--- title: "FYI integrations and MCP server - APIANT.ai" description: "Connect FYI to any other app, or use it from your AI client over MCP. FYI is a document management service for professionals" canonical: "https://apiant.ai/connections/fyi" --- # FYI integrations Connect FYI to any other app, or use it from your AI client over MCP. FYI is a document management service for professionals Connects with an API key [fyidocs.com](https://fyidocs.com/) **8** 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 FYI? 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 ## FYI with the apps people pair it with most - [ **HubSpot to FYI** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-fyi) - [ **Salesforce to FYI** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-fyi) - [ **Slack to FYI** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-fyi) - [ **Google Sheets to FYI** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-fyi) - [ **Gmail to FYI** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-fyi) - [ **Google Calendar to FYI** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-fyi) - [ **Google Drive to FYI** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-fyi) - [ **Mailchimp to FYI** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-fyi) Pair it ## Connect FYI with another app - [ **HubSpot to FYI**](https://apiant.ai/connect/hubspot-to-fyi) - [ **Salesforce to FYI**](https://apiant.ai/connect/salesforce-to-fyi) - [ **Slack to FYI**](https://apiant.ai/connect/slack-to-fyi) - [ **Google Sheets to FYI**](https://apiant.ai/connect/google-sheets-to-fyi) - [ **Gmail to FYI**](https://apiant.ai/connect/gmail-to-fyi) - [ **Google Calendar to FYI**](https://apiant.ai/connect/google-calendar-to-fyi) - [ **Google Drive to FYI**](https://apiant.ai/connect/google-drive-to-fyi) - [ **Mailchimp to FYI**](https://apiant.ai/connect/mailchimp-to-fyi) - [ **Stripe to FYI**](https://apiant.ai/connect/stripe-to-fyi) - [ **Shopify to FYI**](https://apiant.ai/connect/shopify-to-fyi) - [ **QuickBooks Online to FYI**](https://apiant.ai/connect/quickbooks-online-to-fyi) - [ **Pipedrive to FYI**](https://apiant.ai/connect/pipedrive-to-fyi) - [ **ActiveCampaign to FYI**](https://apiant.ai/connect/activecampaign-to-fyi) - [ **Notion to FYI**](https://apiant.ai/connect/notion-to-fyi) - [ **Airtable to FYI**](https://apiant.ai/connect/airtable-to-fyi) - [ **Trello to FYI**](https://apiant.ai/connect/trello-to-fyi) - [ **Asana to FYI**](https://apiant.ai/connect/asana-to-fyi) - [ **JIRA to FYI**](https://apiant.ai/connect/jira-to-fyi) - [ **ClickUp to FYI**](https://apiant.ai/connect/clickup-to-fyi) - [ **Zoom to FYI**](https://apiant.ai/connect/zoom-to-fyi) - [ **Discord to FYI**](https://apiant.ai/connect/discord-to-fyi) - [ **Twilio to FYI**](https://apiant.ai/connect/twilio-to-fyi) - [ **SendGrid to FYI**](https://apiant.ai/connect/sendgrid-to-fyi) - [ **Outlook to FYI**](https://apiant.ai/connect/outlook-to-fyi) - [ **Intercom to FYI**](https://apiant.ai/connect/intercom-to-fyi) - [ **Freshdesk to FYI**](https://apiant.ai/connect/freshdesk-to-fyi) - [ **Klaviyo to FYI**](https://apiant.ai/connect/klaviyo-to-fyi) - [ **Brevo to FYI**](https://apiant.ai/connect/brevo-to-fyi) - [ **Typeform to FYI**](https://apiant.ai/connect/typeform-to-fyi) - [ **JotForm to FYI**](https://apiant.ai/connect/jotform-to-fyi) - [ **Calendly to FYI**](https://apiant.ai/connect/calendly-to-fyi) - [ **PandaDoc to FYI**](https://apiant.ai/connect/pandadoc-to-fyi) - [ **Webflow to FYI**](https://apiant.ai/connect/webflow-to-fyi) - [ **Wix to FYI**](https://apiant.ai/connect/wix-to-fyi) - [ **Instagram to FYI**](https://apiant.ai/connect/instagram-to-fyi) - [ **OpenAI to FYI**](https://apiant.ai/connect/openai-to-fyi) - [ **OneDrive to FYI**](https://apiant.ai/connect/onedrive-to-fyi) - [ **Google Docs to