Integration
Connect Formstack to Filingrail
When New Form fires in Formstack, your agent runs List 8-K events in Filingrail. 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 Formstack and Filingrail 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)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 Formstack can start in Filingrail
When New Form in Formstack
then List 8-K events in Filingrail
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 Formstack and Filingrail
Triggers and actions 1 trigger · 25 actions
- New Form
Triggers when a new form is created in the account.
- Copy Form
Create a copy of an existing form.
- Create Folder
Create a new form folder.
- Create Form
Create a new form.
- Create Form Field
Add a new field to a form.
- Create Submission
Submit data to a form. Field values are passed as field_<id> keys.
- Create Webhook
Create a webhook on a form that POSTs to a URL when a submission is received.
- Delete folder
Delete a folder.
- Delete Form
Delete a form by ID.
- Delete Submission
Delete a submission by ID.
- Delete Webhook
Delete a webhook by ID.
- Get folder
Get a folder by id.
- Get Form
Retrieve details for a single form by ID.
- Get form field
Get one field on a form.
- List Form Confirmations
List confirmation emails configured on a form.
- List Form Fields
List all fields on a form.
- List form notifications
List notification emails for a form.
- List Webhooks
List webhooks configured on a form.
- Update folder
Update a folder.
- Find companies
Search SEC-registered issuers by ticker, CIK or name fragment.
- Get company financials
Normalized 10-K/10-Q income statement, balance sheet, cash flow for a company.
- List 8-K events
Material 8-K events with SEC item codes for a company.
- List company financials history
Historical quarterly or annual series for a line item, up to 20 periods.
- List insider trades
Form 4 insider transactions for a company.
- List institution 13F holdings
Form 13F-HR positions for an institution.
- List recent filings
Recent SEC filings across issuers, filterable by form type and CIK.
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
Formstack and Filingrail, answered
What can start an automation from Formstack?
Any of Formstack's 1 trigger in the catalog, including New Form. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Filingrail when something happens in Formstack?
Any of Filingrail's 7 actions, including Find companies, Get company financials, List 8-K events and List company financials history. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Filingrail to Formstack?
Filingrail has no triggers in the catalog today, so automations start in Formstack. If you need the other direction, ask: your agent reads Filingrail's API documentation and adds it.
Do I have to build a connector for Formstack or Filingrail?
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 Formstack and Filingrail 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.