--- title: "Connect Modusign to InvestorBase - APIANT.ai" description: "When \"Document Updated\" fires in Modusign, your agent runs \"Get buyer deal history\" in InvestorBase." canonical: "https://apiant.ai/connect/modusign-to-investorbase" --- # Connect Modusign to InvestorBase When **Document Updated** fires in [Modusign](https://apiant.ai/connections/modusign), your agent runs **Get buyer deal history** in [InvestorBase](https://apiant.ai/connections/investorbase). Describe the whole flow and it is built, tested on every scenario and kept running. Modusign **1** trigger Modusign **12** actions InvestorBase **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 InvestorBase 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 InvestorBase - When **Document Updated** in Modusign then **Get buyer deal history** in InvestorBase - When **Document Updated** in Modusign then **Find buyers by criteria** in InvestorBase 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 InvestorBase ## 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 buyers by criteria** Finds flippers and landlords actively buying near a property, with their contact details, filtered by property type, distance, price and other criteria. - Action **Find investor comps** Returns recent investor purchases (flips and landlord rental acquisitions) near a location, optionally ranked by similarity to a subject property. - Action **Find retail comps** Returns a subject property and up to 10 comparable recent sales nearby, for estimating values such as after repair value. - Action **Get buyer deal history** Returns a buyer's deal history: portfolio statistics plus their most recent flips and rentals, found by entity name, mailing address, or a property they bought. - Action **Get buyer search results** Returns the buyers found by an earlier buyer search that was started in async mode. The list is empty while the search is still running. - Action **Get investor market summary** Returns investor market metrics near a location: flip and rental counts within 1, 2, 5 and 10 miles, plus flipper pricing/ARV and landlord purchase statistics. - Action **Get usage** Returns your account's plan, current usage period, and how much of each API allowance the account and you have used this period. ## 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) - [ **InvestorBase** InvestorBase is a tool for real estate investors to find house flippers and landlords.](https://apiant.ai/connections/investorbase) 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 InvestorBase - [ **HubSpot to InvestorBase** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-investorbase) - [ **Salesforce to InvestorBase** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-investorbase) - [ **Slack to InvestorBase** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-investorbase) - [ **Google Sheets to InvestorBase** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-investorbase) - [ **Gmail to InvestorBase** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-investorbase) - [ **Google Calendar to InvestorBase** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-investorbase) Questions ## Modusign and InvestorBase, 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 InvestorBase when something happens in Modusign? Any of InvestorBase's 7 actions, including Find buyers by criteria, Find investor comps, Find retail comps and Get buyer deal history. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from InvestorBase to Modusign? InvestorBase has no triggers in the catalog today, so automations start in Modusign. If you need the other direction, ask: your agent reads InvestorBase's API documentation and adds it. ### ### Do I have to build a connector for Modusign or InvestorBase? 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 InvestorBase 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.