--- title: "Connect Copper and Loyverse - APIANT.ai" description: "When \"New Activity\" fires in Copper, your agent runs \"Create or Update Single Customer\" in Loyverse." canonical: "https://apiant.ai/connect/copper-to-loyverse" --- # Connect Copper and Loyverse When **New Activity** fires in [Copper](https://apiant.ai/connections/copper), your agent runs **Create or Update Single Customer** in [Loyverse](https://apiant.ai/connections/loyverse), or **Customer Update** in Loyverse to **Create Lead** in Copper. Describe the whole flow and it is built, tested on every scenario and kept running. Copper **17** triggers Copper **22** actions Loyverse **4** triggers Loyverse **45** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Copper and Loyverse to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.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 Copper and Loyverse can do together ### From Copper to Loyverse - When **New Activity** in Copper then **Create or Update Single Customer** in Loyverse - When **New Company** in Copper then **Create or Update Single Item **in Loyverse ### From Loyverse to Copper - When **Customer Update** in Loyverse then **Create Lead** in Copper - When **Inventory Update** in Loyverse then **Create Task** in Copper 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 Copper and Loyverse ## Triggers and actions 21 triggers · 67 actions - Trigger **New Activity** Triggers when a new activity is created. - Trigger **New Company** Triggers when a new Company is created in Copper. - Trigger **New Lead** Triggers when a Lead is created in Copper. - Trigger **New Opportunity** Triggers when an Opportunity is created in Copper. - Trigger **New Person** Triggers when a new Person is created in Copper. - Trigger **New Project** Triggers when a new Project is created in Copper. - Trigger **New Task** Triggers when a new Task is created in Copper. - Trigger **Updated Company** Triggers when a Person's Company is changed. - Trigger **Updated Contact Type** Triggers when a Person's Contact Type is changed. - Trigger **Updated Lead** Triggers when a Lead is changed. - Trigger **Updated Lead Status** Triggers when a Lead's status is changed. - Trigger **Updated Opportunity** Triggers when an Opportunity is changed. - Trigger **Updated Opportunity Stage** Triggers when an Opportunity's stage is changed. - Trigger **Updated Opportunity Status** Triggers when an Opportunity's status is changed. - Trigger **Updated Person** Triggers when a Person is changed. - Trigger **Updated Project** Triggers when a Project is changed. - Trigger **Updated Task** Triggers when a Task is changed. - Action **Associate to Project** This 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 Activity** Logs a new Activity on a Person, Company, Opportunity, or Lead. - Action **Create Company** Creates a new Company. - Action **Create Lead** Creates a new Lead. - Action **Create Opportunity** Creates a new Opportunity. - Action **Create Person** Creates a new Person. - Action **Create Project** Creates a new Project. - Action **Create Task** Creates a new Task. - Action **Create/Update Company** Creates or Updates a Company depending on the match criteria. - Action **Create/Update Lead** Creates or Updates a Lead depending on the match criteria. - Action **Create/Update Opportunity** Creates or Updates an Opportunity based off of a match criteria. - Action **Create/Update Person** Creates or Updates a Person depending on the match criteria. - Action **Create/Update Project** Creates or Updates a Project depending on the match criteria. - Action **Search for a Company** Searches for an existing company in Copper. - Action **Search for an Activity** Searches for an existing activity in Copper. - Action **Search for a Opportunity** Searches for an existing opportunity in Copper. - Action **Search for a Person** Searches for an existing person in Copper. - Action **Search for a Project** Searches for an existing project in Copper. - Action **Update Company** Updates a Company depending on the match criteria. - Action **Update Opportunity** Updates an Opportunity based off of a match criteria. - Action **Update Person** Updates a Person depending on the match criteria. - Action **Update Project** Updates a Project depending on the match criteria. - Trigger **Customer Update** Triggers when a customer is updated. - Trigger **Inventory Update** Triggers when a stock updates. - Trigger **Items Update** Triggers when an item is updated. - Trigger **Receipts Update** Triggers when a receipt gets created or updated. - Action **Create or Update Category** Creates or Updates a single category. - Action **Create or Update Discount** Creates or Updates a single discount. - Action **Create or Update Modifier** Creates or Updates a modifier. - Action **Create or Update POS Device** Creates or Updates a single POS device. - Action **Create or Update Receipts** Creates a receipt - Action **Create or Update Single Customer** Creates or Updates a Single Customer. - Action **Create or Update Single Item** - Action **Create or Update Supplier** Creates or Updates a single supplier. - Action **Create or Update Tax** Creates or Updates a tax. - Action **Create Refund Receipt** Creates a refund receipt. When using the refund API you should take into account these notes: - At the moment refund API allows creating a refund only for sales receipts which are paid by a single payment. For any attempt to make a refund for