# Connect GoSquared to Comidp When **User Entered Smart Group** fires in [GoSquared](https://apiant.ai/connections/gosquared), your agent runs **List tasks** in [Comidp](https://apiant.ai/connections/comidp). Describe the whole flow and it is built, tested on every scenario and kept running. GoSquared **2** triggers GoSquared **10** actions Comidp **4** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want GoSquared and Comidp to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 GoSquared can start in Comidp - When **User Entered Smart Group** in GoSquared then **List tasks** in Comidp - When **User Exited Smart Group** in GoSquared then **Extract document data** in Comidp 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 GoSquared and Comidp ## Triggers and actions 2 triggers · 14 actions - Trigger **User Entered Smart Group** Triggers when a user enters a specific Smart Group. - Trigger **User Exited Smart Group** Triggers when a user exits a specific Smart Group. - Action **Add transaction** Records a purchase transaction in GoSquared Ecommerce Analytics and People CRM, optionally linked to a person or visitor. - Action **Create or Update Profile** Creates a GoSquared People profile or updates an existing one with the properties you supply, including custom properties. - Action **Get now overview** Returns a realtime overview of a GoSquared project, including visitors online, active pages and historical visitor minimums, maximums and averages. - Action **Get person** Returns a single People CRM profile with all the properties set on it. - Action **List chats** Returns the active live chat conversations for a GoSquared project. - Action **List people** Returns people from GoSquared People CRM, optionally searched by a term, filtered, and sorted. - Action **List sites** Returns all GoSquared projects/sites the account owns or has shared access to. - Action **List smart groups** Returns all Smart Groups saved in GoSquared People CRM for a project, including the filters each one applies. - Action **Track Event** Tracks a custom event in a GoSquared project, optionally tied to a People profile or anonymous visitor. - Action **Track Pageview** Records a pageview for a visitor on a page of your GoSquared project. - Action **Extract document data** Extracts key fields and table data from a PDF, image or office document using ComPDF AI, and returns the extracted data. - Action **Get asset information** Returns the remaining ComPDF balance for your account, with the available and withheld amount for each asset type. - Action **List tasks** Returns your ComPDF processing tasks, newest page first, with each task's status, file counts, cost and source/target formats. - Action **Parse document** Parses a document into structured JSON and tagged Markdown with page and position references. ## Each app on its own - [ **GoSquared** GoSquared is a customer analytics platform that brings together all your customer information in one place.](https://apiant.ai/connections/gosquared) - [ **Comidp** AI-powered intelligent document processing (ComIDP) that extracts and converts unstructured PDF/document...](https://apiant.ai/connections/comidp) Reviews ## What our customers say ## More from GoSquared - [ **GoSquared to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/gosquared-to-hubspot) - [ **GoSquared to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/gosquared-to-salesforce) - [ **GoSquared to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/gosquared-to-slack) - [ **GoSquared to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/gosquared-to-mailchimp) - [ **GoSquared to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/gosquared-to-stripe) - [ **GoSquared to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/gosquared-to-shopify) ## More into Comidp - [ **HubSpot to Comidp** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-comidp) - [ **Salesforce to Comidp** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-comidp) - [ **Slack to Comidp** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-comidp) - [ **Google Sheets to Comidp** Google Sheets](https://apiant.ai/connect/google-sheets-to-comidp) - [ **Gmail to Comidp** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-comidp) - [ **Google Calendar to Comidp** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-comidp) Questions ## GoSquared and Comidp, answered ### ### What can start an automation from GoSquared? Any of GoSquared's 2 triggers in the catalog, including User Entered Smart Group and User Exited Smart Group. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Comidp when something happens in GoSquared? Any of Comidp's 4 actions, including Extract document data, Get asset information, List tasks and Parse document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Comidp to GoSquared? Comidp has no triggers in the catalog today, so automations start in GoSquared. If you need the other direction, ask: your agent reads Comidp's API documentation and adds it. ### ### Do I have to build a connector for GoSquared or Comidp? 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.