Integration
Connect Fluentcrm and Square
When New Contact fires in Fluentcrm, your agent runs Add order in Square, or New order in Square to Add Note to Contact in Fluentcrm. 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 Fluentcrm and Square 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 Fluentcrm and Square can do together
From Fluentcrm to Square
When New Contact in Fluentcrm
then Add order in Square
When New Contact in Fluentcrm
then Create customer in Square
From Square to Fluentcrm
When New order in Square
then Add Note to Contact in Fluentcrm
When New or updated customer in Square
then Create Contact in Fluentcrm
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 Fluentcrm and Square
Triggers and actions 4 triggers · 32 actions
Trigger
New ContactTriggers when a new contact is added to FluentCRM, optionally only for a given tag, list or status.
Action
Add Note to ContactAdds a note to a FluentCRM contact, with a title, description, note type and optional date.
Action
Create ContactCreates a new contact in FluentCRM, optionally adding them to tags and lists.
Action
Create ListCreates a new contact list in FluentCRM and returns it.
Action
Create TagCreates a new tag in FluentCRM that you can use to organise contacts.
Action
Delete ContactPermanently deletes a contact and all of its associated data from FluentCRM.
Action
Find ContactsFinds FluentCRM contacts matching a search term (name, email or other contact details), optionally narrowed by tag, list, status or company.
Action
Get ContactReturns one FluentCRM contact by its ID or email address, including its tags, lists and custom field values.
Action
List Contact NotesReturns the notes recorded on a FluentCRM contact, optionally filtered by note title.
Action
List ListsReturns all contact lists in FluentCRM, optionally filtered by a search term and sorted.
Action
List TagsReturns the tags defined in your FluentCRM account, optionally filtered by a search term and sorted.
Action
Send Double Opt-in EmailSends a double opt-in confirmation email to a contact who is not yet subscribed.
Action
Track EventRecords a custom event on a FluentCRM contact, or increments its counter if the same event was already tracked for that contact.
Action
Update ContactUpdates an existing FluentCRM contact's details and custom field values, and adds or removes tags and lists.
Trigger
New orderTriggered when a new order is created at the specified location.
Trigger
New or updated customerTriggered when a customer is created or updated.
Trigger
New paymentTriggered when a new payment is received.
Action
Add catalog objectCreates a catalog object (item, variation, category, tax, discount, modifier list and more) in the Square catalog.
Action
Add orderCreates a new Square order at a location, with optional line items, taxes, discounts, service charges and a fulfillment.
Action
Add paymentCreates a payment: charges a card or payment token, or records a cash or external payment the seller received outside Square.
Action
Add refundRefund a payment.
Action
Cancel paymentCancels (voids) a Square payment that is still in the APPROVED status, i.e. a delayed-capture payment that has not been completed.
Action
Create customerCreates a new customer profile.
Action
Delete catalog objectDeletes a Square catalog object by ID, along with any objects that depend on it (for example an item's variations).
Action
Delete customerDeletes a customer profile by ID.
Action
Find catalog objectRetrieves a catalog object (item, variation, etc.) by ID.
Action
Find customerReturns customer details for the specified customer ID.
Action
Find orderRetrieves an order by ID.
Action
Find paymentRetrieves a payment by ID.
Action
List locationsLists all business locations for the connected Square account.
Action
List paymentsLists payments for the connected merchant, newest first.
Action
Search catalog objectsSearches catalog objects by type (ITEM, CATEGORY, etc.).
Action
Search customersSearches customer profiles by email, phone, or reference ID.
Action
Search ordersSearches orders for the specified location(s).
Action
Update customerUpdates an existing customer profile.
Action
Update orderUpdates an open Square order by adding or replacing fields, or clearing them. Completed or canceled orders cannot be updated.
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
More from Fluentcrm
Fluentcrm to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Fluentcrm to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Fluentcrm to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Fluentcrm to Google SheetsGoogle Sheets
Fluentcrm to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Fluentcrm to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Square
Shopify to SquareShopify is a commerce platform for online stores and retail point-of-sale.
Intercom to SquareIntercom is a customer communications platform for support, engagement, and marketing.
JotForm to SquareJotForm is a web-based WYSIWYG form builder. Create forms, integrate them into your site, and collect...
OpenAI to SquareOpenAI's platform for text generation (Responses + Chat Completions), image generation (gpt-image-1 /...
Capsule CRM to SquareCapsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...
MINDBODY to SquareMINDBODY is a powerful business management software that combines your scheduling, task automation...
Questions
Fluentcrm and Square, answered
What can start an automation from Fluentcrm?
Any of Fluentcrm's 1 trigger in the catalog, including New Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Square when something happens in Fluentcrm?
Any of Square's 19 actions, including Create customer, Update customer, Update order and Add catalog object. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Square to Fluentcrm?
Yes. When something happens in Square, your agent can act in Fluentcrm too. This page covers both directions: Square's triggers and Fluentcrm's actions are listed here as well.
Do I have to build a connector for Fluentcrm or Square?
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 Fluentcrm and Square 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.