Integration
Connect Booker Merchant and Copper
When something happens in Booker Merchant or Copper, 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 Booker Merchant and Copper 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 Booker Merchant and Copper can do together
From Booker Merchant to Copper
When New Customer in Booker Merchant
then Create Activity in Copper
When New Order in Booker Merchant
then Create Company in Copper
From Copper to Booker Merchant
When New Activity in Copper
then Create Customer in Booker Merchant
When New Company in Copper
then Create Dependent Customer in Booker Merchant
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 Booker Merchant and Copper
Triggers and actions 23 triggers · 75 actions
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.
Trigger
New ActivityTriggers when a new activity is created.
Trigger
New CompanyTriggers when a new Company is created in Copper.
Trigger
New LeadTriggers when a Lead is created in Copper.
Trigger
New OpportunityTriggers when an Opportunity is created in Copper.
Trigger
New PersonTriggers when a new Person is created in Copper.
Trigger
New ProjectTriggers when a new Project is created in Copper.
Trigger
New TaskTriggers when a new Task is created in Copper.
Trigger
Updated CompanyTriggers when a Person's Company is changed.
Trigger
Updated Contact TypeTriggers when a Person's Contact Type is changed.
Trigger
Updated LeadTriggers when a Lead is changed.
Trigger
Updated Lead StatusTriggers when a Lead's status is changed.
Trigger
Updated OpportunityTriggers when an Opportunity is changed.
Trigger
Updated Opportunity StageTriggers when an Opportunity's stage is changed.
Trigger
Updated Opportunity StatusTriggers when an Opportunity's status is changed.
Trigger
Updated PersonTriggers when a Person is changed.
Trigger
Updated ProjectTriggers when a Project is changed.
Trigger
Updated TaskTriggers when a Task is changed.
Action
Associate to ProjectThis Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.
Action
Create ActivityLogs a new Activity on a Person, Company, Opportunity, or Lead.
Action
Create CompanyCreates a new Company.
Action
Create LeadCreates a new Lead.
Action
Create OpportunityCreates a new Opportunity.
Action
Create PersonCreates a new Person.
Action
Create ProjectCreates a new Project.
Action
Create TaskCreates a new Task.
Action
Create/Update CompanyCreates or Updates a Company depending on the match criteria.
Action
Create/Update LeadCreates or Updates a Lead depending on the match criteria.
Action
Create/Update OpportunityCreates or Updates an Opportunity based off of a match criteria.
Action
Create/Update PersonCreates or Updates a Person depending on the match criteria.
Action
Create/Update ProjectCreates or Updates a Project depending on the match criteria.
Action
Search for a CompanySearches for an existing company in Copper.
Action
Search for an ActivitySearches for an existing activity in Copper.
Action
Search for a OpportunitySearches for an existing opportunity in Copper.
Action
Search for a PersonSearches for an existing person in Copper.
Action
Search for a ProjectSearches for an existing project in Copper.
Action
Update CompanyUpdates a Company depending on the match criteria.
Action
Update OpportunityUpdates an Opportunity based off of a match criteria.
Action
Update PersonUpdates a Person depending on the match criteria.
Action
Update ProjectUpdates a Project depending on the match criteria.
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
Reviews
What our customers say
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Questions
Booker Merchant and Copper, answered
What can start an automation from Booker Merchant?
Any of Booker Merchant's 6 triggers in the catalog, including New Customer, New Order, New or Updated Appointment and New or Updated Appointment Treatment. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Copper when something happens in Booker Merchant?
Any of Copper's 22 actions, including Create Activity, Create Company, Create Lead and Create Opportunity. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Copper to Booker Merchant?
Yes. When something happens in Copper, your agent can act in Booker Merchant too. This page covers both directions: Copper's triggers and Booker Merchant's actions are listed here as well.
Do I have to build a connector for Booker Merchant or Copper?
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.