Integration
Connect Referral Factory and Shape
When New Due Reward fires in Referral Factory, your agent runs Create Record in Shape, or New Record in Shape to Issue Due Reward in Referral Factory. 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 Referral Factory and Shape 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 Referral Factory and Shape can do together
From Referral Factory to Shape
When New Due Reward in Referral Factory
then Create Record in Shape
From Shape to Referral Factory
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 Referral Factory and Shape
Triggers and actions 5 triggers · 24 actions
- New Due Reward
Triggers when a reward becomes due.
- New Referrer
Triggers when a new referrer joins any campaign.
- New User
Triggers when a new referred lead joins any campaign.
- Reward Issued
Triggers when a reward is issued.
- Cancel Due Reward
Cancels a reward that is due.
- Delete Lead
Deletes a lead.
- Delete Referrer
Deletes a referrer.
- Get Campaign
Returns one campaign by ID, including its name, status and URL.
- Get goal
Returns a single goal (a milestone a lead can reach in a campaign), optionally with its campaign.
- Get Lead
Returns one referred lead by ID, including its campaign, referrer and qualification date.
- Get Referrer
Returns one referrer by ID, including their referral link.
- Issue Due Reward
Issues a reward that is due.
- List Campaigns
Returns all campaigns in the account.
- List due rewards
Returns all rewards that are currently due across every campaign in your Referral Factory account.
- List Goals
Returns the goals defined across all campaigns.
- List issued rewards
Returns the rewards that have been issued to referrers across all your campaigns.
- List leads
Returns all leads (people invited by your referrers) across your Referral Factory campaigns.
- List referrers
Returns all referrers in your Referral Factory account across every campaign.
- New Record
Triggers when a new record is created in Shape.
- Create Record
Creates a new record (lead) in Shape with a name, email and optional contact details.
- Find Record
Finds Shape records by record ID, email, phone or loan number; every field sent must match.
- Get Prioritized View Count
Returns how many records are currently in a prioritized view, optionally as one user sees it.
- Get Record Status
Returns the current status of a Shape record.
- Get User Talk Time
Returns a Shape user's total talk time and number of calls, optionally for a date range.
- List Record Documents
Lists the documents attached to a Shape record, each with a temporary download link.
- List Record Types
Returns the system's record types, for use as the record type on Create Record.
- List Statuses
Returns the system's status groups and the statuses in each.
- List Users
Returns the system's users, including their Marketing Profile fields.
- Update Record
Updates fields on an existing Shape record, identified by record ID or loan number. Send {delete} to clear a field.
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
Referral Factory and Shape, answered
What can start an automation from Referral Factory?
Any of Referral Factory's 4 triggers in the catalog, including New Due Reward, New Referrer, New User and Reward Issued. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Shape when something happens in Referral Factory?
Any of Shape's 10 actions, including Create Record, Update Record, Find Record and Get Prioritized View Count. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Shape to Referral Factory?
Yes. When something happens in Shape, your agent can act in Referral Factory too. This page covers both directions: Shape's triggers and Referral Factory's actions are listed here as well.
Do I have to build a connector for Referral Factory or Shape?
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 Referral Factory and Shape 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.