--- title: "Connect aikstockdata to Sophiie - APIANT.ai" description: "When \"New disclosure\" fires in aikstockdata, your agent runs \"Add lead\" in Sophiie." canonical: "https://apiant.ai/connect/aikstockdata-to-sophiie" --- # Connect aikstockdata to Sophiie When **New disclosure** fires in [aikstockdata](https://apiant.ai/connections/aikstockdata), your agent runs **Add lead** in [Sophiie](https://apiant.ai/connections/sophiie). Describe the whole flow and it is built, tested on every scenario and kept running. aikstockdata **1** trigger aikstockdata **13** actions Sophiie **18** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want aikstockdata and Sophiie 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 aikstockdata can start in Sophiie - When **New disclosure** in aikstockdata then **Add lead** in Sophiie - When **New disclosure** in aikstockdata then **Update lead** in Sophiie 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 aikstockdata and Sophiie ## Triggers and actions 1 trigger · 31 actions - Trigger **New disclosure** Triggered when a new Korean regulatory disclosure is filed. Reads the publisher's rolling seven-day filing feed and fires once per filing, with the type, the headline figures, the materiality score and a link to the original. - Action **Find stocks by search index** Search/look up stocks by name or code using the full stock search index. - Action **Get disclosure impact analysis** Get the analysis of stock price movement following each type of disclosure. - Action **Get earnings scoreboard** Get the earnings scoreboard summarizing recent company earnings results. - Action **Get market index history** Get daily closing history for the KOSPI and KOSDAQ market indices. - Action **Get stock detail** Get detailed data for a single Korean-market stock by its code. - Action **Get stock price history** Get the daily historical price time series for a single stock by its code. - Action **Get today's market digest** Get a digest summary of today's market activity. - Action **List disclosures** List the full briefing of regulatory disclosures. - Action **List earnings calendar** List recently filed Korean earnings reports — the 80 largest companies by market cap plus the 70 most recent filings, with the period reported and the headline figures. These are filings already received, not scheduled future release dates. - Action **List quotes** List closing quotes for every listed stock. - Action **List rankings** List stock market rankings. - Action **List top 300 quotes by market cap** List quotes for the top 300 stocks ranked by market capitalization. - Action **List top disclosures** List the top 100 most significant disclosures ranked by importance. - Action **Add appointment** Books an appointment (job) for a lead in Sophiie. It appears on the dashboard calendar and syncs to connected calendars. - Action **Add lead** Creates a new lead in your Sophiie organization with contact details, business name and social links. - Action **Cancel appointment** Cancels an appointment (job), keeping it with status Cancelled and syncing the cancellation to connected calendars. - Action **Delete lead** Deletes a lead from your Sophiie organization. - Action **Get appointment** Returns a single appointment (job) by its ID, including its time, status, lead, attendees and notes. - Action **Get call** Returns a single completed phone call, including its outcome, summary, transcript and recording link. - Action **Get inquiry** Returns a single inquiry, including its customer (lead) and the call, chat, webform or message details it came from. - Action **Get lead** Returns a lead's full details, including contact info, status, tags, default address and last inquiry. - Action **Get organization** Returns the details of the Sophiie organization tied to the connected account, including its name, contact details, time zone, country and currency. - Action **List appointments** Returns the appointments (jobs) in your Sophiie organization, optionally only those for one lead. - Action **List inquiries** Returns the inquiries (calls, emails, chats, SMS, web forms and social messages) received by your Sophiie organization, optionally filtered by lead, source or archived state. - Action **List lead notes** Returns the notes recorded on a lead, including their content, author and timestamps. - Action **List leads** Returns the leads in your Sophiie organization, with contact details, status and unread inquiry counts. Optionally limit to leads created or updated since a given time. - Action **List members** Returns the members (users) of your Sophiie organization, including their role, name, email and phone. - Action **Send call** Places an outbound phone call to a person using your organization's Sophiie virtual assistant. - Action **Send SMS** Sends an SMS (or MMS with media) to a lead, continuing an existing conversation thread or starting a new one. - Action **Update appointment** Updates an existing appointment (job) in Sophiie. Only the fields you fill in are changed. - Action **Update lead** Updates an existing lead's contact details, such as name, email, phone, suburb, business name and social links. ## Each app on its own - [ **aikstockdata** KOSPI/KOSDAQ/KONEX daily settled closes, DART filings with receipt times, quarterly earnings](https://apiant.ai/connections/aikstockdata) - [ **Sophiie** Sophiie is a virtual receptionist that automates call handling, captures leads, books jobs, and updates your...](https://apiant.ai/connections/sophiie) Reviews ## What our customers say ## More from aikstockdata - [ **aikstockdata to Chaport** Chaport is a live chat for websites designed as a modern messenger.](https://apiant.ai/connect/aikstockdata-to-chaport) - [ **aikstockdata to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/aikstockdata-to-hubspot) - [ **aikstockdata to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/aikstockdata-to-salesforce) - [ **aikstockdata to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/aikstockdata-to-slack) - [ **aikstockdata to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/aikstockdata-to-google-sheets) - [ **aikstockdata to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/aikstockdata-to-gmail) ## More into Sophiie - [ **HubSpot to Sophiie** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sophiie) - [ **Salesforce to Sophiie** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-sophiie) - [ **Slack to Sophiie** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-sophiie) - [ **Google Sheets to Sophiie** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-sophiie) - [ **Gmail to Sophiie** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sophiie) - [ **Google Calendar to Sophiie** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-sophiie) Questions ## aikstockdata and Sophiie, answered ### ### What can start an automation from aikstockdata? Any of aikstockdata's 1 trigger in the catalog, including New disclosure. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Sophiie when something happens in aikstockdata? Any of Sophiie's 18 actions, including Send call, Send SMS, Update appointment and Update lead. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Sophiie to aikstockdata? Sophiie has no triggers in the catalog today, so automations start in aikstockdata. If you need the other direction, ask: your agent reads Sophiie's API documentation and adds it. ### ### Do I have to build a connector for aikstockdata or Sophiie? 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 aikstockdata and Sophiie 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.