Integration
Connect CleverReach and Flatfile
When something happens in CleverReach or Flatfile, your agent does the next thing in the other. Describe it 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 CleverReach and Flatfile to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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)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 CleverReach and Flatfile can do together
From CleverReach to Flatfile
When New Campaign in CleverReach
then Create Document in Flatfile
When New Subscriber in CleverReach
then Create Prompt in Flatfile
From Flatfile to CleverReach
When New Agent in Flatfile
then Add attribute in CleverReach
When New App in Flatfile
then Add group in CleverReach
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 CleverReach and Flatfile
Triggers and actions 11 triggers · 23 actions
Trigger
New CampaignTriggers when a new mailing campaign is created.
Trigger
New SubscriberTriggers when a new subscriber is added to a specified integration list.
Trigger
New UnsubscriberTriggers when any current subscriber unsubscribes from a specified list.
Action
Add attributeCreate a global attribute.
Action
Add groupCreate a group (receiver list).
Action
Add mailingCreate a mailing.
Action
Add Order ItemAdd a new order item for subscriber.
Action
Add subscriber tagsAdd tags to a receiver.
Action
Add/Update SubscriberAdds a new subscriber in a selected list. Can be used to update an existing subscriber too.
Action
Delete groupDelete a group (receiver list).
Action
Delete subscriberDelete a receiver from a group.
Action
Delete subscriber tagsRemove tags from a receiver.
Action
Find SubscriberSearch for subscribers in all lists in CleverReach. If found, the subscriber data will be returned along with the list id.
Action
Get groupGet a group (receiver list) by id.
Action
Get mailingGet a mailing by id.
Action
Get subscriberGet a receiver by id or email.
Action
List attributesList attributes.
Action
List groupsList all groups (receiver lists).
Action
List mailingsList mailings.
Action
List subscribersList receivers in a group.
Action
Unsubscribe EmailUnsubscribes an email address from a selected list.
Action
Update groupUpdate a group (receiver list).
Trigger
New AgentTriggers when a new agent is created.
Trigger
New AppTriggers when a new app is created.
Trigger
New DocumentTriggers when a new document is created in a space.
Trigger
New EventTriggers when a new event occurs in Flatfile.
Trigger
New PromptTriggers when a new prompt is created.
Trigger
New SheetTrigger when a new sheet is created in a Flatfile workbook.
Trigger
New UserTriggers when a new user is created.
Trigger
New WorkbookTrigger when a new workbook is created in Flatfile.
Action
Create DocumentCreates a new document in Flatfile.
Action
Create PromptCreates a new AI prompt in Flatfile.
Action
Get DocumentRetrieves a single document from a Flatfile space by its ID.
Action
Upload FileUploads a file to Flatfile.
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
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Questions
CleverReach and Flatfile, answered
What can start an automation from CleverReach?
Any of CleverReach's 3 triggers in the catalog, including New Campaign, New Subscriber and New Unsubscriber. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Flatfile when something happens in CleverReach?
Any of Flatfile's 4 actions, including Create Document, Create Prompt, Upload File and Get Document. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Flatfile to CleverReach?
Yes. When something happens in Flatfile, your agent can act in CleverReach too. This page covers both directions: Flatfile's triggers and CleverReach's actions are listed here as well.
Do I have to build a connector for CleverReach or Flatfile?
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.
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.