Skip to main content

About SAP LeanIX

SAP LeanIX is an enterprise architecture management platform. Its inventory of fact sheets — applications, IT components, business capabilities, providers, projects and their relations — is often the system of record for what software an organization runs and who owns it. The Serval SAP LeanIX integration connects to your workspace through the Pathfinder API. Workflows can read and update fact sheets, traverse relations, inspect the workspace data model, and run arbitrary GraphQL queries. The integration is marked Beta in Serval’s connect UI. Authentication: OAuth 2.0 client credentials. Serval exchanges your API token for a short-lived bearer token at https://{instance}.leanix.net/services/mtm/v1/oauth2/token and attaches it to API requests at https://{instance}.leanix.net/services/pathfinder/v1. Data sync: On demand only. There is no background inventory sync.

What the SAP LeanIX integration enables

LeanIX answers a failed GraphQL operation with HTTP 200 and an errors array. The GraphQL action raises those as errors so a broken query fails the workflow step instead of returning an empty result.

Get your credentials

You need your instance host, your workspace name, and an API token for a technical user in that workspace.
1

Note your instance host and workspace

Sign in to LeanIX and read both out of the browser URL. In https://us-2.leanix.net/acme/dashboard the host is us-2.leanix.net and the workspace is acme. The host is region-specific (us-2, eu-1, app, demo-eu-1, …) and determines both the API endpoint and the token endpoint.
2

Create a technical user

Go to Administration → Technical Users and create a technical user for Serval, scoped to the workspace you want to connect.
3

Choose its permission role

Grant at least MEMBER to read fact sheets. Writing fact sheets needs a role with write permission; reading the meta model and workspace settings needs ADMIN.
4

Copy the API token

Copy the generated API token. LeanIX shows it once — store it before closing the dialog.
An API token inherits its technical user’s permission role for the whole workspace. Give the Serval technical user the lowest role that covers your workflows, and use a separate technical user per environment rather than sharing one token.

Connect in Serval

1

Open the SAP LeanIX connect form

In Serval, add the SAP LeanIX integration. It is labeled Beta.
2

Instance host (required)

Enter the host, such as us-2.leanix.net. Pasting the full workspace URL is fine — the scheme and path are stripped.
3

Workspace (required)

Enter the workspace name, such as acme. Several workspaces can share one regional host, so this is what identifies the workspace this connection points at.
4

API token (required)

Paste the technical user’s API token in the password field.
5

Save and verify

Submit the form. Serval runs four health checks (below).
When editing an existing connection, a blank or obfuscated API token keeps the stored value. Paste a new token to rotate credentials without re-entering the instance host.

Verifying the connection

Four health checks run after you connect:
  1. Test SAP LeanIX Connection — exchanges the API token and reads the workspace data model. Success reports how many fact sheet types the workspace defines.
  2. List SAP LeanIX Fact Sheets — reads one fact sheet and reports the workspace total. Confirms inventory read access.
  3. Run SAP LeanIX GraphQL Query — runs { allFactSheets(first: 1) { totalCount } }. Confirms the GraphQL endpoint accepts queries from this integration.
  4. Read SAP LeanIX Workspace Settings — confirms the elevated permissions that workspace-level reads require.
If the first three checks pass but workspace settings fails, the technical user authenticates and can read the inventory but is below ADMIN. That is a valid setup for read-only inventory workflows.

Gotchas and troubleshooting

LeanIX API tokens are scoped to a single workspace. To reach several workspaces, connect SAP LeanIX once per workspace — each connection carries its own host, workspace and token. Two connections on the same host must name different workspaces; Serval identifies a connection by host and workspace together.
A token issued on eu-1.leanix.net will not authenticate against us-2.leanix.net. A 401 immediately after connecting usually means the host and the token belong to different regions.
GET /factSheets only narrows by fact sheet type. Filtering by name, tag, subscription, lifecycle or any custom field — and sorting or paging on them — is only available through GraphQL.
Creating or updating a fact sheet must satisfy the workspace’s data model, including required fields and permitted relation types. LeanIX rejects violations with HTTP 422 and a validation payload rather than partially applying the change.

Need help? Contact support@serval.com for assistance with your SAP LeanIX integration.