Integration
Connect Apaleo to Kartra
When New Booking fires in Apaleo, your agent runs Create New Lead in Kartra. 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 Apaleo and Kartra 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 Apaleo can start in Kartra
When New Booking in Apaleo
then Create New Lead in Kartra
When New Company in Apaleo
then Assign Tag to Lead in Kartra
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 Apaleo and Kartra
Triggers and actions 5 triggers · 89 actions
Trigger
New BookingTriggers when a new booking is created in Apaleo, returning the booker details and its reservations.
Trigger
New CompanyTriggers when a new company is created in Apaleo.
Trigger
New FolioTriggers when a new folio is created in Apaleo, newest first.
Trigger
New ReservationTriggers when a new reservation is created in Apaleo, optionally limited to certain properties, statuses or channels.
Trigger
Reservation UpdatedTriggers when a reservation is created or changed, including status changes such as check-in, check-out or cancellation.
Action
Add Allowance to FolioPosts an allowance (a discount or credit) to a folio in Apaleo.
Action
Add Charge to FolioAdds a charge for a good or service to a folio and posts it immediately. Returns the new charge id and any fee charge ids.
Action
Add Reservations to BookingCreates one or more new reservations and adds them to an existing booking. Returns the ids of the reservations that were created.
Action
Amend Reservation StayChanges the stay details of a reservation: arrival, departure, number of guests and the rate plan for each night.
Action
Assign Unit to ReservationAssigns a specific unit (room) to a confirmed or in-house reservation, optionally for part of the stay and optionally locking it.
Action
Book Service for ReservationBooks a service (such as breakfast or spa) onto an existing reservation, for the whole stay or for specific dates.
Action
Cancel BlockCancels a block that is Definite or Tentative, changing its status to Canceled.
Action
Cancel InvoiceCancels an invoice in Apaleo, creating a cancellation invoice and reopening the folio where applicable.
Action
Cancel ReservationCancels a confirmed reservation whose arrival is still in the future, setting its status to Canceled.
Action
Change Unit ConditionChanges the housekeeping condition (Clean, Clean to be inspected, Dirty) of a unit in apaleo.
Action
Check In ReservationChecks in a confirmed reservation that has a unit assigned, moving it to In House.
Action
Check Out ReservationChecks out an in-house reservation, setting its status to Checked Out and posting all open folio charges.
Action
Close FolioCloses a folio so no further charges or payments can be added. Only possible when the folio balance is 0; this cannot be undone.
Action
Confirm BlockConfirms a tentative block, changing its status to Definite.
Action
Create BlockCreates a block of inventory for a group booking at a given rate plan and date range, and returns the new block's id.
Action
Create BookingCreates a booking in Apaleo containing one or more reservations for a booker. Returns the new booking id and the ids of its reservations.
Action
Create CompanyCreates a company (corporate account) for a property in Apaleo, with its address, tax details and bookable rate plans.
Action
Create FolioCreates an additional guest folio for a reservation, or a new external folio for a property, with the given debitor.
Action
Create GroupCreates a group booking in Apaleo for one or more properties, with the booker's details. Returns the new group's id.
Action
Create InvoiceCreates an invoice for one folio. The folio's debitor must have a name, city, postal code and country.
Action
Create MaintenanceCreates a maintenance window (out of service, out of order or out of inventory) for a unit.
Action
Create PaymentRecords a custom payment (cash, cheque, voucher or externally processed) on an Apaleo folio.
Action
Create Payment LinkCreates a link to a payment form where a guest can pay an amount toward a folio. Returns the id of the pending payment.
Action
Create RefundCreates a refund on an Apaleo folio for the given amount and payment method. The refund is processed asynchronously.
Action
Create UnitCreates a new unit (room) in an Apaleo property.
Action
Delete BlockDeletes a block, as long as no reservations have been picked up from it.
Action
Delete CompanyDeletes a company and removes it from any rate plans that have not used it yet.
Action
Delete FolioDeletes an empty, non-main folio. This cannot be undone.
Action
Delete GroupDeletes a group booking in Apaleo. Only possible while no blocks are linked to the group.
Action
Delete MaintenanceDeletes a maintenance window from a unit. Maintenances that started yesterday or earlier cannot be deleted.
Action
Get BlockReturns a specific Apaleo block (inventory held for a group booking) by its ID.
Action
Get BookingReturns a booking with its booker details, reservations and property totals.
Action
Get CompanyReturns a company (corporate account) by its ID, including its address, tax details and bookable rate plans.
Action
Get FolioReturns one folio by ID, including its charges, allowances, payments, balance and debitor details.
Action
Get GroupReturns a specific group booking, optionally including its blocks and available actions.
Action
Get InvoiceReturns an invoice's details, including recipient, line items, payments, tax details and totals.
Action
Get Invoice PDFDownloads the PDF file of an existing invoice.
Action
Get MaintenanceReturns a scheduled unit maintenance (out of service, out of order or out of inventory) by its ID, including its unit and time window.
Action
Get PaymentReturns a single payment on a folio, including its amount, method, status and dates.
Action
Get PropertyReturns a property (hotel) by its id, including its name, address, company details, time zone and currency.
Action
Get Rate PlanReturns a single rate plan by its ID, including its pricing, policies, restrictions and channels.
Action
Get ReservationReturns a single reservation, including its guest, stay dates, rate plan, unit and amounts.
