customer** Triggers when a new customer is created. - Trigger **New Event** Triggers when a new Stripe event is created (covers all event types via the Events API). - Trigger **New Invoice** Triggers when a new invoice is created. - Trigger **New paid and available charge** Triggered when a new paid and available charge is created. - Trigger **New paid charge** Triggered when a new paid charge is created. - Trigger **New plan** Triggered when a new plan is created. - Trigger **New Product** Triggers when a new product is created. - Trigger **New Refund** Triggers when a new refund is created. - Trigger **New Subscription** Triggers when a new subscription is created. - Action **Cancel Subscription** Cancels a subscription by its ID. - Action **Create Charge** Creates a charge. Amount is in the smallest currency unit (e.g. cents). - Action **Create charges (bulk charge creation)** Creates a charge in Stripe. - Action **Create Customer** Creates a new customer in Stripe. - Action **Create Payment Intent** Creates a PaymentIntent (the modern Stripe payment flow). Amount is in the smallest currency unit. - Action **Create Price** Creates a price for a product. unit_amount is in the smallest currency unit. - Action **Create Product** Creates a product (a good or service) in Stripe. - Action **Create Refund** Refunds a charge or payment intent. Provide charge or payment_intent; amount optional for partial refund. - Action **Create refund by charge id (distinct from Create Refund)** Creates a refund for a specific charge id. - Action **Create Subscription** Creates a subscription for a customer to one or more prices. - Action **Delete Customer** Permanently deletes a customer by ID. - Action **Find Customer by Email** Searches for customers matching an email address. - Action **Get Charge** Retrieves a charge by its ID. - Action **Get charge details (distinct from Get Charge)** Retrieves a charge's details by its charge id. - Action **Get Customer** Retrieves a customer by their Stripe ID. - Action **Get Invoice** Retrieves an invoice by its ID. - Action **Get Refund** Retrieves a refund by its ID. - Action **Get Subscription** Retrieves a subscription by its ID. - Action **Get transaction details** Retrieves a transaction's details by its transaction id. - Action **List balance transactions** List balance transactions (txn_xxx) for the account, most recent first. - Action **Update Customer** Updates an existing customer by ID. ## Each app on its own - [ **Agile CRM** Agile CRM is an all-in-one CRM with sales, marketing, and service automation.](https://apiant.ai/connections/agile-crm) - [ **Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connections/stripe) Reviews ## What our customers say ## More from Agile CRM - [ **Agile CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/agile-crm-to-salesforce) - [ **Agile CRM to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/agile-crm-to-mailchimp) - [ **Agile CRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/agile-crm-to-shopify) - [ **Agile CRM to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/agile-crm-to-pipedrive) - [ **Agile CRM to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/agile-crm-to-trello) - [ **Agile CRM to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/agile-crm-to-zoom) ## More into Stripe - [ **HubSpot to Stripe** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-stripe) - [ **Salesforce to Stripe** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-stripe) - [ **Google Sheets to Stripe** Google Sheets](https://apiant.ai/connect/google-sheets-to-stripe) - [ **Google Calendar to Stripe** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-stripe) - [ **Google Drive to Stripe** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-stripe) - [ **Mailchimp to Stripe** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-stripe) Questions ## Agile CRM and Stripe, answered ### ### How does the agent know which Agile CRM contact a Stripe charge belongs to? It matches on the email address, using Search contact by email or Find contact in Agile CRM before it writes anything. If no contact comes back, you can have it create one with Create contact or Create new contact (just email) instead of writing to the wrong record. ### ### Can it avoid creating duplicate customers in Stripe when an Agile CRM contact is added? Yes, the agent runs Find Customer by Email in Stripe first and only calls Create Customer when nothing matches. The agent tests every scenario, including the case where the customer already exists, before the setup goes live. ### ### What can start an automation from Agile CRM? Any of Agile CRM's 10 triggers in the catalog, including List deals, New contact, New matching contact or company and New matching task. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Stripe when something happens in Agile CRM? Any of Stripe's 21 actions, including Create Product, Find Customer by Email, Create Charge and Create charges (bulk charge creation). Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Stripe to Agile CRM? Yes. When something happens in Stripe, your agent can act in Agile CRM too. This page covers both directions: Stripe's triggers and Agile CRM's actions are listed here as well. ### ### Do I have to build a connector for Agile CRM or Stripe? 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 Agile CRM and Stripe 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.