--- title: "Connect Bread & Butter and Metaview - APIANT.ai" description: "When \"New Authentication\" fires in Bread & Butter, your agent runs \"Send sourcing message\" in Metaview." canonical: "https://apiant.ai/connect/bread-butter-to-metaview" --- # Connect Bread & Butter and Metaview When **New Authentication** fires in [Bread & Butter](https://apiant.ai/connections/bread-butter), your agent runs **Send sourcing message** in [Metaview](https://apiant.ai/connections/metaview), or **New Conversation** in Metaview to **Add contact us submission** in Bread & Butter. Describe the whole flow and it is built, tested on every scenario and kept running. Bread & Butter **6** triggers Bread & Butter **23** actions Metaview **1** trigger Metaview **31** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Bread & Butter and Metaview 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 Bread & Butter and Metaview can do together ### From Bread & Butter to Metaview - When **New Authentication** in Bread & Butter then **Send sourcing message** in Metaview - When **New Contact Us Submission** in Bread & Butter then **Create AI field** in Metaview ### From Metaview to Bread & Butter - When **New Conversation** in Metaview then **Add contact us submission** in Bread & Butter - When **New Conversation** in Metaview then **Add lead list** in Bread & Butter 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 Bread & Butter and Metaview ## Triggers and actions 7 triggers · 54 actions - Trigger **New Authentication** Triggers every time a user signs in. - Trigger **New Contact Us Submission** Triggers when a user submits the Contact Us tool. - Trigger **New Custom Fields** Triggers when a user submits the Custom Fields for Registration. - Trigger **New Custom User Event** Triggers when a user subscribes to custom events, selected in the triggers section below. - Trigger **New Email Captured** Triggers when a user enters their email address, or signs in with SSO for the first time. - Trigger **New Profile Verified** Triggers when a user signs in for the first time. - Action **Add contact us submission** Records a Contact Us submission from a visitor's device in a Bread & Butter app. - Action **Add event** Records an event (such as a page view or custom event code) for a device in a Bread & Butter app. - Action **Add form submission** Records a form submission from a visitor's device in a Bread & Butter app, capturing their email, name and any extra form fields. - Action **Add lead list** Creates a lead list in a Bread & Butter app from a set of leads, returning the new list with its lead count and credit quote. - Action **Add tag** Creates a new tag in a Bread & Butter app. - Action **Add user custom values** Saves custom field values (key/value pairs) for a visitor in a Bread & Butter app. - Action **Create custom event definition** Creates a custom event definition in a Bread & Butter app, which users can then trigger and which can be subscribed to. - Action **Create webhook** Subscribes a webhook URL to a Bread & Butter event so Bread & Butter posts each new occurrence to it. Returns the id of the new subscription. - Action **Delete tag** Deletes a tag from a Bread & Butter app. - Action **Get credit balance** Returns the credit balance for a Bread & Butter app, including credits used this period, the monthly allowance and pending enrichments. - Action **Get device profile** Returns the sign-in options and the visitor's profile state for one registered device. - Action **Get lead list** Returns a Bread & Butter lead list by its ID, including its processing status, lead counts and credit usage. - Action **Identify user** Identifies an anonymous visitor's device as a known person in a Bread & Butter app by attaching their email address and name. - Action **List app triggers** Returns the triggers set up in a Bread & Butter app, including webhook subscriptions, with their kind, filters and activity state. - Action **List custom event definitions** Returns the event definitions configured in a Bread & Butter app, optionally filtered to enabled or disabled ones. - Action **List Events** Returns the events recorded in a Bread & Butter app — sign-ins, page views, custom events, form submissions and more — optionally narrowed to one user or a date range. - Action **List lead lists** Returns all lead lists in a Bread & Butter app, including each list's status, lead counts and credit usage. - Action **List tags** Returns every tag defined in a Bread & Butter app, with each tag's id and name. - Action **List user events** Returns the page views and events (sign-ins, custom events, form submissions and more) a user recorded during one of their sessions in a Bread & Butter app. - Action **List users** Returns the users (visitors and leads) recorded in a Bread & Butter app, optionally narrowed to one email address or user state. - Action **List user sessions** Lists the sessions of one Bread & Butter user, newest first, with each session's ID, start time, location, device and page view count. - Action **Record external authentication** Records that a visitor signed in through your own login system, linking their device to the user with that email address. - Action **Update user lead status** Updates a user's lead status in a Bread & Butter app by setting their lead status rank. - Trigger **New Conversation** Triggers when a new conversation is available in Metaview. - Action **Build chart** Creates a visual chart from conversation data with optional filtering, grouping, and timezone adjustment. - Action **Check enrichment status** Returns enrichment status and usage metrics for candidate data, with options to scope by person or enrichment type. - Action **Create AI field** Creates a new AI-powered field that analyzes conversations to answer a custom question, with configurable value type. - Action **Create report** Builds a report