--- title: "Connect Fidel Api and Pipeliner - APIANT.ai" description: "When \"New transaction\" fires in Fidel Api, your agent runs \"Add contact\" in Pipeliner, or \"New account\" in Pipeliner to \"Get card\" in Fidel Api." canonical: "https://apiant.ai/connect/fidel-api-to-pipeliner" --- # Connect Fidel Api and Pipeliner When **New transaction** fires in [Fidel Api](https://apiant.ai/connections/fidel-api), your agent runs **Add contact** in [Pipeliner](https://apiant.ai/connections/pipeliner), or **New account** in Pipeliner to **Get card** in Fidel Api. Describe the whole flow and it is built, tested on every scenario and kept running. Fidel Api **1** trigger Fidel Api **11** actions Pipeliner **5** triggers Pipeliner **18** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Fidel Api and Pipeliner 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 Fidel Api and Pipeliner can do together ### From Fidel Api to Pipeliner - When **New transaction** in Fidel Api then **Add contact** in Pipeliner - When **New transaction** in Fidel Api then **Add lead** in Pipeliner ### From Pipeliner to Fidel Api - When **New account** in Pipeliner then **Get card** in Fidel Api - When **New contact** in Pipeliner then **Add brand** in Fidel Api 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 Fidel Api and Pipeliner ## Triggers and actions 6 triggers · 29 actions - 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. - Trigger **New account** Fires when a new Account is created in Pipeliner. - Trigger **New contact** Fires when a new Contact is created in Pipeliner. - Trigger **New lead** Fires when a new Lead is created in Pipeliner. - Trigger **New opportunity** Fires when a new Opportunity is created in Pipeliner. - Trigger **Updated opportunity** Fires when an Opportunity is updated in Pipeliner. - Action **Add account** Adds a new account - Action **Add contact** Create a new Contact record. - Action **Add lead** Create a new Lead record. - Action **Add note** Adds a note to an account, contact, lead, opportunity, project, quote or custom entity record in Pipeliner. - Action **Add opportunity** Create a new Opportunity record. - Action **Add product** Create a new Product record. - Action **Delete account** Deletes a Pipeliner account by its id. - Action **Delete contact** Remove Contact with given id. - Action **Find accounts by name** Returns up to 30 accounts whose name matches the specified name. - Action **Find contacts by email** Returns up to 30 contacts whose primary email matches the specified email. - Action **Get account** Retrieves a single account by its id. - Action **Get contact** Return Contact with given id. - Action **Get lead** Return Lead with given id. - Action **Get opportunity** Return Opportunity with given id. - Action **Update account** Update an existing Account record. - Action **Update contact** Update an existing Contact record. - Action **Update lead** Update an existing Lead record. - Action **Update opportunity** Update an existing Opportunity record. ## Each app on its own - [ **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) - [ **Pipeliner** CRM software with a visual drag-and-drop sales pipeline, deal tracking, and AI-assisted email, forecasting...](https://apiant.ai/connections/pipeliner) Reviews ## What our customers say ## More from Fidel Api - [ **Fidel Api to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/fidel-api-to-hubspot) - [ **Fidel Api to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/fidel-api-to-salesforce) - [ **Fidel Api to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/fidel-api-to-slack) - [ **Fidel Api to Google Sheets** Google Sheets](https://apiant.ai/connect/fidel-api-to-google-sheets) - [ **Fidel Api to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/fidel-api-to-gmail) - [ **Fidel Api to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/fidel-api-to-google-calendar) ## More into Pipeliner - [ **HubSpot to Pipeliner** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pipeliner) - [ **Gmail to Pipeliner** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pipeliner) - [ **Google Calendar to Pipeliner** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pipeliner) - [ **Google Drive to Pipeliner** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-pipeliner) - [ **Mailchimp to Pipeliner** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-pipeliner) - [ **Pipedrive to Pipeliner** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-pipeliner) Questions ## Fidel Api and Pipeliner, answered ### ### What can start an automation from Fidel Api? Any of Fidel Api's 1 trigger in the catalog, including New transaction. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Pipeliner when something happens in Fidel Api? Any of Pipeliner's 18 actions, including Update account, Update contact, Update lead and Update opportunity. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Pipeliner to Fidel Api? Yes. When something happens in Pipeliner, your agent can act in Fidel Api too. This page covers both directions: Pipeliner's triggers and Fidel Api's actions are listed here as well. ### ### Do I have to build a connector for Fidel Api or Pipeliner? 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 Fidel Api and Pipeliner 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.