--- title: "Connect vPlan to Edgrapi - APIANT.ai" description: "When \"New or Changed Card\" fires in vPlan, your agent runs \"Get filing document\" in Edgrapi." canonical: "https://apiant.ai/connect/vplan-to-edgrapi" --- # Connect vPlan to Edgrapi When **New or Changed Card** fires in [vPlan](https://apiant.ai/connections/vplan), 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. vPlan **2** triggers vPlan **6** 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 vPlan 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 vPlan can start in Edgrapi - When **New or Changed Card** in vPlan then **Get filing document** in Edgrapi - When **New or Changed Collection** in vPlan 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 vPlan and Edgrapi ## Triggers and actions 2 triggers · 17 actions - Trigger **New or Changed Card** Triggers when a card is created or changed in your vPlan account. - Trigger **New or Changed Collection** Triggers when a collection is created or changed in vPlan. - Action **List boards** Returns the boards in your vPlan account. - Action **List cards** Returns the cards in your vPlan account. - Action **List collections** Returns the collections in your vPlan account. - Action **List resources** Returns the resources (people and equipment you plan) in your vPlan account. - Action **List users** Returns the users in your vPlan account. - Action **Update collection** Updates an existing vPlan collection's name, description, dates, status or board. - 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 - [ **vPlan** vPlan is a planning tool to plan and track your work.](https://apiant.ai/connections/vplan) - [ **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 vPlan - [ **vPlan to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/vplan-to-zoom) - [ **vPlan to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/vplan-to-webflow) - [ **vPlan to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/vplan-to-wix) - [ **vPlan to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/vplan-to-linkedin) - [ **vPlan to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/vplan-to-facebook) - [ **vPlan to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/vplan-to-anthropic) ## 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 ## vPlan and Edgrapi, answered ### ### What can start an automation from vPlan? Any of vPlan's 2 triggers in the catalog, including New or Changed Card and New or Changed Collection. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Edgrapi when something happens in vPlan? 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 vPlan? Edgrapi has no triggers in the catalog today, so automations start in vPlan. 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 vPlan 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 vPlan 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.