Integration
Connect Quotient to Finimpulse
When Quote Completed fires in Quotient, 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 Quotient 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 Quotient can start in Finimpulse
When Quote Completed in Quotient
then Find assets 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 Quotient and Finimpulse
Triggers and actions 6 triggers · 13 actions
- Customer Asked Question
Fires instantly when a customer asks a new question on a Quotient quote. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Customer Asked Question event.
- Customer Viewed Quote
Fires instantly when a customer views a Quotient quote; repeat views within 6 hours fire only once. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Customer Viewed Quote event.
- Quote Accepted
Fires instantly when a customer accepts a quote in Quotient. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Quote Accepted event.
- Quote Completed
Fires instantly when a quote is marked completed in Quotient. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Quote Completed event.
- Quote Declined
Fires instantly when a quote is declined in Quotient. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Quote Declined event.
- Quote Sent
Fires instantly when a new quote is first sent from Quotient. Paste the automation's webhook URL into Quotient under Account Settings → Connected Apps → Webhooks, then turn on the Quote Sent event.
- Find assets
Search stocks, ETFs and mutual funds by name/symbol. Endpoint /v1/search
- Get asset profile
Company/ETF/fund profile. Endpoint /v1/profile
- Get asset summary
Unified snapshot of a symbol. Endpoint /v1/summary
- Get balance sheet
Balance sheet for a stock. Endpoint /v1/financials/balance_sheet
- Get cash flow statement
Cash flow statement for a stock. Endpoint /v1/financials/cash_flow
- Get income statement
Income statement for a stock. Endpoint /v1/financials/income_statement
- Get market price
Current market price for a stock/ETF/fund. Endpoint /v1/market-price
- Get options chain
Options chain. Endpoint /v1/options/chain
- List analyst recommendations
Analyst recommendations. Endpoint /v1/analysis/recommendations
- List ETF holdings
ETF/fund holdings. Endpoint /v1/holdings/general
- List financial news
Financial news articles. Endpoint /v1/news
- List historical prices
Daily OHLCV historical prices for a symbol. Endpoint /v1/histories
- List insider transactions
Insider 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 Quotient
Quotient to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Quotient to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Quotient to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Quotient to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Quotient to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Quotient to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Finimpulse
Questions
Quotient and Finimpulse, answered
What can start an automation from Quotient?
Any of Quotient's 6 triggers in the catalog, including Quote Completed, Customer Asked Question, Customer Viewed Quote and Quote Accepted. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Finimpulse when something happens in Quotient?
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 Quotient?
Finimpulse has no triggers in the catalog today, so automations start in Quotient. 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 Quotient 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 Quotient and Finimpulse without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in Finimpulse 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.