--- title: "Connect ClickUp to Federal Reserve Market Data - APIANT.ai" description: "When \"New Comment on a Task\" fires in ClickUp, your agent runs \"Find agency MBS operations\" in Federal Reserve Market Data." canonical: "https://apiant.ai/connect/clickup-to-federal-reserve-market-data" --- # Connect ClickUp to Federal Reserve Market Data When **New Comment on a Task** fires in [ClickUp](https://apiant.ai/connections/clickup), your agent runs **Find agency MBS operations** in [Federal Reserve Market Data](https://apiant.ai/connections/federal-reserve-market-data). Describe the whole flow and it is built, tested on every scenario and kept running. ClickUp **6** triggers ClickUp **22** actions Federal Reserve Market Data **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ClickUp and Federal Reserve Market Data 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 ClickUp can start in Federal Reserve Market Data - When **New Comment on a Task** in ClickUp then **Find agency MBS operations** in Federal Reserve Market Data - When **New Folder** in ClickUp then **Find FX swap operations** in Federal Reserve Market Data 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 ClickUp and Federal Reserve Market Data ## Triggers and actions 6 triggers · 35 actions - Trigger **New Comment on a Task** Triggers when a new Comment is added to a Task in ClickUp. - Trigger **New Folder** Triggers when new folders are created. - Trigger **New List** Triggers when new lists are created. - Trigger **New Task** Triggers when tasks are added. - Trigger **New Time Entry** Triggers when a new Time Entry is added using ClickUp Time tracking. - Trigger **Task Changes** Triggers when a task changes. - Action **Add Task Checklist** Add a checklist to a task - Action **Archive or Delete Task** Archive or delete ClickUp task - Action **Create Folder** Creates a new folder - Action **Create List** Creates a new list - Action **Create New Document** Create new document in the specific location - Action **Create New Document Page** Create new page in the specific document - Action **Create Space** A Space represents teams, departments, or groups, each with its own Lists, workflows, and settings. - Action **Create Subtask** Creates a new subtask - Action **Create Task** Creates a new task. - Action **Edit Document Page** Edit document page - Action **Find a List of All Tasks** Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields. - Action **Find Custom Fields** View the Custom Fields available on tasks in a specific Team / Space / Folder / List. - Action **Find Documents** Search for documents by location. - Action **Find Task by ID** Find an existing task by its ID. - Action **Find the Most Recent Task** Find the most recent task created in Workspace/Space/Folder/List. - Action **Find User by Name or Email** Find an existing user by their name or their email. - Action **Post a Task Comment** Post a comment to a task - Action **Post Attachment** Post an attachment to a task. - Action **Send Chat Message to Channel** Post a message to a specific channel you choose. - Action **Send Direct Message** Send a direct message to a user or yourself. - Action **Time Tracked** Add time tracked to a task - Action **Update Task** Updates an existing task. - Action **Find agency MBS operations** Finds agency mortgage-backed securities (AMBS) operation results from the New York Fed, filtered by operation type, date range, security method, CUSIP or security description. - Action **Find FX swap operations** Returns Federal Reserve central bank liquidity swap operations matching a date range and optional counterparties. - Action **Find reference rates by date range** Returns the New York Fed's secured and unsecured reference rates (SOFR, EFFR, OBFR, TGCR, BGCR) or volumes published between two dates. - Action **Find securities lending operations** Searches Federal Reserve securities lending operation results and extensions by date range, CUSIP or security description. - Action **Find Treasury securities operations** Searches the New York Fed's Treasury securities purchase and sale operations by date range, security type, CUSIP or description. - Action **Get agency holdings by as of date** Returns the Federal Reserve's SOMA agency securities holdings (agency debt, MBS and CMBS) as of a given weekly date. - Action **Get primary dealer market share** Returns the latest primary dealer market share statistics, either for the most recent quarter or year-to-date, broken down by security type and dealer quintile. - Action **Get primary dealer survey by time series** Returns Primary Dealer Statistics survey values for one or more time series across all series breaks. - Action **Get SOMA holdings summary** Returns the System Open Market Account (SOMA) holdings totals by security type (bills, notes and bonds, TIPS, FRNs, MBS, CMBS, agencies) for each as-of date. - Action **Get Treasury holdings by as of date** Returns the Treasury securities held in the Fed's System Open Market Account (SOMA) on a given as-of date, with CUSIP, maturity, par value and security type for each. - Action **List latest rates by type** Returns the most recently published secured or unsecured reference rates from the New York Fed. - Action **List reference rates** Returns the most recently published secured and unsecured reference rates (SOFR, BGCR, TGCR, EFFR, OBFR and the SOFR averages and index). - Action **List SOMA as of dates** Returns the list of all as-of dates for which System Open Market Account (SOMA) holdings data is available. ## Each app on its own - [ **ClickUp** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connections/clickup) - [ **Federal Reserve Market Data** Provides financial market operations data (AMBS, Treasury Securities, and Securities Lending operations) via...](https://apiant.ai/connections/federal-reserve-market-data) Reviews ## What our customers say ## More from ClickUp - [ **ClickUp to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/clickup-to-hubspot) - [ **ClickUp to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/clickup-to-slack) - [ **ClickUp to Google Sheets** Google Sheets](https://apiant.ai/connect/clickup-to-google-sheets) - [ **ClickUp to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/clickup-to-google-calendar) - [ **ClickUp to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/clickup-to-mailchimp) - [ **ClickUp to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/clickup-to-shopify) ## More into Federal Reserve Market Data - [ **HubSpot to Federal Reserve Market Data** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-federal-reserve-market-data) - [ **Salesforce to Federal Reserve Market Data** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-federal-reserve-market-data) - [ **Slack to Federal Reserve Market Data** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-federal-reserve-market-data) - [ **Google Sheets to Federal Reserve Market Data** Google Sheets](https://apiant.ai/connect/google-sheets-to-federal-reserve-market-data) - [ **Gmail to Federal Reserve Market Data** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-federal-reserve-market-data) - [ **Google Calendar to Federal Reserve Market Data** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-federal-reserve-market-data) Questions ## ClickUp and Federal Reserve Market Data, answered ### ### What can start an automation from ClickUp? Any of ClickUp's 6 triggers in the catalog, including New Comment on a Task, New Folder, New List and New Task. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Federal Reserve Market Data when something happens in ClickUp? Any of Federal Reserve Market Data's 13 actions, including Find agency MBS operations, Find FX swap operations, Find reference rates by date range and Find securities lending operations. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Federal Reserve Market Data to ClickUp? Federal Reserve Market Data has no triggers in the catalog today, so automations start in ClickUp. If you need the other direction, ask: your agent reads Federal Reserve Market Data's API documentation and adds it. ### ### Do I have to build a connector for ClickUp or Federal Reserve Market Data? 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 ClickUp and Federal Reserve Market Data 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.