Integration
Connect Apex27 to InvestorBase
When New / Updated Listing fires in Apex27, your agent runs Get buyer deal history in InvestorBase. 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 Apex27 and InvestorBase 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 Apex27 can start in InvestorBase
When New / Updated Listing in Apex27
then Get buyer deal history in InvestorBase
When New / Updated Task in Apex27
then Find buyers by criteria in InvestorBase
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 Apex27 and InvestorBase
Triggers and actions 4 triggers · 22 actions
Trigger
New / Updated ListingTriggers when a listing is created or updated inside Apex27.
Trigger
New / Updated TaskTriggers when a task is created or updated inside Apex27.
Trigger
New / Updated ValuationTriggers when a valuation is created or updated inside Apex27.
Trigger
New / Updated ViewingTriggers when a viewing is created or updated inside Apex27.
Action
Add Listing Valuationcreates a valuation on a listing (body: userId, thirdPartyContactId, dtsValued, status, valuedPrice, recommendedPrice, vendorsEstimate, notes). Fires listing_valuation.create.
Action
Add Listing Viewingbooks a viewing on a listing (required body: contactId, userId, event, isAccompanied). Fires listing_viewing.create.
Action
Create Call LogCreates a call log record in Apex27.
Action
Create NotificationSends an in-app notification to Apex27 users. Provide at least one of User, Branch, Main Branch, Listing or Contact.
Action
Create / Update ContactCreates a new contact or updates an existing contact in Apex27.
Action
Create / Update Contact NoteCreates a note linked to a contact
Action
Create / Update ListingCreates a new listing, or updates an existing listing if you pass the existing listing ID
Action
Create / Update Listing NoteCreates or updates a listing note
Action
Create / Update TaskCreates or updates a task if you pass the task ID.
Action
Find ContactFinds a contact by ID, Email or Phone
Action
Get Contact NoteReturns one contact note by id.
Action
List Contact Call LogsReturns the call logs recorded against a contact.
Action
List Listing ValuationsReturns the valuations recorded on a listing.
Action
Upload DocumentThis will upload a document to either a listing or a contact
Action
Upload Image for ListingUploads an image to a listing
Action
Find buyers by criteriaFinds flippers and landlords actively buying near a property, with their contact details, filtered by property type, distance, price and other criteria.
Action
Find investor compsReturns recent investor purchases (flips and landlord rental acquisitions) near a location, optionally ranked by similarity to a subject property.
Action
Find retail compsReturns a subject property and up to 10 comparable recent sales nearby, for estimating values such as after repair value.
Action
Get buyer deal historyReturns a buyer's deal history: portfolio statistics plus their most recent flips and rentals, found by entity name, mailing address, or a property they bought.
Action
Get buyer search resultsReturns the buyers found by an earlier buyer search that was started in async mode. The list is empty while the search is still running.
Action
Get investor market summaryReturns investor market metrics near a location: flip and rental counts within 1, 2, 5 and 10 miles, plus flipper pricing/ARV and landlord purchase statistics.
Action
Get usageReturns your account's plan, current usage period, and how much of each API allowance the account and you have used this period.
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
Reviews
What our customers say
More from Apex27
Apex27 to ContrackoContracko is a contract management platform that helps teams extract and analyze contracts with AI, search...
Apex27 to touchSMStouchSMS is a simple app to send and receive SMS from any application.
Apex27 to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Apex27 to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Apex27 to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Apex27 to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
More into InvestorBase
HubSpot to InvestorBaseHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to InvestorBaseSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to InvestorBaseSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to InvestorBaseGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to InvestorBaseGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to InvestorBaseGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Apex27 and InvestorBase, answered
What can start an automation from Apex27?
Any of Apex27's 4 triggers in the catalog, including New / Updated Listing, New / Updated Task, New / Updated Valuation and New / Updated Viewing. Describe the moment in plain language and your agent picks the right one.
What can your agent do in InvestorBase when something happens in Apex27?
Any of InvestorBase's 7 actions, including Find buyers by criteria, Find investor comps, Find retail comps and Get buyer deal history. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from InvestorBase to Apex27?
InvestorBase has no triggers in the catalog today, so automations start in Apex27. If you need the other direction, ask: your agent reads InvestorBase's API documentation and adds it.
Do I have to build a connector for Apex27 or InvestorBase?
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 Apex27 and InvestorBase 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.