--- title: "Connect Perspective to Stedi - APIANT.ai" description: "When \"New Contact\" fires in Perspective, your agent runs \"Add event destination\" in Stedi." canonical: "https://apiant.ai/connect/perspective-to-stedi" --- # Connect Perspective to Stedi When **New Contact** fires in [Perspective](https://apiant.ai/connections/perspective), your agent runs **Add event destination** in [Stedi](https://apiant.ai/connections/stedi). Describe the whole flow and it is built, tested on every scenario and kept running. Perspective **2** triggers Perspective **8** actions Stedi **9** 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 Stedi 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 can start in Stedi - When **New Contact** in Perspective then **Add event destination** in Stedi - When **New Lead via Funnel** in Perspective then **Update event destination** in Stedi 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 Stedi ## Triggers and actions 2 triggers · 17 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. - Action **Add event destination** Create a new event destination for receiving Stedi webhook events. - Action **Check eligibility** Runs a real-time eligibility and benefits check (X12 270/271) against a payer for a patient and returns the payer's coverage and benefits response. - Action **Delete event destination** Permanently deletes a Stedi event destination so it stops receiving events. This cannot be undone; to pause delivery instead, update the destination's status to DISABLED. - Action **Find payers by criteria** Searches the Stedi Payer Network for payers matching a name, payer ID or alias, optionally filtered by supported transaction types, coverage types, operating states and insurance programs. Returns matching payers ranked by relevance. - Action **Get event destination** Retrieve an event destination by id. - Action **Get payer** Retrieve a single payer record by id. - Action **List event destinations** Lists the event destinations configured in your Stedi account, optionally filtered by status or event type. - Action **List payers** Lists every payer Stedi supports, with payer IDs, aliases, supported transactions and enrollment requirements. - Action **Update event destination** Updates an existing Stedi event destination's name, URL, subscribed event types, description, status or concurrency limit. Fields left blank are not changed. ## Each app on its own - [ **Perspective** Perspective is a mobile funnel builder which lets you create beautiful mobile experiences.](https://apiant.ai/connections/perspective) - [ **Stedi** API-based healthcare clearinghouse for eligibility checks, claims submission, claim status, and remittance...](https://apiant.ai/connections/stedi) 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 Stedi - [ **HubSpot to Stedi** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-stedi) - [ **Salesforce to Stedi** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-stedi) - [ **Slack to Stedi** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-stedi) - [ **Google Sheets to Stedi** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-stedi) - [ **Gmail to Stedi** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-stedi) - [ **Google Calendar to Stedi** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-stedi) Questions ## Perspective and Stedi, 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 Stedi when something happens in Perspective? Any of Stedi's 9 actions, including Update event destination, Add event destination, Check eligibility and Find payers by criteria. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Stedi to Perspective? Stedi has no triggers in the catalog today, so automations start in Perspective. If you need the other direction, ask: your agent reads Stedi's API documentation and adds it. ### ### Do I have to build a connector for Perspective or Stedi? 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 Stedi 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.