Integration
Connect ProcessPlan and Specter
When Field Updated fires in ProcessPlan, your agent runs Enrich Person by Email in Specter, or New Acquisition in Specter to Complete a Task in ProcessPlan. 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 ProcessPlan and Specter 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 ProcessPlan and Specter can do together
From ProcessPlan to Specter
When Field Updated in ProcessPlan
then Enrich Person by Email in Specter
When Process Instance Completed in ProcessPlan
then Create Company List in Specter
From Specter to ProcessPlan
When New Acquisition in Specter
then Complete a Task in ProcessPlan
When New Funding Round in Specter
then Start a Process Task in ProcessPlan
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 ProcessPlan and Specter
Triggers and actions 17 triggers · 26 actions
Trigger
Field UpdatedTriggers when a field value on a running process is changed.
Trigger
Process Instance CompletedTriggers when a process is completed.
Trigger
Process Instance StartedTriggers when a new process is started.
Trigger
Task AssignedTriggers when a task is assigned to someone.
Trigger
Task CanceledTriggers when a task is canceled.
Trigger
Task CompletedTriggers when a task is completed.
Trigger
Task Due Date ChangedTriggers when a pending task's due date is set or changed.
Trigger
Task Notes UpdatedTriggers when the notes on a pending task are updated.
Trigger
Task Past DueTriggers when a pending task becomes past due.
Trigger
Task Start Date ChangedTriggers when a pending task's start date is set or changed.
Action
Cancel a ProcessCancels a running process.
Action
Cancel a Process TaskCancels a pending task in a running process.
Action
Complete a TaskCompletes a pending task by submitting one of its responses.
Action
Find a Process InstanceFinds process instances whose properties match a filter, such as the instance description.
Action
Start a New ProcessStarts a new process from a process template and fills in its starting fields.
Action
Start a Process TaskStarts a task in a running process out of its normal order. Use with caution.
Action
Update Process FieldsSaves new values into one or more fields of a running process.
Trigger
New AcquisitionTriggers when Specter records a new acquisition.
Trigger
New Funding RoundTriggers when Specter records a new funding round at any company.
Trigger
New IPOTriggers when Specter records a new IPO.
Trigger
New Strategic IntelligenceTriggers when Specter detects a new investor-interest signal (strategic intelligence) about a company or person.
Trigger
New Strategic Intelligence in Saved SearchTriggers when an investor-interest saved search in Specter gets new results.
Trigger
New Talent SignalTriggers when Specter detects a new talent signal, such as a founder going into stealth or an executive changing roles.
Trigger
New Talent Signal in Saved SearchTriggers when a talent saved search in Specter gets new results.
Action
AI SearchSearches Specter with a plain-English query and returns matching records.
Action
Create Company ListCreates a new company list and returns its ID.
Action
Delete Company ListPermanently deletes a company list.
Action
Enrich CompanyLooks up a company by its domain or website and returns Specter's full company record.
Action
Enrich InvestorLooks up investors by website and/or name and returns matching Specter investor records.
Action
Enrich PersonLooks up a person by LinkedIn URL and returns their Specter professional profile.
Action
Enrich Person by EmailResolves an email address to the most probable person and returns their Specter profile.
Action
Get CompanyReturns the full Specter record for one company by its Specter company ID.
Action
Get Company EmployeesReturns the founders and employees Specter has on file for a company.
Action
Get Company Funding RoundsReturns a company's funding rounds, newest first, with participating investors.
Action
Get Credit BalanceReturns your team's Specter API credit limit, usage and remaining balance.
Action
Get Funding RoundReturns one funding round by its Specter ID, with the company and investors.
Action
Get InvestorReturns the full Specter investor record by investor ID.
Action
Get PersonReturns the full professional profile of a person by Specter person ID.
Action
Get Person EmailReturns a contactable email address for a person.
Action
List Company ListsReturns the company lists your API key can reach.
Action
List Saved SearchesReturns the saved searches your API key can reach, with their new and total result counts.
Action
Search Entities by NameFuzzy-matches a name across Specter companies, people and investors.
Action
Update Company ListAdds and/or removes companies in an existing company list.
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
ProcessPlan and Specter, answered
What can start an automation from ProcessPlan?
Any of ProcessPlan's 10 triggers in the catalog, including Field Updated, Process Instance Completed, Task Completed and Task Due Date Changed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Specter when something happens in ProcessPlan?
Any of Specter's 19 actions, including Create Company List, Update Company List, AI Search and Enrich Company. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Specter to ProcessPlan?
Yes. When something happens in Specter, your agent can act in ProcessPlan too. This page covers both directions: Specter's triggers and ProcessPlan's actions are listed here as well.
Do I have to build a connector for ProcessPlan or Specter?
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 ProcessPlan and Specter 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.