Integration
Connect Leap CRM and ServeManager
When New Customer fires in Leap CRM, your agent runs Upload File in ServeManager, or New Attempt in ServeManager 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 ServeManager 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 Leap CRM and ServeManager can do together
From Leap CRM to ServeManager
When New Customer in Leap CRM
then Upload File in ServeManager
From ServeManager 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 ServeManager
Triggers and actions 7 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.
- Invoice Issued
Triggers when an invoice is issued.
- New Attempt
Triggers when a new service attempt is logged on any job.
- New Company
Triggers when a new company is added in ServeManager.
- New Job
Triggers when a new job is created in ServeManager.
- New Note
Triggers when a new note is added to any job.
- Cancel Job
Cancels a job and records a cancellation note on it.
- Create Company
Creates a company (client, law firm or process server) in ServeManager, optionally with a primary contact, address, email and phone.
- Delete Attempt
Deletes a service attempt.
- Find Company
Finds ServeManager companies by a text search over company and contact details, most reliably a full email address.
- Find Court Case
Finds court cases by case number, plaintiff, defendant or court branch name.
- Find Job
Finds jobs by a text search over company names, recipients, zip codes and other job details.
- Get Attempt
Returns one service attempt by ID, including serve type, outcome, recipient and address.
- Get Court Case
Returns one court case by ID, including its plaintiff, defendant, case number and court.
- Get Job
Returns one ServeManager job by its ID, including recipient, status and client details.
- List Employees
Lists the employees on your ServeManager account with their contact details and permission level.
- Update Company
Updates a company's name, type, website or note. An address given here is added to the company; existing addresses are kept.
- Upload File
Attaches a file from a public URL to an existing job, either as a document to be served or as a miscellaneous attachment. ServeManager downloads the file itself.
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 ServeManager, 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 ServeManager when something happens in Leap CRM?
Any of ServeManager's 12 actions, including Create Company, Update Company, Upload File and Find Company. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ServeManager to Leap CRM?
Yes. When something happens in ServeManager, your agent can act in Leap CRM too. This page covers both directions: ServeManager's triggers and Leap CRM's actions are listed here as well.
Do I have to build a connector for Leap CRM or ServeManager?
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 ServeManager 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.