--- title: "Connect Partnero to InvestorBase - APIANT.ai" description: "When \"Customer Created\" fires in Partnero, your agent runs \"Get buyer deal history\" in InvestorBase." canonical: "https://apiant.ai/connect/partnero-to-investorbase" --- # Connect Partnero to InvestorBase When **Customer Created** fires in [Partnero](https://apiant.ai/connections/partnero), your agent runs **Get buyer deal history** in [InvestorBase](https://apiant.ai/connections/investorbase). Describe the whole flow and it is built, tested on every scenario and kept running. Partnero **8** triggers Partnero **12** actions InvestorBase **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 Partnero and InvestorBase 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 Partnero can start in InvestorBase - When **Customer Created** in Partnero then **Get buyer deal history** in InvestorBase - When **Customer Updated** in Partnero then **Find buyers by criteria** in InvestorBase 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 Partnero and InvestorBase ## Triggers and actions 8 triggers · 19 actions - Trigger **Customer Created** Triggers when a new customer is created in Partnero. - Trigger **Customer Deleted** Triggers when a customer is deleted in Partnero. - Trigger **Customer Updated** Triggers when a customer is updated in your Partnero program. - Trigger **Partner Created** Triggers when a new partner is created in your Partnero program. - Trigger **Partner Deleted** Triggers when a partner is deleted from your Partnero program. - Trigger **Partner Updated** Triggers when a partner is updated in your Partnero program. - Trigger **Transaction Created** Triggers when a new transaction is recorded in your Partnero program. - Trigger **Transaction Deleted** Triggers when a transaction is deleted (refunded) in Partnero. - Action **Archive Partner** Archives (soft-deletes) a partner so they lose portal access; the partner can be restored later. - Action **Create a New Customer** Creates a customer in your Partnero affiliate program and attributes them to a partner for commission tracking. - Action **Create a New Partner** Creates a new affiliate partner in your Partnero program and returns the partner record, including its referral link. - Action **Create a New Transaction** Records a sales transaction for a customer so Partnero calculates the referring partner's commission. Can optionally create the customer in the same call. - Action **Delete Existing Customer** Deletes an existing customer from your Partnero program by their customer key. - Action **Delete Existing Partner** Deletes an existing partner from your Partnero program. - Action **Delete Existing Transaction** Deletes an existing transaction in your Partnero program by its key. - Action **Find Partner** Finds a partner in your Partnero program by partner ID and returns their details, referral statistics, commissions and referral links. - Action **Get Transaction** Returns a single transaction by its key. - Action **Restore Partner** Restores a previously archived partner and reactivates their portal access. - Action **Update Existing Customer** Updates an existing customer's name, email, key or tags in your Partnero program. - Action **Update Existing Partner** Updates an existing partner's name, email, password, referral key or tags in your Partnero program. - Action **Find buyers by criteria** Finds flippers and landlords actively buying near a property, with their contact details, filtered by property type, distance, price and other criteria. - Action **Find investor comps** Returns recent investor purchases (flips and landlord rental acquisitions) near a location, optionally ranked by similarity to a subject property. - Action **Find retail comps** Returns a subject property and up to 10 comparable recent sales nearby, for estimating values such as after repair value. - Action **Get buyer deal history** Returns a buyer's deal history: portfolio statistics plus their most recent flips and rentals, found by entity name, mailing address, or a property they bought. - Action **Get buyer search results** Returns the buyers found by an earlier buyer search that was started in async mode. The list is empty while the search is still running. - Action **Get investor market summary** Returns investor market metrics near a location: flip and rental counts within 1, 2, 5 and 10 miles, plus flipper pricing/ARV and landlord purchase statistics. - Action **Get usage** Returns your account's plan, current usage period, and how much of each API allowance the account and you have used this period. ## Each app on its own - [ **Partnero** Partnero is a partnership management software with a focus on customizable program settings & partner...](https://apiant.ai/connections/partnero) - [ **InvestorBase** InvestorBase is a tool for real estate investors to find house flippers and landlords.](https://apiant.ai/connections/investorbase) Reviews ## What our customers say ## More from Partnero - [ **Partnero to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/partnero-to-salesforce) - [ **Partnero to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/partnero-to-slack) - [ **Partnero to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/partnero-to-stripe) - [ **Partnero to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/partnero-to-shopify) - [ **Partnero to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/partnero-to-quickbooks-online) - [ **Partnero to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/partnero-to-pipedrive) ## More into InvestorBase - [ **HubSpot to InvestorBase** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-investorbase) - [ **Salesforce to InvestorBase** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-investorbase) - [ **Slack to InvestorBase** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-investorbase) - [ **Google Sheets to InvestorBase** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-investorbase) - [ **Gmail to InvestorBase** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-investorbase) - [ **Google Calendar to InvestorBase** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-investorbase) Questions ## Partnero and InvestorBase, answered ### ### What can start an automation from Partnero? Any of Partnero's 8 triggers in the catalog, including Customer Created, Customer Updated, Partner Created and Partner Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in InvestorBase when something happens in Partnero? Any of InvestorBase's 7 actions, including Find buyers by criteria, Find investor comps, Find retail comps and Get buyer deal history. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from InvestorBase to Partnero? InvestorBase has no triggers in the catalog today, so automations start in Partnero. If you need the other direction, ask: your agent reads InvestorBase's API documentation and adds it. ### ### Do I have to build a connector for Partnero or InvestorBase? 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 Partnero and InvestorBase 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.