--- title: "Connect Loyverse to Teamgate - APIANT.ai" description: "When \"Customer Update\" fires in Loyverse, your agent runs \"Create Deal\" in Teamgate." canonical: "https://apiant.ai/connect/loyverse-to-teamgate" --- # Connect Loyverse to Teamgate When **Customer Update** fires in [Loyverse](https://apiant.ai/connections/loyverse), your agent runs **Create Deal** in [Teamgate](https://apiant.ai/connections/teamgate). Describe the whole flow and it is built, tested on every scenario and kept running. Loyverse **4** triggers Loyverse **45** actions Teamgate **35** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Loyverse and Teamgate 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 Loyverse can start in Teamgate - When **Customer Update** in Loyverse then **Create Deal** in Teamgate - When **Inventory Update** in Loyverse then **Create Lead** in Teamgate 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 Loyverse and Teamgate ## Triggers and actions 4 triggers · 80 actions - Trigger **Customer Update** Triggers when a customer is updated. - Trigger **Inventory Update** Triggers when a stock updates. - Trigger **Items Update** Triggers when an item is updated. - Trigger **Receipts Update** Triggers when a receipt gets created or updated. - Action **Create or Update Category** Creates or Updates a single category. - Action **Create or Update Discount** Creates or Updates a single discount. - Action **Create or Update Modifier** Creates or Updates a modifier. - Action **Create or Update POS Device** Creates or Updates a single POS device. - Action **Create or Update Receipts** Creates a receipt - Action **Create or Update Single Customer** Creates or Updates a Single Customer. - Action **Create or Update Single Item** - Action **Create or Update Supplier** Creates or Updates a single supplier. - Action **Create or Update Tax** Creates or Updates a tax. - Action **Create Refund Receipt** Creates a refund receipt. When using the refund API you should take into account these notes: - At the moment refund API allows creating a refund only for sales receipts which are paid by a single payment. For any attempt to make a refund for a sales receipt that has more than one payment Loyverse API will respond with an error. - Refund API doesn't support a refund of receipts paid by integrated payments using Loyverse POS app (e.g. iZettle, Sumup, etc.). For this purpose please use Loyverse POS app. - If a refund is created successfully, it will cause a restock of items specified in a refund receipt. - Action **Delete Singe Item** Deletes a single item. - Action **Delete Single Category** Deletes a single category. - Action **Delete Single Customer** Deletes a single customer. - Action **Delete Single Discount** Deletes a single discount. - Action **Delete Single Modifier** Deletes a single Modifier. - Action **Delete Single POS Device** Deletes a single POS Device. - Action **Delete Single Supplier** Deletes a single supplier. - Action **Delete Single Tax** Deletes a single tax. - Action **Delete Single Variant** Deletes a single variant. - Action **Get List of Categories** Get list of all categories. - Action **Get List of Customers** Get list of Customers - Action **Get List of Discounts** Returns discounts, most recently created first. - Action **Get List of Employees** Gets a list of employees. - Action **Get List of Items** Get list of items - Action **Get List of Payment Types** Get list of Payment Types - Action **Get List of POS Devices** The list of pos devices is sorted by created_at property in descending order. The most recent pos devices appear first - Action **Get List of Stores** Get list of stores - Action **Get List of Suppliers** Gets a list of suppliers. - Action **Get List of Taxes** Get list of taxes - Action **Get List of Variants** Get lists of item variants. - Action **Get Merchant Information** Returns the business profile of the connected Loyverse merchant account. - Action **Get Single Category** Get Single Category. - Action **Get Single Customer** Get Single Customer - Action **Get Single Discount** Gets a single discount. - Action **Get Single Employee** Gets a single employee. - Action **Get Single Item** Get single item - Action **Get Single Modifier** Gets a single modifier. - Action **Get Single Payment Type** Fetches a payment type by ID. An error occurs if the payment type is not found. - Action **Get Single POS Device** Fetches a POS device by ID. An error occurs if the POS device is not found. - Action **Get Single Receipt** Get a single Receipt. - Action **Get Single Store** Get Single Store - Action **Get Single Supplier** Fetches a supplier by ID. An error occurs if the supplier is not found. - Action **Get Single Tax** Gets a single tax. - Action **Get Single Variant** Gets single item variant. - Action **Update Inventory Levels for Items** Batch updates Inventory Levels for Item Variants. - Action **Create Activity** Creates a new activity. - Action **Create