Integration
Connect Payfunnels to InvestorBase
When New Payment fires in Payfunnels, your agent runs Get buyer deal history in InvestorBase. 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 Payfunnels and InvestorBase 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Payfunnels can start in InvestorBase
When New Payment in Payfunnels
then Get buyer deal history in InvestorBase
When New Payment Link in Payfunnels
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 Payfunnels and InvestorBase
Triggers and actions 6 triggers · 33 actions
Trigger
New PaymentTriggers when a new payment is received.
Trigger
New Payment LinkTriggers when a new payment link is created.
Trigger
New SubscriptionTriggers when a new subscription is created.
Trigger
One Time Setup Fees CreatedTriggers when a new one-time setup fee is created.
Trigger
Payment FailedTriggers when a payment fails.
Trigger
Payment SuccessfulTriggers when a payment succeeds.
Action
Cancel SubscriptionCancel Subscription.
Action
Create Custom Plan Payment LinkCreate Custom Plan Payment Link.
Action
Create Multiple Products Payment LinkCreate Multiple Products Payment Link.
Action
Create One-Time Payment LinkCreate One-Time Payment Link.
Action
Create One-Time Setup FeeCreate One Time Setup Fees.
Action
Create Payment Plan Payment LinkCreate Payment Plan Payment Link.
Action
Create Pay What You Want Payment LinkCreate Pay What You Want Payment Link.
Action
Create Recurring Payment LinkCreate Recurring Payment Link.
Action
Delete One-Time Setup FeeDelete One Time Setup Fees.
Action
Delete Payment LinkDelete Payment Link.
Action
Get Default Processing FeeGet Default Processing Fee.
Action
Get One-Time Setup FeeGet One Time Setup Fees by ID.
Action
Get PaymentReturns payment by Id.
Action
Get Payment LinkReturns payment link by id.
Action
Get Processing FeeGet Processing Fee by ID.
Action
Get SubscriptionReturns subscription by Id.
Action
List One-Time Setup FeesList One Time Setup Fees.
Action
List Payment LinksReturns list of payment links.
Action
List PaymentsReturns list of payments.
Action
List Processing FeesList Processing Fees.
Action
List SubscriptionsReturns list of subscriptions.
Action
Pause SubscriptionPause Subscription.
Action
Refund PaymentRefund payment.
Action
Resume SubscriptionResume Subscription.
Action
Update One-Time Setup FeeUpdate One Time Setup Fees.
Action
Update Payment LinkUpdate Payment Link.
Action
Find buyers by criteriaFinds flippers and landlords actively buying near a property, with their contact details, filtered by property type, distance, price and other criteria.
Action
Find investor compsReturns recent investor purchases (flips and landlord rental acquisitions) near a location, optionally ranked by similarity to a subject property.
Action
Find retail compsReturns a subject property and up to 10 comparable recent sales nearby, for estimating values such as after repair value.
Action
Get buyer deal historyReturns 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 resultsReturns 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 summaryReturns 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 usageReturns your account's plan, current usage period, and how much of each API allowance the account and you have used this period.
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
More from Payfunnels
Payfunnels to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Payfunnels to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Payfunnels to StripeStripe is a payment processing platform for online businesses.
Payfunnels to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Payfunnels to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Payfunnels to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into InvestorBase
HubSpot to InvestorBaseHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to InvestorBaseSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to InvestorBaseSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to InvestorBaseGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to InvestorBaseGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to InvestorBaseGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Payfunnels and InvestorBase, answered
What can start an automation from Payfunnels?
Any of Payfunnels's 6 triggers in the catalog, including New Payment, New Payment Link, New Subscription and One Time Setup Fees Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in InvestorBase when something happens in Payfunnels?
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 Payfunnels?
InvestorBase has no triggers in the catalog today, so automations start in Payfunnels. 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 Payfunnels 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 Payfunnels 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.