--- title: "Connect Fellow to StockFit - APIANT.ai" description: "When \"New recording\" fires in Fellow, your agent runs \"Find filings\" in StockFit." canonical: "https://apiant.ai/connect/fellow-to-stockfit" --- # Connect Fellow to StockFit When **New recording** fires in [Fellow](https://apiant.ai/connections/fellow), your agent runs **Find filings** in [StockFit](https://apiant.ai/connections/stockfit). Describe the whole flow and it is built, tested on every scenario and kept running. Fellow **1** trigger Fellow **10** actions StockFit **33** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Fellow and StockFit 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 Fellow can start in StockFit - When **New recording** in Fellow then **Find filings** in StockFit - When **New recording** in Fellow then **Find funds holding a symbol** in StockFit 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 Fellow and StockFit ## Triggers and actions 1 trigger · 43 actions - Trigger **New recording** Triggers when a new meeting recording is created in Fellow. - Action **Add Talking Point** Adds a talking point to the end of a Fellow meeting note's agenda, leaving the existing agenda content in place. - Action **Archive action item** Archives a Fellow action item by marking it as won't do, and returns the updated action item. - Action **Complete Action Item** Marks a Fellow action item as complete, or reopens it as incomplete, and returns the updated action item. - Action **Delete note** Permanently deletes a Fellow meeting note. Requires an API key with super admin (privileged) access. - Action **Delete recording** Deletes a Fellow meeting recording by its ID. Requires an API key with super admin privileges. - Action **Get action item** Returns a single Fellow action item by its ID, including its text, status, due date, assignees and the note it belongs to. - Action **Get AI Note** Returns a Fellow meeting note by its ID, including its title, meeting details, attendees, linked recordings and the note content as markdown. - Action **Get recording** Returns a Fellow meeting recording, including its transcript, AI notes and the note it belongs to. - Action **List notes** Returns the meeting notes you can access in Fellow, optionally filtered by meeting, channel, title, attendees, or created/updated dates, with optional note content. - Action **List recordings** Returns the meeting recordings in your Fellow workspace, optionally filtered by calendar event, channel, title or created/updated dates, with transcripts and AI notes on request. - Action **Find filings** Search SEC filings by criteria. - Action **Find funds holding a symbol** Reverse-lookup funds that hold a given symbol. - Action **Find news by symbol** Fetch recent news articles for a given symbol. - Action **Find symbols** Search/lookup symbols by name or ticker. - Action **Get balance sheet** Fetch a company's balance sheet. - Action **Get cash flow statement** Fetch a company's cash flow statement. - Action **Get company details** Fetch company profile details for a symbol. - Action **Get dividend history** Fetch historical dividend payments for a symbol. - Action **Get earnings calendar** Fetch calendar of past/upcoming earnings dates. - Action **Get earnings snapshot** Fetch the latest earnings snapshot for a symbol. - Action **Get economic model** Fetch a company's economic model data. - Action **Get EPS history** Fetch historical earnings-per-share data for a symbol. - Action **Get executive compensation** Fetch executive compensation data for a company. - Action **Get executive officers** Fetch a company's executive officers list. - Action **Get financial health scores** Fetch computed financial health scores for a company. - Action **Get fund holdings** Fetch a fund's current holdings. - Action **Get fund profile** Fetch a fund's profile. - Action **Get historical prices** Fetch historical price data for a symbol. - Action **Get income statement** Fetch a company's income statement. - Action **Get insider trading summary** Fetch summary of insider trading activity for a symbol. - Action **Get IPO calendar** Fetch upcoming/recent IPO calendar entries. - Action **Get key metrics** Fetch sector-aware key financial metrics for a company. - Action **Get ownership summary** Fetch ownership summary (insider/institutional split) for a symbol. - Action **Get quotes** Fetch batched real-time/latest price quotes for one or more symbols. - Action **Get research summary** Fetch AI-style research summary for a company. - Action **Get revenue segmentation** Fetch revenue segmentation footnote data for a company. - Action **Get symbol lookup** Look up canonical symbol/company info by ticker. - Action **List company peers** List peer companies for a symbol. - Action **List insider transactions** List insider buy/sell transactions for a symbol. - Action **List institutional holders** List institutional holders of a symbol. - Action **List latest filings** List the most recent SEC filings across companies. - Action **List market news** List general US market news. - Action **List symbols** List all tradable symbols in the database. ## Each app on its own - [ **Fellow** Fellow is a privacy-focused AI meeting assistant that records and summarizes meetings with enterprise-grade...](https://apiant.ai/connections/fellow) - [ **StockFit** SEC filings, financial statements, earnings, ETF holdings and ownership data](https://apiant.ai/connections/stockfit) Reviews ## What our customers say ## More from Fellow - [ **Fellow to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/fellow-to-hubspot) - [ **Fellow to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/fellow-to-salesforce) - [ **Fellow to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/fellow-to-slack) - [ **Fellow to Google Sheets** Google Sheets](https://apiant.ai/connect/fellow-to-google-sheets) - [ **Fellow to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/fellow-to-gmail) - [ **Fellow to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/fellow-to-google-calendar) ## More into StockFit - [ **HubSpot to StockFit** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-stockfit) - [ **Salesforce to StockFit** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-stockfit) - [ **Slack to StockFit** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-stockfit) - [ **Google Sheets to StockFit** Google Sheets](https://apiant.ai/connect/google-sheets-to-stockfit) - [ **Gmail to StockFit** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-stockfit) - [ **Google Calendar to StockFit** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-stockfit) Questions ## Fellow and StockFit, answered ### ### What can start an automation from Fellow? Any of Fellow's 1 trigger in the catalog, including New recording. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in StockFit when something happens in Fellow? Any of StockFit's 33 actions, including Find filings, Find funds holding a symbol, Find news by symbol and Find symbols. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from StockFit to Fellow? StockFit has no triggers in the catalog today, so automations start in Fellow. If you need the other direction, ask: your agent reads StockFit's API documentation and adds it. ### ### Do I have to build a connector for Fellow or StockFit? 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 Fellow and StockFit 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.