Integration
Connect BriefTape and Formitize
When New news story fires in BriefTape, your agent runs Create Client in Formitize, or New Client in Formitize to Find news stories by ticker in BriefTape. 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 BriefTape and Formitize 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 BriefTape and Formitize can do together
From BriefTape to Formitize
When New news story in BriefTape
then Create Client in Formitize
When New news story in BriefTape
then Update Client in Formitize
From Formitize to BriefTape
When New Client in Formitize
then Find news stories by ticker in BriefTape
When On Create Job in Formitize
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 Formitize
Triggers and actions 3 triggers · 21 actions
Trigger
New news storyTriggered when a new news story is created
Action
Find news stories by tickerFinds the AI-summarized SEC filing news stories tagged with a stock ticker.
Action
Get storyRetrieves one news story, including its source filing link.
Action
List categoriesLists all active news story categories with their story counts.
Action
List news storiesLists the latest AI-summarized news stories, optionally filtered by ticker or category.
Trigger
New ClientTriggers when a new client is added.
Trigger
On Create JobTriggers when a new job is created.
Action
Create AssetCreates an asset of an asset type.
Action
Create ClientCreates a client with a billing name and optional primary contact and address.
Action
Create JobCreates a job and optionally assigns it to an agent.
Action
Delete AssetDeletes an asset.
Action
Delete JobDeletes a job.
Action
Get AssetReturns one asset.
Action
Get ClientReturns one client with its contacts and locations.
Action
Get Submitted FormReturns one submitted form with its answers and attachments.
Action
List AssetsReturns assets of one asset type.
Action
List Asset TypesReturns the account's asset types and their columns.
Action
List ClientsReturns a page of clients with their billing name, primary contact, address and status.
Action
List Form TemplatesReturns the account's form templates.
Action
List JobsReturns jobs, optionally filtered by status or assigned agent.
Action
List Lookup DatabasesReturns the account's lookup databases.
Action
List NotificationsReturns notifications, open or completed.
Action
List Submitted FormsReturns submitted forms, optionally filtered by form template, status, text or modified date.
Action
Update ClientUpdates a client's billing name, primary contact or address.
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 BriefTape
BriefTape to EARLYEARLY is a Time Tracking App: Effortless, Smart, and Secure.
BriefTape to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
BriefTape to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
BriefTape to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
BriefTape to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
BriefTape to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
More into Formitize
ActiveCampaign to FormitizeActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to FormitizeOrganize anything with Airtable, a modern database created for everyone.
Asana to FormitizeAsana is a collaborative information manager for workspace.
ClickUp to FormitizeClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Discord to FormitizeDiscord is an all-in-one voice and text chat for gamers.
Brevo to FormitizeBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Questions
BriefTape and Formitize, 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 Formitize when something happens in BriefTape?
Any of Formitize's 17 actions, including Create Asset, Create Client, Create Job and Get Submitted Form. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Formitize to BriefTape?
Yes. When something happens in Formitize, your agent can act in BriefTape too. This page covers both directions: Formitize's triggers and BriefTape's actions are listed here as well.
Do I have to build a connector for BriefTape or Formitize?
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 Formitize 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.