Integration
Connect Follow Up Boss to Elastic Security
When Deal Stage Updated fires in Follow Up Boss, your agent runs Add case comment in Elastic Security. 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 Follow Up Boss and Elastic Security 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 Follow Up Boss can start in Elastic Security
When Deal Stage Updated in Follow Up Boss
then Add case comment in Elastic Security
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 Follow Up Boss and Elastic Security
Triggers and actions 8 triggers · 39 actions
- Deal Stage Updated
Triggers when a deal in Follow Up Boss is updated, including when it moves to a new pipeline stage.
- New Appointment
Triggers when a new appointment is created in Follow Up Boss.
- New Contact
Triggers when a new contact is added in Follow Up Boss.
- New Deal
Triggers when a new deal is created in Follow Up Boss.
- New task
Triggers when a new task is created in Follow Up Boss, optionally limited to a person, assignee, type or due range.
- Person Stage Updated
Triggers when a contact (person) in Follow Up Boss moves to a different stage.
- Tag Added to Contact
Triggers when one or more tags are added to a contact in Follow Up Boss.
- Updated Contact
Triggers when a contact is added or updated in Follow Up Boss.
- Add appointment
Creates an appointment in Follow Up Boss, optionally inviting users and contacts.
- Add Collaborators
Sets the collaborating users on a Follow Up Boss contact.
- Add Tags to a Contact
Adds one or more tags to a Follow Up Boss contact, keeping the tags the contact already has.
- Apply an Action Plan to a Contact
Applies an existing action plan to a Follow Up Boss contact.
- Change Stage of a Contact
Moves a contact (person) in Follow Up Boss to a different stage.
- Create Contact Without Triggering Action Plans
Creates a contact (person) in Follow Up Boss directly, without running lead-flow automations, agent notifications or action plans.
- Create Deal
Creates a deal in Follow Up Boss in the chosen pipeline stage, optionally linked to contacts and agents.
- Create Note
Adds a note to a contact (person) in Follow Up Boss.
- Create Task
Creates a task on a Follow Up Boss contact, optionally assigned to an agent with a due date and reminder.
- Delete contact
Deletes a contact (person) from Follow Up Boss by its id.
- Find a Contact
Searches Follow Up Boss contacts by email, phone, name, stage, tags and other criteria, and returns the matching people.
- Get Action Plan Assignment
Returns one action plan assignment — which action plan is applied to which contact, and its status.
- Get Appointment
Returns a single Follow Up Boss appointment by its ID.
- Get Call
Returns a single call logged in Follow Up Boss, looked up by its ID.
- Get contact
Returns a Follow Up Boss contact (person) by ID, including custom fields.
- Get deal
Returns a single deal by its id, including its pipeline, stage, price, linked people and users, and any deal custom fields.
- Get Note
Returns a single note by its id, including its subject, body and the contact it belongs to.
- List Action Plan Assignments
Returns the action plans applied to a contact, or the contacts on an action plan.
- List tasks
Returns a list of tasks in Follow Up Boss, optionally filtered by contact, assigned agent, name, type, completion status or due date.
- List users
Returns the users (agents, brokers, lenders) in the Follow Up Boss account, optionally filtered by role, name or email.
- Log Call
Logs a phone call on a Follow Up Boss contact, with its outcome, note and duration.
- Pause an Action Plan for a Contact
Pauses an action plan that is running for a contact, so its remaining steps stop until it is resumed.
- Reassign Agent
Reassigns a Follow Up Boss contact to a different agent, by user id or agent name.
- Send Inquiry or Website Event
Sends a lead inquiry or website activity event (registration, property inquiry, viewed page, etc.) to Follow Up Boss, creating or updating the matching contact.
- Update appointment
Updates an existing appointment in Follow Up Boss, such as its time, title, invitees, type or outcome.
- Update Contact
Updates an existing contact (person) in Follow Up Boss, including names, emails, phones, tags, stage, assignment and custom fields.
- Update deal
Updates an existing deal in Follow Up Boss, including its stage, people, agents, price, dates and custom field values.
- Update note
Edits an existing note's subject, content, or associated contact in Follow Up Boss.
- Update task
Updates an existing task in Follow Up Boss, such as its name, type, assignee, related contact or completion status.
- Add case comment
Adds a user comment, or attaches an alert, to an existing Elastic Security case and returns the updated case.
- Add detection rule
Creates a detection rule in Elastic Security (custom query, EQL, ES|QL, threshold, indicator match, new terms, saved query or machine learning).
- Add exception list item
Creates an exception item in an existing Elastic Security exception list, so matching events stop producing detection alerts.
- Delete detection rule
Deletes a detection rule, identified by its internal id or its stable rule ID, and returns the deleted rule.
- Find cases
Searches cases by text in their title or description, optionally narrowed by status, severity, tags, owner, assignee, reporter, category or creation date.
- Find detection rules
Finds detection rules in Elastic Security matching a filter, such as by name, tag or enabled state.
- Get detection rule
Returns a detection rule's full details, looked up by its internal id or its stable rule_id.
- Get exception list item
Returns one exception list item, looked up by its id or its human-readable item ID.
- Update case
Updates an existing case's title, description, status, severity, tags, assignees and other fields.
- Update detection rule
Updates selected settings of an existing detection rule, leaving any setting you leave blank unchanged. Returns the updated rule.
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
Follow Up Boss and Elastic Security, answered
What can start an automation from Follow Up Boss?
Any of Follow Up Boss's 8 triggers in the catalog, including Deal Stage Updated, New Appointment, New Contact and New Deal. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Elastic Security when something happens in Follow Up Boss?
Any of Elastic Security's 10 actions, including Update case, Update detection rule, Add case comment and Add detection rule. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Elastic Security to Follow Up Boss?
Elastic Security has no triggers in the catalog today, so automations start in Follow Up Boss. If you need the other direction, ask: your agent reads Elastic Security's API documentation and adds it.
Do I have to build a connector for Follow Up Boss or Elastic Security?
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 Follow Up Boss and Elastic Security 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.