Integration
Connect Apaleo and Lead Forensics
When New Booking fires in Apaleo, your agent runs Find businesses by assigned user in Lead Forensics, or New Visit in Lead Forensics to Add Allowance to Folio in Apaleo. 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 Lead Forensics 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 and Lead Forensics can do together
From Apaleo to Lead Forensics
When New Booking in Apaleo
then Find businesses by assigned user in Lead Forensics
When New Company in Apaleo
then Find pages by visit in Lead Forensics
From Lead Forensics to Apaleo
When New Visit in Lead Forensics
then Add Allowance to Folio in Apaleo
When New Visit Filtered in Lead Forensics
then Add Charge to Folio in Apaleo
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 Lead Forensics
Triggers and actions 7 triggers · 75 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.
Trigger
New VisitTriggers when a new visit to your website by an identified business is recorded in Lead Forensics.
Trigger
New Visit FilteredTriggers when a new website visit matches one of your Lead Forensics trigger reports.
Action
Find businesses by assigned userReturns the businesses assigned to a chosen Lead Forensics user that visited your website within a date range.
Action
Find businesses by categoryReturns the businesses in a chosen Lead Forensics category that visited your website within a date range.
Action
Find pages by visitReturns the pages viewed during a Lead Forensics visit, with the time, address, title and referring site of each page view.
Action
Find visits by businessReturns the website visits made by a given business, optionally limited to a date range.
Action
Find visits by conversionReturns the website visits that reached the chosen conversion, optionally limited to a date range.
Action
Get businessReturns a business identified by Lead Forensics, including its address, phone, website, industry and size.
Action
Get visitReturns a single website visit by its id, including the visiting business, start and end times, page count, keywords and referrer.
Action
List businessesReturns every business that visited your website within the date range you choose.
Action
List visitsReturns the visits businesses made to your website, optionally limited to a date range.
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 Lead Forensics, 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 Lead Forensics when something happens in Apaleo?
Any of Lead Forensics's 9 actions, including Find businesses by assigned user, Find businesses by category, Find pages by visit and Find visits by business. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Lead Forensics to Apaleo?
Yes. When something happens in Lead Forensics, your agent can act in Apaleo too. This page covers both directions: Lead Forensics's triggers and Apaleo's actions are listed here as well.
Do I have to build a connector for Apaleo or Lead Forensics?
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 Lead Forensics 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.