Integration
Connect Sally to Finimpulse
When New Recording fires in Sally, 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 Sally 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)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 Sally can start in Finimpulse
When New Recording in Sally
then Find assets in Finimpulse
When New Summary for Appointment Created in Sally
then Get asset summary 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 Sally and Finimpulse
Triggers and actions 3 triggers · 28 actions
Trigger
New RecordingTriggers when a new recording appears in a Sally directory.
Trigger
New Summary for Appointment CreatedTriggers when Sally finishes a new meeting summary.
Trigger
New TaskTriggers when a new task is created in a Sally directory.
Action
Create Recording from URLCreates a Sally recording from an audio or video file URL and starts transcription.
Action
Create TagCreates a tag in the Sally tag catalog (admins and owners only).
Action
Create TaskCreates a task in Sally.
Action
Create Vocabulary EntryAdds a vocabulary phrase that improves Sally transcription.
Action
Delete TaskDeletes a Sally task.
Action
Find SummariesSearches Sally recording summaries by words in their content.
Action
Find TasksSearches Sally tasks by text.
Action
Get RecordingReturns one Sally recording by id.
Action
Get Recording TranscriptReturns the transcript of a Sally recording with its time-coded segments and speakers.
Action
Get SummaryReturns one Sally recording summary with its sections.
Action
Get TaskReturns one Sally task by id.
Action
List DirectoriesReturns the Sally company accounts (directories) your token can access.
Action
List Recording SummariesReturns the AI summaries of a Sally recording, one per language.
Action
Toggle Task DoneMarks a Sally task done, or reopens it.
Action
Update TaskUpdates the fields you supply on a Sally task.
Action
Find assetsSearch stocks, ETFs and mutual funds by name/symbol. Endpoint /v1/search
Action
Get asset profileCompany/ETF/fund profile. Endpoint /v1/profile
Action
Get asset summaryUnified snapshot of a symbol. Endpoint /v1/summary
Action
Get balance sheetBalance sheet for a stock. Endpoint /v1/financials/balance_sheet
Action
Get cash flow statementCash flow statement for a stock. Endpoint /v1/financials/cash_flow
Action
Get income statementIncome statement for a stock. Endpoint /v1/financials/income_statement
Action
Get market priceCurrent market price for a stock/ETF/fund. Endpoint /v1/market-price
Action
Get options chainOptions chain. Endpoint /v1/options/chain
Action
List analyst recommendationsAnalyst recommendations. Endpoint /v1/analysis/recommendations
Action
List ETF holdingsETF/fund holdings. Endpoint /v1/holdings/general
Action
List financial newsFinancial news articles. Endpoint /v1/news
Action
List historical pricesDaily OHLCV historical prices for a symbol. Endpoint /v1/histories
Action
List insider transactionsInsider 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 Sally
Sally to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Sally to StripeStripe is a payment processing platform for online businesses.
Sally to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Sally to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Sally to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Sally to TwilioCloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...
More into Finimpulse
HubSpot to FinimpulseHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to FinimpulseSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to FinimpulseSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to FinimpulseGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to FinimpulseGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to FinimpulseGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Sally and Finimpulse, answered
What can start an automation from Sally?
Any of Sally's 3 triggers in the catalog, including New Recording, New Summary for Appointment Created and New Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Finimpulse when something happens in Sally?
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 Sally?
Finimpulse has no triggers in the catalog today, so automations start in Sally. 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 Sally 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 Sally and Finimpulse 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.