--- title: "Connect Groove to Finimpulse - APIANT.ai" description: "When \"Customer Added\" fires in Groove, your agent runs \"Find assets\" in Finimpulse." canonical: "https://apiant.ai/connect/groove-to-finimpulse" --- # Connect Groove to Finimpulse When **Customer Added** fires in [Groove](https://apiant.ai/connections/groove), your agent runs **Find assets** in [Finimpulse](https://apiant.ai/connections/finimpulse). Describe the whole flow and it is built, tested on every scenario and kept running. Groove **9** triggers Groove **15** actions Finimpulse **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Groove and Finimpulse 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 Groove can start in Finimpulse - When **Customer Added** in Groove then **Find assets** in Finimpulse - When **Note Added** in Groove then **Get asset profile** in Finimpulse 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 Groove and Finimpulse ## Triggers and actions 9 triggers · 28 actions - Trigger **Agent Replied** Triggers when an agent replies to a ticket. - Trigger **Customer Added** Triggers when a customer is created. - Trigger **Customer Replied** Triggers when a customer replies to a ticket. - Trigger **Note Added** Triggers when a note is added to a ticket. - Trigger **Ticket Assigned** Triggers when a ticket is assigned. - Trigger **Ticket Closed** Triggers when a ticket is closed. - Trigger **Ticket Opened** Triggers when a ticket is opened. - Trigger **Ticket Started** Triggers when a new ticket is created. - Trigger **Ticket Tagged** Triggers when a ticket is tagged. - Action **Add label to ticket** Adds one or more labels to a Groove ticket, keeping its existing labels, and returns the updated ticket. - Action **Add message** Adds a new message (reply or private note) to an existing Groove ticket. - Action **Add Note** Adds a private note to a Groove ticket, visible only to agents. - Action **Change Assigned Agent** Assigns a Groove ticket to a different agent, identified by the agent's email address. - Action **Change Ticket Mailbox** Moves a ticket into a different mailbox. - Action **Change Ticket State** Changes the state of a Groove ticket (unread, opened, pending, closed or spam). - Action **Close Ticket** Closes a Groove ticket by setting its state to closed. - Action **Create New Ticket** Creates a new ticket in Groove from a customer or agent, with its first message. - Action **Get customer** Returns one Groove customer, looked up by email address, including their contact details and custom attributes. - Action **Get ticket** Returns a single Groove ticket by its ticket number. - Action **List agents** Returns the agents on your Groove account, optionally limited to one group. - Action **List mailboxes** Returns all mailboxes in the Groove account, with each mailbox's name and email address. - Action **List messages** Returns the messages and notes on a Groove ticket. - Action **Reopen Ticket** Reopens a Groove ticket by setting its state to opened. - Action **Update customer** Updates a customer's profile details, such as name, company, title and contact info, identified by their email address. - Action **Find assets** Search stocks, ETFs and mutual funds by name/symbol. Endpoint /v1/search - Action **Get asset profile** Company/ETF/fund profile. Endpoint /v1/profile - Action **Get asset summary** Unified snapshot of a symbol. Endpoint /v1/summary - Action **Get balance sheet** Balance sheet for a stock. Endpoint /v1/financials/balance_sheet - Action **Get cash flow statement** Cash flow statement for a stock. Endpoint /v1/financials/cash_flow - Action **Get income statement** Income statement for a stock. Endpoint /v1/financials/income_statement - Action **Get market price** Current market price for a stock/ETF/fund. Endpoint /v1/market-price - Action **Get options chain** Options chain. Endpoint /v1/options/chain - Action **List analyst recommendations** Analyst recommendations. Endpoint /v1/analysis/recommendations - Action **List ETF holdings** ETF/fund holdings. Endpoint /v1/holdings/general - Action **List financial news** Financial news articles. Endpoint /v1/news - Action **List historical prices** Daily OHLCV historical prices for a symbol. Endpoint /v1/histories - Action **List insider transactions** Insider transactions. Endpoint /v1/holders/insiders-transactions ## Each app on its own - [ **Groove** The simple helpdesk for SaaS and eCommerce businesses.](https://apiant.ai/connections/groove) - [ **Finimpulse** Financial market data platform providing APIs and dashboards for stocks, ETFs, and fund data.](https://apiant.ai/connections/finimpulse) Reviews ## What our customers say ## More from Groove - [ **Groove to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/groove-to-hubspot) - [ **Groove to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/groove-to-salesforce) - [ **Groove to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/groove-to-slack) - [ **Groove to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/groove-to-mailchimp) - [ **Groove to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/groove-to-stripe) - [ **Groove to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/groove-to-shopify) ## More into Finimpulse - [ **HubSpot to Finimpulse** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-finimpulse) - [ **Salesforce to Finimpulse** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-finimpulse) - [ **Slack to Finimpulse** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-finimpulse) - [ **Google Sheets to Finimpulse** Google Sheets](https://apiant.ai/connect/google-sheets-to-finimpulse) - [ **Gmail to Finimpulse** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-finimpulse) - [ **Google Calendar to Finimpulse** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-finimpulse) Questions ## Groove and Finimpulse, answered ### ### What can start an automation from Groove? Any of Groove's 9 triggers in the catalog, including Customer Added, Note Added, Agent Replied and Customer Replied. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Finimpulse when something happens in Groove? Any of Finimpulse's 13 actions, including Find assets, Get asset profile, Get asset summary and Get balance sheet. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Finimpulse to Groove? Finimpulse has no triggers in the catalog today, so automations start in Groove. If you need the other direction, ask: your agent reads Finimpulse's API documentation and adds it. ### ### Do I have to build a connector for Groove or Finimpulse? 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 Groove and Finimpulse 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.