from conversations with filtering, metrics, grouping, and custom field inclusion. - Action **Fetch candidates** Looks up candidate information by ID, LinkedIn URL, email, or phone number in bulk. - Action **Find candidate's sequences** Finds which outreach sequences a candidate is enrolled in using their ID, LinkedIn URL, email, or phone. - Action **Get note template** Returns a note generation template by ID for use in automating note creation. - Action **Get search details** Retrieves configuration and results for a sourcing search by ID. - Action **Get sourcing analytics** Returns sourcing analytics and metrics grouped by user, search, or date range with filtering options. - Action **Get sourcing messages** Lists outreach messages sent in a sourcing search with pagination support. - Action **Get User Context** Returns information about the connected user account and available features. - Action **Give sourcing feedback** Submits feedback on candidates from a sourcing search, optionally linking to the search that sourced them. - Action **Group conversations** Groups recorded conversations by a field (like recruiter, stage, or outcome) and returns counts and metrics per group. - Action **List application reviews** Returns a list of application reviews, optionally filtering by name or showing only active ones. - Action **List ATS jobs** Returns ATS job postings, optionally filtered by job title. - Action **List ATS stages** Returns hiring pipeline stages for a job, or workspace-level stages if no job is specified. - Action **List available fields** Returns available data fields for reports, optionally filtered by name. - Action **List candidates in sequence** Returns candidates enrolled in a sequence, with optional enrollment status and per-step delivery details. - Action **List field values** Returns distinct values for a field across conversations, useful for building filters or dropdowns. - Action **List mailboxes** Returns email mailboxes available in this Metaview workspace. - Action **List note template folders** Returns folders of note templates organized in the workspace. - Action **List note templates** Returns note templates available in the workspace, optionally filtered by name or with full section details. - Action **List sequences** Returns candidate sequences, optionally filtered by name, creator, or status; includes full configuration if requested. - Action **List sourcing candidates** Returns candidates from a specified sourcing search with optional filtering by pack, feedback status, and detail level. - Action **List sourcing searches** Returns all sourcing searches with optional pagination. - Action **Manage candidate sequence** Adds, pauses, resumes, cancels, removes, or updates candidate enrollments in a recruitment sequence. - Action **Manage note template** Creates, updates, or deletes call note templates with customizable sections for structured note-taking. - Action **Manage sequence** Creates, updates, duplicates, or deletes recruitment sequences. - Action **Search conversations** Searches call conversations with optional filtering, sorting, and field selection. - Action **Search reports** Searches reports by name, category, or ID with optional full configuration details. - Action **Send sourcing message** Starts or continues a sourcing or research search with a message to the AI agent. ## Each app on its own - [ **Bread & Butter** Augment your lead funnel with first-party data.](https://apiant.ai/connections/bread-butter) - [ **Metaview** Metaview writes your recruiting notes for you so you can save time and focus on high-quality interactions...](https://apiant.ai/connections/metaview) Reviews ## What our customers say ## More from Bread & Butter - [ **Bread & Butter to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/bread-butter-to-hubspot) - [ **Bread & Butter to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/bread-butter-to-salesforce) - [ **Bread & Butter to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/bread-butter-to-slack) - [ **Bread & Butter to Google Sheets** Google Sheets](https://apiant.ai/connect/bread-butter-to-google-sheets) - [ **Bread & Butter to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/bread-butter-to-gmail) - [ **Bread & Butter to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/bread-butter-to-google-calendar) ## More into Metaview - [ **HubSpot to Metaview** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-metaview) - [ **Google Sheets to Metaview** Google Sheets](https://apiant.ai/connect/google-sheets-to-metaview) - [ **Gmail to Metaview** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-metaview) - [ **Google Drive to Metaview** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-metaview) - [ **Mailchimp to Metaview** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-metaview) - [ **ActiveCampaign to Metaview** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-metaview) Questions ## Bread & Butter and Metaview, answered ### ### What can start an automation from Bread & Butter? Any of Bread & Butter's 6 triggers in the catalog, including New Authentication, New Contact Us Submission, New Custom Fields and New Custom User Event. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Metaview when something happens in Bread & Butter? Any of Metaview's 31 actions, including Create AI field, Create report, Send sourcing message and Build chart. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Metaview to Bread & Butter? Yes. When something happens in Metaview, your agent can act in Bread & Butter too. This page covers both directions: Metaview's triggers and Bread & Butter's actions are listed here as well. ### ### Do I have to build a connector for Bread & Butter or Metaview? 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 Bread & Butter and Metaview 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.