--- title: "Connect Assembly.com to StockFit - APIANT.ai" description: "When \"Client Created\" fires in Assembly.com, your agent runs \"Find filings\" in StockFit." canonical: "https://apiant.ai/connect/assembly-com-to-stockfit" --- # Connect Assembly.com to StockFit When **Client Created** fires in [Assembly.com](https://apiant.ai/connections/assembly-com), your agent runs **Find filings** in [StockFit](https://apiant.ai/connections/stockfit). Describe the whole flow and it is built, tested on every scenario and kept running. Assembly.com **55** triggers Assembly.com **27** actions StockFit **33** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Assembly.com and StockFit 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 Assembly.com can start in StockFit - When **Client Created** in Assembly.com then **Find filings** in StockFit - When **Client Updated** in Assembly.com then **Find funds holding a symbol** in StockFit 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 Assembly.com and StockFit ## Triggers and actions 55 triggers · 60 actions - Trigger **Client Activated** Triggers when a client authenticates in the Assembly for the first time - Trigger **Client Created** Triggers when a new client is created. - Trigger **Client Updated** High-frequency trigger for each client user update. - Trigger **Company Created** Triggers when a company gets created in the Assembly for the first time - Trigger **Company Custom Fields Updated** Triggers only when a company has updates to custom fields. - Trigger **Contract Requested** Triggers when a contract is assigned to a client. - Trigger **Contract Signed** Triggers when a contract is signed. - Trigger **File Created** Triggers when a file gets created within a file channel - Trigger **File Updated** Triggers when a file has been updated within a file channel - Trigger **Folder Created** Triggers when a folder gets created within a file channel - Trigger **Folder Deleted** Triggers when a folder gets deleted within a file channel - Trigger **Folder Updated** Triggers when a folder gets updated within a file channel - Trigger **Form Response Completed** Triggers when a form response has been completed by a recipient - Trigger **Internal User Created** Triggers when a new internal user is created. - Trigger **Invoice Created** Triggers when an invoice is created - Trigger **Invoice Deleted** Triggers when an invoice is deleted - Trigger **Invoice Paid** Triggers when an invoice is paid - Trigger **Invoice Sent** Triggers when an invoice is sent - Trigger **Invoice Updated** Triggers when an invoice is updated - Trigger **Invoice Voided** Triggers when an invoice is voided - Trigger **Link Created** Triggers when a link gets created within a file channel - Trigger **Link Updated** Triggers when a link gets updated within a file channel - Trigger **List Clients** Lists the clients. - Trigger **List Companies** Lists the companies. - Trigger **List Form Responses** List Form Responses for a specific form - Trigger **List Invoice Templates** Lists the invoice templates. - Trigger **List Message Channels** Lists the message channels. - Trigger **List Messages** Lists messages in a channel - Trigger **List Notes** Lists notes in a workspace. - Trigger **List Payments** Lists the payments. - Trigger **List Prices** Lists the prices. - Trigger **List Products** Lists the products. - Trigger **List Subscriptions** Lists the subscriptions. - Trigger **List Subscription Templates** Lists the subscription templates. - Trigger **List Task Comments** Lists task comments in a workspace. - Trigger **List Tasks** Lists tasks in a workspace. - Trigger **List Task Templates** Lists task templates in a workspace. - Trigger **Message Channel Created** Triggers when a new message channel is created. - Trigger **Message Channel Deleted** Triggers when a message channel is deleted. - Trigger **Message Sent** Triggers when a message gets sent in any channels belonging to the portal - Trigger **Note Created** Triggers when a new note is created. - Trigger **Note Updated** Triggers when a note is updated. - Trigger **Notification Created** Triggers when a new notification is created. - Trigger **Payment Failed** Triggers when a payment is failed for an invoice - Trigger **Payment Succeeded** Triggers when a payment is successful for an invoice - Trigger **Price Created** Triggers when a price is created - Trigger **Product Created** Triggers when a product is created - Trigger **Product Updated** Triggers when a product is updated - Trigger **Subscription Canceled** Triggers when an subscription is canceled - Trigger **Subscription Created** Triggers when an subscription is created - Trigger **Task Archived** Triggers when a task gets archived in your workspace. - Trigger **Task Completed** Triggers when a task gets completed in your workspace. - Trigger **Task Created** Triggers when a task gets created in your workspace. - Trigger **Task Deleted** Triggers when a task gets deleted in your workspace. - Trigger **Task Updated** Triggers when a task gets updated in your workspace. - Action **Create Client** Creates a new client. - Action **Create Company** Creates a new company. - Action **Create File** Creates a file in a specified files channel. - Action **Create Folder** Creates a folder in a specified file channel. - Action **Create Link** Creates a link in a specified files channel. - Action **Create Message Channel** Creates a new message channel. - Action **Create Note** Creates a new note. - Action **Find a Client** Search for a client by ID, email, or company. - Action **Find a Company** Search for a company by ID or name. - Action **Find a File** Search for a file by ID. - Action **Find a Form** Search for a Form by ID. - Action **Find a Message Channel** Search for a message channel by ID or by filters - Action **Find an Internal User** Search for an internal user by ID. - Action **Find an Invoice** Search for an invoice by