--- title: "Connect Affinda and Anchor - APIANT.ai" description: "When \"Document parsed (instant)\" fires in Affinda, your agent runs \"Create Contact\" in Anchor." canonical: "https://apiant.ai/connect/affinda-to-anchor" --- # Connect Affinda and Anchor When **Document parsed (instant)** fires in [Affinda](https://apiant.ai/connections/affinda), your agent runs **Create Contact** in [Anchor](https://apiant.ai/connections/anchor), or **New Proposal Sent** in Anchor to **Add document** in Affinda. Describe the whole flow and it is built, tested on every scenario and kept running. Affinda **1** trigger Affinda **6** actions Anchor **4** triggers Anchor **6** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Affinda and Anchor 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 Affinda and Anchor can do together ### From Affinda to Anchor - When **Document parsed (instant)** in Affinda then **Create Contact** in Anchor - When **Document parsed (instant)** in Affinda then **Find Contact by ID** in Anchor ### From Anchor to Affinda - When **New Proposal Sent** in Anchor then **Add document** in Affinda - When **Agreement Amended** in Anchor then **Get document** in Affinda 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 Affinda and Anchor ## Triggers and actions 5 triggers ยท 12 actions - Trigger **Document parsed (instant)** Fires via a resthook subscription when Affinda finishes parsing a document. - Action **Add document** Upload a document (resume, invoice, job description, etc.) to Affinda for parsing. - Action **Delete document** Delete a document from Affinda. - Action **Find job descriptions by search expression** Search through parsed job descriptions matching given criteria. - Action **Get document** Retrieve a specific document and its parsed data by identifier. - Action **List documents** List all documents uploaded to Affinda. - Action **Search resumes** Search through parsed resumes matching given criteria. - Trigger **Agreement Amended** Triggers when an agreement is amended. - Trigger **New Proposal Sent** Triggers when a proposal is sent to a client. - Trigger **Proposal Approved** Triggers when a proposal is approved. The payload is the resulting agreement (a proposal becomes an agreement on approval). - Trigger **Proposal Published** Triggers when a proposal is published. - Action **Add Service to Agreement** Adds a service to a signed Anchor agreement as a new amendment. - Action **Create Contact** Creates a new client contact in Anchor. - Action **Find Contact by ID** Looks up a single contact by its Anchor ID. - Action **List Contacts** Returns a list of contacts (client businesses), optionally filtered by search text or status. - Action **Publish Proposal** Publishes a proposal draft as a proposal and, unless set to silent, emails the client. - Action **Submit Charges** Submits charges on an agreement to issue an invoice now or schedule one for a future billing date. ## Each app on its own - [ **Affinda** AI document processing platform that extracts structured data from invoices, resumes, bank statements, and...](https://apiant.ai/connections/affinda) - [ **Anchor** Get freedom from the burden of invoicing and collections.](https://apiant.ai/connections/anchor) Reviews ## What our customers say ## More from Affinda - [ **Affinda to Cakemail** Cakemail provides all the tools you need to deliver the emails people want.](https://apiant.ai/connect/affinda-to-cakemail) - [ **Affinda to Healthcare.gov** Healthcare.gov publishes the educational content behind the US Health Insurance Marketplace as...](https://apiant.ai/connect/affinda-to-healthcare-gov) - [ **Affinda to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/affinda-to-hubspot) - [ **Affinda to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/affinda-to-salesforce) - [ **Affinda to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/affinda-to-slack) - [ **Affinda to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/affinda-to-google-sheets) ## More into Anchor - [ **ActiveCampaign to Anchor** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-anchor) - [ **Airtable to Anchor** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-anchor) - [ **2Chat to Anchor** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-anchor) - [ **3Scribe to Anchor** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-anchor) - [ **5pm to Anchor** 5pm is an online project management tool for teams.](https://apiant.ai/connect/5pm-to-anchor) - [ **Abyssale to Anchor** Abyssale is a banner maker platform that helps you to automatically generate on-brand images at scale.](https://apiant.ai/connect/abyssale-to-anchor) Questions ## Affinda and Anchor, answered ### ### What can start an automation from Affinda? Any of Affinda's 1 trigger in the catalog, including Document parsed (instant). Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Anchor when something happens in Affinda? Any of Anchor's 6 actions, including Create Contact, Add Service to Agreement, Find Contact by ID and List Contacts. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Anchor to Affinda? Yes. When something happens in Anchor, your agent can act in Affinda too. This page covers both directions: Anchor's triggers and Affinda's actions are listed here as well. ### ### Do I have to build a connector for Affinda or Anchor? 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 Affinda and Anchor 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.