Integration
Connect LeadSquared to Finimpulse
When Lead Stage Changed fires in LeadSquared, 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 LeadSquared 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 LeadSquared can start in Finimpulse
When Lead Stage Changed in LeadSquared
then Find assets in Finimpulse
When New Lead in LeadSquared
then Get asset profile 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 LeadSquared and Finimpulse
Triggers and actions 3 triggers · 26 actions
Trigger
Lead Stage ChangedTriggers when a lead moves to a different stage.
Trigger
New LeadTriggers when a new lead is created in LeadSquared.
Trigger
Updated LeadTriggers when a lead is created or any of its fields change.
Action
Add Lead to Static ListAdds a lead to a static list.
Action
Create or Update LeadCreates a new lead, or updates the existing lead with the same email address.
Action
Create Task on LeadCreates a task or appointment on a lead.
Action
Delete LeadDeletes a lead.
Action
Find LeadFinds an existing lead by email address and returns its fields.
Action
Find Lead by PhoneFinds an existing lead by phone number and returns its fields.
Action
Find Lead (New)Searches leads by name, email, phone, company, city or country and returns every match.
Action
Get Activity DetailsReturns the details and field values of one activity.
Action
Get Lead by IDReturns a lead and all of its fields by lead id.
Action
List Activity TypesReturns every activity type in the account with its numeric event code.
Action
List ListsReturns all lead lists with their type and member count.
Action
Post a Sales Activity to a LeadPosts a sales activity (a product sale, open, won or lost) on a lead.
Action
Update LeadUpdates the given fields on an existing lead; fields left blank are unchanged.
Action
Find assetsSearch stocks, ETFs and mutual funds by name/symbol. Endpoint /v1/search
Action
Get asset profileCompany/ETF/fund profile. Endpoint /v1/profile
Action
Get asset summaryUnified snapshot of a symbol. Endpoint /v1/summary
Action
Get balance sheetBalance sheet for a stock. Endpoint /v1/financials/balance_sheet
Action
Get cash flow statementCash flow statement for a stock. Endpoint /v1/financials/cash_flow
Action
Get income statementIncome statement for a stock. Endpoint /v1/financials/income_statement
Action
Get market priceCurrent market price for a stock/ETF/fund. Endpoint /v1/market-price
Action
Get options chainOptions chain. Endpoint /v1/options/chain
Action
List analyst recommendationsAnalyst recommendations. Endpoint /v1/analysis/recommendations
Action
List ETF holdingsETF/fund holdings. Endpoint /v1/holdings/general
Action
List financial newsFinancial news articles. Endpoint /v1/news
Action
List historical pricesDaily OHLCV historical prices for a symbol. Endpoint /v1/histories
Action
List insider transactionsInsider 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
LeadSquared and Finimpulse, answered
What can start an automation from LeadSquared?
Any of LeadSquared's 3 triggers in the catalog, including Lead Stage Changed, New Lead and Updated Lead. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Finimpulse when something happens in LeadSquared?
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 LeadSquared?
Finimpulse has no triggers in the catalog today, so automations start in LeadSquared. 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 LeadSquared 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 LeadSquared 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.