FYI**](https://apiant.ai/connect/google-docs-to-fyi) - [ **Ontraport to FYI**](https://apiant.ai/connect/ontraport-to-fyi) - [ **Freshworks CRM to FYI**](https://apiant.ai/connect/freshworks-crm-to-fyi) - [ **GoHighLevel to FYI**](https://apiant.ai/connect/gohighlevel-to-fyi) - [ **Capsule CRM to FYI**](https://apiant.ai/connect/capsule-crm-to-fyi) - [ **Copper to FYI**](https://apiant.ai/connect/copper-to-fyi) - [ **Streak to FYI**](https://apiant.ai/connect/streak-to-fyi) - [ **NetHunt CRM to FYI**](https://apiant.ai/connect/nethunt-crm-to-fyi) - [ **MINDBODY to FYI**](https://apiant.ai/connect/mindbody-to-fyi) - [ **PostgreSQL to FYI**](https://apiant.ai/connect/postgresql-to-fyi) - [ **MySQL to FYI**](https://apiant.ai/connect/mysql-to-fyi) - [ **Vercel to FYI**](https://apiant.ai/connect/vercel-to-fyi) - [ **PagerDuty to FYI**](https://apiant.ai/connect/pagerduty-to-fyi) - [ **Gravity Forms to FYI**](https://apiant.ai/connect/gravity-forms-to-fyi) - [ **HubSpot Enterprise to FYI**](https://apiant.ai/connect/hubspot-enterprise-to-fyi) - [ **Google Forms to FYI**](https://apiant.ai/connect/google-forms-to-fyi) - [ **Facebook Lead Ads to FYI**](https://apiant.ai/connect/facebook-lead-ads-to-fyi) - [ **monday.com to FYI**](https://apiant.ai/connect/monday-com-to-fyi) - [ **Google Ads to FYI**](https://apiant.ai/connect/google-ads-to-fyi) - [ **Google Tasks to FYI**](https://apiant.ai/connect/google-tasks-to-fyi) - [ **Telegram to FYI**](https://apiant.ai/connect/telegram-to-fyi) - [ **MailerLite to FYI**](https://apiant.ai/connect/mailerlite-to-fyi) - [ **Google Contacts to FYI**](https://apiant.ai/connect/google-contacts-to-fyi) What your agent can do with FYI ## Triggers and actions 8 actions - Action **Create File Note** Creates a file note (a text-only document) in FYI, filed against a client and optionally a job or cabinet. - Action **Create or Update Client** Creates a new client in FYI, or updates the existing client matched by source id. - Action **Create or Update Client Group** Creates a new client group in FYI or updates an existing one matched by its id or source reference. - Action **Create or Update Job** Creates a job in FYI, or updates the existing job matching the given job id or your own reference. - Action **Create or Update Task** Creates a task in FYI, or updates the existing task that matches your reference. - Action **Create Web Link** Creates a web link document in FYI, filed against a client, cabinet or job. - Action **Look Up Client** Looks up FYI clients by name and optional filters such as group, manager, partner or modified date, and returns the matching clients. - Action **Look Up Job** Finds jobs in FYI by name, optionally narrowed by client, manager, partner, assigned user or last-modified date. Reviews ## What our customers say Questions ## FYI, answered ### ### Is there a FYI MCP server? APIANT's MCP server at https://mcp.apiant.ai works with FYI. 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 FYI actions on demand, or have APIANT build, test and run automations that use FYI. Nothing to install. ### ### What can your agent do in FYI? Any of FYI's 8 actions, including Create File Note, Create or Update Client, Create or Update Client Group and Create or Update Job. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can I use FYI directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with FYI two ways. Ask it to do something in FYI 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 FYI API? No. APIANT connects to the FYI API for you, with your FYI API key. Describe what you want in plain language and your agent builds it on the FYI triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the FYI API documentation and adds it. ### ### Which apps can FYI connect to? Any app in the catalog; the list on this page pairs FYI 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.