Integration
Connect Leap CRM and Nutshell
When New Customer fires in Leap CRM, your agent runs Create Lead in Nutshell, or New Activity in Nutshell to Create Customer in Leap CRM. 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 Leap CRM and Nutshell 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 Leap CRM and Nutshell can do together
From Leap CRM to Nutshell
When New Customer in Leap CRM
then Create Lead in Nutshell
From Nutshell to Leap CRM
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 Leap CRM and Nutshell
Triggers and actions 8 triggers · 23 actions
- New Customer
Triggers when a new customer is added in Leap.
- New Job
Triggers when a new job is created in Leap.
- Add Job Note
Adds a note to a Leap job.
- Add job payment
Records a payment against a Leap job, returning the new payment record.
- Create Customer
Creates a customer in Leap with contact details, phone and address.
- Create Job
Creates a job for a Leap customer with a trade and description.
- Create Lead
Creates a lead (prospect) in Leap with a phone number and optional job description.
- Get Customer
Returns one Leap customer by ID, with contact details and address.
- Get Job
Returns one Leap job by ID, including its number, customer and trades.
- Get job financial summary
Returns a job's financial summary: price, change orders, payments received, credits, refunds and the amount still owed.
- List job workflow history
Returns the workflow stage history of a Leap job: each stage it passed through with start and completion dates.
- Update Customer
Updates an existing Leap customer's name, email, company or note.
- Update job stage
Moves a Leap job to a different workflow stage.
- Activity Logged
Triggers when an Activity is logged.
- Lead Won
Triggers when a lead is won.
- New Activity
Triggers when new Activity is created.
- New Company
Triggers when new Company is created.
- New Lead
Triggers when a new Lead is created.
- New Person
Triggers when new Person is created.
- Create Company
Creates a new Company.
- Create Lead
Creates a new Lead.
- Create Person
Creates a new Person.
- Find Company
Finds an existing company.
- Find Lead
Finds an existing lead by a particular field. Defaults to searching open leads, falls back to all leads.
- Find Person
Finds an existing person.
- Find User
Finds an existing User.
- Log Activity
Creates and logs a new Activity.
- Update Company
Updates an existing Company.
- Update Lead
Updates an existing Lead.
- Update Lead Outcome
Updates a Lead Outcome.
- Update Person
Updates an existing Person.
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
Leap CRM and Nutshell, answered
What can start an automation from Leap CRM?
Any of Leap CRM's 2 triggers in the catalog, including New Customer and New Job. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Nutshell when something happens in Leap CRM?
Any of Nutshell's 12 actions, including Create Company, Create Lead, Create Person and Log Activity. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Nutshell to Leap CRM?
Yes. When something happens in Nutshell, your agent can act in Leap CRM too. This page covers both directions: Nutshell's triggers and Leap CRM's actions are listed here as well.
Do I have to build a connector for Leap CRM or Nutshell?
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 Leap CRM and Nutshell 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.