Integration
Connect Econodata and NotePM
When New Company in Saved Search fires in Econodata, your agent runs Create Comment in NotePM, or New Comment in NotePM to Count Companies in Econodata. 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 Econodata and NotePM 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Econodata and NotePM can do together
From Econodata to NotePM
When New Company in Saved Search in Econodata
then Create Comment in NotePM
When New Company in Saved Search in Econodata
then Create Note in NotePM
From NotePM to Econodata
When New Comment in NotePM
then Count Companies in Econodata
When New Note in NotePM
then Count Companies by Saved Search in Econodata
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 Econodata and NotePM
Triggers and actions 5 triggers · 30 actions
Trigger
New Company in Saved SearchTriggers when a new company appears in one of your shared Econodata saved searches.
Action
Count CompaniesReturns how many companies match a set of segmentation filters (status, state, city, CNAE, size, revenue, keywords and more), without returning the companies themselves.
Action
Count Companies by Saved SearchCounts how many companies are in one of the account's saved searches.
Action
Find CompanyFinds one company by CNPJ, CNPJ root, website or email and returns its record.
Action
Get Account BalanceReturns how many Econodata tokens the account has left.
Action
Get Economic GroupLists companies linked to a company through shared partners (its economic group), one page at a time.
Action
Get Tag Job StatusReturns the progress of a queued tag job: its status and how many companies were processed or failed.
Action
List Company PeopleLists a company's decision makers or employees, one page at a time.
Action
List Saved SearchesLists the saved searches shared in the Econodata account.
Action
Lookup Companies by CNPJReturns the company records for a list of up to 100 CNPJs, plus any CNPJs that could not be found.
Action
Match CompanyFinds the companies that best match loose details such as a name, state, website, phone or email, ranked by confidence.
Action
Search CompaniesSearches Brazilian companies matching segmentation filters (state, city, CNAE, size, revenue, keywords and more) and returns one page of results.
Action
Search Companies by Saved SearchReturns one page of companies from one of the account's saved searches, with a cursor for the next page.
Trigger
New CommentTriggers when a new comment is added to a NotePM page.
Trigger
New NoteTriggers when a new note is created in your NotePM team.
Trigger
New PageTriggers when a new page is created in NotePM.
Trigger
New Page or Updated PageTriggers when a NotePM page is created or updated.
Action
Archive NoteArchives a NotePM note.
Action
Create CommentAdds a comment to a NotePM page.
Action
Create FolderCreates a folder in a NotePM note.
Action
Create NoteCreates a note in your NotePM team.
Action
Create PageCreates a page in a NotePM note.
Action
Create TagCreates a tag in NotePM.
Action
Delete NoteDeletes a NotePM note.
Action
Delete PageDeletes a NotePM page.
Action
Get NoteReturns one NotePM note by its note code, including its name, description, scope and members.
Action
Get PageReturns one NotePM page with its title, body and tags.
Action
Get UserReturns one NotePM user by user code.
Action
List FoldersReturns the folders in a NotePM note.
Action
List NotesReturns the notes in your NotePM team.
Action
List TagsReturns the tags in your NotePM team with their page counts.
Action
List UsersReturns the users in your NotePM team.
Action
Search PagesSearches NotePM pages by text, note or tag.
Action
Update NoteUpdates a NotePM note's name, description or scope.
Action
Update PageUpdates a NotePM page's title or body.
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
More from Econodata
Econodata to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Econodata to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Econodata to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Econodata to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Econodata to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Econodata to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into NotePM
HubSpot to NotePMHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to NotePMGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to NotePMGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to NotePMGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to NotePMGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to NotePMMailchimp marketing automation and email platform.
Questions
Econodata and NotePM, answered
What can start an automation from Econodata?
Any of Econodata's 1 trigger in the catalog, including New Company in Saved Search. Describe the moment in plain language and your agent picks the right one.
What can your agent do in NotePM when something happens in Econodata?
Any of NotePM's 18 actions, including Create Comment, Create Folder, Create Note and Create Page. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from NotePM to Econodata?
Yes. When something happens in NotePM, your agent can act in Econodata too. This page covers both directions: NotePM's triggers and Econodata's actions are listed here as well.
Do I have to build a connector for Econodata or NotePM?
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 Econodata and NotePM 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.