Integration
Connect DealMachine and Loyverse
When New Task fires in DealMachine, your agent runs Create or Update Single Customer in Loyverse, or Customer Update in Loyverse to Create Note for Lead in DealMachine. 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 DealMachine and Loyverse 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)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 DealMachine and Loyverse can do together
From DealMachine to Loyverse
When New Task in DealMachine
then Create or Update Single Customer in Loyverse
When New Task in DealMachine
then Create or Update Single Item in Loyverse
From Loyverse to DealMachine
When Customer Update in Loyverse
then Create Note for Lead in DealMachine
When Inventory Update in Loyverse
then Create Task in DealMachine
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 DealMachine and Loyverse
Triggers and actions 5 triggers · 57 actions
Trigger
New TaskTriggers when a new task is created in DealMachine.
Action
Create Note for LeadAdds a note to a DealMachine lead (prospect).
Action
Create TagCreates a tag you can apply to DealMachine prospects.
Action
Create TaskCreates a task in DealMachine, optionally linked to a property or person.
Action
Delete TagDeletes a DealMachine tag.
Action
Delete TaskDeletes a DealMachine task.
Action
Get AccountReturns the DealMachine organization, plan and remaining enrichment credits.
Action
Get TagReturns one DealMachine tag by its ID.
Action
Get TaskReturns one DealMachine task by its ID.
Action
List TagsReturns all tags in the DealMachine workspace.
Action
List TasksReturns DealMachine tasks, optionally filtered by status or search text.
Action
Update TagRenames, recolors or deactivates a DealMachine tag.
Action
Update TaskUpdates a DealMachine task's title, description, due date or completion.
Trigger
Customer UpdateTriggers when a customer is updated.
Trigger
Inventory UpdateTriggers when a stock updates.
Trigger
Items UpdateTriggers when an item is updated.
Trigger
Receipts UpdateTriggers when a receipt gets created or updated.
Action
Create or Update CategoryCreates or Updates a single category.
Action
Create or Update DiscountCreates or Updates a single discount.
Action
Create or Update ModifierCreates or Updates a modifier.
Action
Create or Update POS DeviceCreates or Updates a single POS device.
Action
Create or Update ReceiptsCreates a receipt
Action
Create or Update Single CustomerCreates or Updates a Single Customer.
Action
Create or Update Single ItemAction
Create or Update SupplierCreates or Updates a single supplier.
Action
Create or Update TaxCreates or Updates a tax.
Action
Create Refund ReceiptCreates 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 ItemDeletes a single item.
Action
Delete Single CategoryDeletes a single category.
Action
Delete Single CustomerDeletes a single customer.
Action
Delete Single DiscountDeletes a single discount.
Action
Delete Single ModifierDeletes a single Modifier.
Action
Delete Single POS DeviceDeletes a single POS Device.
Action
Delete Single SupplierDeletes a single supplier.
Action
Delete Single TaxDeletes a single tax.
Action
Delete Single VariantDeletes a single variant.
Action
Get List of CategoriesGet list of all categories.
Action
Get List of CustomersGet list of Customers
Action
Get List of DiscountsReturns discounts, most recently created first.
Action
Get List of EmployeesGets a list of employees.
Action
Get List of ItemsGet list of items
Action
Get List of Payment TypesGet list of Payment Types
Action
Get List of POS DevicesThe list of pos devices is sorted by created_at property in descending order. The most recent pos devices appear first
Action
Get List of StoresGet list of stores
Action
Get List of SuppliersGets a list of suppliers.
Action
Get List of TaxesGet list of taxes
Action
Get List of VariantsGet lists of item variants.
Action
Get Merchant InformationReturns the business profile of the connected Loyverse merchant account.
Action
Get Single CategoryGet Single Category.
Action
Get Single CustomerGet Single Customer
Action
Get Single DiscountGets a single discount.
Action
Get Single EmployeeGets a single employee.
Action
Get Single ItemGet single item
Action
Get Single ModifierGets a single modifier.
Action
Get Single Payment TypeFetches a payment type by ID. An error occurs if the payment type is not found.
Action
Get Single POS DeviceFetches a POS device by ID. An error occurs if the POS device is not found.
Action
Get Single ReceiptGet a single Receipt.
Action
Get Single StoreGet Single Store
Action
Get Single SupplierFetches a supplier by ID. An error occurs if the supplier is not found.
Action
Get Single TaxGets a single tax.
Action
Get Single VariantGets single item variant.
Action
Update Inventory Levels for ItemsBatch updates Inventory Levels for Item Variants.
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
DealMachine and Loyverse, answered
What can start an automation from DealMachine?
Any of DealMachine's 1 trigger in the catalog, including New Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Loyverse when something happens in DealMachine?
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 DealMachine?
Yes. When something happens in Loyverse, your agent can act in DealMachine too. This page covers both directions: Loyverse's triggers and DealMachine's actions are listed here as well.
Do I have to build a connector for DealMachine 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 DealMachine 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.