Integration
Connect PassEngine to Dynamics 365
When New Client fires in PassEngine, your agent runs Dynamics365 Get All Invoices Action in Dynamics 365. 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 PassEngine and Dynamics 365 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 PassEngine can start in Dynamics 365
When New Client in PassEngine
then Dynamics365 Get All Invoices Action in Dynamics 365
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 PassEngine and Dynamics 365
Triggers and actions 4 triggers · 27 actions
- New Client
Triggers when a new client is created.
- New Pass
Triggers when a new pass is created in PassEngine.
- Pass Scanned
Triggers each time a pass is successfully scanned, with the pass code, scan result, location and the operator who scanned it.
- Pass Status Changed
Triggers when a pass status changes (active, used, expired, revoked).
- Activate Pass
Reactivates a pass, setting its status back to active and notifying wallet apps.
- Create Client
Creates a client (customer) in PassEngine with a name and optional email, phone and internal notes.
- Create Pass
Creates a new single-use or multi-use pass, optionally attached to a client and emailed to a recipient. Returns the new pass with its code and public link.
- Get client
Returns a single client (customer) by ID, including their name, email, phone and notes.
- Get pass
Returns a pass by its ID, including its custom fields, attached client, recent email deliveries and public URL.
- List clients
Returns the clients in your PassEngine account, optionally filtered by name, email or phone.
- List passes
Returns the passes in your PassEngine account, optionally filtered by name/code text or status.
- Revoke Pass
Revokes a pass so it can no longer be scanned, and notifies wallet apps of the change.
- Scan Pass
Scans (redeems) a pass by its code, validating its status, validity dates and usage limits, and records the scan. Returns whether the scan succeeded and, if not, why.
- Send pass email
Emails an existing pass to a recipient. Returns the queued email delivery with its status.
- Update Pass
Updates an existing pass's label, note, status, scan limit, validity dates or custom fields. Changing the status notifies subscribers that the pass status changed.
- Dynamics365 Get All Invoices Action
Get all invoices action
- Dynamicscrm Create Account
Creates a new account entity record in dynamics crm using the web api.
- Dynamicscrm Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
- Dynamicscrm Create Contact
Creates a new contact entity record in dynamics crm using the web api.
- Dynamicscrm Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
- Dynamicscrm Create Lead
Creates a new lead entity record in dynamics crm using the web api.
- Dynamicscrm Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
- Dynamicscrm Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
- Dynamicscrm Get A Invoice
Dynamicscrm get a invoice
- Dynamicscrm Get A Lead
Dynamicscrm get a lead
- Dynamicscrm Get All Leads
Dynamicscrm get all leads
- Dynamicscrm Update Case
Updates an existing case (incident) entity record in dynamics crm using the web api.
- Dynamicscrm Update Invoice
Updates an existing invoice entity record in dynamics crm using the web api.
- Dynamicscrm Update Lead
Updates an existing lead entity record in dynamics crm using the web api.
- Dynamicscrm Update Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
- Dynamicscrm Update Sales Order
Updates an existing sales order entity record in dynamics crm using the web api.
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 PassEngine
PassEngine to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
PassEngine to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
PassEngine to StripeStripe is a payment processing platform for online businesses.
PassEngine to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
PassEngine to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
PassEngine to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Dynamics 365
HubSpot to Dynamics 365HubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to Dynamics 365Google Sheets
Gmail to Dynamics 365Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Dynamics 365Google Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
PassEngine and Dynamics 365, answered
What can start an automation from PassEngine?
Any of PassEngine's 4 triggers in the catalog, including New Client, New Pass, Pass Status Changed and Pass Scanned. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Dynamics 365 when something happens in PassEngine?
Any of Dynamics 365's 16 actions, including Dynamics365 Get All Invoices Action, Dynamicscrm Create Account, Dynamicscrm Create Case and Dynamicscrm Create Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Dynamics 365 to PassEngine?
Dynamics 365 has no triggers in the catalog today, so automations start in PassEngine. If you need the other direction, ask: your agent reads Dynamics 365's API documentation and adds it.
Do I have to build a connector for PassEngine or Dynamics 365?
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 PassEngine and Dynamics 365 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.