Integration
Connect Aplos and Booker Merchant
When something happens in Aplos or Booker Merchant, your agent does the next thing in the other. Describe it 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 Aplos and Booker Merchant to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Aplos and Booker Merchant can do together
From Aplos to Booker Merchant
When New contact in Aplos
then Create Customer in Booker Merchant
When New contribution in Aplos
then Create Dependent Customer in Booker Merchant
From Booker Merchant to Aplos
When New Customer in Booker Merchant
then Add contribution in Aplos
When New Order in Booker Merchant
then Add payable in Aplos
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 Aplos and Booker Merchant
Triggers and actions 9 triggers · 66 actions
Trigger
New contactTriggers when a new contact (a donor, individual or company) is added in Aplos.
Trigger
New contributionTriggers when a new contribution (a donation batch) is recorded in Aplos. Use Get contribution with its ID to read the donors, purposes and amounts.
Trigger
New or updated contactTriggers when a contact (a donor, individual or company) is added or changed in Aplos.
Action
Add contributionRecords a contribution (donation record) in Aplos, with one or more lines each crediting a contact and a purpose.
Action
Add payableCreates an accounts payable bill in Aplos, split across one or more expense lines by account and fund.
Action
Add transactionCreates an accounting transaction (journal entry) in Aplos. The transaction lines must balance by amount and fund.
Action
Find contactsReturns the contacts that match the specified name, email, type or last-updated time.
Action
Find contributionsReturns contributions (donation records) that match the specified contact, name and date criteria.
Action
Find transactionsReturns accounting transactions that match the criteria you supply (contact, fund, account, amount, date range, memo, note, tags, reconciled status).
Action
Get contactRetrieve a single Aplos contact (individual or company) by its ID, including emails, phones and addresses.
Action
Get contributionRetrieve a single Aplos contribution record by its ID.
Action
Get payableRetrieves a single payable (bill) by its id.
Action
Get transactionRetrieves a single accounting transaction, including its lines (account, fund, amount) and contact.
Action
List accountsLists the accounts in the organization's chart of accounts, optionally filtered by enabled status, name or account type.
Action
List fundsLists the funds in the Aplos organization, optionally narrowed by name or fund balance account number.
Action
List purposesLists the donation purposes in the Aplos organization, optionally filtered by name or enabled status.
Trigger
New CustomerTriggered when a new customer is added at a location.
Trigger
New OrderTriggered when a new order is added at a location.
Trigger
New or Updated AppointmentTriggered when an appointment is added or updated.
Trigger
New or Updated Appointment TreatmentTriggered when an appointment treatment line is added or updated.
Trigger
New or Updated CustomerTriggered when a customer is added or updated.
Trigger
Updated CustomerTriggered when an existing customer is updated.
Action
Create CustomerCreate a new customer.
Action
Create Dependent CustomerCreate a customer that belongs to another customer's account.
Action
Create EmployeeCreate a new employee.
Action
Create MembershipCreate a new membership.
Action
Create RoomCreate a new room.
Action
Create SpecialCreate a special/promotion at a location.
Action
Delete CustomerDelete a customer.
Action
Delete EmployeeDelete an employee.
Action
Delete MembershipDelete a membership.
Action
Delete RoomDelete a room.
Action
Find AppointmentsList appointments at a location within a date range.
Action
Find CustomersList/search customers at a location.
Action
Find EmployeesList employees/staff at a location.
Action
Find LocationFind a single location matching your filters.
Action
Find LocationsList locations for the merchant account.
Action
Find OrdersList orders at a location.
Action
Find PackagesSearch the packages a location sells.
Action
Find ProductsSearch the products available to sell on an order.
Action
Find RoomsSearch the treatment rooms at a location.
Action
Find SeriesSearch the service series a location sells.
Action
Find SpecialsList active specials/promotions at a location.
Action
Find TreatmentsList bookable treatments/services at a location.
Action
Get AppointmentGet a single appointment by ID.
Action
Get Appointment By Booking NumberRetrieves an appointment using the booking reference the customer was given, rather than its internal Booker id.
Action
Get AppointmentsRetrieves a batch of appointments by their Booker ids, with their treatments, staff, customer and times.
Action
Get CustomerGet a single customer by ID.
Action
Get Customer AppointmentsList the appointments booked for one customer.
Action
Get Customer TypesList the customer types configured at a location.
Action
Get EmployeeGet a single employee by ID.
Action
Get Employee ScheduleRetrieve an employee's working schedule.
Action
Get Gift Certificate TemplatesList the gift certificate templates a location offers.
Action
Get LocationGet a single location by ID.
Action
Get Location Cancellation PolicyRetrieve a location's cancellation policy.
Action
Get Location CategoriesList a location's service categories.
Action
Get Location Return PolicyRetrieve a location's return policy.
Action
Get Location ScheduleGet a location's day schedule / business hours.
Action
Get Location Sub CategoriesList the sub-categories under a location's service category.
Action
Get PackageRetrieve a package by its id.
Action
Get Product CategoriesList the product categories available.
Action
Get Product Sub CategoriesList the product sub-categories available.
Action
Get Quantity In StockCheck the stock level of a product.
Action
Get RoomRetrieve a room by its id.
Action
Get Special By CodeRetrieve a promotional special using its code.
Action
Get TreatmentGet a single treatment/service by ID.
Action
Update CustomerUpdate a customer record.
Action
Update EmployeeUpdate an existing employee.
Action
Update Employee ScheduleUpdate an employee's working schedule.
Action
Update LocationUpdate an existing location.
Action
Update Location Cancellation PolicyUpdate a location's cancellation policy.
Action
Update Location Weekly Day ScheduleUpdate a location's weekly opening hours.
Action
Update MembershipUpdate an existing membership.
Action
Update RoomUpdate an existing room.
Action
Update TreatmentUpdate an existing treatment.
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
Aplos and Booker Merchant, answered
What can start an automation from Aplos?
Any of Aplos's 3 triggers in the catalog, including New contact, New contribution and New or updated contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Booker Merchant when something happens in Aplos?
Any of Booker Merchant's 53 actions, including Create Customer, Create Dependent Customer, Create Employee and Create Membership. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Booker Merchant to Aplos?
Yes. When something happens in Booker Merchant, your agent can act in Aplos too. This page covers both directions: Booker Merchant's triggers and Aplos's actions are listed here as well.
Do I have to build a connector for Aplos or Booker Merchant?
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.
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.