Integration
Connect Econodata and Relate
When New Company in Saved Search fires in Econodata, your agent runs Create Contact in Relate, or Contact Created in Relate 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 Relate 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 Relate can do together
From Econodata to Relate
When New Company in Saved Search in Econodata
then Create Contact in Relate
When New Company in Saved Search in Econodata
then Update Contact in Relate
From Relate to Econodata
When Contact Created in Relate
then Count Companies in Econodata
When Entry Created in Relate
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 Relate
Triggers and actions 7 triggers · 28 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
Contact CreatedTriggers when a new contact is added in Relate.
Trigger
Entry CreatedTriggers when a new entry is added to a Relate list or process.
Trigger
Entry UpdatedTriggers when an entry in a Relate list or process is added or changed.
Trigger
New Recorded MeetingTriggers when a new recorded meeting is added in Relate (only meetings with at least one completed recording appear).
Trigger
Note CreatedTriggers when a new note is added in Relate.
Trigger
Organization CreatedTriggers when a new organization is added in Relate.
Action
Create ContactCreates a contact in Relate from a first name and/or email address, optionally linked to an organization.
Action
Create NoteCreates a note on an organization in Relate, optionally linked to a deal.
Action
Create OrganizationCreates an organization in Relate from a name and/or website domain.
Action
Delete ContactDeletes a Relate contact.
Action
Delete NoteDeletes a note in Relate.
Action
Delete OrganizationDeletes a Relate organization.
Action
Find ContactFinds a contact in Relate by email address or phone number and returns the first match.
Action
Find Entry From Organization ProcessFinds an organization's entry in a Relate process by organization ID.
Action
Find NoteReturns the most recently updated notes in Relate, optionally only those updated after a given time; the first note is also returned on its own.
Action
Find OrganizationReturns Relate organizations, most recently updated first, optionally only those updated after a given time. The first organization's fields are also returned on their own.
Action
Get ContactReturns one Relate contact by its ID.
Action
Get OrganizationReturns one Relate organization by its ID.
Action
Get RecordingReturns a meeting recording from Relate with its AI summary, topics, action items and transcript (summary and transcript are empty until processing is done).
Action
Update ContactUpdates a Relate contact's name or email addresses.
Action
Update NoteUpdates a note's text or linked deal in Relate.
Action
Update OrganizationUpdates a Relate organization's name or domains.
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 Relate
HubSpot to RelateHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to RelateGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to RelateGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to RelateGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to RelateGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to RelateMailchimp marketing automation and email platform.
Questions
Econodata and Relate, 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 Relate when something happens in Econodata?
Any of Relate's 16 actions, including Create Contact, Create Note, Create Organization and Update Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Relate to Econodata?
Yes. When something happens in Relate, your agent can act in Econodata too. This page covers both directions: Relate's triggers and Econodata's actions are listed here as well.
Do I have to build a connector for Econodata or Relate?
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 Relate 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.