--- title: "Connect LiquiLens to Cloze - APIANT.ai" description: "When \"New flagged institution\" fires in LiquiLens, your agent runs \"Create a Note\" in Cloze." canonical: "https://apiant.ai/connect/liquilens-to-cloze" --- # Connect LiquiLens to Cloze When **New flagged institution** fires in [LiquiLens](https://apiant.ai/connections/liquilens), your agent runs **Create a Note** in [Cloze](https://apiant.ai/connections/cloze). Describe the whole flow and it is built, tested on every scenario and kept running. LiquiLens **1** trigger LiquiLens **4** actions Cloze **8** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want LiquiLens and Cloze 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 LiquiLens can start in Cloze - When **New flagged institution** in LiquiLens then **Create a Note** in Cloze - When **New flagged institution** in LiquiLens then **Create Timeline Event** in Cloze 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 LiquiLens and Cloze ## Triggers and actions 1 trigger · 12 actions - Trigger **New flagged institution** Fires when a new institution is added to the failure-risk board. - Action **Check institution risk** Run a risk check against an institution and return its current failure-risk assessment. - Action **Find institutions** Search the public RBI institution universe by name to find matching institutions. - Action **Get institution risk profile** Retrieve one covered institution's full public risk dossier, including underlying filings and regulatory actions cited as evidence. - Action **List flagged institutions** Read the current institution-risk board of banks and lenders flagged for failure risk. - Action **Create a Note** Creates a note on the Cloze timeline, optionally linked to people, companies or projects. - Action **Create Timeline Event** Adds an event to the Cloze timeline, optionally linked to people, companies or projects. - Action **Create ToDo** Creates a new To Do in Cloze, optionally assigned to a team member and linked to people, companies or projects. - Action **Create/Update a Person** Creates a person in Cloze, or enhances an existing person matched by email, phone, social handle or app link. - Action **Create/Update a Project** Creates a new project or deal in Cloze, or merges updates into an existing one matched by its identifiers. - Action **Find people** Finds people in Cloze matching a search query (the same natural-language search used in the Cloze app), optionally narrowed by stage, segment, next step or assignee. - Action **Find projects** Returns the Cloze projects (deals) matching a search query and optional stage, segment, next step, assignee or collaborator filters. - Action **List team members** Returns the members of your current Cloze team, with each member's name and email. ## Each app on its own - [ **LiquiLens** LiquiLens compiles public-record evidence about the failure risk of banks and lenders.](https://apiant.ai/connections/liquilens) - [ **Cloze** Cloze is like a personal assistant for your professional relationships that is always prompting you at the...](https://apiant.ai/connections/cloze) Reviews ## What our customers say ## More from LiquiLens - [ **LiquiLens to Vercel** Vercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.](https://apiant.ai/connect/liquilens-to-vercel) - [ **LiquiLens to Open Disease** Open Disease Data (disease.sh) is a public epidemiology data service that aggregates COVID-19, influenza and...](https://apiant.ai/connect/liquilens-to-open-disease) - [ **LiquiLens to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/liquilens-to-salesforce) - [ **LiquiLens to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/liquilens-to-slack) - [ **LiquiLens to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/liquilens-to-mailchimp) - [ **LiquiLens to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/liquilens-to-stripe) ## More into Cloze - [ **HubSpot to Cloze** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-cloze) - [ **Salesforce to Cloze** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-cloze) - [ **Slack to Cloze** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-cloze) - [ **Google Sheets to Cloze** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-cloze) - [ **Gmail to Cloze** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-cloze) - [ **Google Calendar to Cloze** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-cloze) Questions ## LiquiLens and Cloze, answered ### ### What can start an automation from LiquiLens? Any of LiquiLens's 1 trigger in the catalog, including New flagged institution. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Cloze when something happens in LiquiLens? Any of Cloze's 8 actions, including Create a Note, Create Timeline Event, Create ToDo and Create/Update a Person. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Cloze to LiquiLens? Cloze has no triggers in the catalog today, so automations start in LiquiLens. If you need the other direction, ask: your agent reads Cloze's API documentation and adds it. ### ### Do I have to build a connector for LiquiLens or Cloze? 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 LiquiLens and Cloze 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.