Integration
Connect PPM Express to Federal Reserve Market Data
When Idea Created fires in PPM Express, your agent runs Find agency MBS operations in Federal Reserve Market Data. 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 PPM Express and Federal Reserve Market Data 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 PPM Express can start in Federal Reserve Market Data
When Idea Created in PPM Express
then Find agency MBS operations in Federal Reserve Market Data
When Key Date Created in PPM Express
then Get agency holdings by as of date in Federal Reserve Market Data
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 PPM Express and Federal Reserve Market Data
Triggers and actions 8 triggers · 21 actions
Trigger
Idea CreatedTriggers when a Idea is created.
Trigger
Key Date CreatedTriggers when a Key Date is created.
Trigger
Key Date UpdatedTriggers when a Key Date is updated.
Trigger
Project CreatedTriggers when a Project is created.
Trigger
Project UpdatedTriggers when a Project is updated.
Trigger
Task CreatedTriggers when a Task is created.
Trigger
Task DeletedTriggers when a Task is deleted.
Trigger
Task UpdatedTriggers when a Task is updated.
Action
Create IdeaCreates a new idea in PPM Express, optionally under a challenge, with its name, description and any other idea fields.
Action
Create ProjectCreates a project in PPM Express with the field values you supply, such as name, description, manager, program and portfolio.
Action
Create Project Key DateCreates a key date (milestone) on a PPM Express project and returns the new key date.
Action
Create Project TaskCreates a task in a PPM Express project with the field values you supply.
Action
Delete Project TaskDeletes a task from a PPM Express project.
Action
Update ProjectUpdates the fields of an existing project, including custom fields, and returns the updated project.
Action
Update Project Key DateUpdates the field values of an existing key date in a PPM Express project.
Action
Update Project TaskUpdates field values on an existing task in a PPM Express project and returns the updated task.
Action
Find agency MBS operationsFinds agency mortgage-backed securities (AMBS) operation results from the New York Fed, filtered by operation type, date range, security method, CUSIP or security description.
Action
Find FX swap operationsReturns Federal Reserve central bank liquidity swap operations matching a date range and optional counterparties.
Action
Find reference rates by date rangeReturns the New York Fed's secured and unsecured reference rates (SOFR, EFFR, OBFR, TGCR, BGCR) or volumes published between two dates.
Action
Find securities lending operationsSearches Federal Reserve securities lending operation results and extensions by date range, CUSIP or security description.
Action
Find Treasury securities operationsSearches the New York Fed's Treasury securities purchase and sale operations by date range, security type, CUSIP or description.
Action
Get agency holdings by as of dateReturns the Federal Reserve's SOMA agency securities holdings (agency debt, MBS and CMBS) as of a given weekly date.
Action
Get primary dealer market shareReturns the latest primary dealer market share statistics, either for the most recent quarter or year-to-date, broken down by security type and dealer quintile.
Action
Get primary dealer survey by time seriesReturns Primary Dealer Statistics survey values for one or more time series across all series breaks.
Action
Get SOMA holdings summaryReturns the System Open Market Account (SOMA) holdings totals by security type (bills, notes and bonds, TIPS, FRNs, MBS, CMBS, agencies) for each as-of date.
Action
Get Treasury holdings by as of dateReturns the Treasury securities held in the Fed's System Open Market Account (SOMA) on a given as-of date, with CUSIP, maturity, par value and security type for each.
Action
List latest rates by typeReturns the most recently published secured or unsecured reference rates from the New York Fed.
Action
List reference ratesReturns the most recently published secured and unsecured reference rates (SOFR, BGCR, TGCR, EFFR, OBFR and the SOFR averages and index).
Action
List SOMA as of datesReturns the list of all as-of dates for which System Open Market Account (SOMA) holdings data is available.
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
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Questions
PPM Express and Federal Reserve Market Data, answered
What can start an automation from PPM Express?
Any of PPM Express's 8 triggers in the catalog, including Idea Created, Key Date Created, Key Date Updated and Project Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Federal Reserve Market Data when something happens in PPM Express?
Any of Federal Reserve Market Data's 13 actions, including Find agency MBS operations, Find FX swap operations, Find reference rates by date range and Find securities lending operations. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Federal Reserve Market Data to PPM Express?
Federal Reserve Market Data has no triggers in the catalog today, so automations start in PPM Express. If you need the other direction, ask: your agent reads Federal Reserve Market Data's API documentation and adds it.
Do I have to build a connector for PPM Express or Federal Reserve Market Data?
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 PPM Express and Federal Reserve Market Data 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.