Integration
Connect Rocketlane and Shape
When Account Created fires in Rocketlane, your agent runs Create Record in Shape, or New Record in Shape to Create Task in Rocketlane. 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 Rocketlane 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 Rocketlane and Shape can do together
From Rocketlane to Shape
When Account Created in Rocketlane
then Create Record in Shape
From Shape to Rocketlane
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 Rocketlane and Shape
Triggers and actions 7 triggers · 22 actions
- Account Created
Triggers when a new account is created.
- Account Updated
Triggers when a account is updated.
- Project Created
Triggers when a new project is created.
- Project Updated
Triggers when a project is updated.
- Task Created
Triggers when a new task is created.
- Task Updated
Triggers when a new task is updated.
- Archive Project
Archives a project.
- Create Account
Creates an account.
- Create Project
Creates a project.
- Create Task
Creates a Task.
- Delete Project
Deletes a project.
- List Templates
Returns the templates available in your Rocketlane account, with the template id needed to import a template into a project.
- Post Task Message
Creates a new Task message.
- Search Project
Search Project By Id.
- Search Task
Search Task By Id.
- Update Project
Updates a project.
- Update Task
Updates a Task.
- User
Search User By Email Id.
- 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
Rocketlane and Shape, answered
What can start an automation from Rocketlane?
Any of Rocketlane's 6 triggers in the catalog, including Account Created, Account Updated, Project Created and Project Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Shape when something happens in Rocketlane?
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 Rocketlane?
Yes. When something happens in Shape, your agent can act in Rocketlane too. This page covers both directions: Shape's triggers and Rocketlane's actions are listed here as well.
Do I have to build a connector for Rocketlane 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 Rocketlane 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.