Integration
Connect Planable to Filingrail
When New Media Uploaded fires in Planable, your agent runs List 8-K events in Filingrail. 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 Planable and Filingrail 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)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 Planable can start in Filingrail
When New Media Uploaded in Planable
then List 8-K events in Filingrail
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 Planable and Filingrail
Triggers and actions 2 triggers · 27 actions
- New Media Uploaded
Triggers when a new image or video is added to a Planable workspace media library.
- New Post
Triggers when a new post is created in a Planable workspace.
- Create Campaign
Creates a campaign in a Planable workspace.
- Create Label
Creates a new label in a Planable workspace.
- Create Post
Creates a new post in a Planable workspace, optionally scheduled, labeled and with media.
- Create Story
Creates a story for a social page in Planable from a media item.
- Create Workspace
Creates a new Planable workspace with no approval workflow.
- Delete Campaign
Deletes a Planable campaign.
- Delete Post
Deletes a Planable post.
- Get Campaign
Returns one Planable campaign by its ID.
- Get Post
Returns one Planable post by its ID.
- List Campaigns
Returns campaigns in a Planable workspace.
- List Labels
Returns the labels in a Planable workspace.
- List Media
Returns media files in a Planable workspace library.
- List Members
Returns the members of a Planable workspace.
- List Pages
Returns the social pages connected to Planable, optionally for one workspace.
- List Post Comments
Returns the comments on a Planable post.
- List Posts
Returns posts in a Planable workspace, optionally filtered by page, campaign or date.
- List Workspaces
Returns the workspaces in your Planable company.
- Update Campaign
Updates a Planable campaign.
- Update Post
Updates the text, schedule, labels or media of a Planable post.
- Upload Media
Uploads images or videos from public URLs into a Planable workspace media library.
- Find companies
Search SEC-registered issuers by ticker, CIK or name fragment.
- Get company financials
Normalized 10-K/10-Q income statement, balance sheet, cash flow for a company.
- List 8-K events
Material 8-K events with SEC item codes for a company.
- List company financials history
Historical quarterly or annual series for a line item, up to 20 periods.
- List insider trades
Form 4 insider transactions for a company.
- List institution 13F holdings
Form 13F-HR positions for an institution.
- List recent filings
Recent SEC filings across issuers, filterable by form type and CIK.
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
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Questions
Planable and Filingrail, answered
What can start an automation from Planable?
Any of Planable's 2 triggers in the catalog, including New Media Uploaded and New Post. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Filingrail when something happens in Planable?
Any of Filingrail's 7 actions, including Find companies, Get company financials, List 8-K events and List company financials history. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Filingrail to Planable?
Filingrail has no triggers in the catalog today, so automations start in Planable. If you need the other direction, ask: your agent reads Filingrail's API documentation and adds it.
Do I have to build a connector for Planable or Filingrail?
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 Planable and Filingrail 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.