--- title: "Connect Moxie to Edgrapi - APIANT.ai" description: "When \"Client Created\" fires in Moxie, your agent runs \"Get filing document\" in Edgrapi." canonical: "https://apiant.ai/connect/moxie-to-edgrapi" --- # Connect Moxie to Edgrapi When **Client Created** fires in [Moxie](https://apiant.ai/connections/moxie), your agent runs **Get filing document** in [Edgrapi](https://apiant.ai/connections/edgrapi). Describe the whole flow and it is built, tested on every scenario and kept running. Moxie **30** triggers Moxie **12** actions Edgrapi **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Moxie and Edgrapi 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 Moxie can start in Edgrapi - When **Client Created** in Moxie then **Get filing document** in Edgrapi - When **Client Updated** in Moxie then **List 8-K events** in Edgrapi 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 Moxie and Edgrapi ## Triggers and actions 30 triggers · 23 actions - Trigger **Agreement Sent** Triggers when a proposal is sent either via link or email. - Trigger **Agreement Signed** Triggers when an agreement is accepted and signed with e-signature. - Trigger **Agreement Viewed** Triggers when a user views the proposal. - Trigger **Client Created** Triggers when a new client is created in Moxie. - Trigger **Client Deleted** Triggers when a client record is deleted in Moxie. - Trigger **Client Updated** Triggers when a client record is updated in Moxie. - Trigger **Form Completed** Triggers when a form is completed. - Trigger **Invoice Sent** Triggers when an invoice is sent in Moxie. - Trigger **Meeting Cancelled** Triggers when a meeting is cancelled - Trigger **Meeting Scheduled** Triggers when a new meeting is scheduled - Trigger **Meeting Updated** Triggers when a meeting is updated or rescheduled - Trigger **Opportunity Created** Triggered with a pipeline opportunity is created - Trigger **Opportunity Deleted** Triggered with a pipeline opportunity is deleted - Trigger **Opportunity Updated** Triggered with a pipeline opportunity is updated - Trigger **Payment Received** Triggers when a payment is received either vial Stripe or manual entry. - Trigger **Project Completed** Triggers when a project is set to "complete" in Moxie. - Trigger **Project Created** Triggers when a new project is created in Moxie. - Trigger **Project Updated** Triggers when the settings for a project are updated. - Trigger **Task Approval** Triggers when a new Deliverable is ready for client approval. - Trigger **Task Created** Triggered when a Project Task is created - Trigger **Task Deleted** Triggered when a Project Task is deleted - Trigger **Task Updated** Triggered with a Project Task is updated. - Trigger **Ticket Closed** Triggers and a support ticket is closed - Trigger **Ticket Comment** Triggers when a comment is created on a ticket - Trigger **Ticket Created** Triggers when a new support ticket is created - Trigger **Ticket Deleted** Triggers when a support ticket is deleted - Trigger **Ticket Updated** Triggers when a support ticket is updated - Trigger **Time Worked Created** Triggers when a new time worked entry is created. - Trigger **Time Worked Deleted** Triggers when a time worked record is deleted. - Trigger **Time Worked Updated** Triggers when a time worked entry has been updated. - Action **Create Client** Creates a new client record in Hectic - Action **Create Expense** Records a new expense in your Moxie accounting records, optionally filed under a vendor and allocated to a client. - Action **Create Opportunity** Create a new pipeline opportunity - Action **Create & Optionally Send Invoice** Creates an invoice for a client from the line items you supply, and emails it straight away when you fill in who to send it to. Left blank, the invoice is saved as a draft. - Action **Create or Update Calendar Event** Create or update a calendar event in Moxie - Action **Create Project** Create a project and optionally use a template - Action **Create Task** Create a task in the project management system - Action **Create Ticket** Create a Ticket for a client and contact - Action **Create Ticket Comment** Adds a comment (public or private) to an existing ticket. - Action **Create Time Worked** Creates a time worked entry - Action **Delete Calendar Event** Deletes a calendar event in Moxie by the external ID. - Action **Find a Client** Finds a client by either name or contact email address. - Action **Find filings by full-text search** Search full text across SEC filings. - Action **Get filing document** Download a filing document by its SEC accession number. - Action **Get shares outstanding** Get shares outstanding and public float for a ticker. - Action **Get XBRL financials** Get a company's full XBRL financial data as JSON. - Action **List 8-K events** List material 8-K events for a ticker. - Action **List auditor changes** List market-wide 8-K auditor-change filings (item 4.01). - Action **List filings** List a company's SEC filings by form type (10-K, 10-Q, 8-K, Form 4). - Action **List Form D filings by issuer** List Form D private placement filings for a specific issuer. - Action **List Form D private placements** List market-wide recent Form D private placement filings. - Action **List restatements** List market-wide 8-K restatement filings (item 4.02). - Action **Resolve identifier to company** Resolve a ticker, CIK, or CUSIP to a company record. ## Each app on its own - [ **Moxie** Moxie is a single digital workspace with all the tools needed to start, manage and grow a freelancing...](https://apiant.ai/connections/moxie) - [ **Edgrapi** Clean SEC EDGAR company financials, ratios, filings and 10-K/10-Q sections as normalized JSON](https://apiant.ai/connections/edgrapi) Reviews ## What our customers say ## More from Moxie - [ **Moxie to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/moxie-to-salesforce) - [ **Moxie to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/moxie-to-slack) - [ **Moxie to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/moxie-to-google-sheets) - [ **Moxie to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/moxie-to-stripe) - [ **Moxie to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/moxie-to-shopify) - [ **Moxie to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/moxie-to-quickbooks-online) ## More into Edgrapi - [ **HubSpot to Edgrapi** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-edgrapi) - [ **Salesforce to Edgrapi** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-edgrapi) - [ **Slack to Edgrapi** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-edgrapi) - [ **Google Sheets to Edgrapi** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-edgrapi) - [ **Gmail to Edgrapi** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-edgrapi) - [ **Google Calendar to Edgrapi** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-edgrapi) Questions ## Moxie and Edgrapi, answered ### ### What can start an automation from Moxie? Any of Moxie's 30 triggers in the catalog, including Client Created, Client Updated, Form Completed and Meeting Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Edgrapi when something happens in Moxie? Any of Edgrapi's 11 actions, including Find filings by full-text search, Get filing document, Get shares outstanding and Get XBRL financials. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Edgrapi to Moxie? Edgrapi has no triggers in the catalog today, so automations start in Moxie. If you need the other direction, ask: your agent reads Edgrapi's API documentation and adds it. ### ### Do I have to build a connector for Moxie or Edgrapi? 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 Moxie and Edgrapi 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.