--- title: "Connect Perdoo to StockFit - APIANT.ai" description: "When \"New Group\" fires in Perdoo, your agent runs \"Find filings\" in StockFit." canonical: "https://apiant.ai/connect/perdoo-to-stockfit" --- # Connect Perdoo to StockFit When **New Group** fires in [Perdoo](https://apiant.ai/connections/perdoo), your agent runs **Find filings** in [StockFit](https://apiant.ai/connections/stockfit). Describe the whole flow and it is built, tested on every scenario and kept running. Perdoo **2** triggers StockFit **33** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Perdoo and StockFit 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 Perdoo can start in StockFit - When **New Group** in Perdoo then **Find filings** in StockFit - When **New User** in Perdoo 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 Perdoo and StockFit ## Triggers and actions 2 triggers · 33 actions - Trigger **New Group** Triggers when a new group is created. - Trigger **New User** Triggers when a new user is created. - Action **Find filings** Search SEC filings by criteria. - Action **Find funds holding a symbol** Reverse-lookup funds that hold a given symbol. - Action **Find news by symbol** Fetch recent news articles for a given symbol. - Action **Find symbols** Search/lookup symbols by name or ticker. - Action **Get balance sheet** Fetch a company's balance sheet. - Action **Get cash flow statement** Fetch a company's cash flow statement. - Action **Get company details** Fetch company profile details for a symbol. - Action **Get dividend history** Fetch historical dividend payments for a symbol. - Action **Get earnings calendar** Fetch calendar of past/upcoming earnings dates. - Action **Get earnings snapshot** Fetch the latest earnings snapshot for a symbol. - Action **Get economic model** Fetch a company's economic model data. - Action **Get EPS history** Fetch historical earnings-per-share data for a symbol. - Action **Get executive compensation** Fetch executive compensation data for a company. - Action **Get executive officers** Fetch a company's executive officers list. - Action **Get financial health scores** Fetch computed financial health scores for a company. - Action **Get fund holdings** Fetch a fund's current holdings. - Action **Get fund profile** Fetch a fund's profile. - Action **Get historical prices** Fetch historical price data for a symbol. - Action **Get income statement** Fetch a company's income statement. - Action **Get insider trading summary** Fetch summary of insider trading activity for a symbol. - Action **Get IPO calendar** Fetch upcoming/recent IPO calendar entries. - Action **Get key metrics** Fetch sector-aware key financial metrics for a company. - Action **Get ownership summary** Fetch ownership summary (insider/institutional split) for a symbol. - Action **Get quotes** Fetch batched real-time/latest price quotes for one or more symbols. - Action **Get research summary** Fetch AI-style research summary for a company. - Action **Get revenue segmentation** Fetch revenue segmentation footnote data for a company. - Action **Get symbol lookup** Look up canonical symbol/company info by ticker. - Action **List company peers** List peer companies for a symbol. - Action **List insider transactions** List insider buy/sell transactions for a symbol. - Action **List institutional holders** List institutional holders of a symbol. - Action **List latest filings** List the most recent SEC filings across companies. - Action **List market news** List general US market news. - Action **List symbols** List all tradable symbols in the database. ## Each app on its own - [ **Perdoo** Perdoo is a strategy, goals, and people management platform.](https://apiant.ai/connections/perdoo) - [ **StockFit** SEC filings, financial statements, earnings, ETF holdings and ownership data](https://apiant.ai/connections/stockfit) Reviews ## What our customers say ## More from Perdoo - [ **Perdoo to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/perdoo-to-hubspot) - [ **Perdoo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/perdoo-to-salesforce) - [ **Perdoo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/perdoo-to-slack) - [ **Perdoo to Google Sheets** Google Sheets](https://apiant.ai/connect/perdoo-to-google-sheets) - [ **Perdoo to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/perdoo-to-gmail) - [ **Perdoo to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/perdoo-to-google-calendar) ## More into StockFit - [ **HubSpot to StockFit** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-stockfit) - [ **Salesforce to StockFit** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-stockfit) - [ **Slack to StockFit** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-stockfit) - [ **Google Sheets to StockFit** Google Sheets](https://apiant.ai/connect/google-sheets-to-stockfit) - [ **Gmail to StockFit** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-stockfit) - [ **Google Calendar to StockFit** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-stockfit) Questions ## Perdoo and StockFit, answered ### ### What can start an automation from Perdoo? Any of Perdoo's 2 triggers in the catalog, including New Group and New User. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in StockFit when something happens in Perdoo? Any of StockFit's 33 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 Perdoo? StockFit has no triggers in the catalog today, so automations start in Perdoo. 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 Perdoo 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. ### ### Can my AI client use Perdoo and StockFit without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in StockFit 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.