--- title: "Connect Nutshell to Federal Reserve Market Data - APIANT.ai" description: "When \"New Activity\" fires in Nutshell, your agent runs \"Find agency MBS operations\" in Federal Reserve Market Data." canonical: "https://apiant.ai/connect/nutshell-to-federal-reserve-market-data" --- # Connect Nutshell to Federal Reserve Market Data When **New Activity** fires in [Nutshell](https://apiant.ai/connections/nutshell), your agent runs **Find agency MBS operations** in [Federal Reserve Market Data](https://apiant.ai/connections/federal-reserve-market-data). Describe the whole flow and it is built, tested on every scenario and kept running. Nutshell **6** triggers Nutshell **12** actions Federal Reserve Market Data **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Nutshell and Federal Reserve Market Data 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 Nutshell can start in Federal Reserve Market Data - When **New Activity** in Nutshell then **Find agency MBS operations** in Federal Reserve Market Data - When **New Company** in Nutshell then **Find FX swap 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 Nutshell and Federal Reserve Market Data ## Triggers and actions 6 triggers · 25 actions - Trigger **Activity Logged** Triggers when an Activity is logged. - Trigger **Lead Won** Triggers when a lead is won. - Trigger **New Activity** Triggers when new Activity is created. - Trigger **New Company** Triggers when new Company is created. - Trigger **New Lead** Triggers when a new Lead is created. - Trigger **New Person** Triggers when new Person is created. - Action **Create Company** Creates a new Company. - Action **Create Lead** Creates a new Lead. - Action **Create Person** Creates a new Person. - Action **Find Company** Finds an existing company. - Action **Find Lead** Finds an existing lead by a particular field. Defaults to searching open leads, falls back to all leads. - Action **Find Person** Finds an existing person. - Action **Find User** Finds an existing User. - Action **Log Activity** Creates and logs a new Activity. - Action **Update Company** Updates an existing Company. - Action **Update Lead** Updates an existing Lead. - Action **Update Lead Outcome** Updates a Lead Outcome. - Action **Update Person** Updates an existing Person. - Action **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. - Action **Find FX swap operations** Returns Federal Reserve central bank liquidity swap operations matching a date range and optional counterparties. - Action **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. - Action **Find securities lending operations** Searches Federal Reserve securities lending operation results and extensions by date range, CUSIP or security description. - Action **Find Treasury securities operations** Searches the New York Fed's Treasury securities purchase and sale operations by date range, security type, CUSIP or description. - Action **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. - Action **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. - Action **Get primary dealer survey by time series** Returns Primary Dealer Statistics survey values for one or more time series across all series breaks. - Action **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. - Action **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. - Action **List latest rates by type** Returns the most recently published secured or unsecured reference rates from the New York Fed. - Action **List reference rates** Returns the most recently published secured and unsecured reference rates (SOFR, BGCR, TGCR, EFFR, OBFR and the SOFR averages and index). - Action **List SOMA as of dates** Returns the list of all as-of dates for which System Open Market Account (SOMA) holdings data is available. ## Each app on its own - [ **Nutshell** Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.](https://apiant.ai/connections/nutshell) - [ **Federal Reserve Market Data** Provides financial market operations data (AMBS, Treasury Securities, and Securities Lending operations) via...](https://apiant.ai/connections/federal-reserve-market-data) Reviews ## What our customers say ## More from Nutshell - [ **Nutshell to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/nutshell-to-salesforce) - [ **Nutshell to Hyperstack Certificates** Hyperstack helps you easily create and manage digital certificates & badges for your events or courses.](https://apiant.ai/connect/nutshell-to-hyperstack-certificates) - [ **Nutshell to Pixabay** Pixabay is a free image and video library. Search over 4 million royalty-free photos, illustrations, vector...](https://apiant.ai/connect/nutshell-to-pixabay) - [ **Nutshell to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/nutshell-to-slack) - [ **Nutshell to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/nutshell-to-mailchimp) - [ **Nutshell to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/nutshell-to-stripe) ## More into Federal Reserve Market Data - [ **HubSpot to Federal Reserve Market Data** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-federal-reserve-market-data) - [ **Salesforce to Federal Reserve Market Data** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-federal-reserve-market-data) - [ **Slack to Federal Reserve Market Data** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-federal-reserve-market-data) - [ **Google Sheets to Federal Reserve Market Data** Google Sheets](https://apiant.ai/connect/google-sheets-to-federal-reserve-market-data) - [ **Gmail to Federal Reserve Market Data** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-federal-reserve-market-data) - [ **Google Calendar to Federal Reserve Market Data** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-federal-reserve-market-data) Questions ## Nutshell and Federal Reserve Market Data, answered ### ### What can start an automation from Nutshell? Any of Nutshell's 6 triggers in the catalog, including New Activity, New Company, New Lead and New Person. 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 Nutshell? 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 Nutshell? Federal Reserve Market Data has no triggers in the catalog today, so automations start in Nutshell. 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 Nutshell 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 Nutshell 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.