Integration
Connect EspoCRM to AddToWallet
When New contact fires in EspoCRM, your agent runs Add template in AddToWallet. 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 EspoCRM and AddToWallet 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 EspoCRM can start in AddToWallet
When New contact in EspoCRM
then Add template in AddToWallet
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 EspoCRM and AddToWallet
Triggers and actions 3 triggers · 26 actions
- New contact
Triggers when a new contact is created in EspoCRM.
- New Lead
Triggers when a new lead is created in EspoCRM.
- New opportunity
Triggers when a new opportunity is created in EspoCRM.
- Add account
Creates a new account (company) in EspoCRM and returns its attributes.
- Add case
Creates a new case (support ticket) in EspoCRM.
- Add contact
Creates a new contact in EspoCRM.
- Add opportunity
Creates a new opportunity (deal) in EspoCRM and returns the created record.
- Add task
Creates a task in EspoCRM, optionally linked to an account, contact, lead, opportunity or case.
- Create Lead
Creates a new lead in EspoCRM and returns the created lead record.
- Find accounts
Finds EspoCRM accounts whose name matches the text you supply.
- Find contacts
Finds contacts whose email address (or another chosen attribute) matches the value you supply, returning every matching contact.
- Find Lead
Finds leads in EspoCRM matching a value on a chosen attribute (email address by default).
- Get contact
Returns a single EspoCRM contact by its ID, with all its attributes including custom fields.
- Get Lead
Returns a single EspoCRM lead by its ID, with all of its fields.
- Get Task
Returns one task by its ID, with its subject, status, dates, parent record and assignee.
- Update account
Updates an existing account (company) in EspoCRM. Only the fields you fill in are changed.
- Update contact
Updates an existing contact in EspoCRM, changing only the fields you fill in.
- Update Lead
Updates an existing lead in EspoCRM, changing only the fields you fill in, and returns the updated lead.
- Update opportunity
Updates an existing opportunity in EspoCRM, changing only the fields you fill in.
- Add template
Creates a reusable dynamic pass template in AddToWallet, along with a linked user group for issuing passes from it.
- Create Digital Wallet Pass
Creates a new Apple Wallet and Google Wallet pass and returns its id and shareable link.
- Delete pass
Archives a wallet pass by setting its state to expired, moving it to the archived section of users' wallets.
- Delete template
Deletes a dynamic pass template and queues removal of every wallet pass issued from it.
- Get credits
Returns the number of free and premium pass credits available on your AddToWallet account.
- Get template
Returns the full configuration of a dynamic pass template, including its placeholders and design elements.
- List templates
Returns all dynamic pass templates on your AddToWallet account, each with its ID and design configuration.
- Select a Pass
Returns the wallet pass with the given ID from your AddToWallet account.
- Update pass
Updates an existing digital wallet pass. Only the details you fill in are changed.
- Update template
Updates an existing dynamic pass template's name, description, design or dynamic fields. Passes already created from the template are re-rendered with the new design.
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
EspoCRM and AddToWallet, answered
What can start an automation from EspoCRM?
Any of EspoCRM's 3 triggers in the catalog, including New contact, New Lead and New opportunity. Describe the moment in plain language and your agent picks the right one.
What can your agent do in AddToWallet when something happens in EspoCRM?
Any of AddToWallet's 10 actions, including Create Digital Wallet Pass, Update pass, Update template and Add template. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from AddToWallet to EspoCRM?
AddToWallet has no triggers in the catalog today, so automations start in EspoCRM. If you need the other direction, ask: your agent reads AddToWallet's API documentation and adds it.
Do I have to build a connector for EspoCRM or AddToWallet?
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 EspoCRM and AddToWallet 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.