--- title: "Connect Force Manager to Edgrapi - APIANT.ai" description: "When \"New account\" fires in Force Manager, your agent runs \"Get filing document\" in Edgrapi." canonical: "https://apiant.ai/connect/force-manager-to-edgrapi" --- # Connect Force Manager to Edgrapi When **New account** fires in [Force Manager](https://apiant.ai/connections/force-manager), your agent runs **Get filing document** in [Edgrapi](https://apiant.ai/connections/edgrapi). Describe the whole flow and it is built, tested on every scenario and kept running. Force Manager **3** triggers Force Manager **24** actions Edgrapi **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Force Manager and Edgrapi 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 Force Manager can start in Edgrapi - When **New account** in Force Manager then **Get filing document** in Edgrapi - When **New contact** in Force Manager then **List 8-K events** in Edgrapi 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 Force Manager and Edgrapi ## Triggers and actions 3 triggers · 35 actions - Trigger **New account** Fires on new account. - Trigger **New contact** Fires on new contact. - Trigger **New opportunity** Fires on new opportunity. - Action **Add account** Create an account. - Action **Add activity** Create an activity. - Action **Add call** Log a call. - Action **Add contact** Create a contact. - Action **Add opportunity** Create an opportunity. - Action **Add product** Create a product. - Action **Add sales order** Create an order header. - Action **Delete account** Delete an account. - Action **Delete contact** Delete a contact. - Action **Delete opportunity** Delete an opportunity. - Action **Get account** Get account by ID. - Action **Get call** Returns one call record by id. - Action **Get contact** Get contact by ID. - Action **Get opportunity** Get opportunity by ID. - Action **List accounts** List accounts, paginated. - Action **List activities** List activities. - Action **List contacts** List contacts, paginated. - Action **List opportunities** List opportunities. - Action **List products** List products. - Action **List sales orders** List order headers. - Action **Update account** Partial update of an account. - Action **Update activity** Update an activity. - Action **Update contact** Update a contact. - Action **Update opportunity** Update an opportunity. - Action **Find filings by full-text search** Search full text across SEC filings. - Action **Get filing document** Download a filing document by its SEC accession number. - Action **Get shares outstanding** Get shares outstanding and public float for a ticker. - Action **Get XBRL financials** Get a company's full XBRL financial data as JSON. - Action **List 8-K events** List material 8-K events for a ticker. - Action **List auditor changes** List market-wide 8-K auditor-change filings (item 4.01). - Action **List filings** List a company's SEC filings by form type (10-K, 10-Q, 8-K, Form 4). - Action **List Form D filings by issuer** List Form D private placement filings for a specific issuer. - Action **List Form D private placements** List market-wide recent Form D private placement filings. - Action **List restatements** List market-wide 8-K restatement filings (item 4.02). - Action **Resolve identifier to company** Resolve a ticker, CIK, or CUSIP to a company record. ## Each app on its own - [ **Force Manager** Mobile-first CRM for field sales teams to manage contacts, log visits, track opportunities, and view sales...](https://apiant.ai/connections/force-manager) - [ **Edgrapi** Clean SEC EDGAR company financials, ratios, filings and 10-K/10-Q sections as normalized JSON](https://apiant.ai/connections/edgrapi) Reviews ## What our customers say ## More from Force Manager - [ **Force Manager to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/force-manager-to-hubspot) - [ **Force Manager to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/force-manager-to-salesforce) - [ **Force Manager to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/force-manager-to-slack) - [ **Force Manager to Google Sheets** Google Sheets](https://apiant.ai/connect/force-manager-to-google-sheets) - [ **Force Manager to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/force-manager-to-gmail) - [ **Force Manager to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/force-manager-to-google-calendar) ## More into Edgrapi - [ **HubSpot to Edgrapi** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-edgrapi) - [ **Salesforce to Edgrapi** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-edgrapi) - [ **Slack to Edgrapi** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-edgrapi) - [ **Google Sheets to Edgrapi** Google Sheets](https://apiant.ai/connect/google-sheets-to-edgrapi) - [ **Gmail to Edgrapi** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-edgrapi) - [ **Google Calendar to Edgrapi** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-edgrapi) Questions ## Force Manager and Edgrapi, answered ### ### What can start an automation from Force Manager? Any of Force Manager's 3 triggers in the catalog, including New account, New contact and New opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Edgrapi when something happens in Force Manager? Any of Edgrapi's 11 actions, including Find filings by full-text search, Get filing document, Get shares outstanding and Get XBRL financials. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Edgrapi to Force Manager? Edgrapi has no triggers in the catalog today, so automations start in Force Manager. If you need the other direction, ask: your agent reads Edgrapi's API documentation and adds it. ### ### Do I have to build a connector for Force Manager or Edgrapi? 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 Force Manager and Edgrapi 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.