--- title: "Filingrail integrations and MCP server - APIANT.ai" description: "Connect Filingrail to any other app, or use it from your AI client over MCP. SEC EDGAR filings, XBRL financials, Form 4 insider trades, 8-K events and 13F..." canonical: "https://apiant.ai/connections/filingrail" --- # Filingrail integrations Connect Filingrail to any other app, or use it from your AI client over MCP. SEC EDGAR filings, XBRL financials, Form 4 insider trades, 8-K events and 13F holdings Connects with an API key [rapidapi.com](https://rapidapi.com/) **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with Filingrail? 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) Popular ## Filingrail with the apps people pair it with most - [ **HubSpot to Filingrail** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-filingrail) - [ **Salesforce to Filingrail** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-filingrail) - [ **Slack to Filingrail** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-filingrail) - [ **Google Sheets to Filingrail** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-filingrail) - [ **Gmail to Filingrail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-filingrail) - [ **Google Calendar to Filingrail** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-filingrail) - [ **Google Drive to Filingrail** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-filingrail) - [ **Mailchimp to Filingrail** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-filingrail) Pair it ## Connect Filingrail with another app - [ **HubSpot to Filingrail**](https://apiant.ai/connect/hubspot-to-filingrail) - [ **Salesforce to Filingrail**](https://apiant.ai/connect/salesforce-to-filingrail) - [ **Slack to Filingrail**](https://apiant.ai/connect/slack-to-filingrail) - [ **Google Sheets to Filingrail**](https://apiant.ai/connect/google-sheets-to-filingrail) - [ **Gmail to Filingrail**](https://apiant.ai/connect/gmail-to-filingrail) - [ **Google Calendar to Filingrail**](https://apiant.ai/connect/google-calendar-to-filingrail) - [ **Google Drive to Filingrail**](https://apiant.ai/connect/google-drive-to-filingrail) - [ **Mailchimp to Filingrail**](https://apiant.ai/connect/mailchimp-to-filingrail) - [ **Stripe to Filingrail**](https://apiant.ai/connect/stripe-to-filingrail) - [ **Shopify to Filingrail**](https://apiant.ai/connect/shopify-to-filingrail) - [ **QuickBooks Online to Filingrail**](https://apiant.ai/connect/quickbooks-online-to-filingrail) - [ **Pipedrive to Filingrail**](https://apiant.ai/connect/pipedrive-to-filingrail) - [ **ActiveCampaign to Filingrail**](https://apiant.ai/connect/activecampaign-to-filingrail) - [ **Notion to Filingrail**](https://apiant.ai/connect/notion-to-filingrail) - [ **Airtable to Filingrail**](https://apiant.ai/connect/airtable-to-filingrail) - [ **Trello to Filingrail**](https://apiant.ai/connect/trello-to-filingrail) - [ **Asana to Filingrail**](https://apiant.ai/connect/asana-to-filingrail) - [ **JIRA to Filingrail**](https://apiant.ai/connect/jira-to-filingrail) - [ **ClickUp to Filingrail**](https://apiant.ai/connect/clickup-to-filingrail) - [ **Zoom to Filingrail**](https://apiant.ai/connect/zoom-to-filingrail) - [ **Discord to Filingrail**](https://apiant.ai/connect/discord-to-filingrail) - [ **Twilio to Filingrail**](https://apiant.ai/connect/twilio-to-filingrail) - [ **SendGrid to Filingrail**](https://apiant.ai/connect/sendgrid-to-filingrail) - [ **Outlook to Filingrail**](https://apiant.ai/connect/outlook-to-filingrail) - [ **Intercom to Filingrail**](https://apiant.ai/connect/intercom-to-filingrail) - [ **Freshdesk to Filingrail**](https://apiant.ai/connect/freshdesk-to-filingrail) - [ **Klaviyo to Filingrail**](https://apiant.ai/connect/klaviyo-to-filingrail) - [ **Brevo to Filingrail**](https://apiant.ai/connect/brevo-to-filingrail) - [ **Typeform to Filingrail**](https://apiant.ai/connect/typeform-to-filingrail) - [ **JotForm to Filingrail**](https://apiant.ai/connect/jotform-to-filingrail) - [ **Calendly to Filingrail**](https://apiant.ai/connect/calendly-to-filingrail) - [ **PandaDoc to Filingrail**](https://apiant.ai/connect/pandadoc-to-filingrail) - [ **Webflow to Filingrail**](https://apiant.ai/connect/webflow-to-filingrail) - [ **Wix to Filingrail**](https://apiant.ai/connect/wix-to-filingrail) - [ **Instagram to