--- title: "Connect Memberstack to FYI - APIANT.ai" description: "When \"Member's Plan Added\" fires in Memberstack, your agent runs \"Create or Update Task\" in FYI." canonical: "https://apiant.ai/connect/memberstack-to-fyi" --- # Connect Memberstack to FYI When **Member's Plan Added** fires in [Memberstack](https://apiant.ai/connections/memberstack), your agent runs **Create or Update Task** in [FYI](https://apiant.ai/connections/fyi). Describe the whole flow and it is built, tested on every scenario and kept running. Memberstack **6** triggers Memberstack **4** actions FYI **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 Memberstack and FYI 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 Memberstack can start in FYI - When **Member's Plan Added** in Memberstack then **Create or Update Task** in FYI - When **Member's Plan Updated** in Memberstack then **Create File Note** in FYI 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 Memberstack and FYI ## Triggers and actions 6 triggers · 12 actions - Trigger **Member Deleted** Triggered instantly when a Memberstack member is deleted (member.deleted). In Memberstack go to Dev tools > Webhooks > Endpoints, add the minted webhook URL, and filter the endpoint to the member.deleted event. - Trigger **Member's Plan Added** Triggered instantly when a plan is added to a Memberstack member (member.plan.added). In Memberstack go to Dev tools > Webhooks > Endpoints, add the minted webhook URL, and filter the endpoint to the member.plan.added event. - Trigger **Member's Plan Canceled** Triggered instantly when a plan is canceled or removed from a Memberstack member (member.plan.updated / member.plan.canceled). In Memberstack go to Dev tools > Webhooks > Endpoints, add the minted webhook URL, and filter the endpoint to the plan cancellation event. - Trigger **Member's Plan Updated** Triggered instantly when a Memberstack member plan connection changes (member.plan.updated). In Memberstack go to Dev tools > Webhooks > Endpoints, add the minted webhook URL, and filter the endpoint to the member.plan.updated event. - Trigger **Member Updated** Triggered instantly when a Memberstack member's data changes (member.updated). In Memberstack go to Dev tools > Webhooks > Endpoints, add the minted webhook URL, and filter the endpoint to the member.updated event. - Trigger **New Member** Triggered instantly when a new Memberstack member signs up (member.created). In Memberstack go to Dev tools > Webhooks > Endpoints, add the minted webhook URL, and filter the endpoint to the member.created event. - Action **Create Member** Creates a member with no plans or a free plan. - Action **Delete Member** Deletes a member. - Action **Find Member** Lookup a member by id. - Action **Update Member** Updates a member. - Action **Create File Note** Creates a file note (a text-only document) in FYI, filed against a client and optionally a job or cabinet. - Action **Create or Update Client** Creates a new client in FYI, or updates the existing client matched by source id. - Action **Create or Update Client Group** Creates a new client group in FYI or updates an existing one matched by its id or source reference. - Action **Create or Update Job** Creates a job in FYI, or updates the existing job matching the given job id or your own reference. - Action **Create or Update Task** Creates a task in FYI, or updates the existing task that matches your reference. - Action **Create Web Link** Creates a web link document in FYI, filed against a client, cabinet or job. - Action **Look Up Client** Looks up FYI clients by name and optional filters such as group, manager, partner or modified date, and returns the matching clients. - Action **Look Up Job** Finds jobs in FYI by name, optionally narrowed by client, manager, partner, assigned user or last-modified date. ## Each app on its own - [ **Memberstack** Simple Auth & Payments for Webflow Developers.](https://apiant.ai/connections/memberstack) - [ **FYI** FYI is a document management service for professionals](https://apiant.ai/connections/fyi) Reviews ## What our customers say ## More from Memberstack - [ **Memberstack to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/memberstack-to-salesforce) - [ **Memberstack to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/memberstack-to-slack) - [ **Memberstack to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/memberstack-to-stripe) - [ **Memberstack to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/memberstack-to-shopify) - [ **Memberstack to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/memberstack-to-quickbooks-online) - [ **Memberstack to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/memberstack-to-pipedrive) ## More into FYI - [ **HubSpot to FYI** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-fyi) - [ **Salesforce to FYI** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-fyi) - [ **Slack to FYI** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-fyi) - [ **Google Sheets to FYI** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-fyi) - [ **Gmail to FYI** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-fyi) - [ **Google Calendar to FYI** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-fyi) Questions ## Memberstack and FYI, answered ### ### What can start an automation from Memberstack? Any of Memberstack's 6 triggers in the catalog, including Member's Plan Added, Member's Plan Updated, Member Updated and New Member. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in FYI when something happens in Memberstack? Any of FYI's 8 actions, including Create File Note, Create or Update Client, Create or Update Client Group and Create or Update Job. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from FYI to Memberstack? FYI has no triggers in the catalog today, so automations start in Memberstack. If you need the other direction, ask: your agent reads FYI's API documentation and adds it. ### ### Do I have to build a connector for Memberstack or FYI? 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 Memberstack and FYI 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.