Integration
Connect Process Street to Finimpulse
When New Comment Attachment fires in Process Street, your agent runs Find assets in Finimpulse. 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 Process Street and Finimpulse 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 Process Street can start in Finimpulse
When New Comment Attachment in Process Street
then Find assets in Finimpulse
When New Task Checked in Process Street
then Get asset profile in Finimpulse
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 Process Street and Finimpulse
Triggers and actions 4 triggers · 22 actions
Trigger
New Comment AttachmentTriggers when someone attaches a file to a comment in a workflow run.
Trigger
New Task CheckedTriggers when a task is checked off in a workflow.
Trigger
New Workflow RunTriggers when a workflow is run.
Trigger
Task ReadyTriggers when a task is ready to be worked on.
Action
Create Data Set RecordAdds a new record to a data set.
Action
Delete Data Set RecordDeletes an existing record in a data set.
Action
Find Data Set RecordsSearch for data set records by form fields.
Action
Find Workflow RunSearch for a workflow run by ID, name, form fields, and other attributes.
Action
List Workflow Run Taskslists all tasks (id, name, status, dueDate) in one workflow run. Read-only; supplies the task id the Update Task action needs.
Action
Run WorkflowRuns a workflow.
Action
Update Data Set RecordUpdates an existing record in a data set.
Action
Update TaskUpdate a task in a workflow run.
Action
Update Workflow RunUpdate an existing workflow run.
Action
Find assetsSearch stocks, ETFs and mutual funds by name/symbol. Endpoint /v1/search
Action
Get asset profileCompany/ETF/fund profile. Endpoint /v1/profile
Action
Get asset summaryUnified snapshot of a symbol. Endpoint /v1/summary
Action
Get balance sheetBalance sheet for a stock. Endpoint /v1/financials/balance_sheet
Action
Get cash flow statementCash flow statement for a stock. Endpoint /v1/financials/cash_flow
Action
Get income statementIncome statement for a stock. Endpoint /v1/financials/income_statement
Action
Get market priceCurrent market price for a stock/ETF/fund. Endpoint /v1/market-price
Action
Get options chainOptions chain. Endpoint /v1/options/chain
Action
List analyst recommendationsAnalyst recommendations. Endpoint /v1/analysis/recommendations
Action
List ETF holdingsETF/fund holdings. Endpoint /v1/holdings/general
Action
List financial newsFinancial news articles. Endpoint /v1/news
Action
List historical pricesDaily OHLCV historical prices for a symbol. Endpoint /v1/histories
Action
List insider transactionsInsider transactions. Endpoint /v1/holders/insiders-transactions
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
More from Process Street
Process Street to Google SheetsGoogle Sheets
Process Street to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Process Street to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Process Street to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Process Street to StripeStripe is a payment processing platform for online businesses.
Process Street to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
More into Finimpulse
HubSpot to FinimpulseHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to FinimpulseSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to FinimpulseSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to FinimpulseGoogle Sheets
Gmail to FinimpulseGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to FinimpulseGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Process Street and Finimpulse, answered
What can start an automation from Process Street?
Any of Process Street's 4 triggers in the catalog, including New Comment Attachment, New Task Checked, New Workflow Run and Task Ready. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Finimpulse when something happens in Process Street?
Any of Finimpulse's 13 actions, including Find assets, Get asset profile, Get asset summary and Get balance sheet. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Finimpulse to Process Street?
Finimpulse has no triggers in the catalog today, so automations start in Process Street. If you need the other direction, ask: your agent reads Finimpulse's API documentation and adds it.
Do I have to build a connector for Process Street or Finimpulse?
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 Process Street and Finimpulse 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.