# Connect ComplyCube and TouchBasePro When **Check Completed** fires in [ComplyCube](https://apiant.ai/connections/complycube), your agent runs **Send Smart Email** in [TouchBasePro](https://apiant.ai/connections/touchbasepro), or **New Subscriber** in TouchBasePro to **Add Note** in ComplyCube. Describe the whole flow and it is built, tested on every scenario and kept running. ComplyCube **2** triggers ComplyCube **39** actions TouchBasePro **3** triggers TouchBasePro **6** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ComplyCube and TouchBasePro to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 ComplyCube and TouchBasePro can do together ### From ComplyCube to TouchBasePro - When **Check Completed** in ComplyCube then **Send Smart Email** in TouchBasePro - When **New Event** in ComplyCube then **Add List** in TouchBasePro ### From TouchBasePro to ComplyCube - When **New Subscriber** in TouchBasePro then **Add Note** in ComplyCube - When **Updated Subscriber** in TouchBasePro then **Create Client** in ComplyCube 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 ComplyCube and TouchBasePro ## Triggers and actions 5 triggers · 45 actions - Trigger **Check Completed** Triggers when a new check is received. - Trigger **New Event** Triggers when a new event is received. - Action **Add Note** Add a note to a client for investigations, reviews, or compliance reporting. - Action **Create Address** Creates a new address for a client. - Action **Create Check** Create a verification check (identity, document, AML, or other check type) against a client. - Action **Create Client** Updates clients details using the given input. - Action **Create Document** Creates a new document for a client. - Action **Create Session** Creates a verification session link using workflow templates. - Action **Delete Address** Deletes an existing address. - Action **Delete Client** Deletes an existing client. - Action **Delete Document** Deletes an existing document. - Action **Delete Note** Delete a note. - Action **Find Addresses** Search and verify an address for KYC address checks. - Action **Find Companies** Search for companies by name or registration details for KYB checks. - Action **Generate Check Report** Generate a PDF report for a specific check. - Action **Generate Client Report** Generate a PDF report summarizing a client's compliance record. - Action **Generate Session Report** Generates a session report PDF and returns it as a file for use in later Zap steps. - Action **Generate Token** Generate an SDK token to securely authenticate a frontend user session. - Action **Get Address** Retrieves an address using "Address ID". - Action **Get Check Results** Retrieves a check's results using "Check ID". - Action **Get Client** Retrieves a client's results using "Client ID". - Action **Get Company Details** Retrieve detailed information about a company by its ID. - Action **Get Document** Retrieves a document using "Document ID". - Action **Get Live Photo** Retrieve a client's live photo by ID. - Action **Get Note** Retrieve a note by ID. - Action **Get Risk Profile** Retrieve a client's AML risk profile and score. - Action **Get Session Results** Retrieves a session's results using "Session ID". - Action **List Addresses** List addresses linked to a client. - Action **List Checks** List checks performed on a client. - Action **List Clients** List clients with optional filters and pagination. - Action **List Documents** List documents linked to a client. - Action **List Live Photos** List a client's live photos. - Action **List Notes** List notes linked to a client. - Action **List Workflow Sessions** List a client's workflow sessions. - Action **Update Address** Updates an existing address. - Action **Update Check** Update an existing check's parameters. - Action **Update Client** Updates clients details using the given input. - Action **Update Document** Updates an existing document. - Action **Update Note** Update an existing note. - Action **Upload Document Image** Uploads an image attachment (front or back) to an existing document. - Action **Upload Live Photo** Upload a client's live photo (selfie) for biometric identity and liveness verification. - Trigger **New Subscriber** Triggers when a new subscriber is added to a list. - Trigger **Unsubscribed Subscriber** Triggers when a subscriber unsubscribes from a list. - Trigger **Updated Subscriber** Triggers when an active subscriber on a list is added or has their details changed. - Action **Add List** Creates a new subscriber list in your TouchBasePro account and returns its list id. - Action **Add Subscriber** Adds a subscriber to a TouchBasePro email list, or updates their name and custom fields if they are already on it. - Action **Get Subscriber** Returns a subscriber's details on a list, including their email address, name, active/inactive state and custom field data. - Action **Send Smart Email** Sends a smart transactional email to one or more recipients, filling the email's variables from the data you supply. Returns each recipient with its message ID and status. - Action **Unsubscribe Subscriber** Unsubscribes a subscriber from a TouchBasePro list so they no longer receive campaigns sent to it. - Action **Update Subscriber** Updates an existing subscriber on a list, including their email address, name, custom field values and tracking consent. ## Each app on its own - [ **ComplyCube** ComplyCube is an all-in-one identity verification, KYC and anti-money laundering compliance platform for...](https://apiant.ai/connections/complycube) - [ **TouchBasePro** TouchBasePro is a email marketing tool to help you create beautiful email campaigns that will transform your...](https://apiant.ai/connections/touchbasepro) Reviews ## What our customers say ## More from ComplyCube - [ **ComplyCube to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/complycube-to-hubspot) - [ **ComplyCube to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/complycube-to-salesforce) - [ **ComplyCube to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/complycube-to-slack) - [ **ComplyCube to Google Sheets** Google Sheets](https://apiant.ai/connect/complycube-to-google-sheets) - [ **ComplyCube to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/complycube-to-gmail) - [ **ComplyCube to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/complycube-to-google-calendar) ## More into TouchBasePro - [ **HubSpot to TouchBasePro** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-touchbasepro) - [ **Salesforce to TouchBasePro** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-touchbasepro) - [ **Slack to TouchBasePro** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-touchbasepro) - [ **Google Sheets to TouchBasePro** Google Sheets](https://apiant.ai/connect/google-sheets-to-touchbasepro) - [ **Gmail to TouchBasePro** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-touchbasepro) - [ **Google Calendar to TouchBasePro** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-touchbasepro) Questions ## ComplyCube and TouchBasePro, answered ### ### What can start an automation from ComplyCube? Any of ComplyCube's 2 triggers in the catalog, including Check Completed and New Event. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in TouchBasePro when something happens in ComplyCube? Any of TouchBasePro's 6 actions, including Send Smart Email, Update Subscriber, Add List and Add Subscriber. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from TouchBasePro to ComplyCube? Yes. When something happens in TouchBasePro, your agent can act in ComplyCube too. This page covers both directions: TouchBasePro's triggers and ComplyCube's actions are listed here as well. ### ### Do I have to build a connector for ComplyCube or TouchBasePro? 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.