Integration
Connect Finolog and Metaview
When something happens in Finolog or Metaview, your agent does the next thing in the other. Describe it 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 Finolog and Metaview to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Finolog and Metaview can do together
From Finolog to Metaview
When New Account in Finolog
then Create AI field in Metaview
When New Category in Finolog
then Create report in Metaview
From Metaview to Finolog
When New Conversation in Metaview
then Add comment in Finolog
When New Conversation in Metaview
then Add order in Finolog
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 Finolog and Metaview
Triggers and actions 8 triggers · 62 actions
Trigger
New AccountTriggers when a new account is created.
Trigger
New CategoryTriggers when a new category is created.
Trigger
New CompanyTriggers when new company was created.
Trigger
New ContractorTriggers when new contractor is created.
Trigger
New ProjectTriggers when a new project is created.
Trigger
New RequisiteTriggers when a new requisite is created.
Trigger
New TransactionTriggers when a new transaction is created.
Action
Add comment/v1/biz/{biz_id}/comment - add a comment to an entity
Action
Add order/v1/biz/{biz_id}/orders/order
Action
Add project/v1/biz/{biz_id}/project
Action
Add requisite/v1/biz/{biz_id}/requisite
Action
Create AccountCreates an Account
Action
Create CategoryCreates a Category
Action
Create CompanyCreates a Company
Action
Create ContractorCreates a Contractor
Action
Create TransactionCreates a Transaction
Action
Delete account/v1/biz/{biz_id}/account/{id}
Action
Delete contractor/v1/biz/{biz_id}/contractor/{id}
Action
Delete transaction/v1/biz/{biz_id}/transaction/{id}
Action
Find Contractor by QueryFInd contractor by name or his requisites
Action
Find Contractor RequisitesFinds a Requisites that blongs to a Contractor
Action
Find Transaction by QueryFind transaction by contractor name, account name, details or sum
Action
Get account/v1/biz/{biz_id}/account/{id}
Action
Get contractor/v1/biz/{biz_id}/contractor/{id}
Action
Get transaction/v1/biz/{biz_id}/transaction/{id}
Action
List accounts/v1/biz/{biz_id}/account
Action
List businesses/v1/biz
Action
List categories/v1/biz/{biz_id}/category
Action
List commentsLists the comments on a record.
Action
List companies/v1/biz/{biz_id}/company
Action
List orders/v1/biz/{biz_id}/orders/order
Action
List projects/v1/biz/{biz_id}/project
Action
Update account/v1/biz/{biz_id}/account/{id}
Action
Update category/v1/biz/{biz_id}/category/{id}
Action
Update company/v1/biz/{biz_id}/company/{id}
Action
Update contractor/v1/biz/{biz_id}/contractor/{id}
Action
Update project/v1/biz/{biz_id}/project/{id}
Action
Update transaction/v1/biz/{biz_id}/transaction/{id}
Trigger
New ConversationTriggers when a new conversation is available in Metaview.
Action
Build chartCreates a visual chart from conversation data with optional filtering, grouping, and timezone adjustment.
Action
Check enrichment statusReturns enrichment status and usage metrics for candidate data, with options to scope by person or enrichment type.
Action
Create AI fieldCreates a new AI-powered field that analyzes conversations to answer a custom question, with configurable value type.
Action
Create reportBuilds a report from conversations with filtering, metrics, grouping, and custom field inclusion.
Action
Fetch candidatesLooks up candidate information by ID, LinkedIn URL, email, or phone number in bulk.
Action
Find candidate's sequencesFinds which outreach sequences a candidate is enrolled in using their ID, LinkedIn URL, email, or phone.
Action
Get note templateReturns a note generation template by ID for use in automating note creation.
Action
Get search detailsRetrieves configuration and results for a sourcing search by ID.
Action
Get sourcing analyticsReturns sourcing analytics and metrics grouped by user, search, or date range with filtering options.
Action
Get sourcing messagesLists outreach messages sent in a sourcing search with pagination support.
Action
Get User ContextReturns information about the connected user account and available features.
Action
Give sourcing feedbackSubmits feedback on candidates from a sourcing search, optionally linking to the search that sourced them.
Action
Group conversationsGroups recorded conversations by a field (like recruiter, stage, or outcome) and returns counts and metrics per group.
Action
List application reviewsReturns a list of application reviews, optionally filtering by name or showing only active ones.
Action
List ATS jobsReturns ATS job postings, optionally filtered by job title.
Action
List ATS stagesReturns hiring pipeline stages for a job, or workspace-level stages if no job is specified.
Action
List available fieldsReturns available data fields for reports, optionally filtered by name.
Action
List candidates in sequenceReturns candidates enrolled in a sequence, with optional enrollment status and per-step delivery details.
Action
List field valuesReturns distinct values for a field across conversations, useful for building filters or dropdowns.
Action
List mailboxesReturns email mailboxes available in this Metaview workspace.
Action
List note template foldersReturns folders of note templates organized in the workspace.
Action
List note templatesReturns note templates available in the workspace, optionally filtered by name or with full section details.
Action
List sequencesReturns candidate sequences, optionally filtered by name, creator, or status; includes full configuration if requested.
Action
List sourcing candidatesReturns candidates from a specified sourcing search with optional filtering by pack, feedback status, and detail level.
Action
List sourcing searchesReturns all sourcing searches with optional pagination.
Action
Manage candidate sequenceAdds, pauses, resumes, cancels, removes, or updates candidate enrollments in a recruitment sequence.
Action
Manage note templateCreates, updates, or deletes call note templates with customizable sections for structured note-taking.
Action
Manage sequenceCreates, updates, duplicates, or deletes recruitment sequences.
Action
Search conversationsSearches call conversations with optional filtering, sorting, and field selection.
Action
Search reportsSearches reports by name, category, or ID with optional full configuration details.
Action
Send sourcing messageStarts or continues a sourcing or research search with a message to the AI agent.
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
Finolog and Metaview, answered
What can start an automation from Finolog?
Any of Finolog's 7 triggers in the catalog, including New Account, New Category, New Company and New Contractor. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Metaview when something happens in Finolog?
Any of Metaview's 31 actions, including Create AI field, Create report, Send sourcing message and Build chart. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Metaview to Finolog?
Yes. When something happens in Metaview, your agent can act in Finolog too. This page covers both directions: Metaview's triggers and Finolog's actions are listed here as well.
Do I have to build a connector for Finolog or Metaview?
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.