Integration
Connect idloom and Shape
When New Attendee fires in idloom, your agent runs Create Record in Shape, or New Record in Shape to Create Payment Transaction in idloom. 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 idloom and Shape 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 idloom and Shape can do together
From idloom to Shape
When New Attendee in idloom
then Create Record in Shape
When New Category in idloom
then Update Record in Shape
From Shape to idloom
When New Record in Shape
then Create Payment Transaction in idloom
When New Record in Shape
then Update Event in idloom
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 idloom and Shape
Triggers and actions 11 triggers · 22 actions
Trigger
New AttendeeTriggers when a new attendee registers for an idloom event.
Trigger
New CategoryTriggers when a new registration category is added to an idloom event.
Trigger
New Credit-NoteTriggers when a new credit note is issued in idloom.
Trigger
New EventTriggers when a new event is created in idloom.
Trigger
New FieldsTriggers when a new registration field is added to an idloom event.
Trigger
New InvoiceTriggers when a new invoice is issued in idloom.
Trigger
New OptionTriggers when a new option is added to an idloom event.
Trigger
New ProfileTriggers when a new profile is added to the idloom account.
Trigger
New ReceiptTriggers when a new receipt is issued in idloom.
Trigger
New TransactionTriggers when a new payment transaction is recorded for an idloom attendee.
Action
Create Check-InRecords a check-in or check-out for an attendee at an idloom event.
Action
Create Payment TransactionRecords a payment against an attendee or invoice in idloom.
Action
Search for AttendeeFinds idloom attendees by UID, email or event.
Action
Search for Attendees StatusesReturns the attendee statuses configured for an idloom event.
Action
Search for EventLooks up an idloom event by its unique ID and returns its details.
Action
Update EventUpdates an existing idloom event's details.
Trigger
New RecordTriggers when a new record is created in Shape.
Action
Add Calendar EventCreates a calendar event on a Shape record.
Action
Assign User to RecordAssigns a Shape user as the owner of a record.
Action
Call Flow ReportReturns every call in a date range, newest first, with record, user, direction, duration and status.
Action
Create RecordCreates a new record (lead) in Shape with a name, email and optional contact details.
Action
Delete Record DocumentsDeletes one or more documents from a Shape record.
Action
Find RecordFinds Shape records by record ID, email, phone or loan number; every field sent must match.
Action
Get Prioritized View CountReturns how many records are currently in a prioritized view, optionally as one user sees it.
Action
Get Record StatusReturns the current status of a Shape record.
Action
Get User Talk TimeReturns a Shape user's total talk time and number of calls, optionally for a date range.
Action
List Record DocumentsLists the documents attached to a Shape record, each with a temporary download link.
Action
List Record TypesReturns the system's record types, for use as the record type on Create Record.
Action
List StatusesReturns the system's status groups and the statuses in each.
Action
List UsersReturns the system's users, including their Marketing Profile fields.
Action
Task ReportReturns Shape tasks, optionally filtered by due date, one page at a time.
Action
Update RecordUpdates fields on an existing Shape record, identified by record ID or loan number. Send {delete} to clear a field.
Action
Update StatusMoves a Shape record to a different status by its exact status title.
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
idloom and Shape, answered
What can start an automation from idloom?
Any of idloom's 10 triggers in the catalog, including New Attendee, New Category, New Credit-Note and New Event. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Shape when something happens in idloom?
Any of Shape's 16 actions, including Create Record, Update Record, Update Status and Add Calendar Event. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Shape to idloom?
Yes. When something happens in Shape, your agent can act in idloom too. This page covers both directions: Shape's triggers and idloom's actions are listed here as well.
Do I have to build a connector for idloom or Shape?
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 idloom and Shape 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.