--- title: "Connect Perspective and Shade - APIANT.ai" description: "When \"New Contact\" fires in Perspective, your agent runs \"Copy a File\" in Shade, or \"Asset Updated\" in Shade to \"Create Contact\" in Perspective." canonical: "https://apiant.ai/connect/perspective-to-shade" --- # Connect Perspective and Shade When **New Contact** fires in [Perspective](https://apiant.ai/connections/perspective), your agent runs **Copy a File** in [Shade](https://apiant.ai/connections/shade), or **Asset Updated** in Shade to **Create Contact** in Perspective. Describe the whole flow and it is built, tested on every scenario and kept running. Perspective **2** triggers Perspective **8** actions Shade **7** triggers Shade **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 Perspective and Shade 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 Perspective and Shade can do together ### From Perspective to Shade - When **New Contact** in Perspective then **Copy a File** in Shade - When **New Lead via Funnel** in Perspective then **Share File or Folder** in Shade ### From Shade to Perspective - When **Asset Updated** in Shade then **Create Contact** in Perspective - When **New Asset** in Shade then **Update Contact Field** in Perspective 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 Perspective and Shade ## Triggers and actions 9 triggers · 15 actions - Trigger **New Contact** Triggers when a new contact is added to the selected funnel. - Trigger **New Lead via Funnel** Triggers when a visitor submits the selected funnel and becomes a new lead (contacts whose source is the funnel itself). - Action **Create Contact** Creates a new contact in the CRM of a Perspective funnel. Returns the created contact. - Action **Get Contact** Returns a single CRM contact from a funnel by its ID. An error occurs if the contact is not found. - Action **Get Funnel Chart** Returns chart data points for a funnel over a time window, such as page-to-page conversion, visitor devices, top traffic sources or button clicks. - Action **Get Funnel KPI** Returns a single key performance indicator, such as conversion rate or total sessions, for a funnel over a chosen time period. - Action **Get Funnel Question Insight** Returns aggregated response counts for a specific funnel question or survey element over a date range. - Action **List Contacts** Returns the CRM contacts captured by a funnel, with their details, custom properties and attribution data. - Action **List Workspaces** Returns all workspaces in your Perspective company, along with the campaigns (funnels) that belong to each one. - Action **Update Contact Field** Updates one field on a contact in a funnel, either a standard contact field, an address field or a custom property, and returns the new value. - Trigger **Asset Updated** Triggers when an asset in the Shade drive and folder you select is added or changed. - Trigger **New Asset** Triggers when a new asset appears in the Shade drive and folder you select. - Trigger **New Collection** Triggers when a new collection is created in the Shade drive you select. - Trigger **New Drive** Triggers when a new drive is created in the Shade workspace you select. - Trigger **New Public Share Link** Triggers when a new public share link is created in the Shade drive you select. - Trigger **New Transcription** Triggers when an asset in the Shade drive and folder you select finishes transcription. - Trigger **Public Share Link Updated** Triggers when a public share link in the Shade drive you select is created or changed. - Action **Copy a File** Copies a file or folder to another location within the same Shade drive. - Action **Create Folder** Creates a folder at the path you supply in a Shade drive. - Action **Find an Asset** Returns the assets in a Shade drive that match the text you search for, optionally narrowed by precision filters. - Action **Get Public Links for a File or Folder** Returns the public share links that exist for a file or folder in a Shade drive. - Action **Search Asset Chunks** Search a Shade drive and get back matching assets together with the specific chunks (subclips, document passages, image regions) that matched, with a relevance floor you control per media type. - Action **Search for an Asset by Description** Searches a Shade drive with a plain-language description and returns the assets that match, using Shade's AI index. - Action **Share File or Folder** Shares a file or folder in a Shade drive with the people you list, at the role you choose. Each person is emailed an invitation. ## Each app on its own - [ **Perspective** Perspective is a mobile funnel builder which lets you create beautiful mobile experiences.](https://apiant.ai/connections/perspective) - [ **Shade** Shade is an AI-powered cloud NAS for media teams that enables real-time editing, natural language search...](https://apiant.ai/connections/shade) Reviews ## What our customers say ## More from Perspective - [ **Perspective to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/perspective-to-salesforce) - [ **Perspective to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/perspective-to-slack) - [ **Perspective to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/perspective-to-stripe) - [ **Perspective to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/perspective-to-shopify) - [ **Perspective to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/perspective-to-quickbooks-online) - [ **Perspective to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/perspective-to-pipedrive) ## More into Shade - [ **Dropbox to Shade** Dropbox cloud file storage. Upload, download, move, copy, delete, and search files and folders; create...](https://apiant.ai/connect/dropbox-to-shade) - [ **HubSpot to Shade** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-shade) - [ **Salesforce to Shade** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-shade) - [ **Slack to Shade** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-shade) - [ **Google Sheets to Shade** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-shade) - [ **Gmail to Shade** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-shade) Questions ## Perspective and Shade, answered ### ### What can start an automation from Perspective? Any of Perspective's 2 triggers in the catalog, including New Contact and New Lead via Funnel. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Shade when something happens in Perspective? Any of Shade's 7 actions, including Create Folder, Copy a File, Find an Asset and Get Public Links for a File or Folder. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Shade to Perspective? Yes. When something happens in Shade, your agent can act in Perspective too. This page covers both directions: Shade's triggers and Perspective's actions are listed here as well. ### ### Do I have to build a connector for Perspective or Shade? 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 Perspective and Shade 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.