Integration
Connect Sage CRM to GoCardless
When New Case fires in Sage CRM, your agent runs Add customer in GoCardless. 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 Sage CRM and GoCardless 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Sage CRM can start in GoCardless
When New Case in Sage CRM
then Add customer in GoCardless
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 Sage CRM and GoCardless
Triggers and actions 5 triggers · 48 actions
- New Case
Triggers when a new case is created in Sage CRM.
- New Company
Triggers when a new company is created in Sage CRM.
- New Lead
Triggers when a new lead is created in Sage CRM.
- New Opportunity
Triggers when a new opportunity is created in Sage CRM.
- New Person
Triggers when a new person is created in Sage CRM.
- Create Case
Creates Sage CRM case record.
- Create Communication
Creates Sage CRM communication record.
- Create Company
Creates Sage CRM company record.
- Create Lead
Creates Sage CRM lead record.
- Create Person
Creates Sage CRM person record.
- Delete Case
Deletes Sage CRM case record.
- Delete Communication
Deletes Sage CRM communication record.
- Delete Company
Deletes Sage CRM company record.
- Delete Lead
Deletes Sage CRM lead record.
- Delete Note
Deletes Sage CRM note record.
- Delete Opportunity
Deletes Sage CRM opportunity record.
- Delete Person
Deletes Sage CRM person record.
- Get Case
Returns one Sage CRM case record.
- Get Communication
Returns one Sage CRM communication record.
- Get Company
Returns one Sage CRM company record.
- Get Lead
Returns one Sage CRM lead record.
- Get Note
Returns one Sage CRM note record.
- Get Opportunity
Returns one Sage CRM opportunity record.
- Get Person
Returns one Sage CRM person record.
- List Cases
Returns Sage CRM case records.
- List Communications
Returns Sage CRM communication records.
- List Companies
Returns Sage CRM company records.
- List Leads
Returns Sage CRM lead records.
- List Notes
Returns Sage CRM note records.
- List Opportunities
Returns Sage CRM opportunity records.
- List People
Returns Sage CRM person records.
- Update Communication
Updates Sage CRM communication record.
- Update Company
Updates Sage CRM company record.
- Update Lead
Updates Sage CRM lead record.
- Update Opportunity
Updates Sage CRM opportunity record.
- Add billing request
Creates a GoCardless billing request to collect a Direct Debit mandate, a one-off payment, or both from a customer.
- Add customer
Creates a new customer record in GoCardless with their name, contact details and address.
- Add customer bank account
Creates a bank account for an existing GoCardless customer, using local bank details or an IBAN.
- Cancel mandate
Cancels a Direct Debit mandate so no further payments can be collected against it, and returns the cancelled mandate.
- Cancel payment
Cancels a pending GoCardless payment so it is not collected, and returns the updated payment.
- Cancel subscription
Cancels a GoCardless subscription so no further payments are collected under it, and returns the cancelled subscription.
- Create Direct Debit Payment
Collects a one-off Direct Debit payment from a customer against their existing mandate.
- Create Instant Bank Payment
Creates a billing request for a one-off instant bank payment (Pay By Bank) for the given amount and currency.
- Create Mandate Authorisation Request
Creates a Direct Debit mandate request for a payer and returns a hosted authorisation link you can send them to set up the mandate.
- Create Subscription
Creates a recurring subscription that collects a fixed amount on a schedule against an existing GoCardless mandate.
- Get customer
Returns a single GoCardless customer by its ID, including contact details, address and metadata.
- Get mandate
Returns a single Direct Debit mandate, including its status, scheme, reference and linked customer bank account and creditor.
- Get payment
Returns a single GoCardless payment by its ID, including amount, status, charge date and linked mandate.
- Get subscription
Returns the details of a single GoCardless subscription, including its amount, schedule, status and upcoming payments.
- Retry payment
Retries a failed payment, resubmitting it for collection on the next available date or a date you choose.
- Search for a Billing Request
Searches billing requests, optionally filtered by customer, status and creation date, and returns the matches.
- Search for a Customer
Searches your GoCardless customers by email, company name, surname, currency or creation date and returns the matches.
- Update customer
Updates an existing GoCardless customer's name, contact details, address or metadata. Fields left blank are not changed.
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
Sage CRM and GoCardless, answered
What can start an automation from Sage CRM?
Any of Sage CRM's 5 triggers in the catalog, including New Case, New Company, New Lead and New Opportunity. Describe the moment in plain language and your agent picks the right one.
What can your agent do in GoCardless when something happens in Sage CRM?
Any of GoCardless's 18 actions, including Create Direct Debit Payment, Create Instant Bank Payment, Create Mandate Authorisation Request and Create Subscription. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from GoCardless to Sage CRM?
GoCardless has no triggers in the catalog today, so automations start in Sage CRM. If you need the other direction, ask: your agent reads GoCardless's API documentation and adds it.
Do I have to build a connector for Sage CRM or GoCardless?
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 Sage CRM and GoCardless 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.