---
title: "Connect 5pm and ComplyCube - APIANT.ai"
description: "When \"New Progress\" fires in 5pm, your agent runs \"Add Note\" in ComplyCube, or \"Check Completed\" in ComplyCube to \"Add Task Progress\" in 5pm."
canonical: "https://apiant.ai/connect/5pm-to-complycube"
---

# Connect 5pm and ComplyCube

When **New Progress** fires in [5pm](https://apiant.ai/connections/5pm), your agent runs **Add Note** in [ComplyCube](https://apiant.ai/connections/complycube), or **Check Completed** in ComplyCube to **Add Task Progress** in 5pm. Describe the whole flow and it is built, tested on every scenario and kept running.

5pm **7** triggers 5pm **21** actions ComplyCube **2** triggers ComplyCube **39** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want 5pm and ComplyCube to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

One 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.ai`

Start Claude Code there, approve the server, and sign in in the browser page it opens.

[Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code)

### 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)](https://apiant.ai/docs/mcp)

### 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)](https://apiant.ai/docs/mcp)

### Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### 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)](https://apiant.ai/docs/mcp)

### 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)](https://apiant.ai/docs/mcp)

Example flows

## What 5pm and ComplyCube can do together

### From 5pm to ComplyCube

- When **New Progress** in 5pm then **Add Note** in ComplyCube
- When **New Project** in 5pm then **Create Client** in ComplyCube

### From ComplyCube to 5pm

- When **Check Completed** in ComplyCube then **Add Task Progress** in 5pm
- When **New Event** in ComplyCube then **Create Task **in 5pm

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 5pm and ComplyCube

## Triggers and actions 9 triggers · 60 actions

- Trigger

**New Progress**

Triggers when a new task progress is created.

- Trigger

**New Project**

Fires when a new project is created in 5pm.

- Trigger

**New Task**

Triggers when a new support task is created.

- Trigger

**New User**

Triggers when a new support user is created.

- Trigger

**Updated Project**

Fires when a project is updated in 5pm.

- Trigger

**Updated Task**

Triggers when a new support task is updated.

- Trigger

**Updated User**

Triggers when a new support user is updated.

- Action

**Add Task Progress**

Add Task Progress (progress in percent and house down).

- Action

**Add User**

Create a new user in the 5pm account (UsersService add).

- Action

**Create Note**

Creates a new note in task.

- Action

**Create Project**

Creates a new project.

- Action

**Create Task**

- Action

**Delete Note**

Remove an activity note/progress message (ActivityService remove).

- Action

**Delete Project**

Remove a project (ProjectsService remove).

- Action

**Delete Task**

Remove a task from a 5pm project (TasksService remove).

- Action

**Delete User**

Remove a user from the account (UsersService remove).

- Action

**Find Project by Id**

Retrieve a single project by its id (ProjectsService getById).

- Action

**Find Task**

Finds a task in the application.

- Action

**Find Task by Id**

Finds a task by Id in the application.

- Action

**Find User by Email**

Retrieve a user by their email address (UsersService getByEmail).

- Action

**Find User by Id**

Finds a user by Id in the system.

- Action

**List Notes**

List activity notes/progress messages on a task (ActivityService getList).

- Action

**List Projects**

List all projects in the account (ProjectsService getAll/getList).

- Action

**List Users**

List all users in the account (UsersService getAll).

- Action

**Update Note**

Update an activity note/progress message (ActivityService update).

- Action

**Update Project**

Update a project's fields (ProjectsService update).

- Action

**Update Task**

Update task in the application.

- Action

**Update User**

Update a user's fields (UsersService update).

- Trigger

**Check Completed**

Triggers when a new check is received.

- Trigger

**New Event**

Triggers when a new event is received.

- Action

**Add Note**

Add a note to a client for investigations, reviews, or compliance reporting.

- Action

**Create Address**

Creates a new address for a client.

- Action

**Create Check**

Create a verification check (identity, document, AML, or other check type) against a client.

- Action

**Create Client**

Updates clients details using the given input.

- Action

**Create Document**

Creates a new document for a client.

