--- title: "Connect BriefTape to Persona - APIANT.ai" description: "When \"New news story\" fires in BriefTape, your agent runs \"List Events\" in Persona." canonical: "https://apiant.ai/connect/brieftape-to-persona" --- # Connect BriefTape to Persona When **New news story** fires in [BriefTape](https://apiant.ai/connections/brieftape), your agent runs **List Events** in [Persona](https://apiant.ai/connections/persona). Describe the whole flow and it is built, tested on every scenario and kept running. BriefTape **1** trigger BriefTape **4** actions Persona **5** 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 Persona 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 can start in Persona - When **New news story** in BriefTape then **List Events** in Persona - When **New news story** in BriefTape then **Add Account** in Persona 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 Persona ## Triggers and actions 1 trigger · 9 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. - Action **Add Account** Create a new Account. - Action **Get Account** Fetches a Persona Account by ID. An error occurs if the Account is not found. - Action **List Accounts** Returns a list of your organization's Persona accounts, most recently created first, optionally filtered by reference ID. - Action **List Events** Returns all events in your Persona organization, most recent first, optionally filtered by event name, object id or event id. - Action **Update Account** Updates an existing Persona Account by ID. ## Each app on its own - [ **BriefTape** Real-time AI-summarized SEC filings, Fed, FDA and BLS data, ticker-tagged](https://apiant.ai/connections/brieftape) - [ **Persona** Identity verification API for KYC checks, document verification, and fraud prevention workflows.](https://apiant.ai/connections/persona) 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 Persona - [ **Gravity Forms to Persona** Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.](https://apiant.ai/connect/gravity-forms-to-persona) - [ **Salesmate to Persona** Salesmate is an All-in-one Sales Management, Automation, and Acceleration Software for Teams of All Sizes &...](https://apiant.ai/connect/salesmate-to-persona) - [ **HubSpot to Persona** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-persona) - [ **Salesforce to Persona** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-persona) - [ **Slack to Persona** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-persona) - [ **Google Sheets to Persona** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-persona) Questions ## BriefTape and Persona, 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 Persona when something happens in BriefTape? Any of Persona's 5 actions, including Update Account, Add Account, Get Account and List Accounts. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Persona to BriefTape? Persona has no triggers in the catalog today, so automations start in BriefTape. If you need the other direction, ask: your agent reads Persona's API documentation and adds it. ### ### Do I have to build a connector for BriefTape or Persona? 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 Persona 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.