# Connect Attio to GoCardless When **List Entry Created** fires in [Attio](https://apiant.ai/connections/attio), 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. Attio **7** triggers Attio **13** 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 Attio and GoCardless to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Attio can start in GoCardless - When **List Entry Created** in Attio then **Add customer** in GoCardless - When **List Entry Updated** in Attio 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 Attio and GoCardless ## Triggers and actions 7 triggers · 31 actions - Trigger **List Entry Created** Triggered when a record is added to an Attio list. Attio registers and removes the webhook automatically when the automation is turned on and off. - Trigger **List Entry Deleted** Triggers when a record is removed from a list in Attio, giving you the deleted list entry's ID along with the list and the parent record it pointed at. - Trigger **List Entry Updated** Triggers when a list attribute on an existing Attio list entry is changed, giving you the entry, the list, the parent record and the attribute that changed. - Trigger **Record Created** Triggers when a new record is created in Attio, giving you the new record's ID and the object it belongs to. - Trigger **Record Deleted** Triggers when a record is deleted in Attio, giving you the deleted record's ID and the object it belonged to. - Trigger **Record Updated** Triggers when an attribute on an Attio record changes, giving you the record, the object it belongs to and the attribute that changed. - Trigger **Task Created** Triggers when a new task is created in Attio, giving you the new task's ID and who created it. - Action **Create List Entry** Adds a record to an Attio list as a new list entry and returns the entry. - Action **Create Note** Creates a note on an Attio record and returns the new note. - Action **Create or Update List Entry by Parent Record** Adds a record to an Attio list, or updates its existing entry if it is already on the list. - Action **Create or Update Record** Creates a record in Attio, or updates the existing record that matches on the chosen field. - Action **Create Record** Creates a new record on the chosen Attio object and returns it. - Action **Create Storage Location** Attaches a folder to an Attio record — either a folder stored in Attio or one linked from Dropbox, Box, Google Drive or OneDrive. - Action **Create Task** Creates a task in Attio, optionally linked to a record and assigned to a workspace member. - Action **Delete List Entry** Removes an entry from an Attio list. - Action **Find List Entries** Returns the entries on an Attio list. - Action **Find Records** Searches records on the chosen Attio object and returns the matches. - Action **Update List Entry** Updates the list-specific field values on an existing Attio list entry. Fields you leave blank are left untouched. - Action **Update Record** Updates the field values on an existing Attio record. Fields you leave blank are left untouched. - Action **Update Task** Updates an existing Attio task's due date, done state, linked records or assignee. Anything you leave blank stays as it is. Attio does not allow the task's text to be changed. - 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 - [ **Attio** Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.](https://apiant.ai/connections/attio) - [ **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 Attio - [ **Attio to Amplitude** Amplitude is a product analytics service that makes it easier for companies to understand user behavior...](https://apiant.ai/connect/attio-to-amplitude) - [ **Attio to Chargebee** Chargebee is a subscription management and recurring billing solution used by businesses to customize...](https://apiant.ai/connect/attio-to-chargebee) - [ **Attio to Dreamdata** Dreamdata is a B2B revenue attribution platform.](https://apiant.ai/connect/attio-to-dreamdata) - [ **Attio to Fibery** Fibery is the first work management software that fits and grows with your company.](https://apiant.ai/connect/attio-to-fibery) - [ **Attio to SignWell** SignWell is a secure electronic signature platform for an intuitive, faster, and affordable legally binding...](https://apiant.ai/connect/attio-to-signwell) - [ **Attio to TypeSafe** TypeSafe's Jev model answers typed questions about a piece of content and tells you how certain it is.](https://apiant.ai/connect/attio-to-typesafe) ## 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 ## Attio and GoCardless, answered ### ### What can start an automation from Attio? Any of Attio's 7 triggers in the catalog, including List Entry Created, List Entry Updated, Record Created and Record Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in GoCardless when something happens in Attio? 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 Attio? GoCardless has no triggers in the catalog today, so automations start in Attio. 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 Attio 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. ### ### 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.