--- title: "Connect AM-CRM and LeanKit - APIANT.ai" description: "When \"Contact Updated\" fires in AM-CRM, your agent runs \"Add Card Connections\" in LeanKit, or \"New board\" in LeanKit to \"Create Contact\" in AM-CRM." canonical: "https://apiant.ai/connect/am-crm-to-leankit" --- # Connect AM-CRM and LeanKit When **Contact Updated** fires in [AM-CRM](https://apiant.ai/connections/am-crm), your agent runs **Add Card Connections** in [LeanKit](https://apiant.ai/connections/leankit), or **New board** in LeanKit to **Create Contact** in AM-CRM. Describe the whole flow and it is built, tested on every scenario and kept running. AM-CRM **3** triggers AM-CRM **8** actions LeanKit **3** triggers LeanKit **37** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want AM-CRM and LeanKit to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What AM-CRM and LeanKit can do together ### From AM-CRM to LeanKit - When **Contact Updated** in AM-CRM then **Add Card Connections** in LeanKit - When **Deal Created** in AM-CRM then **Add Comment** in LeanKit ### From LeanKit to AM-CRM - When **New board** in LeanKit then **Create Contact** in AM-CRM - When **New card** in LeanKit then **Create Deal **in AM-CRM 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 AM-CRM and LeanKit ## Triggers and actions 6 triggers · 45 actions - Trigger **Contact Updated** Triggers when a contact is updated. - Trigger **Deal Created** Triggers when a new deal is created. - Trigger **New Contact Created** Triggers when a new contact is created. - Action **Create Contact** Creates a new contact - Action **Create Deal** - Action **Find Contact by Email** Finds a contact by email address - Action **Find Contact by ID** Finds a contact by its ID - Action **Find Contact by Search** Finds contacts by name, email, phone or company - Action **Find Deal by ID** returns the deal (array, each row with deal_id, title, value_cents, status, contact). - Action **Update Contact** Updates an existing contact - Action **Update Deal** Updates an existing deal - Trigger **New board** Polling trigger: fires when a new board is created. - Trigger **New card** Polling trigger: fires when a new card is added to the specified board. - Trigger **New card in lane** Polling trigger: fires when a new card is added to the specified lane in the specified board. - Action **Add Card Connections** Create parent and child connections — LeanKit AgilePlace v2 API (connections/create) - Action **Add Comment** Create a comment — LeanKit AgilePlace v2 API (comment/create) - Action **Archive a board** Archive a board — LeanKit AgilePlace v2 API (board/archive) - Action **Assign or unassign one or more users or teams to cards** Assign or unassign one or more users or teams to cards — LeanKit AgilePlace v2 API (card/assign-members) - Action **Create a card** Create a card — LeanKit AgilePlace v2 API (card/create) - Action **Create an attachment** Create an attachment — LeanKit AgilePlace v2 API (attachment/create) - Action **Create a new board** Create a new board — LeanKit AgilePlace v2 API (board/create) - Action **Create a new planning increment** Create a new planning increment — LeanKit AgilePlace v2 API (planning-series/create-increment) - Action **Create a new planning series** Create a new planning series — LeanKit AgilePlace v2 API (planning-series/create-series) - Action **Create a team** Create a team — LeanKit AgilePlace v2 API (team/create) - Action **Create dependencies** Create dependencies — LeanKit AgilePlace v2 API (dependencies/create) - Action **Delete a board** Delete a board — LeanKit AgilePlace v2 API (board/delete) - Action **Delete an attachment** Delete an attachment — LeanKit AgilePlace v2 API (attachment/delete) - Action **Delete a planning increment by id** Delete a planning increment by id — LeanKit AgilePlace v2 API (planning-series/delete-increment) - Action **Delete a team** Delete a team — LeanKit AgilePlace v2 API (team/delete) - Action **Delete Card** Delete a card by id — LeanKit AgilePlace v2 API (card/delete) - Action **Delete multiple cards** Delete multiple cards — LeanKit AgilePlace v2 API (card/delete-many) - Action **Get a list of attachments for a card** Get a list of attachments for a card — LeanKit AgilePlace v2 API (attachment/list) - Action **Get a