Integration
Connect Mixmax to Filingrail
When New message sent fires in Mixmax, your agent runs List 8-K events in Filingrail. 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 Mixmax and Filingrail 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)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 Mixmax can start in Filingrail
When New message sent in Mixmax
then List 8-K events in Filingrail
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 Mixmax and Filingrail
Triggers and actions 1 trigger · 20 actions
- New message sent
Triggers when a Mixmax message (email) has been sent. Draft, scheduled and failed messages are skipped.
- Add contact
Creates a Mixmax contact, or updates your existing contact with the same email address.
- Add sequence recipient
Adds a recipient to a Mixmax sequence and starts sending the sequence to them, and returns whether they were added.
- Add unsubscribe
Adds one or more email addresses to your Mixmax unsubscribe list, or your workspace's list if you belong to one, so sequences stop sending to them.
- Find sequences by name
Returns the Mixmax sequences whose name matches the text you supply.
- Get message
Returns one Mixmax message by its ID, including its recipients, subject, tracking settings and send status. An error occurs if the message is not found.
- List calls
Returns calls placed with the Mixmax Dialer, newest first, optionally filtered to calls with or without recordings or widened to the whole workspace.
- List contacts
Returns the contacts you own in Mixmax, newest first, optionally filtered by a search on name, email, group or Salesforce account.
- List messages
Returns your Mixmax messages (drafts, scheduled, sent, or failed), newest first.
- List sequence recipients
Returns the recipients that were added to a Mixmax sequence, with each recipient's state and per-stage activity.
- List sequences
Returns the Mixmax sequences you can access, optionally filtered by name or folder.
- List tasks
Returns the Mixmax tasks (email, call, LinkedIn and to-do) visible to the connected user, optionally filtered and sorted.
- List templates
Returns the email templates you can access in Mixmax, optionally filtered by name, subject, folder or owner.
- Send message
Sends a saved Mixmax draft message, optionally updating its properties first. The message is queued and delivered shortly after.
- Find companies
Search SEC-registered issuers by ticker, CIK or name fragment.
- Get company financials
Normalized 10-K/10-Q income statement, balance sheet, cash flow for a company.
- List 8-K events
Material 8-K events with SEC item codes for a company.
- List company financials history
Historical quarterly or annual series for a line item, up to 20 periods.
- List insider trades
Form 4 insider transactions for a company.
- List institution 13F holdings
Form 13F-HR positions for an institution.
- List recent filings
Recent SEC filings across issuers, filterable by form type and CIK.
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
Mixmax and Filingrail, answered
What can start an automation from Mixmax?
Any of Mixmax's 1 trigger in the catalog, including New message sent. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Filingrail when something happens in Mixmax?
Any of Filingrail's 7 actions, including Find companies, Get company financials, List 8-K events and List company financials history. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Filingrail to Mixmax?
Filingrail has no triggers in the catalog today, so automations start in Mixmax. If you need the other direction, ask: your agent reads Filingrail's API documentation and adds it.
Do I have to build a connector for Mixmax or Filingrail?
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 Mixmax and Filingrail 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.