Company** Creates a new company. - Action **Create Deal** Creates a new deal in Teamgate. - Action **Create Lead** Creates a new lead in Teamgate. A lead is either a person (give a Name) or a company (give a Company Name or Company ID). - Action **Create Note** Creates a note in Teamgate, optionally linked to products, companies, deals or leads. - Action **Create Person** Creates a new person (contact) in Teamgate. - Action **Create Product** Creates a new product. - Action **Delete Activity** Deletes an activity (task, call or note) in Teamgate. - Action **Delete Company** Deletes a company in Teamgate by its ID. - Action **Delete Deal** Delete a deal by id. - Action **Delete Lead** Deletes a lead in Teamgate by its ID. - Action **Delete Note** Deletes a note in Teamgate. - Action **Delete Person** Delete a person by id. - Action **Delete Product** Delete a product by id. - Action **Find Company** Returns the companies whose name matches the given name (exact or contains), optionally narrowed by code or VAT code. - Action **Find Deal** Returns the deals whose name matches the specified name, optionally narrowed by status. - Action **Find Lead** Finds Teamgate leads by name, optionally narrowed by company, source, industry or status. - Action **Find Person** Find people in Teamgate by name, optionally narrowed by source, industry or job title. - Action **Find Product** Finds a product give. - Action **Get Activity** Retrieve details of a single activity by id. - Action **Get Company** Retrieve details of a single organization (company) by id. - Action **Get Deal** Retrieve details of a single deal by id. - Action **Get Lead** Retrieve details of a single lead by id. - Action **Get Note** Retrieve details of a single note by id. - Action **Get Person** Retrieves a single person from Teamgate by id, including custom field values. - Action **Get Product** Retrieve a single Teamgate product by id, including its custom field values. - Action **List Activities** Retrieve all activities. - Action **Update Activity** Update fields of an existing activity by id. - Action **Update Cart Products Status** Sets every product in a deal's cart active (in stock) or inactive (out of stock). - Action **Update Company** Update existing company. - Action **Update Deal** Update existing deal. - Action **Update Lead** Updates an existing lead in Teamgate. Only the fields you fill in are changed. - Action **Update Note** Updates the text or linked records of an existing Teamgate note. - Action **Update Person** Update existing person. - Action **Update Product** Update existing product. ## Each app on its own - [ **Loyverse** Free Point of Sale and Inventory Management Software. Turn your smartphone or tablet into a powerful POS.](https://apiant.ai/connections/loyverse) - [ **Teamgate** Teamgate is an intelligent sales CRM with a great insights.](https://apiant.ai/connections/teamgate) Reviews ## What our customers say ## More from Loyverse - [ **Loyverse to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/loyverse-to-salesforce) - [ **Loyverse to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/loyverse-to-slack) - [ **Loyverse to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/loyverse-to-mailchimp) - [ **Loyverse to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/loyverse-to-stripe) - [ **Loyverse to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/loyverse-to-shopify) - [ **Loyverse to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/loyverse-to-quickbooks-online) ## More into Teamgate - [ **HubSpot to Teamgate** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-teamgate) - [ **Salesforce to Teamgate** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-teamgate) - [ **Slack to Teamgate** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-teamgate) - [ **Google Sheets to Teamgate** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-teamgate) - [ **Gmail to Teamgate** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-teamgate) - [ **Google Calendar to Teamgate** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-teamgate) Questions ## Loyverse and Teamgate, answered ### ### What can start an automation from Loyverse? Any of Loyverse's 4 triggers in the catalog, including Customer Update, Inventory Update, Items Update and Receipts Update. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Teamgate when something happens in Loyverse? Any of Teamgate's 35 actions, including Create Activity, Create Company, Create Deal and Create Lead. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Teamgate to Loyverse? Teamgate has no triggers in the catalog today, so automations start in Loyverse. If you need the other direction, ask: your agent reads Teamgate's API documentation and adds it. ### ### Do I have to build a connector for Loyverse or Teamgate? 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 Loyverse and Teamgate 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.