Integration
Connect WhatConverts to StockFit
When New Lead fires in WhatConverts, your agent runs Find filings in StockFit. 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 WhatConverts and StockFit 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 WhatConverts can start in StockFit
When New Lead in WhatConverts
then Find filings in StockFit
When Updated Lead in WhatConverts
then Find funds holding a symbol in StockFit
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 WhatConverts and StockFit
Triggers and actions 2 triggers · 47 actions
Trigger
New LeadTriggers when a new lead (call, form, chat, etc.) is recorded in WhatConverts.
Trigger
Updated LeadTriggers when a WhatConverts lead is created or updated, for example when its quote or sales value changes.
Action
Add accountCreates a new client account in your WhatConverts agency, optionally with a first profile. Requires an agency (master account) API key.
Action
Add profileCreates a new profile under a WhatConverts agency account.
Action
Create LeadCreates a new lead in a WhatConverts profile, such as a web form, phone call or chat lead.
Action
Delete accountDeletes a WhatConverts account along with all of its profiles, numbers, leads and settings. Requires an agency master account key.
Action
Delete profileDeletes a profile from a WhatConverts account, removing its numbers, leads and settings. Requires an agency key.
Action
Find LeadReturns one WhatConverts lead by its lead ID, including source, contact and call details.
Action
Get accountReturns the details of a single WhatConverts account, including its name, creation date and profiles. Requires an agency (master account) API key.
Action
Get leadReturns the details of a single WhatConverts lead, including its contact, marketing attribution and custom field values.
Action
Get profileReturns the details of a single profile in a WhatConverts account, including its name and creation date. Requires an agency API key.
Action
List accountsReturns the accounts in your WhatConverts agency, with each account's profiles.
Action
List profilesReturns the profiles under a WhatConverts agency account, with each profile's id, name and creation date. Requires an agency (master account) API key.
Action
Update accountRenames an existing WhatConverts account (agency key required).
Action
Update LeadUpdates a WhatConverts lead's quotable status, quote value, sales value or lead URL.
Action
Update profileRenames an existing profile within a WhatConverts agency account. Requires an agency (master account) API key.
Action
Find filingsSearch SEC filings by criteria.
Action
Find funds holding a symbolReverse-lookup funds that hold a given symbol.
Action
Find news by symbolFetch recent news articles for a given symbol.
Action
Find symbolsSearch/lookup symbols by name or ticker.
Action
Get balance sheetFetch a company's balance sheet.
Action
Get cash flow statementFetch a company's cash flow statement.
Action
Get company detailsFetch company profile details for a symbol.
Action
Get dividend historyFetch historical dividend payments for a symbol.
Action
Get earnings calendarFetch calendar of past/upcoming earnings dates.
Action
Get earnings snapshotFetch the latest earnings snapshot for a symbol.
Action
Get economic modelFetch a company's economic model data.
Action
Get EPS historyFetch historical earnings-per-share data for a symbol.
Action
Get executive compensationFetch executive compensation data for a company.
Action
Get executive officersFetch a company's executive officers list.
Action
Get financial health scoresFetch computed financial health scores for a company.
Action
Get fund holdingsFetch a fund's current holdings.
Action
Get fund profileFetch a fund's profile.
Action
Get historical pricesFetch historical price data for a symbol.
Action
Get income statementFetch a company's income statement.
Action
Get insider trading summaryFetch summary of insider trading activity for a symbol.
Action
Get IPO calendarFetch upcoming/recent IPO calendar entries.
Action
Get key metricsFetch sector-aware key financial metrics for a company.
Action
Get ownership summaryFetch ownership summary (insider/institutional split) for a symbol.
Action
Get quotesFetch batched real-time/latest price quotes for one or more symbols.
Action
Get research summaryFetch AI-style research summary for a company.
Action
Get revenue segmentationFetch revenue segmentation footnote data for a company.
Action
Get symbol lookupLook up canonical symbol/company info by ticker.
Action
List company peersList peer companies for a symbol.
Action
List insider transactionsList insider buy/sell transactions for a symbol.
Action
List institutional holdersList institutional holders of a symbol.
Action
List latest filingsList the most recent SEC filings across companies.
Action
List market newsList general US market news.
Action
List symbolsList all tradable symbols in the database.
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
WhatConverts and StockFit, answered
What can start an automation from WhatConverts?
Any of WhatConverts's 2 triggers in the catalog, including New Lead and Updated Lead. Describe the moment in plain language and your agent picks the right one.
What can your agent do in StockFit when something happens in WhatConverts?
Any of StockFit's 33 actions, including Find filings, Find funds holding a symbol, Find news by symbol and Find symbols. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from StockFit to WhatConverts?
StockFit has no triggers in the catalog today, so automations start in WhatConverts. If you need the other direction, ask: your agent reads StockFit's API documentation and adds it.
Do I have to build a connector for WhatConverts or StockFit?
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 WhatConverts and StockFit 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.