Integration
Connect Square and Walcu CRM
When New order fires in Square, your agent runs Create Client in Walcu CRM, or New Aftersale Lead in Walcu CRM to Add order in Square. 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 Square and Walcu CRM 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 Square and Walcu CRM can do together
From Square to Walcu CRM
When New order in Square
then Create Client in Walcu CRM
From Walcu CRM to Square
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 Square and Walcu CRM
Triggers and actions 8 triggers · 38 actions
- New order
Triggered when a new order is created at the specified location.
- New or updated customer
Triggered when a customer is created or updated.
- New payment
Triggered when a new payment is received.
- Add catalog object
Creates a catalog object (item, variation, category, tax, discount, modifier list and more) in the Square catalog.
- Add order
Creates a new Square order at a location, with optional line items, taxes, discounts, service charges and a fulfillment.
- Add payment
Creates a payment: charges a card or payment token, or records a cash or external payment the seller received outside Square.
- Add refund
Refund a payment.
- Cancel payment
Cancels (voids) a Square payment that is still in the APPROVED status, i.e. a delayed-capture payment that has not been completed.
- Create customer
Creates a new customer profile.
- Delete catalog object
Deletes a Square catalog object by ID, along with any objects that depend on it (for example an item's variations).
- Delete customer
Deletes a customer profile by ID.
- Find catalog object
Retrieves a catalog object (item, variation, etc.) by ID.
- Find customer
Returns customer details for the specified customer ID.
- Find order
Retrieves an order by ID.
- Find payment
Retrieves a payment by ID.
- List locations
Lists all business locations for the connected Square account.
- List payments
Lists payments for the connected merchant, newest first.
- Search catalog objects
Searches catalog objects by type (ITEM, CATEGORY, etc.).
- Search customers
Searches customer profiles by email, phone, or reference ID.
- Search orders
Searches orders for the specified location(s).
- Update customer
Updates an existing customer profile.
- Update order
Updates an open Square order by adding or replacing fields, or clearing them. Completed or canceled orders cannot be updated.
- New Aftersale Lead
Triggers when a new aftersale lead is created in Walcu CRM.
- New Appraisal Lead
Triggers when a new appraisal lead is created in Walcu CRM.
- New Client
Triggers when a new client is created in Walcu CRM.
- New Sale Lead
Triggers when a new sale lead is created in Walcu CRM.
- New Task
Triggers when a new task is created in Walcu CRM.
- Create Aftersalelead
Creates a new aftersale lead in Walcu CRM.
- Create Appraisallead
Creates a new appraisal lead in Walcu CRM.
- Create Car
Creates a new car in Walcu CRM.
- Create Client
Creates a new client in Walcu CRM.
- Create Date
Creates a new appointment in Walcu CRM.
- Create Note
Creates a new note in Walcu CRM.
- Create Offer
Creates a new offer in Walcu CRM.
- Create Salelead
Creates a new sale lead in Walcu CRM.
- Create Task
Creates a new task in Walcu CRM.
- Delete Offer
Deletes a offer from Walcu CRM.
- List Aftersale Leads
Returns aftersale leads from Walcu CRM, optionally filtered by a search expression.
- List Appointments
Returns appointments from Walcu CRM, optionally filtered by a search expression.
- List Appraisal Leads
Returns appraisal leads from Walcu CRM, optionally filtered by a search expression.
- List Cars
Returns cars from Walcu CRM, optionally filtered by a search expression.
- List Clients
Returns clients from Walcu CRM, optionally filtered by a search expression.
- List Notes
Returns notes from Walcu CRM, optionally filtered by a search expression.
- List Offers
Returns offers from Walcu CRM, optionally filtered by a search expression.
- List Sale Leads
Returns sale leads from Walcu CRM, optionally filtered by a search expression.
- List Tasks
Returns tasks from Walcu CRM, optionally filtered by a search expression.
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
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Questions
Square and Walcu CRM, answered
What can start an automation from Square?
Any of Square's 3 triggers in the catalog, including New order, New or updated customer and New payment. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Walcu CRM when something happens in Square?
Any of Walcu CRM's 19 actions, including Create Aftersalelead, Create Appraisallead, Create Car and Create Client. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Walcu CRM to Square?
Yes. When something happens in Walcu CRM, your agent can act in Square too. This page covers both directions: Walcu CRM's triggers and Square's actions are listed here as well.
Do I have to build a connector for Square or Walcu CRM?
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 Square and Walcu CRM 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.