--- title: "Connect folk and Metaview - APIANT.ai" description: "When \"Company Added\" fires in folk, your agent runs \"Send sourcing message\" in Metaview, or \"New Conversation\" in Metaview to \"Create Deal\" in folk." canonical: "https://apiant.ai/connect/folk-to-metaview" --- # Connect folk and Metaview When **Company Added** fires in [folk](https://apiant.ai/connections/folk), your agent runs **Send sourcing message** in [Metaview](https://apiant.ai/connections/metaview), or **New Conversation** in Metaview to **Create Deal** in folk. Describe the whole flow and it is built, tested on every scenario and kept running. folk **11** triggers folk **16** actions Metaview **1** trigger Metaview **31** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want folk and Metaview 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 folk and Metaview can do together ### From folk to Metaview - When **Company Added** in folk then **Send sourcing message** in Metaview - When **Company Custom Field Updated** in folk then **Create AI field** in Metaview ### From Metaview to folk - When **New Conversation** in Metaview then **Create Deal** in folk - When **New Conversation** in Metaview then **Create Note** in folk 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 folk and Metaview ## Triggers and actions 12 triggers · 47 actions - Trigger **Company Added** Triggers when a new company is created or added to a group. - Trigger **Company Custom Field Updated** Triggers when a company custom field (for example tag, status, text, assignee) is updated. - Trigger **Company Removed** Triggers when a company is deleted from the workspace or removed from a group. - Trigger **Company Updated** Triggers when a company basic field (like name, email or URL) in a group is updated. - Trigger **Deal Added** Fires when a new deal is created. - Trigger **Deal Removed** Fires when a deal is deleted from a pipeline. - Trigger **Deal Updated** Fires when a deal is updated (stage change, field update). - Trigger **Person Added** Triggers when a new person is created or added to a group. - Trigger **Person Custom Field Updated** Triggers when a person custom field (for example tag, status, text, assignee) is updated. - Trigger **Person Removed** Triggers when a person is deleted from the workspace or removed from a group. - Trigger **Person Updated** Triggers when a person basic field (like first name, job title, email or URL) in a group is updated. - Action **Create Company** Creates a company in folk, optionally adding it to a group and setting that group's custom fields. - Action **Create Deal** Creates a deal in a folk group, optionally linked to companies and people, and sets that deal type's custom fields. - Action **Create Group** Creates a group in folk. A default "All people" table view is added to the group automatically. - Action **Create Note** Creates a note on a folk person, company or deal. Optionally posts it as a reply to an existing note. - Action **Create Person** Creates a person in folk, optionally adding them to a group and setting that group's custom fields. - Action **Create Reminder** Creates a reminder on a folk person, company or deal, scheduled with an iCalendar recurrence rule. - Action **Delete Company** Deletes a company from folk by its id. - Action **Delete Person** Deletes a person from folk by their id. This also removes their custom fields, notes and associations. - Action **Find a Company** Searches folk companies by name, email or website and returns the matches, with the first one broken out for easy mapping. - Action **Find a Person** Searches folk people by email, full name or phone and returns the matches, with the first one broken out for easy mapping. - Action **Get a Company** Fetches one folk company by id, including its custom field values. - Action **Get a Note** Fetches one folk note by id, with its text, author and the record it is attached to. - Action **Get a Person** Fetches one folk person by id, including their custom field values. - Action **List Groups** Returns the groups in the folk workspace, with each group's id, name and visibility. - Action **Update Company** Updates a folk company. Only the fields you fill in are changed; list fields such as emails replace the whole list. - Action **Update Person** Updates a folk person. Only the fields you fill in are changed; list fields such as emails replace the whole list. - Trigger **New Conversation** Triggers when a new conversation is available in Metaview. - Action **Build chart** Creates a visual chart from conversation data with optional filtering, grouping, and timezone adjustment. - Action **Check enrichment status** Returns enrichment status and usage metrics for candidate data, with options to scope by person or enrichment type. - Action **Create AI field** Creates a new AI-powered field that analyzes conversations to answer a custom question, with configurable value type. - Action **Create report** Builds a report from conversations with filtering, metrics, grouping, and custom field inclusion. - Action **Fetch candidates** Looks up candidate information by ID, LinkedIn URL, email, or phone number in bulk. - Action **Find candidate's sequences** Finds which outreach sequences a candidate is enrolled in