--- title: "Connect Carbon Voice to Edgrapi - APIANT.ai" description: "When \"New Action Item Created\" fires in Carbon Voice, your agent runs \"Get filing document\" in Edgrapi." canonical: "https://apiant.ai/connect/carbon-voice-to-edgrapi" --- # Connect Carbon Voice to Edgrapi When **New Action Item Created** fires in [Carbon Voice](https://apiant.ai/connections/carbon-voice), your agent runs **Get filing document** in [Edgrapi](https://apiant.ai/connections/edgrapi). Describe the whole flow and it is built, tested on every scenario and kept running. Carbon Voice **7** triggers Carbon Voice **24** actions Edgrapi **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Carbon Voice and Edgrapi 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 Carbon Voice can start in Edgrapi - When **New Action Item Created** in Carbon Voice then **Get filing document** in Edgrapi - When **New AI Prompt Response Generated** in Carbon Voice then **List 8-K events** in Edgrapi 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 Carbon Voice and Edgrapi ## Triggers and actions 7 triggers · 35 actions - Trigger **Action Item Deleted** Triggers when an action item is deleted. - Trigger **New Action Item Created** Triggers when an action item is created. - Trigger **New AI Prompt Response Generated** Triggers when AI Prompt happened to a message(s). - Trigger **New AI System Prompt Response Generated** Triggers when AI System Prompt happened to a message(s). - Trigger **New Message Posted to Conversation** Triggers when a message is posted into a conversation. - Trigger **New Message Received** Triggers when a message is received in any conversation (Not includes your own messages). - Trigger **New Voice Memo Created** Triggers when a voice memo is created. - Action **Add folder** Create a folder. - Action **Add Link Attachments to Message** Add one or more link attachments to a Message. - Action **Create Action Item** Create an Action Item. - Action **Create AI Prompt Response** Creates a new Ai response for given prompt and message(s). - Action **Create Message Share Link** Create a share link for a message. - Action **Create Voice Memo** Create a Voice Memo from audio file, transcript or links. - Action **Delete action item** Delete an action item. - Action **Delete folder** Delete a folder and nested content. - Action **Find users by email, phone or name** Search users by email, phone or name. - Action **Get AI Prompt Response** Returns one AI prompt response (prompt, generated responses per language, source messages) by id. - Action **Get conversation** Get a conversation by id. - Action **Get message** Get a message by id. - Action **Get Message Share Link** Returns one message share link by id. - Action **Get user** Get a user by id. - Action **List AI Prompts** /prompts (optional owner_type=user|workspace|system, workspace_id) — lists the AI prompts available to the account, returning each prompt's id. Read-only. - Action **List conversations** List all of the user's conversations (id and name only). - Action **List conversation users** List users in a conversation. - Action **List folders** List root folders. - Action **List messages** List messages. - Action **List workspaces** List workspaces the user can access. - Action **Send Direct Message to User(s)** Send a Direct Message to specific User(s). - Action **Send Message to Conversation** Send a Message to specific Conversation. - Action **Update Action Item** Update an Action Item. - Action **Update folder** Rename a folder. - Action **Find filings by full-text search** Search full text across SEC filings. - Action **Get filing document** Download a filing document by its SEC accession number. - Action **Get shares outstanding** Get shares outstanding and public float for a ticker. - Action **Get XBRL financials** Get a company's full XBRL financial data as JSON. - Action **List 8-K events** List material 8-K events for a ticker. - Action **List auditor changes** List market-wide 8-K auditor-change filings (item 4.01). - Action **List filings** List a company's SEC filings by form type (10-K, 10-Q, 8-K, Form 4). - Action **List Form D filings by issuer** List Form D private placement filings for a specific issuer. - Action **List Form D private placements** List market-wide recent Form D private placement filings. - Action **List restatements** List market-wide 8-K restatement filings (item 4.02). - Action **Resolve identifier to company** Resolve a ticker, CIK, or CUSIP to a company record. ## Each app on its own - [ **Carbon Voice** Carbon Voice lets you record voice memos and chat with your team.](https://apiant.ai/connections/carbon-voice) - [ **Edgrapi** Clean SEC EDGAR company financials, ratios, filings and 10-K/10-Q sections as normalized JSON](https://apiant.ai/connections/edgrapi) Reviews ## What our customers say ## More from Carbon Voice - [ **Carbon Voice to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/carbon-voice-to-hubspot) - [ **Carbon Voice to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/carbon-voice-to-salesforce) - [ **Carbon Voice to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/carbon-voice-to-slack) - [ **Carbon Voice to Google Sheets** Google Sheets](https://apiant.ai/connect/carbon-voice-to-google-sheets) - [ **Carbon Voice to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/carbon-voice-to-gmail) - [ **Carbon Voice to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/carbon-voice-to-google-calendar) ## More into Edgrapi - [ **HubSpot to Edgrapi** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-edgrapi) - [ **Salesforce to Edgrapi** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-edgrapi) - [ **Slack to Edgrapi** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-edgrapi) - [ **Google Sheets to Edgrapi** Google Sheets](https://apiant.ai/connect/google-sheets-to-edgrapi) - [ **Gmail to Edgrapi** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-edgrapi) - [ **Google Calendar to Edgrapi** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-edgrapi) Questions ## Carbon Voice and Edgrapi, answered ### ### What can start an automation from Carbon Voice? Any of Carbon Voice's 7 triggers in the catalog, including New Action Item Created, New AI Prompt Response Generated, New AI System Prompt Response Generated and New Message Posted to Conversation. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Edgrapi when something happens in Carbon Voice? Any of Edgrapi's 11 actions, including Find filings by full-text search, Get filing document, Get shares outstanding and Get XBRL financials. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Edgrapi to Carbon Voice? Edgrapi has no triggers in the catalog today, so automations start in Carbon Voice. If you need the other direction, ask: your agent reads Edgrapi's API documentation and adds it. ### ### Do I have to build a connector for Carbon Voice or Edgrapi? 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 Carbon Voice and Edgrapi 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.