--- title: "Connect AM-CRM to GoCardless - APIANT.ai" description: "When \"Contact Updated\" fires in AM-CRM, your agent runs \"Add customer\" in GoCardless." canonical: "https://apiant.ai/connect/am-crm-to-gocardless" --- # Connect AM-CRM to GoCardless When **Contact Updated** fires in [AM-CRM](https://apiant.ai/connections/am-crm), your agent runs **Add customer** in [GoCardless](https://apiant.ai/connections/gocardless). Describe the whole flow and it is built, tested on every scenario and kept running. AM-CRM **3** triggers AM-CRM **8** actions GoCardless **18** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want AM-CRM and GoCardless 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 AM-CRM can start in GoCardless - When **Contact Updated** in AM-CRM then **Add customer** in GoCardless - When **Deal Created** in AM-CRM then **Add customer bank account** in GoCardless 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 AM-CRM and GoCardless ## Triggers and actions 3 triggers · 26 actions - Trigger **Contact Updated** Triggers when a contact is updated. - Trigger **Deal Created** Triggers when a new deal is created. - Trigger **New Contact Created** Triggers when a new contact is created. - Action **Create Contact** Creates a new contact - Action **Create Deal** - Action **Find Contact by Email** Finds a contact by email address - Action **Find Contact by ID** Finds a contact by its ID - Action **Find Contact by Search** Finds contacts by name, email, phone or company - Action **Find Deal by ID** returns the deal (array, each row with deal_id, title, value_cents, status, contact). - Action **Update Contact** Updates an existing contact - Action **Update Deal** Updates an existing deal - Action **Add billing request** Creates a GoCardless billing request to collect a Direct Debit mandate, a one-off payment, or both from a customer. - Action **Add customer** Creates a new customer record in GoCardless with their name, contact details and address. - Action **Add customer bank account** Creates a bank account for an existing GoCardless customer, using local bank details or an IBAN. - Action **Cancel mandate** Cancels a Direct Debit mandate so no further payments can be collected against it, and returns the cancelled mandate. - Action **Cancel payment** Cancels a pending GoCardless payment so it is not collected, and returns the updated payment. - Action **Cancel subscription** Cancels a GoCardless subscription so no further payments are collected under it, and returns the cancelled subscription. - Action **Create Direct Debit Payment** Collects a one-off Direct Debit payment from a customer against their existing mandate. - Action **Create Instant Bank Payment** Creates a billing request for a one-off instant bank payment (Pay By Bank) for the given amount and currency. - Action **Create Mandate Authorisation Request** Creates a Direct Debit mandate request for a payer and returns a hosted authorisation link you can send them to set up the mandate. - Action **Create Subscription** Creates a recurring subscription that collects a fixed amount on a schedule against an existing GoCardless mandate. - Action **Get customer** Returns a single GoCardless customer by its ID, including contact details, address and metadata. - Action **Get mandate** Returns a single Direct Debit mandate, including its status, scheme, reference and linked customer bank account and creditor. - Action **Get payment** Returns a single GoCardless payment by its ID, including amount, status, charge date and linked mandate. - Action **Get subscription** Returns the details of a single GoCardless subscription, including its amount, schedule, status and upcoming payments. - Action **Retry payment** Retries a failed payment, resubmitting it for collection on the next available date or a date you choose. - Action **Search for a Billing Request** Searches billing requests, optionally filtered by customer, status and creation date, and returns the matches. - Action **Search for a Customer** Searches your GoCardless customers by email, company name, surname, currency or creation date and returns the matches. - Action **Update customer** Updates an existing GoCardless customer's name, contact details, address or metadata. Fields left blank are not changed. ## Each app on its own - [ **AM-CRM** AM-CRM is a sales CRM for coaching and high-ticket sales teams, with built-in calling, booking and pipeline...](https://apiant.ai/connections/am-crm) - [ **GoCardless** GoCardless is a payments platform helping businesses collect payments directly from customer bank accounts.](https://apiant.ai/connections/gocardless) Reviews ## What our customers say ## More from AM-CRM - [ **AM-CRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/am-crm-to-hubspot) - [ **AM-CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/am-crm-to-salesforce) - [ **AM-CRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/am-crm-to-slack) - [ **AM-CRM to Google Sheets** Google Sheets](https://apiant.ai/connect/am-crm-to-google-sheets) - [ **AM-CRM to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/am-crm-to-gmail) - [ **AM-CRM to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/am-crm-to-google-calendar) ## More into GoCardless - [ **HubSpot to GoCardless** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-gocardless) - [ **Salesforce to GoCardless** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-gocardless) - [ **Slack to GoCardless** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-gocardless) - [ **Google Sheets to GoCardless** Google Sheets](https://apiant.ai/connect/google-sheets-to-gocardless) - [ **Gmail to GoCardless** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-gocardless) - [ **Google Calendar to GoCardless** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-gocardless) Questions ## AM-CRM and GoCardless, answered ### ### What can start an automation from AM-CRM? Any of AM-CRM's 3 triggers in the catalog, including Contact Updated, Deal Created and New Contact Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in GoCardless when something happens in AM-CRM? Any of GoCardless's 18 actions, including Create Direct Debit Payment, Create Instant Bank Payment, Create Mandate Authorisation Request and Create Subscription. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from GoCardless to AM-CRM? GoCardless has no triggers in the catalog today, so automations start in AM-CRM. If you need the other direction, ask: your agent reads GoCardless's API documentation and adds it. ### ### Do I have to build a connector for AM-CRM or GoCardless? 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 AM-CRM and GoCardless 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.