Integration
Connect Commerce Tools and Perfex CRM
When New customer fires in Commerce Tools, your agent runs Create Customer in Perfex CRM, or New Contract in Perfex CRM to Add customer in Commerce Tools. 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 Commerce Tools and Perfex 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 Commerce Tools and Perfex CRM can do together
From Commerce Tools to Perfex CRM
When New customer in Commerce Tools
then Create Customer in Perfex CRM
When New order in Commerce Tools
then Create Lead in Perfex CRM
From Perfex CRM to Commerce Tools
When New Contract in Perfex CRM
then Add customer in Commerce Tools
When New Customer in Perfex CRM
then Update customer in Commerce Tools
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 Commerce Tools and Perfex CRM
Triggers and actions 12 triggers · 26 actions
Trigger
New customerTriggers when a new customer is created in your commercetools project.
Trigger
New orderTriggers when a new order is created in the commercetools project.
Action
Add cartCreates a new shopping cart in your commercetools project, optionally with line items, customer, addresses and discount codes.
Action
Add categoryCreates a category in your commercetools project for organizing products.
Action
Add customerCreates a customer in your commercetools project and returns the new customer record.
Action
Add order from cartCreates an order from an existing cart, optionally setting its order number and initial order, payment and shipment states.
Action
Add productCreates a product in your commercetools project with its product type, name, slug and optional variants, prices, categories and attributes.
Action
Delete customerDeletes a customer, optionally erasing all of their related personal data. Returns the deleted customer.
Action
Delete productDeletes a product from the catalog and returns the product as it was when deleted.
Action
Find categoriesFinds categories in your commercetools project that match a filter, such as a key, slug or name.
Action
Find customersFinds customers matching a filter condition, such as an email address or last name.
Action
Find inventory entriesReturns the inventory entries (stock quantities per SKU and supply channel) that match a filter.
Action
Find ordersFinds orders in the commercetools project that match a filter condition.
Action
Find productsFinds products in your commercetools project that match a filter condition, such as a product key or name.
Action
Get cartReturns a cart by its id, including its line items, totals, addresses and state.
Action
Get customerReturns a single customer by its id, including addresses and custom fields.
Action
Get orderReturns an order by its id, including line items, totals, state and custom fields.
Action
Get productReturns a product by its id, including its current and staged data, variants and prices.
Action
Update cartUpdates a cart by applying one or more update actions, such as adding line items or setting the shipping address, and returns the updated cart.
Action
Update customerApplies one or more update actions to an existing customer, such as changing their email, name or addresses, and returns the updated customer.
Action
Update inventory entryUpdates an inventory entry, for example adding, removing or setting its stock quantity, and returns the updated entry.
Action
Update orderUpdates an order by applying one or more update actions, such as changing its order, shipment or payment state.
Action
Update productUpdates a product by applying one or more update actions, and returns the updated product.
Trigger
New ContractTriggers when a new contract is added in Perfex CRM.
Trigger
New CustomerTriggers when a new customer is added in Perfex CRM.
Trigger
New EstimateTriggers when a new estimate is added in Perfex CRM.
Trigger
New InvoiceTriggers when a new invoice is added in Perfex CRM.
Trigger
New LeadTriggers when a new lead is added in Perfex CRM.
Trigger
New PaymentTriggers when a new payment is added in Perfex CRM.
Trigger
New ProjectTriggers when a new project is added in Perfex CRM.
Trigger
New ProposalTriggers when a new proposal is added in Perfex CRM.
Trigger
New TaskTriggers when a new task is added in Perfex CRM.
Trigger
New TicketTriggers when a new support ticket is added in Perfex CRM.
Action
Create CustomerCreates a customer (company) in Perfex CRM.
Action
Create LeadCreates a lead in Perfex CRM.
Action
Find CustomerFinds the first Perfex CRM customer matching a search text.
Action
Update invoiceUpdates an existing invoice in Perfex CRM. Only the fields you fill in are changed.
Action
Update ticketUpdates an existing support ticket in Perfex CRM. Only the fields you fill in are changed.
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
Commerce Tools and Perfex CRM, answered
What can start an automation from Commerce Tools?
Any of Commerce Tools's 2 triggers in the catalog, including New customer and New order. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Perfex CRM when something happens in Commerce Tools?
Any of Perfex CRM's 5 actions, including Create Customer, Create Lead, Update invoice and Update ticket. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Perfex CRM to Commerce Tools?
Yes. When something happens in Perfex CRM, your agent can act in Commerce Tools too. This page covers both directions: Perfex CRM's triggers and Commerce Tools's actions are listed here as well.
Do I have to build a connector for Commerce Tools or Perfex 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 Commerce Tools and Perfex 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.