--- title: "Connect vPlan to Finimpulse - APIANT.ai" description: "When \"New or Changed Card\" fires in vPlan, your agent runs \"Find assets\" in Finimpulse." canonical: "https://apiant.ai/connect/vplan-to-finimpulse" --- # Connect vPlan to Finimpulse When **New or Changed Card** fires in [vPlan](https://apiant.ai/connections/vplan), your agent runs **Find assets** in [Finimpulse](https://apiant.ai/connections/finimpulse). Describe the whole flow and it is built, tested on every scenario and kept running. vPlan **2** triggers vPlan **6** actions Finimpulse **13** 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 Finimpulse 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 Finimpulse - When **New or Changed Card** in vPlan then **Find assets** in Finimpulse - When **New or Changed Collection** in vPlan then **Get asset profile** 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 vPlan and Finimpulse ## Triggers and actions 2 triggers · 19 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 assets** Search stocks, ETFs and mutual funds by name/symbol. Endpoint /v1/search - Action **Get asset profile** Company/ETF/fund profile. Endpoint /v1/profile - Action **Get asset summary** Unified snapshot of a symbol. Endpoint /v1/summary - Action **Get balance sheet** Balance sheet for a stock. Endpoint /v1/financials/balance_sheet - Action **Get cash flow statement** Cash flow statement for a stock. Endpoint /v1/financials/cash_flow - Action **Get income statement** Income statement for a stock. Endpoint /v1/financials/income_statement - Action **Get market price** Current market price for a stock/ETF/fund. Endpoint /v1/market-price - Action **Get options chain** Options chain. Endpoint /v1/options/chain - Action **List analyst recommendations** Analyst recommendations. Endpoint /v1/analysis/recommendations - Action **List ETF holdings** ETF/fund holdings. Endpoint /v1/holdings/general - Action **List financial news** Financial news articles. Endpoint /v1/news - Action **List historical prices** Daily OHLCV historical prices for a symbol. Endpoint /v1/histories - Action **List insider transactions** Insider transactions. Endpoint /v1/holders/insiders-transactions ## Each app on its own - [ **vPlan** vPlan is a planning tool to plan and track your work.](https://apiant.ai/connections/vplan) - [ **Finimpulse** Financial market data platform providing APIs and dashboards for stocks, ETFs, and fund data.](https://apiant.ai/connections/finimpulse) 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 Finimpulse - [ **HubSpot to Finimpulse** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-finimpulse) - [ **Salesforce to Finimpulse** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-finimpulse) - [ **Slack to Finimpulse** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-finimpulse) - [ **Google Sheets to Finimpulse** Google Sheets](https://apiant.ai/connect/google-sheets-to-finimpulse) - [ **Gmail to Finimpulse** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-finimpulse) - [ **Google Calendar to Finimpulse** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-finimpulse) Questions ## vPlan and Finimpulse, 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 Finimpulse when something happens in vPlan? 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 vPlan? Finimpulse has no triggers in the catalog today, so automations start in vPlan. 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 vPlan 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 vPlan 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.