ID. - Action **Find a Note** Search for a note by ID or by filters - Action **Find a Price** Search for a Price by ID. - Action **Find a Product** Search for a Product by ID. - Action **Find a Subscription** Search for a Subscription by ID. - Action **Find a Task** Search for a task by ID or by filters - Action **Find a Task Comment** Search for a task comment by ID - Action **Find a Task Template** Search for a task template by ID or by filters - Action **Request Form Responses** Ask clients to fill out a form. - Action **Send Message** Create and send a message to a designated message channel. - Action **Update Client** Update a client - Action **Update Company** Update the name of a company - Action **Update Internal User** Update an internal user - Action **Update Note** Update the title and content of a note. - Action **Find filings** Search SEC filings by criteria. - Action **Find funds holding a symbol** Reverse-lookup funds that hold a given symbol. - Action **Find news by symbol** Fetch recent news articles for a given symbol. - Action **Find symbols** Search/lookup symbols by name or ticker. - Action **Get balance sheet** Fetch a company's balance sheet. - Action **Get cash flow statement** Fetch a company's cash flow statement. - Action **Get company details** Fetch company profile details for a symbol. - Action **Get dividend history** Fetch historical dividend payments for a symbol. - Action **Get earnings calendar** Fetch calendar of past/upcoming earnings dates. - Action **Get earnings snapshot** Fetch the latest earnings snapshot for a symbol. - Action **Get economic model** Fetch a company's economic model data. - Action **Get EPS history** Fetch historical earnings-per-share data for a symbol. - Action **Get executive compensation** Fetch executive compensation data for a company. - Action **Get executive officers** Fetch a company's executive officers list. - Action **Get financial health scores** Fetch computed financial health scores for a company. - Action **Get fund holdings** Fetch a fund's current holdings. - Action **Get fund profile** Fetch a fund's profile. - Action **Get historical prices** Fetch historical price data for a symbol. - Action **Get income statement** Fetch a company's income statement. - Action **Get insider trading summary** Fetch summary of insider trading activity for a symbol. - Action **Get IPO calendar** Fetch upcoming/recent IPO calendar entries. - Action **Get key metrics** Fetch sector-aware key financial metrics for a company. - Action **Get ownership summary** Fetch ownership summary (insider/institutional split) for a symbol. - Action **Get quotes** Fetch batched real-time/latest price quotes for one or more symbols. - Action **Get research summary** Fetch AI-style research summary for a company. - Action **Get revenue segmentation** Fetch revenue segmentation footnote data for a company. - Action **Get symbol lookup** Look up canonical symbol/company info by ticker. - Action **List company peers** List peer companies for a symbol. - Action **List insider transactions** List insider buy/sell transactions for a symbol. - Action **List institutional holders** List institutional holders of a symbol. - Action **List latest filings** List the most recent SEC filings across companies. - Action **List market news** List general US market news. - Action **List symbols** List all tradable symbols in the database. ## Each app on its own - [ **Assembly.com** Assembly.com is a complete client communication and management solution that offers a branded and...](https://apiant.ai/connections/assembly-com) - [ **StockFit** SEC filings, financial statements, earnings, ETF holdings and ownership data](https://apiant.ai/connections/stockfit) Reviews ## What our customers say ## More from Assembly.com - [ **Assembly.com to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/assembly-com-to-google-sheets) - [ **Assembly.com to LibreTranslate** LibreTranslate is an open-source machine translation service.](https://apiant.ai/connect/assembly-com-to-libretranslate) - [ **Assembly.com to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/assembly-com-to-hubspot) - [ **Assembly.com to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/assembly-com-to-salesforce) - [ **Assembly.com to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/assembly-com-to-slack) - [ **Assembly.com to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/assembly-com-to-gmail) ## More into StockFit - [ **HubSpot to StockFit** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-stockfit) - [ **Salesforce to StockFit** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-stockfit) - [ **Slack to StockFit** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-stockfit) - [ **Google Sheets to StockFit** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-stockfit) - [ **Gmail to StockFit** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-stockfit) - [ **Google Calendar to StockFit** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-stockfit) Questions ## Assembly.com and StockFit, answered ### ### What can start an automation from Assembly.com? Any of Assembly.com's 55 triggers in the catalog, including Client Created, Client Updated, Company Created and Company Custom Fields Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in StockFit when something happens in Assembly.com? Any of StockFit's 33 actions, including Find filings, Find funds holding a symbol, Find news by symbol and Find symbols. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from StockFit to Assembly.com? StockFit has no triggers in the catalog today, so automations start in Assembly.com. If you need the other direction, ask: your agent reads StockFit's API documentation and adds it. ### ### Do I have to build a connector for Assembly.com or StockFit? 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 Assembly.com and StockFit 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.