Integration
Connect LassoCRM to Finimpulse
When New Registrant fires in LassoCRM, your agent runs Find assets in Finimpulse. 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 Finimpulse 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 Finimpulse
When New Registrant in LassoCRM
then Find assets in Finimpulse
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 Finimpulse
Triggers and actions 1 trigger · 25 actions
- New Registrant
Triggers when a new registrant (lead) is added to your Lasso project.
- Add Note to Registrant
Adds a free-text note to a registrant.
- Create a History Item
Logs a history item (email, phone call, appointment, visit) on a registrant's timeline.
- Create Inventory
Creates an inventory item (unit) in your Lasso project.
- Create Registrant
Creates a new registrant (lead) in your Lasso project with their name, email and phone.
- Delete Inventory
Deletes an inventory item from your Lasso project.
- Find Registrants
Finds registrants matching a name, email, phone or external ID and returns the matches.
- Get Inventory
Returns one inventory item (unit) with its status, plan and size.
- Get Registrant
Returns a registrant's details (name, primary email and phone, rating, registration date) by their Lasso ID.
- List Inventory
Returns every inventory item (units, lots) in your Lasso project.
- Update and Append to a History Item
Updates an existing history item on a registrant, such as its subject or full content.
- Update Inventory
Updates an inventory item's status, plan or size; fields left blank keep their current values.
- Update Registrant
Updates a registrant's personal information such as name, company and contact preference.
- Find assets
Search stocks, ETFs and mutual funds by name/symbol. Endpoint /v1/search
- Get asset profile
Company/ETF/fund profile. Endpoint /v1/profile
- Get asset summary
Unified snapshot of a symbol. Endpoint /v1/summary
- Get balance sheet
Balance sheet for a stock. Endpoint /v1/financials/balance_sheet
- Get cash flow statement
Cash flow statement for a stock. Endpoint /v1/financials/cash_flow
- Get income statement
Income statement for a stock. Endpoint /v1/financials/income_statement
- Get market price
Current market price for a stock/ETF/fund. Endpoint /v1/market-price
- Get options chain
Options chain. Endpoint /v1/options/chain
- List analyst recommendations
Analyst recommendations. Endpoint /v1/analysis/recommendations
- List ETF holdings
ETF/fund holdings. Endpoint /v1/holdings/general
- List financial news
Financial news articles. Endpoint /v1/news
- List historical prices
Daily OHLCV historical prices for a symbol. Endpoint /v1/histories
- List insider transactions
Insider transactions. Endpoint /v1/holders/insiders-transactions
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 Finimpulse, 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 Finimpulse when something happens in LassoCRM?
Any of Finimpulse's 13 actions, including Find assets, Get asset profile, Get asset summary and Get balance sheet. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Finimpulse to LassoCRM?
Finimpulse has no triggers in the catalog today, so automations start in LassoCRM. If you need the other direction, ask: your agent reads Finimpulse's API documentation and adds it.
Do I have to build a connector for LassoCRM or Finimpulse?
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 Finimpulse 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.