--- title: "Connect Saasu to Edgrapi - APIANT.ai" description: "When \"New Contact\" fires in Saasu, your agent runs \"Get filing document\" in Edgrapi." canonical: "https://apiant.ai/connect/saasu-to-edgrapi" --- # Connect Saasu to Edgrapi When **New Contact** fires in [Saasu](https://apiant.ai/connections/saasu), your agent runs **Get filing document** in [Edgrapi](https://apiant.ai/connections/edgrapi). Describe the whole flow and it is built, tested on every scenario and kept running. Saasu **1** trigger Saasu **21** actions Edgrapi **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Saasu and Edgrapi to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Saasu can start in Edgrapi - When **New Contact** in Saasu then **Get filing document** in Edgrapi - When **New Contact** in Saasu then **List 8-K events** in Edgrapi 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 Saasu and Edgrapi ## Triggers and actions 1 trigger · 32 actions - Trigger **New Contact** Triggers when a new contact is added to your Saasu file. - Action **Add activity** Creates an activity (task, call, meeting, note) in your Saasu file, optionally attached to a contact or transaction. - Action **Add company** Creates a company record in Saasu. - Action **Add item** Creates an inventory or combo item in Saasu. - Action **Add journal** Creates a manual journal entry with debit and credit lines in a Saasu file. - Action **Create Contact** Creates a new contact (person) in your Saasu file and returns its id. - Action **Create Item Invoice** Creates an item-layout invoice, quote or order in Saasu with inventory item line items. - Action **Create Service Invoice** Creates a service-layout sale or purchase invoice in Saasu, with line items described by account and amount. - Action **Delete contact** Deletes a contact from your Saasu file. - Action **Delete invoice** Deletes a sale or purchase invoice from the Saasu file. - Action **Delete item** Deletes an inventory item from the Saasu file. - Action **Email invoice** Emails a Saasu invoice to the email address you specify. - Action **Find accounts** Returns the accounts in your Saasu chart of accounts, filtered by type, status, bank-account flag or header account. - Action **Find companies** Returns the companies in your Saasu file whose name matches, optionally limited to a last-modified date range. - Action **Find Contact** Finds Saasu contacts matching an email, name, company or other criteria and returns the matching contacts. - Action **Find items** Returns the inventory and combo items whose code or description matches the search text. - Action **Get contact** Returns a single Saasu contact by its ID. - Action **Get invoice** Returns a single Saasu invoice (sale or purchase) by its ID, including line items and totals. - Action **Get journal** Returns a single journal transaction, including its date, reference, summary and journal line items. - Action **Update contact** Updates an existing contact in Saasu, such as their name, email, phone numbers, addresses and customer/supplier flags. - Action **Update invoice** Updates an existing Saasu sale or purchase invoice, replacing its details and line items. - Action **Update item** Updates an existing inventory or combo item in Saasu, such as its code, description, prices, accounts and tax codes. - Action **Find filings by full-text search** Search full text across SEC filings. - Action **Get filing document** Download a filing document by its SEC accession number. - Action **Get shares outstanding** Get shares outstanding and public float for a ticker. - Action **Get XBRL financials** Get a company's full XBRL financial data as JSON. - Action **List 8-K events** List material 8-K events for a ticker. - Action **List auditor changes** List market-wide 8-K auditor-change filings (item 4.01). - Action **List filings** List a company's SEC filings by form type (10-K, 10-Q, 8-K, Form 4). - Action **List Form D filings by issuer** List Form D private placement filings for a specific issuer. - Action **List Form D private placements** List market-wide recent Form D private placement filings. - Action **List restatements** List market-wide 8-K restatement filings (item 4.02). - Action **Resolve identifier to company** Resolve a ticker, CIK, or CUSIP to a company record. ## Each app on its own - [ **Saasu** Fast, simple online accounting for small business that includes cashflow, invoicing, inventory, payroll and...](https://apiant.ai/connections/saasu) - [ **Edgrapi** Clean SEC EDGAR company financials, ratios, filings and 10-K/10-Q sections as normalized JSON](https://apiant.ai/connections/edgrapi) Reviews ## What our customers say ## More from Saasu - [ **Saasu to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/saasu-to-salesforce) - [ **Saasu to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/saasu-to-slack) - [ **Saasu to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/saasu-to-stripe) - [ **Saasu to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/saasu-to-shopify) - [ **Saasu to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/saasu-to-trello) - [ **Saasu to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/saasu-to-zoom) ## More into Edgrapi - [ **HubSpot to Edgrapi** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-edgrapi) - [ **Salesforce to Edgrapi** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-edgrapi) - [ **Slack to Edgrapi** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-edgrapi) - [ **Google Sheets to Edgrapi** Google Sheets](https://apiant.ai/connect/google-sheets-to-edgrapi) - [ **Gmail to Edgrapi** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-edgrapi) - [ **Google Calendar to Edgrapi** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-edgrapi) Questions ## Saasu and Edgrapi, answered ### ### What can start an automation from Saasu? Any of Saasu's 1 trigger in the catalog, including New Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Edgrapi when something happens in Saasu? Any of Edgrapi's 11 actions, including Find filings by full-text search, Get filing document, Get shares outstanding and Get XBRL financials. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Edgrapi to Saasu? Edgrapi has no triggers in the catalog today, so automations start in Saasu. If you need the other direction, ask: your agent reads Edgrapi's API documentation and adds it. ### ### Do I have to build a connector for Saasu or Edgrapi? 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 Saasu and Edgrapi 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.