list of cards** Get a list of cards — LeanKit AgilePlace v2 API (card/list) - Action **Get a list of leaf lanes for a board (lanes that can hold cards)** Get a list of leaf lanes for a board (lanes that can hold cards) — LeanKit AgilePlace v2 API (board/leaf-lanes) - Action **Get a list of parent cards** Get a list of parent cards — LeanKit AgilePlace v2 API (connections/parents) - Action **Get a list of planning series for an account** Get a list of planning series for an account — LeanKit AgilePlace v2 API (planning-series/list-series) - Action **Get a list of tags on a board** Get a list of tags on a board — LeanKit AgilePlace v2 API (tags/list) - Action **Get a list of task cards for a card** Get a list of task cards for a card — LeanKit AgilePlace v2 API (card/list-tasks) - Action **Get an attachment's contents** Get an attachment's contents — LeanKit AgilePlace v2 API (attachment/get) - Action **Get a specified planning series** Get a specified planning series — LeanKit AgilePlace v2 API (planning-series/get-series) - Action **Get Board** Retrieve a board by ID, including its lanes. - Action **Get Card** Get card details by card id — LeanKit AgilePlace v2 API (card/get) - Action **Get User** Retrieve a user by ID. - Action **List Boards** List boards on the account. - Action **List Board Users** List board users — LeanKit AgilePlace v2 API (board/user-roles) - Action **List Comments** List comments on a card. - Action **List Users** List users on the account. - Action **Move Card** Move a card — LeanKit AgilePlace v2 API (card/move) - Action **Search Cards** Search cards on a board with filters. - Action **Unarchive a board** Unarchive a board — LeanKit AgilePlace v2 API (board/unarchive) - Action **Update Card** Update a card — LeanKit AgilePlace v2 API (card/update) ## Each app on its own - [ **AM-CRM** AM-CRM is a sales CRM for coaching and high-ticket sales teams, with built-in calling, booking and pipeline...](https://apiant.ai/connections/am-crm) - [ **LeanKit** LeanKit is a Kanban-style project and work management platform. Manage boards, cards, lanes, and users.](https://apiant.ai/connections/leankit) Reviews ## What our customers say ## More from AM-CRM - [ **AM-CRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/am-crm-to-hubspot) - [ **AM-CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/am-crm-to-salesforce) - [ **AM-CRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/am-crm-to-slack) - [ **AM-CRM to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/am-crm-to-google-sheets) - [ **AM-CRM to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/am-crm-to-gmail) - [ **AM-CRM to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/am-crm-to-google-calendar) ## More into LeanKit - [ **HubSpot to LeanKit** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-leankit) - [ **ActiveCampaign to LeanKit** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-leankit) - [ **JIRA to LeanKit** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/jira-to-leankit) - [ **Intercom to LeanKit** Intercom is a customer communications platform for support, engagement, and marketing.](https://apiant.ai/connect/intercom-to-leankit) - [ **Freshdesk to LeanKit** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connect/freshdesk-to-leankit) - [ **Klaviyo to LeanKit** Klaviyo is a marketing automation platform for email and SMS.](https://apiant.ai/connect/klaviyo-to-leankit) Questions ## AM-CRM and LeanKit, answered ### ### What can start an automation from AM-CRM? Any of AM-CRM's 3 triggers in the catalog, including Contact Updated, Deal Created and New Contact Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in LeanKit when something happens in AM-CRM? Any of LeanKit's 37 actions, including Create a card, Create an attachment, Create a new board and Create a new planning increment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from LeanKit to AM-CRM? Yes. When something happens in LeanKit, your agent can act in AM-CRM too. This page covers both directions: LeanKit's triggers and AM-CRM's actions are listed here as well. ### ### Do I have to build a connector for AM-CRM or LeanKit? 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 AM-CRM and LeanKit 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.