Integration
Connect noCRM.io to Federal Reserve Market Data
When Lead Status Changed fires in noCRM.io, your agent runs Find agency MBS operations in Federal Reserve Market Data. 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 noCRM.io and Federal Reserve Market Data 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 noCRM.io can start in Federal Reserve Market Data
When Lead Status Changed in noCRM.io
then Find agency MBS operations in Federal Reserve Market Data
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 noCRM.io and Federal Reserve Market Data
Triggers and actions 8 triggers · 29 actions
- Lead Status Changed
Triggers when a specific status of the lead is changed.
- New Client Folder
Triggers when a client folder is created.
- New Deleted Lead
Triggers when a lead is deleted. This trigger only works for Expert edition and above .
- New Lead
Triggers when a lead is created.
- New Lead Assigned
Triggers when a lead is assigned or re-assigned to someone. This trigger only works for Expert edition and above .
- New Lead Comment
Triggers when a lead is comment on. This trigger only works for Expert edition and above .
- New Lead Content or Title Changed
Triggers when the content or the title of a lead is updated. This trigger only works for Expert edition and above .
- New Prospect
Triggers when a prospect is created in any prospecting list or in a specific one. This trigger only works for Expert edition and above .
- Add Attachment
Add an attachment to a lead
- Add Comment
Create a comment on a specific lead based on the parameters given. This action only works for Expert edition and above .
- Add Tags
Create a new tag on a specific lead based on the parameters given. This action only works for Expert edition and above .
- Assign Lead
Assign the lead to a user
- Call Simplified API
Call our simplified API to interact with your data
- Change Lead's Title
Change the title of a lead
- Change Status
Change the status of a lead to Standby, Won, Cancelled or Lost
- Change Step
Change the step of a lead
- Create Lead
Creates a new lead.
- Create Prospect
Create a prospect on a specific prospecting list based on the data given. This action only works for Expert edition and above .
- Delete Lead
Moves a lead to the trash.
- Find Lead
Finds a lead from an email address.
- Get Lead
Look up one lead by its id and return its full details, including its status, reminder, amount, owner and your account's own custom fields.
- Log an Activity
Log an activity on a specific lead based on the parameters given. This action only works for Expert edition and above .
- Set Amount and Probability
Set the amount and the probability of a lead
- Set the Estimated Closing Date
Set the estimated closing date on a lead
- Find agency MBS operations
Finds agency mortgage-backed securities (AMBS) operation results from the New York Fed, filtered by operation type, date range, security method, CUSIP or security description.
- Find FX swap operations
Returns Federal Reserve central bank liquidity swap operations matching a date range and optional counterparties.
- Find reference rates by date range
Returns the New York Fed's secured and unsecured reference rates (SOFR, EFFR, OBFR, TGCR, BGCR) or volumes published between two dates.
- Find securities lending operations
Searches Federal Reserve securities lending operation results and extensions by date range, CUSIP or security description.
- Find Treasury securities operations
Searches the New York Fed's Treasury securities purchase and sale operations by date range, security type, CUSIP or description.
- Get agency holdings by as of date
Returns the Federal Reserve's SOMA agency securities holdings (agency debt, MBS and CMBS) as of a given weekly date.
- Get primary dealer market share
Returns the latest primary dealer market share statistics, either for the most recent quarter or year-to-date, broken down by security type and dealer quintile.
- Get primary dealer survey by time series
Returns Primary Dealer Statistics survey values for one or more time series across all series breaks.
- Get SOMA holdings summary
Returns the System Open Market Account (SOMA) holdings totals by security type (bills, notes and bonds, TIPS, FRNs, MBS, CMBS, agencies) for each as-of date.
- Get Treasury holdings by as of date
Returns the Treasury securities held in the Fed's System Open Market Account (SOMA) on a given as-of date, with CUSIP, maturity, par value and security type for each.
- List latest rates by type
Returns the most recently published secured or unsecured reference rates from the New York Fed.
- List reference rates
Returns the most recently published secured and unsecured reference rates (SOFR, BGCR, TGCR, EFFR, OBFR and the SOFR averages and index).
- List SOMA as of dates
Returns the list of all as-of dates for which System Open Market Account (SOMA) holdings data is available.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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Questions
noCRM.io and Federal Reserve Market Data, answered
What can start an automation from noCRM.io?
Any of noCRM.io's 8 triggers in the catalog, including Lead Status Changed, New Client Folder, New Deleted Lead and New Lead. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Federal Reserve Market Data when something happens in noCRM.io?
Any of Federal Reserve Market Data's 13 actions, including Find agency MBS operations, Find FX swap operations, Find reference rates by date range and Find securities lending operations. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Federal Reserve Market Data to noCRM.io?
Federal Reserve Market Data has no triggers in the catalog today, so automations start in noCRM.io. If you need the other direction, ask: your agent reads Federal Reserve Market Data's API documentation and adds it.
Do I have to build a connector for noCRM.io or Federal Reserve Market Data?
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 noCRM.io and Federal Reserve Market Data 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.