Integration
Connect Walcu CRM to FYI
When New Aftersale Lead fires in Walcu CRM, your agent runs Create or Update Task in FYI. 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 Walcu CRM and FYI 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 Walcu CRM can start in FYI
When New Aftersale Lead in Walcu CRM
then Create or Update Task in FYI
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 Walcu CRM and FYI
Triggers and actions 5 triggers · 28 actions
- 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.
- Create Document
Uploads a file into FYI as a new document, filed against a client, cabinet and job.
- Create File Note
Creates a file note (a text-only document) in FYI, filed against a client and optionally a job or cabinet.
- Create or Update Client
Creates a new client in FYI, or updates the existing client matched by source id.
- Create or Update Client Group
Creates a new client group in FYI or updates an existing one matched by its id or source reference.
- Create or Update Job
Creates a job in FYI, or updates the existing job matching the given job id or your own reference.
- Create or Update Task
Creates a task in FYI, or updates the existing task that matches your reference.
- Create Web Link
Creates a web link document in FYI, filed against a client, cabinet or job.
- Look Up Client
Looks up FYI clients by name and optional filters such as group, manager, partner or modified date, and returns the matching clients.
- Look Up Job
Finds jobs in FYI by name, optionally narrowed by client, manager, partner, assigned user or last-modified date.
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
Walcu CRM and FYI, answered
What can start an automation from Walcu CRM?
Any of Walcu CRM's 5 triggers in the catalog, including New Aftersale Lead, New Appraisal Lead, New Client and New Sale Lead. Describe the moment in plain language and your agent picks the right one.
What can your agent do in FYI when something happens in Walcu CRM?
Any of FYI's 9 actions, including Create Document, Create File Note, Create or Update Client and Create or Update Client Group. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from FYI to Walcu CRM?
FYI has no triggers in the catalog today, so automations start in Walcu CRM. If you need the other direction, ask: your agent reads FYI's API documentation and adds it.
Do I have to build a connector for Walcu CRM or FYI?
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 Walcu CRM and FYI 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.