Integration
Connect Ortto to Finimpulse
When Fields Updated fires in Ortto, your agent runs Find assets in Finimpulse. 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 Ortto and Finimpulse 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 Ortto can start in Finimpulse
When Fields Updated in Ortto
then Find assets in Finimpulse
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 Ortto and Finimpulse
Triggers and actions 4 triggers · 23 actions
- Fields Updated
Triggers when the specified field(s) of a record have been updated in your Ortto account.
- New Activity Occurred
Triggers when a new Ortto activity occurs.
- New Record Created
Triggers when a new record (contact or organization) has been added to your Ortto account.
- Tag Added/Removed
Triggers when a tag has beed added to, or removed from, a record.
- Add Custom Field
Create a new custom field on the person or organization schema in Ortto.
- Create Record
Create a new record (person, organization), or update an existing record in your Ortto account.
- Delete Record
Archive, restore, or permanently delete a person or organization record in Ortto.
- Get Record
Fetches one or more people, or one or more accounts, by their Ortto ids, returning whichever fields you ask for.
- List Activities
Retrieve the activity feed for a given contact in Ortto.
- Opt Out From SMS
Opt out a person from all SMS communications.
- Search or Create Records
Search your Ortto data for a record based on the provided field or optionally create one if none is found.
- Tag/Untag Records
Adds or removes tags on a person or an account in Ortto, matching the record by email address or account name.
- Unsubscribe a Person
Unsubscribe a person from all emails.
- Update Audience Subscription
Subscribe or unsubscribe a person to/from an Ortto audience.
- Find assets
Search stocks, ETFs and mutual funds by name/symbol. Endpoint /v1/search
- Get asset profile
Company/ETF/fund profile. Endpoint /v1/profile
- Get asset summary
Unified snapshot of a symbol. Endpoint /v1/summary
- Get balance sheet
Balance sheet for a stock. Endpoint /v1/financials/balance_sheet
- Get cash flow statement
Cash flow statement for a stock. Endpoint /v1/financials/cash_flow
- Get income statement
Income statement for a stock. Endpoint /v1/financials/income_statement
- Get market price
Current market price for a stock/ETF/fund. Endpoint /v1/market-price
- Get options chain
Options chain. Endpoint /v1/options/chain
- List analyst recommendations
Analyst recommendations. Endpoint /v1/analysis/recommendations
- List ETF holdings
ETF/fund holdings. Endpoint /v1/holdings/general
- List financial news
Financial news articles. Endpoint /v1/news
- List historical prices
Daily OHLCV historical prices for a symbol. Endpoint /v1/histories
- List insider transactions
Insider transactions. Endpoint /v1/holders/insiders-transactions
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Ortto and Finimpulse, answered
What can start an automation from Ortto?
Any of Ortto's 4 triggers in the catalog, including Fields Updated, New Activity Occurred, New Record Created and Tag Added/Removed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Finimpulse when something happens in Ortto?
Any of Finimpulse's 13 actions, including Find assets, Get asset profile, Get asset summary and Get balance sheet. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Finimpulse to Ortto?
Finimpulse has no triggers in the catalog today, so automations start in Ortto. If you need the other direction, ask: your agent reads Finimpulse's API documentation and adds it.
Do I have to build a connector for Ortto or Finimpulse?
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 Ortto and Finimpulse 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.