using their ID, LinkedIn URL, email, or phone. - Action **Get note template** Returns a note generation template by ID for use in automating note creation. - Action **Get search details** Retrieves configuration and results for a sourcing search by ID. - Action **Get sourcing analytics** Returns sourcing analytics and metrics grouped by user, search, or date range with filtering options. - Action **Get sourcing messages** Lists outreach messages sent in a sourcing search with pagination support. - Action **Get User Context** Returns information about the connected user account and available features. - Action **Give sourcing feedback** Submits feedback on candidates from a sourcing search, optionally linking to the search that sourced them. - Action **Group conversations** Groups recorded conversations by a field (like recruiter, stage, or outcome) and returns counts and metrics per group. - Action **List application reviews** Returns a list of application reviews, optionally filtering by name or showing only active ones. - Action **List ATS jobs** Returns ATS job postings, optionally filtered by job title. - Action **List ATS stages** Returns hiring pipeline stages for a job, or workspace-level stages if no job is specified. - Action **List available fields** Returns available data fields for reports, optionally filtered by name. - Action **List candidates in sequence** Returns candidates enrolled in a sequence, with optional enrollment status and per-step delivery details. - Action **List field values** Returns distinct values for a field across conversations, useful for building filters or dropdowns. - Action **List mailboxes** Returns email mailboxes available in this Metaview workspace. - Action **List note template folders** Returns folders of note templates organized in the workspace. - Action **List note templates** Returns note templates available in the workspace, optionally filtered by name or with full section details. - Action **List sequences** Returns candidate sequences, optionally filtered by name, creator, or status; includes full configuration if requested. - Action **List sourcing candidates** Returns candidates from a specified sourcing search with optional filtering by pack, feedback status, and detail level. - Action **List sourcing searches** Returns all sourcing searches with optional pagination. - Action **Manage candidate sequence** Adds, pauses, resumes, cancels, removes, or updates candidate enrollments in a recruitment sequence. - Action **Manage note template** Creates, updates, or deletes call note templates with customizable sections for structured note-taking. - Action **Manage sequence** Creates, updates, duplicates, or deletes recruitment sequences. - Action **Search conversations** Searches call conversations with optional filtering, sorting, and field selection. - Action **Search reports** Searches reports by name, category, or ID with optional full configuration details. - Action **Send sourcing message** Starts or continues a sourcing or research search with a message to the AI agent. ## Each app on its own - [ **folk** folk is the next generation CRM for teams](https://apiant.ai/connections/folk) - [ **Metaview** Metaview writes your recruiting notes for you so you can save time and focus on high-quality interactions...](https://apiant.ai/connections/metaview) Reviews ## What our customers say ## More from folk - [ **folk to OpenRouter** OpenRouter is a unified interface to AI models.](https://apiant.ai/connect/folk-to-openrouter) - [ **folk to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/folk-to-hubspot) - [ **folk to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/folk-to-salesforce) - [ **folk to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/folk-to-slack) - [ **folk to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/folk-to-google-sheets) - [ **folk to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/folk-to-gmail) ## More into Metaview - [ **HubSpot to Metaview** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-metaview) - [ **Google Sheets to Metaview** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-metaview) - [ **Gmail to Metaview** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-metaview) - [ **Google Drive to Metaview** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-metaview) - [ **Mailchimp to Metaview** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-metaview) - [ **ActiveCampaign to Metaview** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-metaview) Questions ## folk and Metaview, answered ### ### What can start an automation from folk? Any of folk's 11 triggers in the catalog, including Company Added, Company Custom Field Updated, Company Removed and Company Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Metaview when something happens in folk? 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 folk? Yes. When something happens in Metaview, your agent can act in folk too. This page covers both directions: Metaview's triggers and folk's actions are listed here as well. ### ### Do I have to build a connector for folk 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. ### ### Can my AI client use folk and Metaview 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.