Integration
Connect Fulcrum and LeadSimple
When Record Created fires in Fulcrum, your agent runs Update Contact in LeadSimple, or Call Completed in LeadSimple to Update Record (Partial) in Fulcrum. 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 Fulcrum and LeadSimple 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 Fulcrum and LeadSimple can do together
From Fulcrum to LeadSimple
When Record Created in Fulcrum
then Update Contact in LeadSimple
When Record Updated in Fulcrum
then Update Lead in LeadSimple
From LeadSimple to Fulcrum
When Call Completed in LeadSimple
then Update Record (Partial) in Fulcrum
When Lead Created in LeadSimple
then Query Records in Fulcrum
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 Fulcrum and LeadSimple
Triggers and actions 6 triggers · 31 actions
Trigger
Record CreatedTriggers when a new record is created in Fulcrum.
Trigger
Record UpdatedTriggers when a record is created or updated in Fulcrum.
Action
Add formCreates a new form (app) in Fulcrum with the fields, status options and settings you provide.
Action
Delete projectDeletes a project from your Fulcrum account.
Action
Delete RecordDeletes a Fulcrum record.
Action
Download PDF ReportDownloads the PDF file of a generated Fulcrum report.
Action
Find RecordReturns one Fulcrum record by its ID, with its field values and location.
Action
Find RecordsReturns Fulcrum records, optionally filtered by form, project and created or updated time.
Action
Generate PDF ReportGenerates a PDF report for a Fulcrum record, optionally from a report template.
Action
Get FormReturns one Fulcrum form (app) with its fields.
Action
Get ProjectReturns one Fulcrum project by its ID.
Action
List FormsReturns the forms (apps) in your Fulcrum organization.
Action
List membershipsReturns the members of your Fulcrum organization, optionally limited to a form, project or layer.
Action
List photosReturns metadata for photos in your Fulcrum account, optionally limited to one record or app.
Action
List ProjectsReturns the projects in your Fulcrum organization.
Action
List record historyReturns every saved version of a Fulcrum record, with who made each change and when.
Action
Project CreateCreates a new Fulcrum project.
Action
Query RecordsRuns a SQL query against your organization's Fulcrum data and returns the rows.
Action
Record CreateCreates a new record in a Fulcrum form.
Action
Record UpdateReplaces a Fulcrum record with the values given; fields not sent are cleared.
Action
Update formUpdates an existing Fulcrum form's name, fields and settings. The whole field list is replaced with the elements you supply.
Action
Update projectUpdates the name and description of an existing Fulcrum project and returns the updated project.
Action
Update Record (Partial)Updates only the given fields of a Fulcrum record and leaves the rest unchanged.
Trigger
Call CompletedTriggers when a new call is completed.
Trigger
Lead Changes TagsTriggers when a lead's tags change.
Trigger
Lead CreatedTriggers when a new lead is created.
Trigger
Lead Is ReassignedTriggers when a lead is reassigned.
Action
Create CallCreates a Call in your account
Action
Get LeadGets a Lead in your account by ID.
Action
Search ContactSearches a contact in your account by name, phone number or email address.
Action
Search PropertySearches a Property in your account by name or address.
Action
Search UnitSearches the units on the property by the Unit Number
Action
Search UserSearches a user in your account by name or email address.
Action
Update ContactUpdates a Contact in your account.
Action
Update LeadUpdates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage.
Action
Update PropertyUpdates a Property.
Action
Update UnitUpdates a Unit.
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
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Questions
Fulcrum and LeadSimple, answered
What can start an automation from Fulcrum?
Any of Fulcrum's 2 triggers in the catalog, including Record Created and Record Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in LeadSimple when something happens in Fulcrum?
Any of LeadSimple's 10 actions, including Create Call, Update Contact, Update Lead and Update Property. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from LeadSimple to Fulcrum?
Yes. When something happens in LeadSimple, your agent can act in Fulcrum too. This page covers both directions: LeadSimple's triggers and Fulcrum's actions are listed here as well.
Do I have to build a connector for Fulcrum or LeadSimple?
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 Fulcrum and LeadSimple 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.