--- title: "Connect freee and Loyalzoo - APIANT.ai" description: "When \"New manual journal\" fires in freee, your agent runs \"Create New Customer\" in Loyalzoo, or \"Customer Updated\" in Loyalzoo to \"Add deal\" in freee." canonical: "https://apiant.ai/connect/freee-to-loyalzoo" --- # Connect freee and Loyalzoo When **New manual journal** fires in [freee](https://apiant.ai/connections/freee), your agent runs **Create New Customer** in [Loyalzoo](https://apiant.ai/connections/loyalzoo), or **Customer Updated** in Loyalzoo to **Add deal** in freee. Describe the whole flow and it is built, tested on every scenario and kept running. freee **2** triggers freee **22** actions Loyalzoo **8** triggers Loyalzoo **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 freee and Loyalzoo 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 freee and Loyalzoo can do together ### From freee to Loyalzoo - When **New manual journal** in freee then **Create New Customer** in Loyalzoo - When **Unsettled Deal** in freee then **Update Customer** in Loyalzoo ### From Loyalzoo to freee - When **Customer Updated** in Loyalzoo then **Add deal** in freee - When **Membership Created** in Loyalzoo then **Update deal** in freee 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 freee and Loyalzoo ## Triggers and actions 10 triggers · 33 actions - Trigger **New manual journal** Triggers when a new manual journal (振替伝票) is created in the selected freee company. - Trigger **Unsettled Deal** Triggers when a new unsettled income or expense deal (取引) appears in the selected freee company. - Action **Add account item** Creates a new account item (勘定科目) in a freee Accounting company and returns the created account item. - Action **Add deal** Creates an income or expense deal (取引) in a freee company, with its line items and, optionally, the payments that settle it. - Action **Add manual journal** Creates a manual journal (振替伝票) in a freee company, with balanced debit and credit lines. - Action **Add transfer** Creates a transfer (口座振替) in a freee company, moving money from one bank account, credit card or wallet to one or more other accounts. - Action **Create Item** Creates a new item (品目) in a freee company, which can then be selected on deals and other transactions. - Action **Create Partner** Creates a new partner (取引先) — a customer or supplier — in a freee company, for use on deals and invoices. - Action **Create Tag** Creates a new memo tag (メモタグ) in a freee company, which can then be attached to deal and transfer line items. - Action **Delete deal** Deletes an income or expense deal (取引) from a freee company. - Action **Get deal** Returns one income or expense deal (取引) in a freee company, including its detail lines, payments, renewals and attached receipts. - Action **Get partner** Returns one partner (取引先) of a freee company by its id, including contact, address, bank account and payment-term settings. - Action **Get Section** Returns a single section (department) of a freee company by its id, including its name, official name, shortcuts and availability. - Action **Get Tag** Returns one memo tag (メモタグ) in a freee company by its id, including its name, shortcuts and last update date. - Action **Get Transfer** Returns one transfer (振替) between accounts in a freee company, including its destination account lines. - Action **List account items** Returns the account items (勘定科目) defined for a freee company, optionally filtered by keyword or update date. - Action **List companies** Returns every freee company (事業所) the connected user belongs to, with each company's id, name, display name, company number and the user's role there. - Action **List deals** Returns the income and expense deals (取引) recorded in a freee company, optionally filtered by partner, account item, settlement status, type, dates or remaining amount. - Action **List items** Returns the items (品目) registered in a freee company, including items marked as not in use. Optionally limited to items updated within a date range. - Action **List manual journals** Returns the manual journals (振替伝票) of a freee company, optionally filtered by date, account item, amount, partner, item, section, segment tags, comments, adjustment type or journal number. - Action **List partners** Returns the partners (取引先) registered in a freee company, optionally filtered by keyword or last-updated date. Archived partners are not included. - Action **List walletables** Returns the company's walletables — bank accounts, credit cards and other payment accounts such as cash — optionally with balances and sync status. - Action **Update deal** Updates an existing income or expense deal (取引) in freee Accounting, replacing its dates, partner, reference number, line items and attached receipts. - Action **Update partner** Updates an existing partner (取引先) in freee Accounting. Only the details you fill in are changed; everything else keeps its current value. - Trigger **Checkin** Triggers when a customer checks in at your Loyalzoo place, and returns that customer's details. - Trigger **Customer Updated** Triggers when a customer of your Loyalzoo place changes, such as their contact details, points or memberships. - Trigger **Membership Created** Triggers when a new membership is created for a customer of the place. Returns the membership along with the customer who holds it. - Trigger **Membership Ended** Triggers when a customer's membership at the place is no longer active, returning the membership and the customer who held it. - Trigger **New Charge** Triggers when a customer's membership is charged at your place, each time the membership's last payment date changes. - Trigger **New Counter Event** Triggers when a customer's membership counter first appears or its count changes, returning the counter's id and count with the customer's details. - Trigger **New Customer Created** Triggers when a new customer is added to the merchant's place. - Trigger **Points Given** Triggers when a customer is given points, returning the customer with their new points balance and the amount of the latest change. - Action **Create New Customer** Creates a new customer and associates them with your Loyalzoo place, returning the customer's id. - Action **Export Latest Customer Data** Returns the latest data for all customers of your Loyalzoo place, including their points, rewards, memberships and payment methods. - Action **Export Latest Transaction Data** Returns a customer's transaction history at the merchant's place, as an ordered list of actions such as charges, points and rewards. - Action **Get Customer Payment Method** Returns the saved payment methods of one Loyalzoo customer, including card details and which method is the default. - Action **Get Membership** Returns one membership held by a customer of your place, including its amount, billing dates and status. - Action **Get Merchant Info** Returns the details of your Loyalzoo place, including its contact details, address, plans and loyalty scheme, and optionally its counter events. - Action **Give Points** Adds points to, or subtracts points from, a customer's loyalty balance at a place, and returns the updated customer. - Action **Increase Counter** Increases one of a customer's counters, which track behaviours, benefits or membership allowances, by the amount you choose. - Action **Retrieve Customer Details** Returns the details of one customer of the merchant's place, including their points, rewards, memberships and payment methods. - Action **Search for Loyalty Customer via Email** Returns the customers of your Loyalzoo place whose email address matches the one you specify. - Action **Update Customer** Updates an existing Loyalzoo customer at your place with the values provided and returns the full customer record. ## Each app on its own - [ **freee** freee provides cloud-based accounting & HR software for SMBs in Japan to automate and simplify back-office...](https://apiant.ai/connections/freee) - [ **Loyalzoo** Loyalzoo is a digital loyalty service for independent retailers and eateries.](https://apiant.ai/connections/loyalzoo) Reviews ## What our customers say ## More from freee - [ **freee to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/freee-to-hubspot) - [ **freee to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/freee-to-salesforce) - [ **freee to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/freee-to-slack) - [ **freee to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/freee-to-google-sheets) - [ **freee to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/freee-to-gmail) - [ **freee to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/freee-to-google-calendar) ## More into Loyalzoo - [ **HubSpot to Loyalzoo** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-loyalzoo) - [ **Google Sheets to Loyalzoo** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-loyalzoo) - [ **Gmail to Loyalzoo** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-loyalzoo) - [ **Google Calendar to Loyalzoo** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-loyalzoo) - [ **Google Drive to Loyalzoo** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-loyalzoo) - [ **ActiveCampaign to Loyalzoo** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-loyalzoo) Questions ## freee and Loyalzoo, answered ### ### What can start an automation from freee? Any of freee's 2 triggers in the catalog, including New manual journal and Unsettled Deal. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Loyalzoo when something happens in freee? Any of Loyalzoo's 11 actions, including Create New Customer, Update Customer, Export Latest Customer Data and Export Latest Transaction Data. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Loyalzoo to freee? Yes. When something happens in Loyalzoo, your agent can act in freee too. This page covers both directions: Loyalzoo's triggers and freee's actions are listed here as well. ### ### Do I have to build a connector for freee or Loyalzoo? 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 freee and Loyalzoo 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.