Integration
Connect LeadSimple to Daylite
When Call Completed fires in LeadSimple, your agent runs Create Appointment in Daylite. 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 LeadSimple and Daylite 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 LeadSimple can start in Daylite
When Call Completed in LeadSimple
then Create Appointment in Daylite
When Lead Created in LeadSimple
then Create Note in Daylite
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 LeadSimple and Daylite
Triggers and actions 4 triggers · 36 actions
Trigger
Call CompletedTriggers when a new call is completed.
Trigger
Lead Changes TagsTriggers when a lead's tags change.
Trigger
Lead CreatedTriggers when a new lead is created.
Trigger
Lead Is ReassignedTriggers when a lead is reassigned.
Action
Create CallCreates a Call in your account
Action
Get LeadGets a Lead in your account by ID.
Action
Search ContactSearches a contact in your account by name, phone number or email address.
Action
Search PropertySearches a Property in your account by name or address.
Action
Search UnitSearches the units on the property by the Unit Number
Action
Search UserSearches a user in your account by name or email address.
Action
Update ContactUpdates a Contact in your account.
Action
Update LeadUpdates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage.
Action
Update PropertyUpdates a Property.
Action
Update UnitUpdates a Unit.
Action
Create AppointmentCreates an appointment in Daylite with a subject, start and end time, and optional links to contacts, companies and other records.
Action
Create CompanyCreates a company in Daylite and returns the new company's id.
Action
Create FormCreates a Daylite form from a form definition, with its field values and linked records.
Action
Create NoteCreates a note in Daylite, optionally linked to contacts, companies, opportunities, projects and other records.
Action
Create OpportunityCreates a new opportunity in Daylite and returns its reference and id.
Action
Create Opportunity for PersonCreates an opportunity in Daylite linked to a specific person (contact), with that person's role on the opportunity.
Action
Create PersonCreates a new person (contact) in Daylite with names, emails, phone numbers, addresses and links to other records.
Action
Create ProjectCreates a new project in Daylite.
Action
Create TaskCreates a new task in Daylite, optionally linked to contacts, companies, opportunities, projects and other records.
Action
Delete companyMoves a Daylite company to the trash, or permanently deletes it if it is already in the trash.
Action
Delete opportunityMoves a Daylite opportunity to the trash, or permanently deletes it if it is already in the trash.
Action
Delete personMoves a person (contact) to the trash in Daylite, or permanently deletes the person if they are already in the trash.
Action
Delete projectRemoves a Daylite project. A project not yet in the trash is moved there; a project already in the trash is deleted permanently.
Action
Find AppointmentSearches Daylite appointments by subject, with optional filters for type, status, dates, owner and linked contact.
Action
Find CompanySearches Daylite companies by name and other optional criteria such as email, phone, category or industry, and returns the matches.
Action
Find NoteSearches Daylite notes by title and optional filters such as category, keyword or linked records, and returns the matching notes.
Action
Find PersonSearches Daylite people (contacts) by name, email, phone, company and other attributes and returns the matching people.
Action
Find ProjectFinds Daylite projects whose name contains the given text, optionally narrowed by status, priority, category, keyword, linked contacts or companies, and owner.
Action
Find TaskFinds tasks in Daylite whose title contains the given text, optionally narrowed by status, type, priority, due date, owner and linked records.
Action
List pipelinesReturns the opportunity and project pipelines defined in your Daylite account.
Action
List usersReturns all users in your Daylite account.
Action
Update AppointmentUpdates an existing Daylite appointment's subject, times, status, links and other details. Only the fields you fill in are changed.
Action
Update OpportunityUpdates an existing opportunity in Daylite. Only the fields you fill in are changed.
Action
Update PersonUpdates an existing person (contact) in Daylite. Only the fields you fill in are changed.
Action
Update ProjectUpdates an existing Daylite project's name, status, dates, priority, keywords, extra fields and linked records.
Action
Update TaskUpdates an existing Daylite task. Fields left blank are not changed.
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
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Questions
LeadSimple and Daylite, answered
What can start an automation from LeadSimple?
Any of LeadSimple's 4 triggers in the catalog, including Call Completed, Lead Created, Lead Changes Tags and Lead Is Reassigned. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Daylite when something happens in LeadSimple?
Any of Daylite's 26 actions, including Create Appointment, Create Company, Create Form and Create Note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Daylite to LeadSimple?
Daylite has no triggers in the catalog today, so automations start in LeadSimple. If you need the other direction, ask: your agent reads Daylite's API documentation and adds it.
Do I have to build a connector for LeadSimple or Daylite?
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 LeadSimple and Daylite 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.