# Connect Metaview and shipcloud When **New Conversation** fires in [Metaview](https://apiant.ai/connections/metaview), your agent runs **Add order** in [shipcloud](https://apiant.ai/connections/shipcloud), or **New Shipment Status** in shipcloud to **Check enrichment status** in Metaview. Describe the whole flow and it is built, tested on every scenario and kept running. Metaview **1** trigger Metaview **31** actions shipcloud **1** trigger shipcloud **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Metaview and shipcloud to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Metaview and shipcloud can do together ### From Metaview to shipcloud - When **New Conversation** in Metaview then **Add order** in shipcloud - When **New Conversation** in Metaview then **Add address** in shipcloud ### From shipcloud to Metaview - When **New Shipment Status** in shipcloud then **Check enrichment status** in Metaview - When **New Shipment Status** in shipcloud then **Send sourcing message** in Metaview 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 Metaview and shipcloud ## Triggers and actions 2 triggers · 47 actions - Trigger **New Conversation** Triggers when a new conversation is available in Metaview. - Action **Build chart** Creates a visual chart from conversation data with optional filtering, grouping, and timezone adjustment. - Action **Check enrichment status** Returns enrichment status and usage metrics for candidate data, with options to scope by person or enrichment type. - Action **Create AI field** Creates a new AI-powered field that analyzes conversations to answer a custom question, with configurable value type. - Action **Create report** Builds a report from conversations with filtering, metrics, grouping, and custom field inclusion. - Action **Fetch candidates** Looks up candidate information by ID, LinkedIn URL, email, or phone number in bulk. - Action **Find candidate's sequences** Finds which outreach sequences a candidate is enrolled in using their ID, LinkedIn URL, email, or phone. - Action **Get note template** Returns a note generation template by ID for use in automating note creation. - Action **Get search details** Retrieves configuration and results for a sourcing search by ID. - Action **Get sourcing analytics** Returns sourcing analytics and metrics grouped by user, search, or date range with filtering options. - Action **Get sourcing messages** Lists outreach messages sent in a sourcing search with pagination support. - Action **Get User Context** Returns information about the connected user account and available features. - Action **Give sourcing feedback** Submits feedback on candidates from a sourcing search, optionally linking to the search that sourced them. - Action **Group conversations** Groups recorded conversations by a field (like recruiter, stage, or outcome) and returns counts and metrics per group. - Action **List application reviews** Returns a list of application reviews, optionally filtering by name or showing only active ones. - Action **List ATS jobs** Returns ATS job postings, optionally filtered by job title. - Action **List ATS stages** Returns hiring pipeline stages for a job, or workspace-level stages if no job is specified. - Action **List available fields** Returns available data fields for reports, optionally filtered by name. - Action **List candidates in sequence** Returns candidates enrolled in a sequence, with optional enrollment status and per-step delivery details. - Action **List field values** Returns distinct values for a field across conversations, useful for building filters or dropdowns. - Action **List mailboxes** Returns email mailboxes available in this Metaview workspace. - Action **List note template folders** Returns folders of note templates organized in the workspace. - Action **List note templates** Returns note templates available in the workspace, optionally filtered by name or with full section details. - Action **List sequences** Returns candidate sequences, optionally filtered by name, creator, or status; includes full configuration if requested. - Action **List sourcing candidates** Returns candidates from a specified sourcing search with optional filtering by pack, feedback status, and detail level. - Action **List sourcing searches** Returns all sourcing searches with optional pagination. - Action **Manage candidate sequence** Adds, pauses, resumes, cancels, removes, or updates candidate enrollments in a recruitment sequence. - Action **Manage note template** Creates, updates, or deletes call note templates with customizable sections for structured note-taking. - Action **Manage sequence** Creates, updates, duplicates, or deletes recruitment sequences. - Action **Search conversations** Searches call conversations with optional filtering, sorting, and field selection. - Action **Search reports** Searches reports by name, category, or ID with optional full configuration details. - Action **Send sourcing message** Starts or continues a sourcing or research search with a message to the AI agent. - Trigger **New Shipment Status** Triggers when a shipcloud shipment changes status (label created, picked up, in transit, delivered, deleted and more). - Action **Add address** Creates a new address in your shipcloud address book, ready to use as a shipment's sender or recipient. - Action **Add order** Creates an order in shipcloud with its delivery address and line items, so shipments can later be associated with it. - Action **Add pickup request** Requests a carrier pickup for your shipments, either all shipments not yet picked up or only the ones you list. - Action **Create Shipment** Creates a shipment in shipcloud and, optionally, books the shipping label with the carrier. - Action **Create Shipment Quote** Returns the price a carrier would charge for shipping a package between two addresses, without creating a shipment. - Action **Delete shipment** Deletes a shipment. Prepared shipments can be deleted any time; shipments with a label only before the carrier's cutoff time. - Action **Find Shipment** Finds shipments matching a reference number, tracking number, carrier, status or creation date range. - Action **Get address** Returns a saved address from your shipcloud address book by its id. - Action **Get order** Returns an order previously sent to shipcloud, including its delivery address and line items. - Action **Get pickup request** Returns a pickup request, including its carrier, pickup time window, pickup address and included shipments. - Action **Get shipment** Returns the details of a single shipment, including its carrier, tracking information, label and addresses. - Action **List addresses** Returns the addresses saved in your shipcloud account, optionally filtered by name, company, street, city, postal code, country or phone. - Action **List carriers** Returns the carriers available to your shipcloud account, with their services, package types, additional services and label formats. - Action **List orders** Returns the orders previously created in your shipcloud account, including delivery address and line items. - Action **List shipments** Returns the shipments in your shipcloud account, optionally filtered by carrier, tracking number, reference number, service, type, source, tracking status or creation time. - Action **Update shipment** Updates an existing shipment, such as its addresses, package, carrier or service, and can create its shipping label. ## Each app on its own - [ **Metaview** Metaview writes your recruiting notes for you so you can save time and focus on high-quality interactions...](https://apiant.ai/connections/metaview) - [ **shipcloud** Shipcloud is a shipping service provider for creating shipping labels as well as tracking shipments.](https://apiant.ai/connections/shipcloud) Reviews ## What our customers say ## More from Metaview - [ **Metaview to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/metaview-to-salesforce) - [ **Metaview to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/metaview-to-slack) - [ **Metaview to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/metaview-to-google-calendar) - [ **Metaview to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/metaview-to-stripe) - [ **Metaview to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/metaview-to-shopify) - [ **Metaview to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/metaview-to-quickbooks-online) ## More into shipcloud - [ **HubSpot to shipcloud** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-shipcloud) - [ **Salesforce to shipcloud** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-shipcloud) - [ **Google Sheets to shipcloud** Google Sheets](https://apiant.ai/connect/google-sheets-to-shipcloud) - [ **Gmail to shipcloud** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-shipcloud) - [ **Google Calendar to shipcloud** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-shipcloud) - [ **Google Drive to shipcloud** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-shipcloud) Questions ## Metaview and shipcloud, answered ### ### What can start an automation from Metaview? Any of Metaview's 1 trigger in the catalog, including New Conversation. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in shipcloud when something happens in Metaview? Any of shipcloud's 16 actions, including Create Shipment, Create Shipment Quote, Update shipment and Add address. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from shipcloud to Metaview? Yes. When something happens in shipcloud, your agent can act in Metaview too. This page covers both directions: shipcloud's triggers and Metaview's actions are listed here as well. ### ### Do I have to build a connector for Metaview or shipcloud? 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. ### ### 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.