Integration
Connect Sansan and Shape
When New Business Card fires in Sansan, your agent runs Create Record in Shape, or New Record in Shape to Find Business Cards in Sansan. 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 Sansan 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 Sansan and Shape can do together
From Sansan to Shape
When New Business Card in Sansan
then Create Record in Shape
From Shape to Sansan
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 Sansan and Shape
Triggers and actions 2 triggers · 18 actions
- New Business Card
Triggers when a business card is scanned or registered, excluding cards you cannot access.
- Find Business Cards
Searches business cards by company name, person name, email, phone or tag.
- Find Tags
Returns the tags assigned to a business card, excluding tags you cannot access.
- Get Business Card
Returns one business card by its ID.
- Get Current User
Returns the Sansan user who owns the API key.
- Get Person
Returns a person and their latest business card by person ID.
- List departments
Returns the departments in your company's Sansan organization. Requires a system administrator API key.
- List reports
Returns the activity reports (meetings, calls, emails, card exchanges) updated within a time range.
- List Tags
Returns the tags you can access.
- 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
Sansan and Shape, answered
What can start an automation from Sansan?
Any of Sansan's 1 trigger in the catalog, including New Business Card. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Shape when something happens in Sansan?
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 Sansan?
Yes. When something happens in Shape, your agent can act in Sansan too. This page covers both directions: Shape's triggers and Sansan's actions are listed here as well.
Do I have to build a connector for Sansan 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 Sansan 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.