--- title: "IntelligenceBank integrations and MCP server - APIANT.ai" description: "Connect IntelligenceBank to any other app, or use it from your AI client over MCP. IntelligenceBank marketing operations software helps content marketers..." canonical: "https://apiant.ai/connections/intelligencebank" --- # IntelligenceBank integrations Connect IntelligenceBank to any other app, or use it from your AI client over MCP. IntelligenceBank marketing operations software helps content marketers seamlessly manage digital assets, creative content approvals and compliance, and creative project management. Connects with a token [intelligencebank.com](https://intelligencebank.com/) **13** triggers **22** 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 IntelligenceBank? 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) ### Grok Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser. [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 ## IntelligenceBank with the apps people pair it with most - [ **HubSpot to IntelligenceBank** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-intelligencebank) - [ **IntelligenceBank to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/intelligencebank-to-salesforce) - [ **IntelligenceBank to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/intelligencebank-to-slack) - [ **Google Sheets to IntelligenceBank** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-intelligencebank) - [ **Gmail to IntelligenceBank** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-intelligencebank) - [ **Google Calendar to IntelligenceBank** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-intelligencebank) - [ **Google Drive to IntelligenceBank** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-intelligencebank) - [ **IntelligenceBank to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/intelligencebank-to-mailchimp) Pair it ## Connect IntelligenceBank with another app - [ **HubSpot to IntelligenceBank**](https://apiant.ai/connect/hubspot-to-intelligencebank) - [ **IntelligenceBank to Salesforce**](https://apiant.ai/connect/intelligencebank-to-salesforce) - [ **IntelligenceBank to Slack**](https://apiant.ai/connect/intelligencebank-to-slack) - [ **Google Sheets to IntelligenceBank**](https://apiant.ai/connect/google-sheets-to-intelligencebank) - [ **Gmail to IntelligenceBank**](https://apiant.ai/connect/gmail-to-intelligencebank) - [ **Google Calendar to IntelligenceBank**](https://apiant.ai/connect/google-calendar-to-intelligencebank) - [ **Google Drive to IntelligenceBank**](https://apiant.ai/connect/google-drive-to-intelligencebank) - [ **IntelligenceBank to Mailchimp**](https://apiant.ai/connect/intelligencebank-to-mailchimp) - [ **IntelligenceBank to Stripe**](https://apiant.ai/connect/intelligencebank-to-stripe) - [ **IntelligenceBank to Shopify**](https://apiant.ai/connect/intelligencebank-to-shopify) - [ **IntelligenceBank to QuickBooks Online**](https://apiant.ai/connect/intelligencebank-to-quickbooks-online) - [ **IntelligenceBank to Pipedrive**](https://apiant.ai/connect/intelligencebank-to-pipedrive) - [ **ActiveCampaign to IntelligenceBank**](https://apiant.ai/connect/activecampaign-to-intelligencebank) - [ **IntelligenceBank to Notion**](https://apiant.ai/connect/intelligencebank-to-notion) - [ **Airtable to IntelligenceBank**](https://apiant.ai/connect/airtable-to-intelligencebank) - [ **IntelligenceBank to Trello**](https://apiant.ai/connect/intelligencebank-to-trello) - [ **Asana to IntelligenceBank**](https://apiant.ai/connect/asana-to-intelligencebank) - [ **IntelligenceBank to JIRA**](https://apiant.ai/connect/intelligencebank-to-jira) - [ **ClickUp to IntelligenceBank**](https://apiant.ai/connect/clickup-to-intelligencebank) - [ **IntelligenceBank to Zoom**](https://apiant.ai/connect/intelligencebank-to-zoom) - [ **Discord to IntelligenceBank**](https://apiant.ai/connect/discord-to-intelligencebank) - [ **IntelligenceBank to Twilio**](https://apiant.ai/connect/intelligencebank-to-twilio) - [ **IntelligenceBank to SendGrid**](https://apiant.ai/connect/intelligencebank-to-sendgrid) - [ **IntelligenceBank to Outlook**](https://apiant.ai/connect/intelligencebank-to-outlook) - [ **IntelligenceBank to Intercom**](https://apiant.ai/connect/intelligencebank-to-intercom) - [ **Freshdesk to IntelligenceBank**](https://apiant.ai/connect/freshdesk-to-intelligencebank) - [ **IntelligenceBank to Klaviyo**](https://apiant.ai/connect/intelligencebank-to-klaviyo) - [ **Brevo to IntelligenceBank**](https://apiant.ai/connect/brevo-to-intelligencebank) - [ **IntelligenceBank to Typeform**](https://apiant.ai/connect/intelligencebank-to-typeform) - [ **IntelligenceBank to JotForm**](https://apiant.ai/connect/intelligencebank-to-jotform) - [ **Calendly to IntelligenceBank**](https://apiant.ai/connect/calendly-to-intelligencebank) - [ **IntelligenceBank to PandaDoc**](https://apiant.ai/connect/intelligencebank-to-pandadoc) - [ **IntelligenceBank to Webflow**](https://apiant.ai/connect/intelligencebank-to-webflow) - [ **IntelligenceBank to Wix**](https://apiant.ai/connect/intelligencebank-to-wix) - [ **IntelligenceBank to LinkedIn**](https://apiant.ai/connect/intelligencebank-to-linkedin) - [ **IntelligenceBank to Facebook**](https://apiant.ai/connect/intelligencebank-to-facebook) - [ **Instagram to IntelligenceBank**](https://apiant.ai/connect/instagram-to-intelligencebank) - [ **IntelligenceBank to OpenAI**](https://apiant.ai/connect/intelligencebank-to-openai) - [ **IntelligenceBank to Anthropic**](https://apiant.ai/connect/intelligencebank-to-anthropic) - [ **IntelligenceBank to OneDrive**](https://apiant.ai/connect/intelligencebank-to-onedrive) - [ **Google Docs to IntelligenceBank**](https://apiant.ai/connect/google-docs-to-intelligencebank) - [ **IntelligenceBank to Ontraport**](https://apiant.ai/connect/intelligencebank-to-ontraport) - [ **Freshworks CRM to IntelligenceBank**](https://apiant.ai/connect/freshworks-crm-to-intelligencebank) - [ **GoHighLevel to IntelligenceBank**](https://apiant.ai/connect/gohighlevel-to-intelligencebank) - [ **Capsule CRM to IntelligenceBank**](https://apiant.ai/connect/capsule-crm-to-intelligencebank) - [ **Copper to IntelligenceBank**](https://apiant.ai/connect/copper-to-intelligencebank) - [ **IntelligenceBank to Streak**](https://apiant.ai/connect/intelligencebank-to-streak) - [ **IntelligenceBank to NetHunt CRM**](https://apiant.ai/connect/intelligencebank-to-nethunt-crm) - [ **IntelligenceBank to MINDBODY**](https://apiant.ai/connect/intelligencebank-to-mindbody) - [ **IntelligenceBank to Supabase**](https://apiant.ai/connect/intelligencebank-to-supabase) - [ **IntelligenceBank to PostgreSQL**](https://apiant.ai/connect/intelligencebank-to-postgresql) - [ **IntelligenceBank to MySQL**](https://apiant.ai/connect/intelligencebank-to-mysql) - [ **IntelligenceBank to Vercel**](https://apiant.ai/connect/intelligencebank-to-vercel) - [ **IntelligenceBank to ElevenLabs**](https://apiant.ai/connect/intelligencebank-to-elevenlabs) - [ **IntelligenceBank to PagerDuty**](https://apiant.ai/connect/intelligencebank-to-pagerduty) - [ **IntelligenceBank to Pushover**](https://apiant.ai/connect/intelligencebank-to-pushover) - [ **Gravity Forms to IntelligenceBank**](https://apiant.ai/connect/gravity-forms-to-intelligencebank) - [ **HubSpot Enterprise to IntelligenceBank**](https://apiant.ai/connect/hubspot-enterprise-to-intelligencebank) - [ **Google Forms to IntelligenceBank**](https://apiant.ai/connect/google-forms-to-intelligencebank) - [ **Facebook Lead Ads to IntelligenceBank**](https://apiant.ai/connect/facebook-lead-ads-to-intelligencebank) What your agent can do with IntelligenceBank ## Triggers and actions 13 triggers · 22 actions - Trigger **New Database Record** Triggers when a new record is added to a chosen database. - Trigger **New Folder** Triggers when a new resource folder is added, at the root or inside a chosen folder. - Trigger **New Markup Comment** Triggers when a new markup comment is added to a resource, record or workflow request. - Trigger **New or Updated Database Record** Triggers when a record in the chosen IntelligenceBank database is created or updated. - Trigger **New or Updated Record File** Triggers when a file attached to a database record is added or updated. - Trigger **New or Updated Resource** Triggers when a resource (file, URL or other asset) is created or updated in IntelligenceBank. - Trigger **New or Updated User** Triggers when a user is created or updated in IntelligenceBank. - Trigger **New Permission Group** Triggers when a new permission group is added. - Trigger **New Record File Revision** Triggers when a new file or file revision is uploaded to a database record. - Trigger **New Resource** Triggers when a new resource (file, URL or