---
title: "Connect Hexfit to Finimpulse - APIANT.ai"
description: "When \"New Client\" fires in Hexfit, your agent runs \"Find assets\" in Finimpulse."
canonical: "https://apiant.ai/connect/hexfit-to-finimpulse"
---

# Connect Hexfit to Finimpulse

When **New Client** fires in [Hexfit](https://apiant.ai/connections/hexfit), 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.

Hexfit **2** triggers Hexfit **5** 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 Hexfit 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 Hexfit can start in Finimpulse

- When **New Client** in Hexfit then **Find assets** in Finimpulse
- When **New Intervention** in Hexfit 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 Hexfit and Finimpulse

## Triggers and actions 2 triggers · 18 actions

- Trigger

**New Client**

Triggers when a new client is created.

- Trigger

**New Intervention**

Triggers when a new intervention is created.

- Action

**Create Client**

Creates a new client.

- Action

**Create Task**

Creates a task in a group or client

- Action

**Find Client**

Find a client by searching

- Action

**Send Message in Chat**

Send a message to an user/group in the chat

- Action

**User Create Meta**

Create a meta entry (phone number, address, secondary email, etc.) for a user.

- 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

- [ **Hexfit** Hexfit is an interprofessional customer monitoring software that allows you to optimize the achievement of...](https://apiant.ai/connections/hexfit)
- [ **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 Hexfit

- [ **Hexfit to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hexfit-to-hubspot)
- [ **Hexfit to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/hexfit-to-salesforce)
- [ **Hexfit to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/hexfit-to-slack)
- [ **Hexfit to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/hexfit-to-mailchimp)
- [ **Hexfit to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/hexfit-to-stripe)
- [ **Hexfit to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/hexfit-to-quickbooks-online)

## 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

## Hexfit and Finimpulse, answered

###

### What can start an automation from Hexfit?

Any of Hexfit's 2 triggers in the catalog, including New Client and New Intervention. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Finimpulse when something happens in Hexfit?

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 Hexfit?

Finimpulse has no triggers in the catalog today, so automations start in Hexfit. 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 Hexfit 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 Hexfit 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.