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What do you want Ortto and StockFit to do together?
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Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 StockFit
When Fields Updated in Ortto
then Find filings in StockFit
When New Activity Occurred in Ortto
then Find funds holding a symbol in StockFit
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 StockFit
Triggers and actions 4 triggers · 41 actions
Trigger
Fields UpdatedTriggers when the specified field(s) of a record have been updated in your Ortto account.
Trigger
New Activity OccurredTriggers when a new Ortto activity occurs.
Trigger
New Record CreatedTriggers when a new record (contact or organization) has been added to your Ortto account.
Trigger
Tag Added/RemovedTriggers when a tag has beed added to, or removed from, a record.
Action
Add Custom FieldCreate a new custom field on the person or organization schema in Ortto.
Action
Create RecordCreate a new record (person, organization), or update an existing record in your Ortto account.
Action
Delete RecordArchive, restore, or permanently delete a person or organization record in Ortto.
Action
Get RecordFetches one or more people, or one or more accounts, by their Ortto ids, returning whichever fields you ask for.
Action
List ActivitiesRetrieve the activity feed for a given contact in Ortto.
Action
Opt Out From SMSOpt out a person from all SMS communications.
Action
Search or Create RecordsSearch your Ortto data for a record based on the provided field or optionally create one if none is found.
Action
Tag/Untag RecordsAdds or removes tags on a person or an account in Ortto, matching the record by email address or account name.
Action
Unsubscribe a PersonUnsubscribe a person from all emails.
Action
Update Audience SubscriptionSubscribe or unsubscribe a person to/from an Ortto audience.
Action
Find filingsSearch SEC filings by criteria.
Action
Find funds holding a symbolReverse-lookup funds that hold a given symbol.
Action
Find news by symbolFetch recent news articles for a given symbol.
Action
Find symbolsSearch/lookup symbols by name or ticker.
Action
Get balance sheetFetch a company's balance sheet.
Action
Get cash flow statementFetch a company's cash flow statement.
Action
Get company detailsFetch company profile details for a symbol.
Action
Get dividend historyFetch historical dividend payments for a symbol.
Action
Get earnings calendarFetch calendar of past/upcoming earnings dates.
Action
Get earnings snapshotFetch the latest earnings snapshot for a symbol.
Action
Get economic modelFetch a company's economic model data.
Action
Get EPS historyFetch historical earnings-per-share data for a symbol.
Action
Get executive compensationFetch executive compensation data for a company.
Action
Get executive officersFetch a company's executive officers list.
Action
Get financial health scoresFetch computed financial health scores for a company.
Action
Get fund holdingsFetch a fund's current holdings.
Action
Get fund profileFetch a fund's profile.
Action
Get historical pricesFetch historical price data for a symbol.
Action
Get income statementFetch a company's income statement.
Action
Get insider trading summaryFetch summary of insider trading activity for a symbol.
Action
Get key metricsFetch sector-aware key financial metrics for a company.
Action
Get ownership summaryFetch ownership summary (insider/institutional split) for a symbol.
Action
Get quotesFetch batched real-time/latest price quotes for one or more symbols.
Action
Get research summaryFetch AI-style research summary for a company.
Action
Get revenue segmentationFetch revenue segmentation footnote data for a company.
Action
Get symbol lookupLook up canonical symbol/company info by ticker.
Action
List company peersList peer companies for a symbol.
Action
List insider transactionsList insider buy/sell transactions for a symbol.
Action
List institutional holdersList institutional holders of a symbol.
Action
List market newsList general US market news.
Action
List symbolsList all tradable symbols in the database.
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 StockFit, 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 StockFit when something happens in Ortto?
Any of StockFit's 31 actions, including Find filings, Find funds holding a symbol, Find news by symbol and Find symbols. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from StockFit to Ortto?
StockFit has no triggers in the catalog today, so automations start in Ortto. If you need the other direction, ask: your agent reads StockFit's API documentation and adds it.
Do I have to build a connector for Ortto or StockFit?
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.
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.