other asset) is added in IntelligenceBank. - Trigger **New User** Triggers when a new user is added to IntelligenceBank. - Trigger **Updated Resource** Triggers when an existing resource (file, URL or other asset) is updated in IntelligenceBank. - Trigger **Updated User** Triggers when a user in IntelligenceBank is updated. - Action **Add Record Multi-Upload Field File or URL** Appends file or URL attachments to a multiple-upload field on an existing database record. - Action **Create Compliance Risk Review** Starts a compliance risk review of text or an uploaded file and returns the new review's id. - Action **Create Database Record** Creates a new record in an IntelligenceBank database, filling in its form fields. - Action **Create Folder** Creates a resource folder or sub-folder with a name and optional description. - Action **Create Markup Comment** Creates a markup comment on a workflow request, database record or record file you participate in. - Action **Create Permission Group** Creates a permission group, optionally copying another group's permissions. - Action **Create Record File Workflow Request** Creates an approval workflow request for a file attached to a database record's multi-upload field. - Action **Create Resource** Creates a new file resource in a folder, attaching a previously uploaded file along with its name, description, keywords and metadata. - Action **Delete Database Record** Deletes a database record. - Action **Delete Markup Comment** Deletes a markup comment by its ID. - Action **Get Compliance Risk Review Details** Returns the status and results of a compliance risk review, including findings once the review has completed. - Action **Search Database Records** Searches records in one database and returns the matches. - Action **Search Folders** Searches resource folders by keyword or parent folder and returns the matching folders. - Action **Search Markup Comments** Returns markup comments whose text contains the given keywords, optionally limited to comments made on one item. - Action **Search Permission Groups** Searches permission groups by name and returns the matching groups. - Action **Search Users** Searches IntelligenceBank users by keyword or email and returns the matching users. - Action **Update Permission Group** Updates the name or description of an existing multi-user permission group. - Action **Update Resource Metadata** Updates the metadata of an existing resource, such as its name, description, keywords, dates, ownership details, filters and custom upload fields. - Action **View a Record** Returns all details of one database record. - Action **View Filter** Returns a single filter and its values, as set up under Admin > Filters. - Action **View Group** Returns the details of one permission group. - Action **View Resource Details** Returns all details of one resource. Reviews ## What our customers say Questions ## IntelligenceBank, answered ### ### Is there a IntelligenceBank MCP server? APIANT's MCP server at https://mcp.apiant.ai works with IntelligenceBank. 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 IntelligenceBank actions on demand, or have APIANT build, test and run automations that use IntelligenceBank. Nothing to install. ### ### What can start an automation from IntelligenceBank? Any of IntelligenceBank's 13 triggers in the catalog, including New Database Record, New Folder, New Markup Comment and New or Updated Database Record. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in IntelligenceBank? Any of IntelligenceBank's 22 actions, including Create Compliance Risk Review, Create Database Record, Create Folder and Create Markup Comment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can I use IntelligenceBank directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with IntelligenceBank two ways. Ask it to do something in IntelligenceBank 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 IntelligenceBank API? No. APIANT connects to the IntelligenceBank API for you, with a token. Describe what you want in plain language and your agent builds it on the IntelligenceBank triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the IntelligenceBank API documentation and adds it. ### ### Which apps can IntelligenceBank connect to? Any app in the catalog; the list on this page pairs IntelligenceBank 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.