Action
Get ServiceReturns a specific service (such as breakfast) with its price, availability and accounting settings.
Action
Get Stay OffersReturns the available room offers (unit groups with rate plans and prices) for a property, arrival and departure date and number of guests.
Action
Get UnitReturns a single unit (room or space) with its property, unit group, status, and attributes.
Action
Get Unit GroupReturns a unit group (room type) with its property, names, descriptions, capacity and unit count.
Action
List BookingsReturns the bookings in your Apaleo account, optionally filtered by reservation, group, channel, external code or booker details.
Action
List FoliosReturns the folios in your Apaleo account, optionally filtered by property, reservation, booking, company, status, type, dates or balance.
Action
List PaymentsReturns the payments recorded on a folio, newest first, optionally filtered by payment status.
Action
List PropertiesReturns the list of properties (hotels) in the Apaleo account, optionally filtered by status or country.
Action
List Rate PlansReturns the rate plans in your Apaleo account, optionally filtered by property, codes, channels, unit groups and other criteria.
Action
List RatesReturns the prices and restrictions of a rate plan for each time slice in a date range.
Action
List ReservationsReturns the reservations in your Apaleo account, optionally filtered by booking, property, status, dates, guest text and more.
Action
List ServicesReturns the services (extras such as breakfast or parking) set up for your properties, optionally filtered by property, name, channel or type.
Action
List Unit GroupsReturns the unit groups (room types, meeting rooms, parking and similar) defined in Apaleo, optionally for one property.
Action
List UnitsReturns the units (rooms) of your Apaleo account, optionally filtered by property, unit group, condition, occupancy or name.
Action
Mark Invoice PaidMarks an Apaleo invoice as paid, recording the payment method and receipt reference.
Action
Reopen FolioReopens a closed folio so charges and payments can be posted again. Only works when no invoice has been created for the folio.
Action
Update BookingUpdates a booking's comment, booker comment, booker or payment account.
Action
Update CompanyUpdates an existing company's name, contact details, tax IDs, address, invoicing options or rate plans. Fields left blank are not changed.
Action
Update FolioUpdates a folio's debitor or company in Apaleo.
Action
Update GroupUpdates a group booking's name, comments, properties, booker or payment account.
Action
Update MaintenanceUpdates the start, end or description of an existing maintenance window for a unit.
Action
Update RatesCreates or overwrites the prices and restrictions of a rate plan for the given time slices.
Action
Update ReservationUpdates a reservation's comments, travel purpose, market segment, company, charge and pre-check-in flags, or applies other allowed changes such as the primary guest.
Action
Update UnitUpdates a unit's name, description, condition, unit group or maximum occupancy in Apaleo. Only the fields you fill in are changed.
Action
Assign Tag to LeadAssigns an existing tag to a lead, identified by email address.
Action
Cancel a SubscriptionCancels a recurring payment subscription, found by transaction ID or subscription ID.
Action
Cancel Lead Subscription to CalendarCancels a lead's booking in a calendar class.
Action
Create New LeadCreates a new lead. Fails if a lead with that email already exists.
Action
Edit LeadUpdates an existing lead, found by lead ID or email address.
Action
Edit SubscriptionChanges the product, price, schedule or quantity of an active recurring payment subscription. PayPal subscriptions cannot be edited.
Action
Modify Subscription StatusPauses, resumes or cancels a recurring payment subscription.
Action
Refund a TransactionRefunds a payment transaction, in full or in part.
Action
Remove Points From a LeadDeducts points from a lead's score.
Action
Retrieve All the Custom Fields in Your AccountReturns every custom field in the account, with its type and options.
Action
Retrieve All the Lists in Your AccountReturns the names of every list in the account.
Action
Retrieve All the Sequences in Your AccountReturns the names of every sequence in the account.
Action
Retrieve All the Tags in Your AccountReturns the names of every tag in the account.
Action
Retrieve Lead DetailsReturns a lead's full profile, including tags, lists, sequences, memberships and transactions, found by email.
Action
Retrieve Subscription DetailsReturns the details of one recurring payment subscription.
Action
Retrieve Transaction DetailsReturns the details of one payment transaction.
Action
Search LeadFinds a lead by lead ID or email address and returns the lead's profile.
Action
Subscribe Lead to CalendarBooks a lead into a class on a Kartra calendar.
Action
Subscribe Lead to ListSubscribes a lead to an existing mailing list.
Action
Subscribe Lead to SequenceAdds a lead to a sequence, starting at the given step.
Action
Unassign Tag From LeadRemoves a tag from a lead, identified by email address.
Action
Unsubscribe Lead From ListUnsubscribes a lead from a mailing list.
Action
Unsubscribe Lead From SequenceRemoves a lead from a sequence.
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
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Questions
Apaleo and Kartra, answered
What can start an automation from Apaleo?
Any of Apaleo's 5 triggers in the catalog, including New Booking, New Company, New Folio and New Reservation. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Kartra when something happens in Apaleo?
Any of Kartra's 23 actions, including Create New Lead, Assign Tag to Lead, Edit Lead and Edit Subscription. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Kartra to Apaleo?
Kartra has no triggers in the catalog today, so automations start in Apaleo. If you need the other direction, ask: your agent reads Kartra's API documentation and adds it.
Do I have to build a connector for Apaleo or Kartra?
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 Apaleo and Kartra 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.