# Connect Contacts+ and ShareFile

When **New Contact** fires in [Contacts+](https://apiant.ai/connections/contacts), your agent runs **Add Note** in [ShareFile](https://apiant.ai/connections/sharefile), or **New Client** in ShareFile to **Add Note to Contact** in Contacts+. Describe the whole flow and it is built, tested on every scenario and kept running.

Contacts+ **6** triggers Contacts+ **15** actions ShareFile **1** trigger ShareFile **18** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want Contacts+ and ShareFile 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 Contacts+ and ShareFile can do together

### From Contacts+ to ShareFile

- When **New Contact** in Contacts+ then **Add Note** in ShareFile
- When **New Tag** in Contacts+ then **Add user** in ShareFile

### From ShareFile to Contacts+

- When **New Client** in ShareFile then **Add Note to Contact** in Contacts+
- When **New Client** in ShareFile then **Create Contact** in Contacts+

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 Contacts+ and ShareFile

## Triggers and actions 7 triggers · 33 actions

- Trigger

**New Contact**

Triggers when a contact is created or a business card is transcribed.

- Trigger

**New Deleted Contact**

Triggers when a contact is deleted.

- Trigger

**New Deleted Tag**

Triggers when a tag is deleted from your account.

- Trigger

**New Tag**

Triggers when a tag is created on your account.

- Trigger

**New Updated Tag**

Triggers when a tag is updated.

- Trigger

**Updated Contact**

Triggers when a contact is updated.

- Action

**Add Note to Contact**

Appends a note to a contact.

- Action

**Create Contact**

Creates a contact.

- Action

**Create or Get Tag**

Gets or creates a tag.

- Action

**Delete contact**

Delete a contact by id.

- Action

**Delete tag**

Delete a tag by id.

- Action

**Find Company**

Find a company by domain or email.

- Action

**Find Contact**

Find a contact by name, company, email, phone or any combination.

- Action

**Find Person**

Find a person by email, phone or Twitter handle.

- Action

**Get contact**

Retrieve a single contact by id.

- Action

**Get Tag**

Fetches a private or team tag by ID.

- Action

**List Webhook Triggers**

Lists the webhook event types available to subscribe to.

- Action

**Remove Tag From Contact**

Removes Tags from a contact.

- Action

**Tag Contact**

Tags a contact.

- Action

**Update Contact**

Updates a contact.

- Action

**Update tag**

Edit a tag (rename).

- Trigger

**New Client**

Triggers when a new client user is added to the ShareFile account.

- Action

**Add group**

Creates a new distribution group in ShareFile, optionally shared and with initial member contacts.

- Action

**Add Note**

Creates a note inside a ShareFile folder with a title and optional text.

- Action

**Add share**

Creates a new Send share (sharing files) or Request share (asking recipients to upload into a folder) in ShareFile.

- Action

**Add URL**

Adds a web link (URL) item to a ShareFile folder.

- Action

**Add user**

Creates a new employee user in your ShareFile account and returns the new user.

- Action

**Copy item**

Copies a file or folder into another ShareFile folder.

- Action

**Create Client User**

Creates a new client user in your ShareFile account.

- Action

**Create Folder**

Creates a new folder inside a ShareFile parent folder and returns the new folder.

- Action

**Delete item**

Deletes a file or folder from ShareFile.

- Action

**Find items by name**

Searches ShareFile for files and folders whose name matches the text you enter, and returns the matching items.

- Action

**Get file download link**

Returns a temporary download link for a ShareFile file. For a folder, the link downloads a ZIP archive of its contents.

- Action

**Get item**

Returns a single ShareFile item (file, folder, note or link) by its id.

- Action

**Get user**

Returns a ShareFile user by ID or email address, or the connected user when neither is given.

- Action

**List folder children**

Returns the files, folders, notes and links directly inside a ShareFile folder.

- Action

**List groups**

Returns the distribution groups you have permission to view in your ShareFile account.

- Action

**List shares**

Returns the outstanding Send and Request shares created by the connected ShareFile user.

- Action

**List users**

Returns the employee users in your ShareFile account.

- Action

**Update item**

Updates a ShareFile file, folder, note or link: rename it, change its description or expiration date, or move it to another folder or zone.

## Each app on its own

- [ **Contacts+** Contacts+, formerly known as FullContact, is a modern contact management app to keep your contacts...](https://apiant.ai/connections/contacts)
- [ **ShareFile** Securely send, store, and share files – plus discover document workflows designed to improve your client...](https://apiant.ai/connections/sharefile)

Reviews

## What our customers say

## More from Contacts+

- [ **Contacts+ to JIRA** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/contacts-to-jira)
- [ **Contacts+ to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/contacts-to-hubspot)
- [ **Contacts+ to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/contacts-to-salesforce)
- [ **Contacts+ to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/contacts-to-slack)
- [ **Contacts+ to Google Sheets** Google Sheets](https://apiant.ai/connect/contacts-to-google-sheets)
- [ **Contacts+ to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/contacts-to-gmail)

## More into ShareFile

- [ **HubSpot to ShareFile** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sharefile)
- [ **Salesforce to ShareFile** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-sharefile)
- [ **Google Sheets to ShareFile** Google Sheets](https://apiant.ai/connect/google-sheets-to-sharefile)
- [ **Gmail to ShareFile** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sharefile)
- [ **Google Calendar to ShareFile** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-sharefile)
- [ **Google Drive to ShareFile** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-sharefile)

Questions

## Contacts+ and ShareFile, answered

###

### What can start an automation from Contacts+?

Any of Contacts+'s 6 triggers in the catalog, including New Contact, New Deleted Contact, New Deleted Tag and New Tag. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in ShareFile when something happens in Contacts+?

Any of ShareFile's 18 actions, including Create Client User, Create Folder, Update item and Add group. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from ShareFile to Contacts+?

Yes. When something happens in ShareFile, your agent can act in Contacts+ too. This page covers both directions: ShareFile's triggers and Contacts+'s actions are listed here as well.

###

### Do I have to build a connector for Contacts+ or ShareFile?

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 Contacts+ and ShareFile 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.