a sales receipt that has more than one payment Loyverse API will respond with an error. - Refund API doesn't support a refund of receipts paid by integrated payments using Loyverse POS app (e.g. iZettle, Sumup, etc.). For this purpose please use Loyverse POS app. - If a refund is created successfully, it will cause a restock of items specified in a refund receipt. - Action **Delete Singe Item** Deletes a single item. - Action **Delete Single Category** Deletes a single category. - Action **Delete Single Customer** Deletes a single customer. - Action **Delete Single Discount** Deletes a single discount. - Action **Delete Single Modifier** Deletes a single Modifier. - Action **Delete Single POS Device** Deletes a single POS Device. - Action **Delete Single Supplier** Deletes a single supplier. - Action **Delete Single Tax** Deletes a single tax. - Action **Delete Single Variant** Deletes a single variant. - Action **Get List of Categories** Get list of all categories. - Action **Get List of Customers** Get list of Customers - Action **Get List of Discounts** Returns discounts, most recently created first. - Action **Get List of Employees** Gets a list of employees. - Action **Get List of Items** Get list of items - Action **Get List of Payment Types** Get list of Payment Types - Action **Get List of POS Devices** The list of pos devices is sorted by created_at property in descending order. The most recent pos devices appear first - Action **Get List of Stores** Get list of stores - Action **Get List of Suppliers** Gets a list of suppliers. - Action **Get List of Taxes** Get list of taxes - Action **Get List of Variants** Get lists of item variants. - Action **Get Merchant Information** Returns the business profile of the connected Loyverse merchant account. - Action **Get Single Category** Get Single Category. - Action **Get Single Customer** Get Single Customer - Action **Get Single Discount** Gets a single discount. - Action **Get Single Employee** Gets a single employee. - Action **Get Single Item** Get single item - Action **Get Single Modifier** Gets a single modifier. - Action **Get Single Payment Type** Fetches a payment type by ID. An error occurs if the payment type is not found. - Action **Get Single POS Device** Fetches a POS device by ID. An error occurs if the POS device is not found. - Action **Get Single Receipt** Get a single Receipt. - Action **Get Single Store** Get Single Store - Action **Get Single Supplier** Fetches a supplier by ID. An error occurs if the supplier is not found. - Action **Get Single Tax** Gets a single tax. - Action **Get Single Variant** Gets single item variant. - Action **Update Inventory Levels for Items** Batch updates Inventory Levels for Item Variants. ## Each app on its own - [ **Copper** Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across...](https://apiant.ai/connections/copper) - [ **Loyverse** Free Point of Sale and Inventory Management Software. Turn your smartphone or tablet into a powerful POS.](https://apiant.ai/connections/loyverse) Reviews ## What our customers say ## More from Copper - [ **Copper to LeadSimple** LeadSimple is the CRM that property management and real estate companies use to scale and grow.](https://apiant.ai/connect/copper-to-leadsimple) - [ **Copper to Nvidia** API platform for deploying GPU-accelerated AI models, including inference microservices and a container...](https://apiant.ai/connect/copper-to-nvidia) - [ **Copper to Pcloud** Cloud storage platform for securely storing, syncing, and sharing files and folders across devices.](https://apiant.ai/connect/copper-to-pcloud) - [ **Copper to WattFigure** WattFigure publishes US residential and commercial electricity rates by state together with derived...](https://apiant.ai/connect/copper-to-wattfigure) - [ **Copper to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/copper-to-hubspot) - [ **Copper to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/copper-to-salesforce) ## More into Loyverse - [ **Erpnext to Loyverse** Open-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.](https://apiant.ai/connect/erpnext-to-loyverse) - [ **HubSpot to Loyverse** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-loyverse) - [ **Google Sheets to Loyverse** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-loyverse) - [ **Gmail to Loyverse** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-loyverse) - [ **Google Calendar to Loyverse** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-loyverse) - [ **Google Drive to Loyverse** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-loyverse) Questions ## Copper and Loyverse, answered ### ### What can start an automation from Copper? Any of Copper's 17 triggers in the catalog, including New Activity, New Company, New Lead and New Opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Loyverse when something happens in Copper? Any of Loyverse's 45 actions, including Create or Update Category, Create or Update Discount, Create or Update Modifier and Create or Update POS Device. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Loyverse to Copper? Yes. When something happens in Loyverse, your agent can act in Copper too. This page covers both directions: Loyverse's triggers and Copper's actions are listed here as well. ### ### Do I have to build a connector for Copper or Loyverse? 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 Copper and Loyverse 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.