Integration
Connect ChargeOver and Walcu CRM
When Contact Was Updated fires in ChargeOver, your agent runs Create Client in Walcu CRM, or New Aftersale Lead in Walcu CRM to Create a Contact in ChargeOver. Describe the whole flow 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 ChargeOver and Walcu CRM to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 ChargeOver and Walcu CRM can do together
From ChargeOver to Walcu CRM
When Contact Was Updated in ChargeOver
then Create Client in Walcu CRM
When Contact Was Updated in ChargeOver
then Create Note in Walcu CRM
From Walcu CRM to ChargeOver
When New Aftersale Lead in Walcu CRM
then Create a Contact in ChargeOver
When New Appraisal Lead in Walcu CRM
then Create a Customer in ChargeOver
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 ChargeOver and Walcu CRM
Triggers and actions 6 triggers · 39 actions
Trigger
Contact Was UpdatedTriggers when a contact is updated in ChargeOver.
Action
Add itemCreate an item (product or discount).
Action
Add noteAdd a note to a customer, invoice, etc.
Action
Add Transactionrecords a payment, refund or credit against a customer (e.g. transaction_type=pay, gateway_method=check, amount) without charging a payment gateway. Creates a transaction record.
Action
Cancel a SubscriptionCancel an existing subscription in ChargeOver.
Action
Create a ContactCreate a new contact in ChargeOver.
Action
Create a CustomerCreate a new customer in ChargeOver.
Action
Create an InvoiceCreate a new Invoice in ChargeOver.
Action
Create a SubscriptionCreate a new subscription in ChargeOver.
Action
Delete Itemdeletes an item (product/discount) by id.
Action
Find ContactFinds an existing contact by a specified field.
Action
Find CustomerFinds an existing customer by a specified field.
Action
Find Item (Product, Discount)Finds an existing item (product, discount) by a specified field.
Action
Find SubscriptionFinds an existing subscription by a specified field.
Action
List NotesLists the notes attached to a ChargeOver record (customer, invoice, subscription, contact), filtered by record type and record ID.
Action
Update a CustomerUpdate a existing customer in ChargeOver.
Action
Update contactUpdate a user/contact.
Action
Update invoiceUpdate an invoice.
Action
Update itemUpdate an item.
Action
Update subscriptionUpdate a subscription (package).
Action
Void Transactionmarks an existing transaction voided in ChargeOver (logs an externally-voided transaction; does not contact the gateway), changing its status.
Trigger
New Aftersale LeadTriggers when a new aftersale lead is created in Walcu CRM.
Trigger
New Appraisal LeadTriggers when a new appraisal lead is created in Walcu CRM.
Trigger
New ClientTriggers when a new client is created in Walcu CRM.
Trigger
New Sale LeadTriggers when a new sale lead is created in Walcu CRM.
Trigger
New TaskTriggers when a new task is created in Walcu CRM.
Action
Create AftersaleleadCreates a new aftersale lead in Walcu CRM.
Action
Create AppraisalleadCreates a new appraisal lead in Walcu CRM.
Action
Create CarCreates a new car in Walcu CRM.
Action
Create ClientCreates a new client in Walcu CRM.
Action
Create DateCreates a new appointment in Walcu CRM.
Action
Create NoteCreates a new note in Walcu CRM.
Action
Create OfferCreates a new offer in Walcu CRM.
Action
Create SaleleadCreates a new sale lead in Walcu CRM.
Action
Create TaskCreates a new task in Walcu CRM.
Action
Delete OfferDeletes a offer from Walcu CRM.
Action
List Aftersale LeadsReturns aftersale leads from Walcu CRM, optionally filtered by a search expression.
Action
List AppointmentsReturns appointments from Walcu CRM, optionally filtered by a search expression.
Action
List Appraisal LeadsReturns appraisal leads from Walcu CRM, optionally filtered by a search expression.
Action
List CarsReturns cars from Walcu CRM, optionally filtered by a search expression.
Action
List ClientsReturns clients from Walcu CRM, optionally filtered by a search expression.
Action
List NotesReturns notes from Walcu CRM, optionally filtered by a search expression.
Action
List OffersReturns offers from Walcu CRM, optionally filtered by a search expression.
Action
List Sale LeadsReturns sale leads from Walcu CRM, optionally filtered by a search expression.
Action
List TasksReturns tasks from Walcu CRM, optionally filtered by a search expression.
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
ChargeOver and Walcu CRM, answered
What can start an automation from ChargeOver?
Any of ChargeOver's 1 trigger in the catalog, including Contact Was Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Walcu CRM when something happens in ChargeOver?
Any of Walcu CRM's 19 actions, including Create Aftersalelead, Create Appraisallead, Create Car and Create Client. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Walcu CRM to ChargeOver?
Yes. When something happens in Walcu CRM, your agent can act in ChargeOver too. This page covers both directions: Walcu CRM's triggers and ChargeOver's actions are listed here as well.
Do I have to build a connector for ChargeOver or Walcu CRM?
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 ChargeOver and Walcu CRM 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.