# Connect Modusign to Filingrail When **Document Updated** fires in [Modusign](https://apiant.ai/connections/modusign), your agent runs **List 8-K events** in [Filingrail](https://apiant.ai/connections/filingrail). Describe the whole flow and it is built, tested on every scenario and kept running. Modusign **1** trigger Modusign **12** actions Filingrail **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Modusign and Filingrail 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 Modusign can start in Filingrail - When **Document Updated** in Modusign then **List 8-K events** in Filingrail - When **Document Updated** in Modusign then **Find companies** 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 Modusign and Filingrail ## Triggers and actions 1 trigger · 19 actions - Trigger **Document Updated** Triggers when a document is created, signed, completed, or aborted. - Action **Add document request** Request signatures on a document (signature request). - Action **Add label** Creates a new label in Modusign. - Action **Cancel document request** Cancel a pending signature request. - Action **Delete label** Delete a label. - Action **Delete template** Delete a template. - Action **Get Document** Retrieves the details of a single Modusign document by its ID. - Action **Get template** Get a template by id. - Action **Get user** Gets the Modusign user whose credentials the connection uses. - Action **Remind Signing** Resend signing request notifications to signers who did not sign. - Action **Request Document With Template** Create a document using a template and request signers to sign it. - Action **Search Documents** Search for documents with specific conditions. - Action **Update label** Update a label. - Action **Find companies** Search SEC-registered issuers by ticker, CIK or name fragment. - Action **Get company financials** Normalized 10-K/10-Q income statement, balance sheet, cash flow for a company. - Action **List 8-K events** Material 8-K events with SEC item codes for a company. - Action **List company financials history** Historical quarterly or annual series for a line item, up to 20 periods. - Action **List insider trades** Form 4 insider transactions for a company. - Action **List institution 13F holdings** Form 13F-HR positions for an institution. - Action **List recent filings** Recent SEC filings across issuers, filterable by form type and CIK. ## Each app on its own - [ **Modusign** Modusign is a simple electronic contract service that makes signing a contract and its storage at once at...](https://apiant.ai/connections/modusign) - [ **Filingrail** SEC EDGAR filings, XBRL financials, Form 4 insider trades, 8-K events and 13F holdings](https://apiant.ai/connections/filingrail) Reviews ## What our customers say ## More from Modusign - [ **Modusign to timeBuzzer** timeBuzzer is a simple time tracker and timesheet app to track hours worked across projects in real time.](https://apiant.ai/connect/modusign-to-timebuzzer) - [ **Modusign to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/modusign-to-salesforce) - [ **Modusign to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/modusign-to-slack) - [ **Modusign to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/modusign-to-stripe) - [ **Modusign to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/modusign-to-shopify) - [ **Modusign to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/modusign-to-quickbooks-online) ## More into Filingrail - [ **HubSpot to Filingrail** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-filingrail) - [ **Salesforce to Filingrail** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-filingrail) - [ **Slack to Filingrail** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-filingrail) - [ **Google Sheets to Filingrail** Google Sheets](https://apiant.ai/connect/google-sheets-to-filingrail) - [ **Gmail to Filingrail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-filingrail) - [ **Google Calendar to Filingrail** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-filingrail) Questions ## Modusign and Filingrail, answered ### ### What can start an automation from Modusign? Any of Modusign's 1 trigger in the catalog, including Document Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Filingrail when something happens in Modusign? 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 Modusign? Filingrail has no triggers in the catalog today, so automations start in Modusign. 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 Modusign 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 Modusign 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.