--- title: "Connect Olark to Filingrail - APIANT.ai" description: "When \"New Chat Transcript\" fires in Olark, your agent runs \"List 8-K events\" in Filingrail." canonical: "https://apiant.ai/connect/olark-to-filingrail" --- # Connect Olark to Filingrail When **New Chat Transcript** fires in [Olark](https://apiant.ai/connections/olark), 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. Olark **1** trigger 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 Olark 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 Olark can start in Filingrail - When **New Chat Transcript** in Olark then **List 8-K events** in Filingrail - When **New Chat Transcript** in Olark 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 Olark and Filingrail ## Triggers and actions 1 trigger · 7 actions - Trigger **New Chat Transcript** Triggers when an Olark chat ends, with the full transcript, operators and visitor details. To set it up, copy this trigger's webhook URL and paste it into Olark under Settings > Integrations > Webhooks, then save. - 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 - [ **Olark** Olark makes it easy to add live chat to your website, provide instantaneous support to your users, and...](https://apiant.ai/connections/olark) - [ **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 Olark - [ **Olark to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/olark-to-hubspot) - [ **Olark to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/olark-to-salesforce) - [ **Olark to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/olark-to-slack) - [ **Olark to Google Sheets** Google Sheets](https://apiant.ai/connect/olark-to-google-sheets) - [ **Olark to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/olark-to-gmail) - [ **Olark to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/olark-to-google-calendar) ## 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 ## Olark and Filingrail, answered ### ### What can start an automation from Olark? Any of Olark's 1 trigger in the catalog, including New Chat Transcript. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Filingrail when something happens in Olark? 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 Olark? Filingrail has no triggers in the catalog today, so automations start in Olark. 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 Olark 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 Olark and Filingrail without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in Filingrail 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.