Integration
Connect Callingly to LEAP (Legal)
When Lead Created fires in Callingly, your agent runs Update card in LEAP (Legal). 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 Callingly and LEAP (Legal) 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 Callingly can start in LEAP (Legal)
When Lead Created in Callingly
then Update card in LEAP (Legal)
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 Callingly and LEAP (Legal)
Triggers and actions 2 triggers · 22 actions
- Lead Created
Triggers when a new lead is added to Callingly.
- Lead Updated or Tagged
Triggers when a Callingly lead is tagged or its status, stage or result changes.
- Call Lead
Creates or updates a lead and immediately calls your team, connecting the first rep who answers to the lead.
- Delete Lead
Deletes a Callingly lead.
- Find Lead
Finds a Callingly lead by phone number and returns the first match.
- Get Call
Returns one Callingly call by its ID, with its outcome, duration, recording and transcript.
- Get Lead
Returns one Callingly lead by its ID, with its contact details and status.
- List Sequences
Returns the follow-up sequences in the Callingly account.
- List Teams
Returns the teams in the Callingly account.
- List Users
Returns the users (agents) in the Callingly account.
- Schedule Call
Creates or updates a lead and schedules a call from your team to the lead at the time you choose.
- Schedule SMS
Schedules a text message to an existing Callingly lead for a future time.
- Send SMS
Sends a text message from one of your Callingly numbers to a lead.
- Update or Tag Lead
Updates a Callingly lead's details, status, stage or tags.
- Create Matter
Creates a new matter in LEAP and returns the id of the matter that was created.
- Find persons by criteria
Returns the persons in your LEAP firm that match the search criteria you specify, such as last name, email or contact number.
- Get fee
Returns a time and fee entry by its ID, along with its special fees, matter details, and the tax codes, task codes and billing units that apply to it.
- List cards
Returns the firm's cards with their ID, short name, description, type and deleted status, optionally only those changed or created since a given row version.
- List matters
Returns the firm's matters, optionally narrowed to archived or current matters, or to those changed since an earlier run.
- List persons
Returns the persons in the LEAP firm, optionally only those changed or created since a given row version.
- List staff
Returns the staff members of the connected LEAP firm, with their names, emails, initials, charge rates and status.
- Search Cards
Returns the LEAP cards matching a search term, looking across card name, address, email, contact numbers, card type and card roles.
- Search Matters
Returns the matters whose cards match a search term, such as a client's name, address, email or phone number.
- Update card
Updates an existing LEAP card, such as its name, addresses, contact details and organisation details. Returns the update status.
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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More into LEAP (Legal)
Questions
Callingly and LEAP (Legal), answered
What can start an automation from Callingly?
Any of Callingly's 2 triggers in the catalog, including Lead Created and Lead Updated or Tagged. Describe the moment in plain language and your agent picks the right one.
What can your agent do in LEAP (Legal) when something happens in Callingly?
Any of LEAP (Legal)'s 10 actions, including Create Matter, Update card, Find persons by criteria and Get fee. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from LEAP (Legal) to Callingly?
LEAP (Legal) has no triggers in the catalog today, so automations start in Callingly. If you need the other direction, ask: your agent reads LEAP (Legal)'s API documentation and adds it.
Do I have to build a connector for Callingly or LEAP (Legal)?
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 Callingly and LEAP (Legal) 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.