Integration
Connect Pipeliner Crm to Brex
When New account fires in Pipeliner Crm, your agent runs Update a Budget - “Brex Empower” Customers Only in Brex. 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 Pipeliner Crm and Brex 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 Pipeliner Crm can start in Brex
When New account in Pipeliner Crm
then Update a Budget - “Brex Empower” Customers Only in Brex
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 Pipeliner Crm and Brex
Triggers and actions 4 triggers · 56 actions
- New account
Fires when a new Account is created, via Coevera/Pipeliner webhooks (real-time updates) on the Accounts entity.
- New contact
Fires when a new Contact is created, via Coevera/Pipeliner webhooks (real-time updates) on the Contacts entity.
- New lead
Fires when a new Lead is created, via Coevera/Pipeliner webhooks (real-time updates) on the Leads entity.
- New opportunity
Fires when a new Opportunity is created, via Coevera/Pipeliner webhooks (real-time updates) on the Opportunities entity.
- Add account
Adds a new account
- Add appointment
Create an Appointment record.
- Add contact
Create a Contact record.
- Add lead
Adds a new lead
- Add opportunity
Adds a new opportunity in Pipeliner CRM, including any custom opportunity fields defined in your space.
- Add product
Adds a new product
- Add task
Create a Task (Activity) record.
- Delete account
Deletes an account in Pipeliner CRM by its ID.
- Delete contact
Deletes a contact in Pipeliner CRM by its ID.
- Delete lead
Deletes a lead from Pipeliner CRM by its ID.
- Delete opportunity
Deletes an opportunity in Pipeliner CRM by its ID.
- Find contacts
Returns up to 100 contacts whose chosen field matches the specified value.
- Find opportunities
Returns up to 100 opportunities that match the specified criteria (name, owner, pipeline step, type, sales unit, lead source, closing date, archived flag).
- Get account
Returns a single Pipeliner CRM account by its id, including custom field values.
- Get contact
Retrieve a single Contact by id.
- Get lead
Retrieves a single lead from Pipeliner CRM by its id, including the lead's custom fields.
- Get opportunity
Retrieves a single opportunity by its id, including any custom field values defined on opportunities in the account.
- List accounts
List/search Account records.
- List appointments
List Appointment records.
- List contacts
Returns the contacts in the Pipeliner CRM space, optionally filtered by one field and sorted.
- List leads
Lists leads in the Pipeliner CRM space, optionally filtered, sorted and expanded. Returns up to 100 leads.
- List opportunities
Returns all opportunities in the Pipeliner CRM space, optionally filtered, sorted and expanded.
- List products
Returns up to 100 products from the Pipeliner CRM space, optionally filtered by name or SKU.
- List tasks
List Task (Activity) records.
- Update account
Updates an existing account by ID, including any custom account fields.
- Update contact
Updates an existing contact in Pipeliner CRM by ID. Only the fields you fill in are changed.
- Update lead
Updates an existing lead by ID
- Update opportunity
Updates an existing opportunity by ID
- Update task
Updates an existing task by ID
- Create Department
Creates a new department in your Brex account and returns its ID, name and description.
- Create Location
Creates a new location in your Brex account and returns its ID, name and description.
- Create User
Creates a new Brex employee user without sending an invitation, leaving the user inactive until they are invited later. Returns the id of the new user.
- Create Vendor
Creates a new vendor in Brex, with optional contact details and payment accounts, and returns the created vendor.
- Disable User
Disables (suspends) an active Brex user and returns the updated user. Optionally changes the user's manager, department, location, title, cost center, legal entity or metadata at the same time.
- Email Card Details
Sends a secure email containing a card's number, CVV, and expiration date to the recipient you specify.
- Find a Card by ID
Returns a single Brex card by its ID, including its owner, status, type, spend controls, addresses and expiration date.
- Find a User
Returns the Brex users that match a name, email address or identity-provider ID, optionally narrowed by status, manager, department, location, title, cost center, legal entity or custom field value.
- Find Department by Name
Returns the Brex departments that match the specified department name.
- Find Location by Name
Returns the Brex locations that match the specified name.
- Find User by Email
Returns the Brex user whose email address exactly matches the one you specify, or reports that no user was found.
- Find Vendor by Name
Returns the vendors whose name matches the name you supply.
- Get Card Number
Returns the full card number, CVV, expiration date and cardholder name for a Brex card.
- Get Card Transactions
Returns settled card transactions across all of the company's Brex card accounts, optionally narrowed by user or posted date.
- Get Cash Transactions
Returns the transactions for a Brex cash account, optionally only those posted on or after a given date.
- List cards
Returns the company's Brex cards, optionally only those belonging to one user.
- List Cash Accounts
Returns all of the company's Brex cash accounts with their status, balances, account and routing numbers, and which one is primary.
- List departments
Returns the departments in your Brex account, optionally filtered by name.
- List Expenses
Returns the expenses on the Brex account, optionally narrowed by user, budget, type, status or date range. Admins and bookkeepers see every expense; other users see only their own.
- List locations
Returns the locations in your Brex account, optionally filtered by name.
- List users
Returns the users in your Brex account, optionally narrowed by name, email, status, manager, department, location, title, cost center, legal entity or custom field value.
- List vendors
Returns the vendors in the Brex account, optionally only those matching a vendor name.
- Terminate card
Permanently terminates a Brex card and returns the updated card. The card owner is notified.
- Update a Budget - “Brex Empower” Customers Only
Updates an existing Brex budget's name, description, parent, owners, period, amount or dates. Available to Brex Empower customers only.
- Update card
Updates an existing Brex vendor card's spend controls and metadata, and returns the updated card.
- Update User
Updates a Brex user's status, manager, department, location, title, cost center, legal entity or metadata. Anything left blank is unchanged.
- Update Vendor by Name
Finds a Brex vendor by its company name and updates that vendor's name, email, phone, beneficiary name or payment accounts.
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
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Questions
Pipeliner Crm and Brex, answered
What can start an automation from Pipeliner Crm?
Any of Pipeliner Crm's 4 triggers in the catalog, including New account, New contact, New lead and New opportunity. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Brex when something happens in Pipeliner Crm?
Any of Brex's 27 actions, including Create Department, Create Location, Create User and Create Vendor. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Brex to Pipeliner Crm?
Brex has no triggers in the catalog today, so automations start in Pipeliner Crm. If you need the other direction, ask: your agent reads Brex's API documentation and adds it.
Do I have to build a connector for Pipeliner Crm or Brex?
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 Pipeliner Crm and Brex 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.