Integration
Connect LassoCRM to Elastic Security
When New Registrant fires in LassoCRM, 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 LassoCRM 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 LassoCRM can start in Elastic Security
When New Registrant in LassoCRM
then Add case comment in Elastic Security
When New Registrant in LassoCRM
then Add exception list item 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 LassoCRM and Elastic Security
Triggers and actions 1 trigger · 22 actions
Trigger
New RegistrantTriggers when a new registrant (lead) is added to your Lasso project.
Action
Add Note to RegistrantAdds a free-text note to a registrant.
Action
Create a History ItemLogs a history item (email, phone call, appointment, visit) on a registrant's timeline.
Action
Create InventoryCreates an inventory item (unit) in your Lasso project.
Action
Create RegistrantCreates a new registrant (lead) in your Lasso project with their name, email and phone.
Action
Delete InventoryDeletes an inventory item from your Lasso project.
Action
Find RegistrantsFinds registrants matching a name, email, phone or external ID and returns the matches.
Action
Get InventoryReturns one inventory item (unit) with its status, plan and size.
Action
Get RegistrantReturns a registrant's details (name, primary email and phone, rating, registration date) by their Lasso ID.
Action
List InventoryReturns every inventory item (units, lots) in your Lasso project.
Action
Update and Append to a History ItemUpdates an existing history item on a registrant, such as its subject or full content.
Action
Update InventoryUpdates an inventory item's status, plan or size; fields left blank keep their current values.
Action
Update RegistrantUpdates a registrant's personal information such as name, company and contact preference.
Action
Add case commentAdds a user comment, or attaches an alert, to an existing Elastic Security case and returns the updated case.
Action
Add detection ruleCreates a detection rule in Elastic Security (custom query, EQL, ES|QL, threshold, indicator match, new terms, saved query or machine learning).
Action
Add exception list itemCreates an exception item in an existing Elastic Security exception list, so matching events stop producing detection alerts.
Action
Delete detection ruleDeletes a detection rule, identified by its internal id or its stable rule ID, and returns the deleted rule.
Action
Find casesSearches cases by text in their title or description, optionally narrowed by status, severity, tags, owner, assignee, reporter, category or creation date.
Action
Find detection rulesFinds detection rules in Elastic Security matching a filter, such as by name, tag or enabled state.
Action
Get detection ruleReturns a detection rule's full details, looked up by its internal id or its stable rule_id.
Action
Get exception list itemReturns one exception list item, looked up by its id or its human-readable item ID.
Action
Update caseUpdates an existing case's title, description, status, severity, tags, assignees and other fields.
Action
Update detection ruleUpdates 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
Reviews
What our customers say
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Questions
LassoCRM and Elastic Security, answered
What can start an automation from LassoCRM?
Any of LassoCRM's 1 trigger in the catalog, including New Registrant. 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 LassoCRM?
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 LassoCRM?
Elastic Security has no triggers in the catalog today, so automations start in LassoCRM. 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 LassoCRM 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 LassoCRM 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.