Integration
Connect Wheelbase to Dynamics 365
When New Customer fires in Wheelbase, 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 Wheelbase 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 Wheelbase can start in Dynamics 365
When New Customer in Wheelbase
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 Wheelbase and Dynamics 365
Triggers and actions 4 triggers · 32 actions
- New Customer
Triggered when a new customer is created or a marketplace guest books with the dealer.
- New Message
Triggers when a new message appears in a renter message thread, from the renter, your team or the system. If several messages arrive between checks, it fires once for that thread with the latest message.
- New or Updated Reservation
Triggers when a reservation is created or updated in Wheelbase.
- New Rental
Triggers when a new rental vehicle is added to your Wheelbase fleet. Requires a dealer account.
- Approve booking
Approves a booking from your side. Returns the updated booking; for a dealer-created booking this sends the customer their quote, and once both sides approve, payment is captured and the booking is confirmed.
- Cancel booking
Cancels a confirmed booking and returns the booking after the cancellation. Cancelling may trigger a refund under the listing's cancel policy.
- Create Customer
Creates a customer in your Wheelbase account. If a customer with the same email already exists, that customer is updated and returned instead of creating a duplicate.
- Create Reservation
Creates a reservation on a listing for the given dates, in negotiating status, for an existing or new customer. Returns the reservation with its pricing, payment schedule and trip details.
- Decline booking
Declines a booking that has not yet been confirmed and returns the booking after the action. A booking that is already confirmed cannot be declined and must be cancelled instead.
- Find a Customer
Returns the customers that match a name, email, phone number or customer id, including dealer-managed customers and marketplace guests who have booked with the dealer.
- Find a Rental
Returns the rental listings that match a location, travel dates, guest count, vehicle type or instant-book setting.
- Get booking
Returns a single booking by its id, including the renter, listing, dates, line items, totals and payment status. An error occurs if the booking is not found.
- Get customer
Returns a single customer by id, including contact details, address, archived status and booking stats. An error occurs if the customer is not found.
- Get listing
Returns the full, up-to-date detail for a single Wheelbase listing, including pricing, location, delivery options, owner, vehicle details and images.
- List booking payments
Returns a booking's itemized money movement: customer charges, refunds and scheduled future charges, plus payouts made to your account.
- List bookings
Returns the bookings your Wheelbase account participates in as owner or renter, optionally narrowed by status, customer or start date.
- List locations
Returns the dealer's pickup and drop-off locations, with each location's address, coordinates and weekly hours.
- Update customer
Updates the details of a customer your account manages, such as their name, contact details and address, and returns the updated customer. Marketplace customers cannot be edited.
- Update listing
Updates a listing's name, description, nightly price or instant-book setting, and returns the updated listing.
- Update Reservation
Updates the dates, guest count, discount code, insurance, delivery or add-ons on a reservation that has not yet been confirmed, and returns the updated reservation with its recalculated pricing.
- 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
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Questions
Wheelbase and Dynamics 365, answered
What can start an automation from Wheelbase?
Any of Wheelbase's 4 triggers in the catalog, including New Customer, New Message, New or Updated Reservation and New Rental. 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 Wheelbase?
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 Wheelbase?
Dynamics 365 has no triggers in the catalog today, so automations start in Wheelbase. 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 Wheelbase 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 Wheelbase 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.