Integration
Connect Forecast and LeadDyno
When New Client fires in Forecast, your agent runs Create Lead in LeadDyno, or New Affiliate in LeadDyno to Create Task in Forecast. 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 Forecast and LeadDyno 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 Forecast and LeadDyno can do together
From Forecast to LeadDyno
When New Client in Forecast
then Create Lead in LeadDyno
When New Project in Forecast
then Update Lead in LeadDyno
From LeadDyno to Forecast
When New Affiliate in LeadDyno
then Create Task in Forecast
When New Commission in LeadDyno
then Update Task in Forecast
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 Forecast and LeadDyno
Triggers and actions 8 triggers · 34 actions
Trigger
New ClientTriggers when a new client is added in Forecast.
Trigger
New ProjectTriggers when a new project is created in Forecast.
Trigger
New Task in ProjectTriggers when a new task is added to a Forecast project.
Action
Create ClientCreates a client in Forecast and returns the new client.
Action
Create ProjectCreates a project in Forecast and returns the new project.
Action
Create TaskCreates a task in a Forecast project and returns the new task.
Action
Create Time RegistrationLogs time for a person against a Forecast project, task or non-project time and returns the time registration.
Action
Delete ClientDeletes a Forecast client.
Action
Delete TaskDeletes a Forecast task.
Action
Delete Time RegistrationDeletes a Forecast time registration.
Action
Find a ProjectFinds a Forecast project by its name and returns it, or found = false when no project has that name.
Action
Get ClientReturns one Forecast client by its ID.
Action
Get PersonReturns one Forecast person by their ID.
Action
Get ProjectReturns one Forecast project by its ID.
Action
Get TaskReturns one Forecast task by its ID.
Action
Get Time RegistrationReturns one Forecast time registration by its ID.
Action
List ClientsReturns every client in the Forecast account.
Action
List PersonsReturns every person in the Forecast account.
Action
List ProjectsReturns every project in the Forecast account.
Action
List Tasks in ProjectReturns every task in a Forecast project.
Action
Update ClientUpdates a Forecast client's details and returns the updated client.
Action
Update ProjectUpdates a Forecast project and returns the updated project.
Action
Update TaskUpdates a Forecast task and returns the updated task.
Trigger
New AffiliateTriggers when a new affiliate joins your program.
Trigger
New CommissionTriggers when a new commission is created.
Trigger
New LeadTriggers when a new lead is recorded.
Trigger
New PurchaseTriggers when a new purchase is recorded.
Trigger
New VisitorTriggers when a new visitor is tracked.
Action
Approve AffiliateApproves a pending affiliate.
Action
Archive AffiliateArchives an affiliate.
Action
Cancel PurchaseCancels a purchase by its ID.
Action
Create AffiliateCreates a new affiliate in your LeadDyno program.
Action
Create Affiliate CommissionCreates a manual commission for an affiliate.
Action
Create LeadCreates a new lead, optionally tied to a visitor tracking code.
Action
Create PurchaseRecords a purchase made by a customer, crediting the referring affiliate.
Action
Find AffiliateFinds an affiliate by email address.
Action
Find LeadFinds a lead by email address.
Action
Get AffiliateReturns one affiliate by its ID.
Action
Get LeadReturns one lead by its ID.
Action
Get PurchaseReturns one purchase by its ID.
Action
Update AffiliateUpdates an existing affiliate's details.
Action
Update LeadUpdates a lead's details.
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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Questions
Forecast and LeadDyno, answered
What can start an automation from Forecast?
Any of Forecast's 3 triggers in the catalog, including New Client, New Project and New Task in Project. Describe the moment in plain language and your agent picks the right one.
What can your agent do in LeadDyno when something happens in Forecast?
Any of LeadDyno's 14 actions, including Create Affiliate, Create Affiliate Commission, Create Lead and Create Purchase. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from LeadDyno to Forecast?
Yes. When something happens in LeadDyno, your agent can act in Forecast too. This page covers both directions: LeadDyno's triggers and Forecast's actions are listed here as well.
Do I have to build a connector for Forecast or LeadDyno?
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 Forecast and LeadDyno 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.