# Connect EasyCSV to Filingrail When **New Spreadsheet Row Import** fires in [EasyCSV](https://apiant.ai/connections/easycsv), your agent runs **List 8-K events** in [Filingrail](https://apiant.ai/connections/filingrail). Describe the whole flow and it is built, tested on every scenario and kept running. EasyCSV **1** trigger EasyCSV **2** actions Filingrail **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want EasyCSV and Filingrail 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 EasyCSV can start in Filingrail - When **New Spreadsheet Row Import** in EasyCSV then **List 8-K events** in Filingrail - When **New Spreadsheet Row Import** in EasyCSV then **Find companies** in Filingrail 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 EasyCSV and Filingrail ## Triggers and actions 1 trigger · 9 actions - Trigger **New Spreadsheet Row Import** Fires instantly for each row/record as EasyCSV imports a spreadsheet. In EasyCSV, open your import's Sheet Details, check "Post imports to Webhook", and paste this trigger's minted URL. EasyCSV sends one POST per row; the payload binds as {{ trigger.body.* }} (record_data holds the row's column values, plus import_id/import_name/sheet_name/importer_email metadata). - Action **Create CSV File** Creates a CSV File that can be used in your Zap, automatically emailed as an attachment, or uploaded to a specific place via SFTP. - Action **Parse CSV File** Parse a CSV file and return a JSON array of rows - Action **Find companies** Search SEC-registered issuers by ticker, CIK or name fragment. - Action **Get company financials** Normalized 10-K/10-Q income statement, balance sheet, cash flow for a company. - Action **List 8-K events** Material 8-K events with SEC item codes for a company. - Action **List company financials history** Historical quarterly or annual series for a line item, up to 20 periods. - Action **List insider trades** Form 4 insider transactions for a company. - Action **List institution 13F holdings** Form 13F-HR positions for an institution. - Action **List recent filings** Recent SEC filings across issuers, filterable by form type and CIK. ## Each app on its own - [ **EasyCSV** EasyCSV enables your users or team members to import CSV files and Google Sheets into your app or any public...](https://apiant.ai/connections/easycsv) - [ **Filingrail** SEC EDGAR filings, XBRL financials, Form 4 insider trades, 8-K events and 13F holdings](https://apiant.ai/connections/filingrail) Reviews ## What our customers say ## More from EasyCSV - [ **EasyCSV to BetTip** Lottery draw results for UK49s, Gosloto and South African National Lottery](https://apiant.ai/connect/easycsv-to-bettip) - [ **EasyCSV to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/easycsv-to-hubspot) - [ **EasyCSV to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/easycsv-to-salesforce) - [ **EasyCSV to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/easycsv-to-slack) - [ **EasyCSV to Google Sheets** Google Sheets](https://apiant.ai/connect/easycsv-to-google-sheets) - [ **EasyCSV to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/easycsv-to-gmail) ## More into Filingrail - [ **HubSpot to Filingrail** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-filingrail) - [ **Salesforce to Filingrail** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-filingrail) - [ **Slack to Filingrail** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-filingrail) - [ **Google Sheets to Filingrail** Google Sheets](https://apiant.ai/connect/google-sheets-to-filingrail) - [ **Gmail to Filingrail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-filingrail) - [ **Google Calendar to Filingrail** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-filingrail) Questions ## EasyCSV and Filingrail, answered ### ### What can start an automation from EasyCSV? Any of EasyCSV's 1 trigger in the catalog, including New Spreadsheet Row Import. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Filingrail when something happens in EasyCSV? Any of Filingrail's 7 actions, including Find companies, Get company financials, List 8-K events and List company financials history. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Filingrail to EasyCSV? Filingrail has no triggers in the catalog today, so automations start in EasyCSV. If you need the other direction, ask: your agent reads Filingrail's API documentation and adds it. ### ### Do I have to build a connector for EasyCSV or Filingrail? 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.