- Action

**Create Session**

Creates a verification session link using workflow templates.

- Action

**Delete Address**

Deletes an existing address.

- Action

**Delete Client**

Deletes an existing client.

- Action

**Delete Document**

Deletes an existing document.

- Action

**Delete Note**

Delete a note.

- Action

**Find Addresses**

Search and verify an address for KYC address checks.

- Action

**Find Companies**

Search for companies by name or registration details for KYB checks.

- Action

**Generate Check Report**

Generate a PDF report for a specific check.

- Action

**Generate Client Report**

Generate a PDF report summarizing a client's compliance record.

- Action

**Generate Session Report**

Generates a session report PDF and returns it as a file for use in later Zap steps.

- Action

**Generate Token**

Generate an SDK token to securely authenticate a frontend user session.

- Action

**Get Address**

Retrieves an address using "Address ID".

- Action

**Get Check Results**

Retrieves a check's results using "Check ID".

- Action

**Get Client**

Retrieves a client's results using "Client ID".

- Action

**Get Company Details**

Retrieve detailed information about a company by its ID.

- Action

**Get Document**

Retrieves a document using "Document ID".

- Action

**Get Live Photo**

Retrieve a client's live photo by ID.

- Action

**Get Note**

Retrieve a note by ID.

- Action

**Get Risk Profile**

Retrieve a client's AML risk profile and score.

- Action

**Get Session Results**

Retrieves a session's results using "Session ID".

- Action

**List Addresses**

List addresses linked to a client.

- Action

**List Checks**

List checks performed on a client.

- Action

**List Clients**

List clients with optional filters and pagination.

- Action

**List Documents**

List documents linked to a client.

- Action

**List Live Photos**

List a client's live photos.

- Action

**List Notes**

List notes linked to a client.

- Action

**List Workflow Sessions**

List a client's workflow sessions.

- Action

**Update Address**

Updates an existing address.

- Action

**Update Check**

Update an existing check's parameters.

- Action

**Update Client**

Updates clients details using the given input.

- Action

**Update Document**

Updates an existing document.

- Action

**Update Note**

Update an existing note.

- Action

**Upload Document Image**

Uploads an image attachment (front or back) to an existing document.

- Action

**Upload Live Photo**

Upload a client's live photo (selfie) for biometric identity and liveness verification.

## Each app on its own

- [ **5pm** 5pm is an online project management tool for teams.](https://apiant.ai/connections/5pm)
- [ **ComplyCube** ComplyCube is an all-in-one identity verification, KYC and anti-money laundering compliance platform for...](https://apiant.ai/connections/complycube)

Reviews

## What our customers say

## More from 5pm

- [ **5pm to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/5pm-to-hubspot)
- [ **5pm to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/5pm-to-salesforce)
- [ **5pm to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/5pm-to-gmail)
- [ **5pm to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/5pm-to-google-calendar)
- [ **5pm to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/5pm-to-google-drive)
- [ **5pm to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/5pm-to-mailchimp)

## More into ComplyCube

- [ **Dub to ComplyCube** Dub is the open-source link management infrastructure for modern marketing teams.](https://apiant.ai/connect/dub-to-complycube)
- [ **Mailchimp to ComplyCube** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-complycube)
- [ **ActiveCampaign to ComplyCube** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-complycube)
- [ **Notion to ComplyCube** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/notion-to-complycube)
- [ **Airtable to ComplyCube** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-complycube)
- [ **Asana to ComplyCube** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-complycube)

Questions

## 5pm and ComplyCube, answered

###

### What can start an automation from 5pm?

Any of 5pm's 7 triggers in the catalog, including New Progress, New Project, New Task and New User. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in ComplyCube when something happens in 5pm?

Any of ComplyCube's 39 actions, including Create Address, Create Check, Create Client and Create Document. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from ComplyCube to 5pm?

Yes. When something happens in ComplyCube, your agent can act in 5pm too. This page covers both directions: ComplyCube's triggers and 5pm's actions are listed here as well.

###

### Do I have to build a connector for 5pm or ComplyCube?

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 5pm and ComplyCube 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.
