--- title: "Connect BriefTape and ConvesioConvert - APIANT.ai" description: "When \"New news story\" fires in BriefTape, your agent runs \"Create Contact\" in ConvesioConvert." canonical: "https://apiant.ai/connect/brieftape-to-convesioconvert" --- # Connect BriefTape and ConvesioConvert When **New news story** fires in [BriefTape](https://apiant.ai/connections/brieftape), your agent runs **Create Contact** in [ConvesioConvert](https://apiant.ai/connections/convesioconvert), or **Contact Updated** in ConvesioConvert to **Find news stories by ticker** in BriefTape. Describe the whole flow and it is built, tested on every scenario and kept running. BriefTape **1** trigger BriefTape **4** actions ConvesioConvert **2** triggers ConvesioConvert **3** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want BriefTape and ConvesioConvert 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 BriefTape and ConvesioConvert can do together ### From BriefTape to ConvesioConvert - When **New news story** in BriefTape then **Create Contact** in ConvesioConvert - When **New news story** in BriefTape then **Update Contact** in ConvesioConvert ### From ConvesioConvert to BriefTape - When **Contact Updated** in ConvesioConvert then **Find news stories by ticker** in BriefTape - When **Custom Attribute Added** in ConvesioConvert then **Get story** in BriefTape 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 BriefTape and ConvesioConvert ## Triggers and actions 3 triggers · 7 actions - Trigger **New news story** Triggered when a new news story is created - Action **Find news stories by ticker** Finds the AI-summarized SEC filing news stories tagged with a stock ticker. - Action **Get story** Retrieves one news story, including its source filing link. - Action **List categories** Lists all active news story categories with their story counts. - Action **List news stories** Lists the latest AI-summarized news stories, optionally filtered by ticker or category. - Trigger **Contact Updated** Triggers when a contact in ConvesioConvert is added or any of its details change. - Trigger **Custom Attribute Added** Triggers when a new custom attribute is defined for your ConvesioConvert site. - Action **Create Contact** Creates a contact (site user) in ConvesioConvert, or updates the existing one with the same email or user id. - Action **Unsubscribe Contact** Unsubscribes a contact from marketing emails by setting their marketing email consent to denied. - Action **Update Contact** Updates an existing ConvesioConvert contact, matched by email address, with the details you provide. ## Each app on its own - [ **BriefTape** Real-time AI-summarized SEC filings, Fed, FDA and BLS data, ticker-tagged](https://apiant.ai/connections/brieftape) - [ **ConvesioConvert** ConvesioConvert is a cross-channel marketing automation tool to nurture your customer journey.](https://apiant.ai/connections/convesioconvert) Reviews ## What our customers say ## More from BriefTape - [ **BriefTape to EARLY** EARLY is a Time Tracking App: Effortless, Smart, and Secure.](https://apiant.ai/connect/brieftape-to-early) - [ **BriefTape to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/brieftape-to-hubspot) - [ **BriefTape to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/brieftape-to-salesforce) - [ **BriefTape to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/brieftape-to-slack) - [ **BriefTape to Google Sheets** Google Sheets](https://apiant.ai/connect/brieftape-to-google-sheets) - [ **BriefTape to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/brieftape-to-gmail) ## More into ConvesioConvert - [ **Cliniko to ConvesioConvert** Cliniko is a practice management platform — manage patients, appointments, invoices, contacts, and...](https://apiant.ai/connect/cliniko-to-convesioconvert) - [ **ActiveCampaign to ConvesioConvert** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-convesioconvert) - [ **Airtable to ConvesioConvert** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-convesioconvert) - [ **Asana to ConvesioConvert** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-convesioconvert) - [ **ClickUp to ConvesioConvert** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-convesioconvert) - [ **Brevo to ConvesioConvert** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-convesioconvert) Questions ## BriefTape and ConvesioConvert, answered ### ### What can start an automation from BriefTape? Any of BriefTape's 1 trigger in the catalog, including New news story. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ConvesioConvert when something happens in BriefTape? Any of ConvesioConvert's 3 actions, including Create Contact, Update Contact and Unsubscribe Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ConvesioConvert to BriefTape? Yes. When something happens in ConvesioConvert, your agent can act in BriefTape too. This page covers both directions: ConvesioConvert's triggers and BriefTape's actions are listed here as well. ### ### Do I have to build a connector for BriefTape or ConvesioConvert? 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 BriefTape and ConvesioConvert 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.