--- title: "Connect Help Scout to Edgrapi - APIANT.ai" description: "When \"New Conversation\" fires in Help Scout, your agent runs \"Get filing document\" in Edgrapi." canonical: "https://apiant.ai/connect/help-scout-to-edgrapi" --- # Connect Help Scout to Edgrapi When **New Conversation** fires in [Help Scout](https://apiant.ai/connections/help-scout), 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. Help Scout **4** triggers Help Scout **19** 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 Help Scout 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 Help Scout can start in Edgrapi - When **New Conversation** in Help Scout then **Get filing document** in Edgrapi - When **New Customer** in Help Scout 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 Help Scout and Edgrapi ## Triggers and actions 4 triggers · 30 actions - Trigger **New Conversation** Polls for newly created conversations across mailboxes. - Trigger **New Customer** Polls for newly created customers. - Trigger **New Mailbox** Polls for newly created mailboxes. - Trigger **New User** Polls for newly added users (team members). - Action **Add Customer Email** Add an email address to a customer. - Action **Create Customer** Create a new customer record. - Action **Create Note** Add an internal note thread to a conversation. - Action **Create Thread (Reply)** Add a reply thread to an existing conversation. - Action **Delete Conversation** Delete a conversation by ID. - Action **Get Conversation** Retrieve a single conversation by ID. - Action **Get Customer** Retrieve a single customer by ID. - Action **Get Mailbox** Retrieve a single mailbox by ID. - Action **Get User** Retrieve a single user by ID. - Action **List Conversations** List conversations, optionally filtered by mailbox, status, tag, or query. - Action **List Conversation Threads** List all threads on a conversation. - Action **List Customers** List customers, optionally filtered by email, mailbox, or query. - Action **List Mailboxes** List all mailboxes in the account. - Action **List Mailbox Folders** List the folders within a mailbox. - Action **List Tags** List all tags in the account. - Action **List Users** List all users (team members) in the account. - Action **Update Conversation** Update a conversation's subject, status, mailbox, assignee, or owner via JSON Patch. - Action **Update Conversation Tags** Replace the tags on a conversation. - Action **Update Customer** Update a customer's profile fields. - 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 - [ **Help Scout** Help Scout is a help desk and shared inbox platform for customer support teams.](https://apiant.ai/connections/help-scout) - [ **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 Help Scout - [ **Help Scout to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/help-scout-to-hubspot) - [ **Help Scout to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/help-scout-to-stripe) - [ **Help Scout to JIRA** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/help-scout-to-jira) - [ **Help Scout to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/help-scout-to-zoom) - [ **Help Scout to SendGrid** SendGrid by Twilio — email delivery and marketing platform.](https://apiant.ai/connect/help-scout-to-sendgrid) - [ **Help Scout to Klaviyo** Klaviyo is a marketing automation platform for email and SMS.](https://apiant.ai/connect/help-scout-to-klaviyo) ## 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 ## Help Scout and Edgrapi, answered ### ### What can start an automation from Help Scout? Any of Help Scout's 4 triggers in the catalog, including New Conversation, New Customer, New Mailbox and New User. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Edgrapi when something happens in Help Scout? 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 Help Scout? Edgrapi has no triggers in the catalog today, so automations start in Help Scout. 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 Help Scout 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 Help Scout 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.