Integration
Connect DocumentPro to Finimpulse
When New Document fires in DocumentPro, your agent runs Find assets in Finimpulse. Describe the whole flow 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 DocumentPro and Finimpulse to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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 DocumentPro can start in Finimpulse
When New Document in DocumentPro
then Find assets in Finimpulse
When New Document in DocumentPro
then Get asset profile in Finimpulse
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 DocumentPro and Finimpulse
Triggers and actions 1 trigger · 27 actions
Trigger
New DocumentTriggers when a document is uploaded.
Action
Add classifiercreate a new Classifier.
Action
Add workflowcreate a new Workflow (extraction template).
Action
Classify documentclassify a document inline without a saved Classifier.
Action
Delete classifierdelete a Classifier.
Action
Delete workflowdelete a Workflow.
Action
Get classifierfetch a single Classifier by id.
Action
Get documentfetch a single document by id.
Action
Get workflowfetch a single Workflow by id.
Action
List classifierslist saved Classifiers.
Action
Run classifier against documentrun a saved Classifier against a document.
Action
Run workflow against documentStart an extraction Workflow against a document. The run is asynchronous: it returns a request_id immediately and the extracted data arrives once the job completes.
Action
Update classifierupdate an existing Classifier.
Action
Update workflowupdate an existing Workflow.
Action
Upload DocumentUpload a document (PDF, JPEG, PNG or TIFF) up to 6MB so it can be classified or parsed by a workflow.
Action
Find assetsSearch stocks, ETFs and mutual funds by name/symbol. Endpoint /v1/search
Action
Get asset profileCompany/ETF/fund profile. Endpoint /v1/profile
Action
Get asset summaryUnified snapshot of a symbol. Endpoint /v1/summary
Action
Get balance sheetBalance sheet for a stock. Endpoint /v1/financials/balance_sheet
Action
Get cash flow statementCash flow statement for a stock. Endpoint /v1/financials/cash_flow
Action
Get income statementIncome statement for a stock. Endpoint /v1/financials/income_statement
Action
Get market priceCurrent market price for a stock/ETF/fund. Endpoint /v1/market-price
Action
Get options chainOptions chain. Endpoint /v1/options/chain
Action
List analyst recommendationsAnalyst recommendations. Endpoint /v1/analysis/recommendations
Action
List ETF holdingsETF/fund holdings. Endpoint /v1/holdings/general
Action
List financial newsFinancial news articles. Endpoint /v1/news
Action
List historical pricesDaily OHLCV historical prices for a symbol. Endpoint /v1/histories
Action
List insider transactionsInsider transactions. Endpoint /v1/holders/insiders-transactions
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
DocumentPro and Finimpulse, answered
What can start an automation from DocumentPro?
Any of DocumentPro's 1 trigger in the catalog, including New Document. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Finimpulse when something happens in DocumentPro?
Any of Finimpulse's 13 actions, including Find assets, Get asset profile, Get asset summary and Get balance sheet. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Finimpulse to DocumentPro?
Finimpulse has no triggers in the catalog today, so automations start in DocumentPro. If you need the other direction, ask: your agent reads Finimpulse's API documentation and adds it.
Do I have to build a connector for DocumentPro or Finimpulse?
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 DocumentPro and Finimpulse 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.