--- title: "Connect Apollo to Federal Reserve Market Data - APIANT.ai" description: "When \"Account Updated\" fires in Apollo, your agent runs \"Find agency MBS operations\" in Federal Reserve Market Data." canonical: "https://apiant.ai/connect/apollo-to-federal-reserve-market-data" --- # Connect Apollo to Federal Reserve Market Data When **Account Updated** fires in [Apollo](https://apiant.ai/connections/apollo), your agent runs **Find agency MBS operations** in [Federal Reserve Market Data](https://apiant.ai/connections/federal-reserve-market-data). Describe the whole flow and it is built, tested on every scenario and kept running. Apollo **4** triggers Apollo **10** actions Federal Reserve Market Data **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Apollo and Federal Reserve Market Data 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 Apollo can start in Federal Reserve Market Data - When **Account Updated** in Apollo then **Find agency MBS operations** in Federal Reserve Market Data - When **Contact Updated** in Apollo then **Find FX swap operations** in Federal Reserve Market Data 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 Apollo and Federal Reserve Market Data ## Triggers and actions 4 triggers · 23 actions - Trigger **Account Updated** Polls Apollo accounts/search for new or updated accounts (dedup on MD5 of the record; accounts/search returns no updated_at). Apollo has no record-change webhook API, so this is a polling trigger. - Trigger **Contact Updated** Polls Apollo contacts/search for new or updated contacts (dedup on MD5 of the record). Apollo has no record-change webhook API, so this is a polling trigger. - Trigger **New Account** Polls Apollo accounts/search for newly created accounts (dedup on account id). Apollo has no record-change webhook API, so this is a polling trigger. - Trigger **New Contact** Polls Apollo contacts/search for newly created contacts (dedup on contact id). Apollo has no record-change webhook API, so this is a polling trigger. - Action **Create Account** An Account is a company that your team has added to Apollo. - Action **Create Contact** A Contact is a person your team has added to Apollo. - Action **Create Deal** Deals are records that you can use to track possible opportunities with your prospective customers. - Action **Create Task** Creates a task for the specified Apollo contact (via /tasks/bulk_create with a single contact). - Action **Find Contact** Find a contact in your Apollo instance by searching for their email. If you have multiple contacts with the same email address, this search returns the contact that was created first. - Action **Find Deal** Returns up to 100 deals (opportunities) that match the specified name. Leave name blank to return all deals. - Action **Find Task** Returns up to 100 tasks for the specified contact. Leave contact_id blank to return all tasks. - Action **Update Account** Update an existing Account. - Action **Update Contact** Update an already existing Contact. - Action **Update Deal** Update an already existing Deal. - Action **Find agency MBS operations** Finds agency mortgage-backed securities (AMBS) operation results from the New York Fed, filtered by operation type, date range, security method, CUSIP or security description. - Action **Find FX swap operations** Returns Federal Reserve central bank liquidity swap operations matching a date range and optional counterparties. - Action **Find reference rates by date range** Returns the New York Fed's secured and unsecured reference rates (SOFR, EFFR, OBFR, TGCR, BGCR) or volumes published between two dates. - Action **Find securities lending operations** Searches Federal Reserve securities lending operation results and extensions by date range, CUSIP or security description. - Action **Find Treasury securities operations** Searches the New York Fed's Treasury securities purchase and sale operations by date range, security type, CUSIP or description. - Action **Get agency holdings by as of date** Returns the Federal Reserve's SOMA agency securities holdings (agency debt, MBS and CMBS) as of a given weekly date. - Action **Get primary dealer market share** Returns the latest primary dealer market share statistics, either for the most recent quarter or year-to-date, broken down by security type and dealer quintile. - Action **Get primary dealer survey by time series** Returns Primary Dealer Statistics survey values for one or more time series across all series breaks. - Action **Get SOMA holdings summary** Returns the System Open Market Account (SOMA) holdings totals by security type (bills, notes and bonds, TIPS, FRNs, MBS, CMBS, agencies) for each as-of date. - Action **Get Treasury holdings by as of date** Returns the Treasury securities held in the Fed's System Open Market Account (SOMA) on a given as-of date, with CUSIP, maturity, par value and security type for each. - Action **List latest rates by type** Returns the most recently published secured or unsecured reference rates from the New York Fed. - Action **List reference rates** Returns the most recently published secured and unsecured reference rates (SOFR, BGCR, TGCR, EFFR, OBFR and the SOFR averages and index). - Action **List SOMA as of dates** Returns the list of all as-of dates for which System Open Market Account (SOMA) holdings data is available. ## Each app on its own - [ **Apollo** Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy.](https://apiant.ai/connections/apollo) - [ **Federal Reserve Market Data** Provides financial market operations data (AMBS, Treasury Securities, and Securities Lending operations) via...](https://apiant.ai/connections/federal-reserve-market-data) Reviews ## What our customers say ## More from Apollo - [ **Apollo to Streak** Streak is a flexible CRM and process management system that lives inside your Gmail inbox.](https://apiant.ai/connect/apollo-to-streak) - [ **Apollo to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/apollo-to-hubspot) - [ **Apollo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/apollo-to-salesforce) - [ **Apollo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/apollo-to-slack) - [ **Apollo to Google Sheets** Google Sheets](https://apiant.ai/connect/apollo-to-google-sheets) - [ **Apollo to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/apollo-to-gmail) ## More into Federal Reserve Market Data - [ **HubSpot to Federal Reserve Market Data** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-federal-reserve-market-data) - [ **Salesforce to Federal Reserve Market Data** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-federal-reserve-market-data) - [ **Slack to Federal Reserve Market Data** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-federal-reserve-market-data) - [ **Google Sheets to Federal Reserve Market Data** Google Sheets](https://apiant.ai/connect/google-sheets-to-federal-reserve-market-data) - [ **Gmail to Federal Reserve Market Data** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-federal-reserve-market-data) - [ **Google Calendar to Federal Reserve Market Data** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-federal-reserve-market-data) Questions ## Apollo and Federal Reserve Market Data, answered ### ### What can start an automation from Apollo? Any of Apollo's 4 triggers in the catalog, including Account Updated, Contact Updated, New Account and New Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Federal Reserve Market Data when something happens in Apollo? Any of Federal Reserve Market Data's 13 actions, including Find agency MBS operations, Find FX swap operations, Find reference rates by date range and Find securities lending operations. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Federal Reserve Market Data to Apollo? Federal Reserve Market Data has no triggers in the catalog today, so automations start in Apollo. If you need the other direction, ask: your agent reads Federal Reserve Market Data's API documentation and adds it. ### ### Do I have to build a connector for Apollo or Federal Reserve Market Data? 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 Apollo and Federal Reserve Market Data 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.