Integration
Connect Flatfile and Lead Forensics
When New Agent fires in Flatfile, your agent runs Find businesses by assigned user in Lead Forensics, or New Visit in Lead Forensics to Create Document in Flatfile. 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 Flatfile 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 Flatfile and Lead Forensics can do together
From Flatfile to Lead Forensics
When New Agent in Flatfile
then Find businesses by assigned user in Lead Forensics
When New App in Flatfile
then Find pages by visit in Lead Forensics
From Lead Forensics to Flatfile
When New Visit in Lead Forensics
then Create Document in Flatfile
When New Visit Filtered in Lead Forensics
then Upload File in Flatfile
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 Flatfile and Lead Forensics
Triggers and actions 10 triggers · 13 actions
Trigger
New AgentTriggers when a new agent is created.
Trigger
New AppTriggers when a new app is created.
Trigger
New DocumentTriggers when a new document is created in a space.
Trigger
New EventTriggers when a new event occurs in Flatfile.
Trigger
New PromptTriggers when a new prompt is created.
Trigger
New SheetTrigger when a new sheet is created in a Flatfile workbook.
Trigger
New UserTriggers when a new user is created.
Trigger
New WorkbookTrigger when a new workbook is created in Flatfile.
Action
Create DocumentCreates a new document in Flatfile.
Action
Create PromptCreates a new AI prompt in Flatfile.
Action
Get DocumentRetrieves a single document from a Flatfile space by its ID.
Action
Upload FileUploads a file to Flatfile.
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
Reviews
What our customers say
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More into Lead Forensics
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Questions
Flatfile and Lead Forensics, answered
What can start an automation from Flatfile?
Any of Flatfile's 8 triggers in the catalog, including New Agent, New App, New Document and New Event. 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 Flatfile?
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 Flatfile?
Yes. When something happens in Lead Forensics, your agent can act in Flatfile too. This page covers both directions: Lead Forensics's triggers and Flatfile's actions are listed here as well.
Do I have to build a connector for Flatfile 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 Flatfile 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.