Filingrail**](https://apiant.ai/connect/instagram-to-filingrail) - [ **OpenAI to Filingrail**](https://apiant.ai/connect/openai-to-filingrail) - [ **OneDrive to Filingrail**](https://apiant.ai/connect/onedrive-to-filingrail) - [ **Google Docs to Filingrail**](https://apiant.ai/connect/google-docs-to-filingrail) - [ **Ontraport to Filingrail**](https://apiant.ai/connect/ontraport-to-filingrail) - [ **Freshworks CRM to Filingrail**](https://apiant.ai/connect/freshworks-crm-to-filingrail) - [ **GoHighLevel to Filingrail**](https://apiant.ai/connect/gohighlevel-to-filingrail) - [ **Capsule CRM to Filingrail**](https://apiant.ai/connect/capsule-crm-to-filingrail) - [ **Copper to Filingrail**](https://apiant.ai/connect/copper-to-filingrail) - [ **Streak to Filingrail**](https://apiant.ai/connect/streak-to-filingrail) - [ **NetHunt CRM to Filingrail**](https://apiant.ai/connect/nethunt-crm-to-filingrail) - [ **MINDBODY to Filingrail**](https://apiant.ai/connect/mindbody-to-filingrail) - [ **PostgreSQL to Filingrail**](https://apiant.ai/connect/postgresql-to-filingrail) - [ **MySQL to Filingrail**](https://apiant.ai/connect/mysql-to-filingrail) - [ **Vercel to Filingrail**](https://apiant.ai/connect/vercel-to-filingrail) - [ **PagerDuty to Filingrail**](https://apiant.ai/connect/pagerduty-to-filingrail) - [ **Gravity Forms to Filingrail**](https://apiant.ai/connect/gravity-forms-to-filingrail) - [ **HubSpot Enterprise to Filingrail**](https://apiant.ai/connect/hubspot-enterprise-to-filingrail) - [ **Google Forms to Filingrail**](https://apiant.ai/connect/google-forms-to-filingrail) - [ **Facebook Lead Ads to Filingrail**](https://apiant.ai/connect/facebook-lead-ads-to-filingrail) - [ **monday.com to Filingrail**](https://apiant.ai/connect/monday-com-to-filingrail) - [ **Google Ads to Filingrail**](https://apiant.ai/connect/google-ads-to-filingrail) - [ **Google Tasks to Filingrail**](https://apiant.ai/connect/google-tasks-to-filingrail) - [ **Telegram to Filingrail**](https://apiant.ai/connect/telegram-to-filingrail) - [ **MailerLite to Filingrail**](https://apiant.ai/connect/mailerlite-to-filingrail) - [ **Google Contacts to Filingrail**](https://apiant.ai/connect/google-contacts-to-filingrail) What your agent can do with Filingrail ## Triggers and actions 7 actions - Action **Find companies** Search SEC-registered issuers by ticker, CIK or name fragment. - Action **Get company financials** Normalized 10-K/10-Q income statement, balance sheet, cash flow for a company. - Action **List 8-K events** Material 8-K events with SEC item codes for a company. - Action **List company financials history** Historical quarterly or annual series for a line item, up to 20 periods. - Action **List insider trades** Form 4 insider transactions for a company. - Action **List institution 13F holdings** Form 13F-HR positions for an institution. - Action **List recent filings** Recent SEC filings across issuers, filterable by form type and CIK. Reviews ## What our customers say Questions ## Filingrail, answered ### ### Is there a Filingrail MCP server? APIANT's MCP server at https://mcp.apiant.ai works with Filingrail. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Filingrail actions on demand, or have APIANT build, test and run automations that use Filingrail. Nothing to install. ### ### What can your agent do in Filingrail? Any of Filingrail's 7 actions, including Find companies, Get company financials, List 8-K events and List company financials history. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can I use Filingrail directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with Filingrail two ways. Ask it to do something in Filingrail 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 on its own. A one-off action uses your plan's tasks the same way an automation step does. ### ### Do I need to write code against the Filingrail API? No. APIANT connects to the Filingrail API for you, with your Filingrail API key. Describe what you want in plain language and your agent builds it on the Filingrail triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Filingrail API documentation and adds it. ### ### Which apps can Filingrail connect to? Any app in the catalog; the list on this page pairs Filingrail with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector. ### ### 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.