--- title: "Connect Insighto.ai to Socket - APIANT.ai" description: "When \"New Contact\" fires in Insighto.ai, your agent runs \"Create Client\" in Socket." canonical: "https://apiant.ai/connect/insighto-ai-to-socket" --- # Connect Insighto.ai to Socket When **New Contact** fires in [Insighto.ai](https://apiant.ai/connections/insighto-ai), your agent runs **Create Client** in [Socket](https://apiant.ai/connections/socket). Describe the whole flow and it is built, tested on every scenario and kept running. Insighto.ai **1** trigger Insighto.ai **12** actions Socket **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 Insighto.ai and Socket 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 Insighto.ai can start in Socket - When **New Contact** in Insighto.ai then **Create Client** in Socket - When **New Contact** in Insighto.ai then **Get client** in Socket 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 Insighto.ai and Socket ## Triggers and actions 1 trigger · 16 actions - Trigger **New Contact** Triggers when a new contact is created. - Action **Add assistant** /api/v1/assistant - create an assistant. - Action **Add data source** /api/v1/datasource - create a data source. - Action **Add Text Blob Into Data Source** Adds a text blob into an existing Data Source. - Action **Create Contact** Creates a Contact in the system. - Action **Delete contact** /api/v1/contact/{contact_id} - delete a contact. - Action **Get contact** /api/v1/contact/{contact_id} - retrieve a contact by id. - Action **Get data source** Retrieve a single data source by its id. - Action **List assistants** /api/v1/assistant - list assistants. - Action **List contacts** Lists contacts in the Insighto.ai account. - Action **List data source files** List the files/text blobs in a data source. - Action **Update assistant** /api/v1/assistant/{assistant_id} - update an assistant. - Action **Update contact** /api/v1/contact/{contact_id} - update a contact. - Action **Create Client** Creates a new client in Socket, optionally with a primary contact. - Action **Get client** Returns the details of a client, including its contacts, owner, manager and recorded facts. - Action **List clients** Returns the clients across the practices your Socket account can access. - Action **List practices** Returns the Socket practices the connected account can access, with each practice's name and code. ## Each app on its own - [ **Insighto.ai** Insighto.ai is a LLM-powered platform to create AI agents & automate business workflows](https://apiant.ai/connections/insighto-ai) - [ **Socket** Socket is a client engagement system for accountants and bookkeepers that seamlessly connects your proposal...](https://apiant.ai/connections/socket) Reviews ## What our customers say ## More from Insighto.ai - [ **Insighto.ai to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/insighto-ai-to-salesforce) - [ **Insighto.ai to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/insighto-ai-to-slack) - [ **Insighto.ai to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/insighto-ai-to-mailchimp) - [ **Insighto.ai to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/insighto-ai-to-stripe) - [ **Insighto.ai to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/insighto-ai-to-shopify) - [ **Insighto.ai to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/insighto-ai-to-quickbooks-online) ## More into Socket - [ **HubSpot to Socket** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-socket) - [ **Salesforce to Socket** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-socket) - [ **Slack to Socket** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-socket) - [ **Google Sheets to Socket** Google Sheets](https://apiant.ai/connect/google-sheets-to-socket) - [ **Gmail to Socket** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-socket) - [ **Google Calendar to Socket** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-socket) Questions ## Insighto.ai and Socket, answered ### ### What can start an automation from Insighto.ai? Any of Insighto.ai's 1 trigger in the catalog, including New Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Socket when something happens in Insighto.ai? Any of Socket's 4 actions, including Create Client, Get client, List clients and List practices. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Socket to Insighto.ai? Socket has no triggers in the catalog today, so automations start in Insighto.ai. If you need the other direction, ask: your agent reads Socket's API documentation and adds it. ### ### Do I have to build a connector for Insighto.ai or Socket? 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 Insighto.ai and Socket 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.