--- title: "Connect EspoCRM and Fidel Api - APIANT.ai" description: "When \"New contact\" fires in EspoCRM, your agent runs \"Get card\" in Fidel Api, or \"New transaction\" in Fidel Api to \"Add task\" in EspoCRM." canonical: "https://apiant.ai/connect/espocrm-to-fidel-api" --- # Connect EspoCRM and Fidel Api When **New contact** fires in [EspoCRM](https://apiant.ai/connections/espocrm), your agent runs **Get card** in [Fidel Api](https://apiant.ai/connections/fidel-api), or **New transaction** in Fidel Api to **Add task** in EspoCRM. Describe the whole flow and it is built, tested on every scenario and kept running. EspoCRM **3** triggers EspoCRM **10** actions Fidel Api **1** trigger Fidel Api **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want EspoCRM and Fidel Api 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 EspoCRM and Fidel Api can do together ### From EspoCRM to Fidel Api - When **New contact** in EspoCRM then **Get card** in Fidel Api - When **New Lead** in EspoCRM then **Add brand** in Fidel Api ### From Fidel Api to EspoCRM - When **New transaction** in Fidel Api then **Add task** in EspoCRM - When **New transaction** in Fidel Api then **Update Lead** in EspoCRM 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 Fidel Api ## Triggers and actions 4 triggers · 21 actions - Trigger **New contact** Triggers when a new contact is created in EspoCRM. - Trigger **New Lead** Triggers when a new lead is created in EspoCRM. - Trigger **New opportunity** Triggers when a new opportunity is created in EspoCRM. - Action **Add opportunity** Creates a new opportunity (deal) in EspoCRM and returns the created record. - Action **Add task** Creates a task in EspoCRM, optionally linked to an account, contact, lead, opportunity or case. - Action **Find accounts** Finds EspoCRM accounts whose name matches the text you supply. - Action **Find contacts** Finds contacts whose email address (or another chosen attribute) matches the value you supply, returning every matching contact. - Action **Find Lead** Finds leads in EspoCRM matching a value on a chosen attribute (email address by default). - Action **Get contact** Returns a single EspoCRM contact by its ID, with all its attributes including custom fields. - Action **Get Lead** Returns a single EspoCRM lead by its ID, with all of its fields. - Action **Get Task** Returns one task by its ID, with its subject, status, dates, parent record and assignee. - Action **Update account** Updates an existing account (company) in EspoCRM. Only the fields you fill in are changed. - Action **Update Lead** Updates an existing lead in EspoCRM, changing only the fields you fill in, and returns the updated lead. - Trigger **New transaction** Fires on a new card transaction. - Action **Add brand** Creates a new brand in your Fidel API account. - Action **Add offer** Creates a new offer for a brand in your Fidel API account. - Action **Add program** Creates a new loyalty program in your Fidel account. - Action **Get brand** Returns the details of a single brand by its ID. - Action **Get card** Returns a single card by its ID, including its scheme, last digits, expiry and program. - Action **Get transaction** Returns a single card transaction by its ID, including amount, currency, card, location and brand details. - Action **List brands** Returns the brands in your Fidel account, optionally filtered by name. - Action **List locations** Returns the locations registered under a Fidel program, optionally filtered by postcode or sync status. - Action **List programs** Returns the loyalty programs on your Fidel account. - Action **List transactions** Returns the transactions recorded on a Fidel program, optionally filtered by date range and sorted by transaction time. - Action **Update brand** Updates a brand's website, logo or metadata. ## Each app on its own - [ **EspoCRM** EspoCRM is a highly customizable open source CRM software.](https://apiant.ai/connections/espocrm) - [ **Fidel Api** API for linking bank cards and streaming real-time card transaction data to power loyalty and rewards...](https://apiant.ai/connections/fidel-api) Reviews ## What our customers say ## More from EspoCRM - [ **EspoCRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/espocrm-to-hubspot) - [ **EspoCRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/espocrm-to-salesforce) - [ **EspoCRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/espocrm-to-slack) - [ **EspoCRM to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/espocrm-to-google-sheets) - [ **EspoCRM to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/espocrm-to-gmail) - [ **EspoCRM to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/espocrm-to-google-calendar) ## More into Fidel Api - [ **Calendly to Fidel Api** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-fidel-api) - [ **ActiveCampaign to Fidel Api** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-fidel-api) - [ **Airtable to Fidel Api** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-fidel-api) - [ **Asana to Fidel Api** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-fidel-api) - [ **ClickUp to Fidel Api** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-fidel-api) - [ **Discord to Fidel Api** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-fidel-api) Questions ## EspoCRM and Fidel Api, 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 Fidel Api when something happens in EspoCRM? Any of Fidel Api's 11 actions, including Update brand, Add brand, Add offer and Add program. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Fidel Api to EspoCRM? Yes. When something happens in Fidel Api, your agent can act in EspoCRM too. This page covers both directions: Fidel Api's triggers and EspoCRM's actions are listed here as well. ### ### Do I have to build a connector for EspoCRM or Fidel Api? 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 Fidel Api 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.