--- title: "Connect Zendesk to StockFit - APIANT.ai" description: "When \"New Messaging Conversation\" fires in Zendesk, your agent runs \"Find filings\" in StockFit." canonical: "https://apiant.ai/connect/zendesk-to-stockfit" --- # Connect Zendesk to StockFit When **New Messaging Conversation** fires in [Zendesk](https://apiant.ai/connections/zendesk), your agent runs **Find filings** in [StockFit](https://apiant.ai/connections/stockfit). Describe the whole flow and it is built, tested on every scenario and kept running. Zendesk **3** triggers Zendesk **18** actions StockFit **33** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Zendesk and StockFit 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 Zendesk can start in StockFit - When **New Messaging Conversation** in Zendesk then **Find filings** in StockFit - When **New Ticket** in Zendesk 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 Zendesk and StockFit ## Triggers and actions 3 triggers · 51 actions - Trigger **New Messaging Conversation** Triggers when a customer starts a new conversation through Zendesk messaging (the web widget, mobile SDK or a social messaging channel). Each conversation arrives as its Zendesk ticket. - Trigger **New Ticket** Polling trigger that fires when a new ticket is created. - Trigger **New User** Polling trigger that fires when a new user is created. - Action **Add Comment to Ticket** Adds a public or private comment to an existing ticket. - Action **Create Organization** Creates a new organization. - Action **Create Ticket** Creates a new ticket in Zendesk. - Action **Create User** Creates a new user (end-user or agent). - Action **Delete Ticket** Deletes a ticket by ID. - Action **Delete User** Soft-deletes a user by ID. - Action **Get Messaging User ID** Returns the Zendesk messaging ID for a user, so their messaging conversation can be looked up in Zendesk Messaging. - Action **Get Organization** Retrieves a single organization by ID. - Action **Get Ticket** Retrieves a single ticket by ID. - Action **Get User** Retrieves a single user by ID. - Action **List Organizations** Lists organizations in the account. - Action **List Ticket Comments** Lists all comments on a ticket. - Action **List Tickets** Lists tickets in the account. - Action **Search** Runs a Zendesk search query across tickets, users, and organizations. - Action **Search Users** Searches users by query (name, email, etc.). - Action **Update Organization** Updates an existing organization by ID. - Action **Update Ticket** Updates an existing ticket by ID. - Action **Update User** Updates an existing user by ID. - Action **Find filings** Search SEC filings by criteria. - Action **Find funds holding a symbol** Reverse-lookup funds that hold a given symbol. - Action **Find news by symbol** Fetch recent news articles for a given symbol. - Action **Find symbols** Search/lookup symbols by name or ticker. - Action **Get balance sheet** Fetch a company's balance sheet. - Action **Get cash flow statement** Fetch a company's cash flow statement. - Action **Get company details** Fetch company profile details for a symbol. - Action **Get dividend history** Fetch historical dividend payments for a symbol. - Action **Get earnings calendar** Fetch calendar of past/upcoming earnings dates. - Action **Get earnings snapshot** Fetch the latest earnings snapshot for a symbol. - Action **Get economic model** Fetch a company's economic model data. - Action **Get EPS history** Fetch historical earnings-per-share data for a symbol. - Action **Get executive compensation** Fetch executive compensation data for a company. - Action **Get executive officers** Fetch a company's executive officers list. - Action **Get financial health scores** Fetch computed financial health scores for a company. - Action **Get fund holdings** Fetch a fund's current holdings. - Action **Get fund profile** Fetch a fund's profile. - Action **Get historical prices** Fetch historical price data for a symbol. - Action **Get income statement** Fetch a company's income statement. - Action **Get insider trading summary** Fetch summary of insider trading activity for a symbol. - Action **Get IPO calendar** Fetch upcoming/recent IPO calendar entries. - Action **Get key metrics** Fetch sector-aware key financial metrics for a company. - Action **Get ownership summary** Fetch ownership summary (insider/institutional split) for a symbol. - Action **Get quotes** Fetch batched real-time/latest price quotes for one or more symbols. - Action **Get research summary** Fetch AI-style research summary for a company. - Action **Get revenue segmentation** Fetch revenue segmentation footnote data for a company. - Action **Get symbol lookup** Look up canonical symbol/company info by ticker. - Action **List company peers** List peer companies for a symbol. - Action **List insider transactions** List insider buy/sell transactions for a symbol. - Action **List institutional holders** List institutional holders of a symbol. - Action **List latest filings** List the most recent SEC filings across companies. - Action **List market news** List general US market news. - Action **List symbols** List all tradable symbols in the database. ## Each app on its own - [ **Zendesk** Zendesk is a web-based help desk and customer support platform for managing tickets, users, and organizations.](https://apiant.ai/connections/zendesk) - [ **StockFit** SEC filings, financial statements, earnings, ETF holdings and ownership data](https://apiant.ai/connections/stockfit) Reviews ## What our customers say ## More from Zendesk - [ **Zendesk to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/zendesk-to-zoom) - [ **Zendesk to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/zendesk-to-linkedin) - [ **Zendesk to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/zendesk-to-facebook) - [ **Zendesk to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/zendesk-to-anthropic) - [ **Zendesk to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/zendesk-to-supabase) - [ **Zendesk to ElevenLabs** ElevenLabs is an AI audio research and deployment company.](https://apiant.ai/connect/zendesk-to-elevenlabs) ## More into StockFit - [ **HubSpot to StockFit** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-stockfit) - [ **Salesforce to StockFit** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-stockfit) - [ **Slack to StockFit** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-stockfit) - [ **Google Sheets to StockFit** Google Sheets](https://apiant.ai/connect/google-sheets-to-stockfit) - [ **Gmail to StockFit** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-stockfit) - [ **Google Calendar to StockFit** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-stockfit) Questions ## Zendesk and StockFit, answered ### ### What can start an automation from Zendesk? Any of Zendesk's 3 triggers in the catalog, including New Messaging Conversation, New Ticket and New User. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in StockFit when something happens in Zendesk? 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 Zendesk? StockFit has no triggers in the catalog today, so automations start in Zendesk. 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 Zendesk 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 Zendesk 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.