Integration
Connect EspoCRM to StockFit
When New contact fires in EspoCRM, 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 EspoCRM 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 EspoCRM can start in StockFit
When New contact in EspoCRM
then Find filings 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 EspoCRM and StockFit
Triggers and actions 3 triggers · 43 actions
- New contact
Triggers when a new contact is created in EspoCRM.
- New Lead
Triggers when a new lead is created in EspoCRM.
- New opportunity
Triggers when a new opportunity is created in EspoCRM.
- Add opportunity
Creates a new opportunity (deal) in EspoCRM and returns the created record.
- Add task
Creates a task in EspoCRM, optionally linked to an account, contact, lead, opportunity or case.
- Find accounts
Finds EspoCRM accounts whose name matches the text you supply.
- Find contacts
Finds contacts whose email address (or another chosen attribute) matches the value you supply, returning every matching contact.
- Find Lead
Finds leads in EspoCRM matching a value on a chosen attribute (email address by default).
- Get contact
Returns a single EspoCRM contact by its ID, with all its attributes including custom fields.
- Get Lead
Returns a single EspoCRM lead by its ID, with all of its fields.
- Get Task
Returns one task by its ID, with its subject, status, dates, parent record and assignee.
- Update account
Updates an existing account (company) in EspoCRM. Only the fields you fill in are changed.
- Update Lead
Updates an existing lead in EspoCRM, changing only the fields you fill in, and returns the updated lead.
- Find filings
Search SEC filings by criteria.
- Find funds holding a symbol
Reverse-lookup funds that hold a given symbol.
- Find news by symbol
Fetch recent news articles for a given symbol.
- Find symbols
Search/lookup symbols by name or ticker.
- Get balance sheet
Fetch a company's balance sheet.
- Get cash flow statement
Fetch a company's cash flow statement.
- Get company details
Fetch company profile details for a symbol.
- Get dividend history
Fetch historical dividend payments for a symbol.
- Get earnings calendar
Fetch calendar of past/upcoming earnings dates.
- Get earnings snapshot
Fetch the latest earnings snapshot for a symbol.
- Get economic model
Fetch a company's economic model data.
- Get EPS history
Fetch historical earnings-per-share data for a symbol.
- Get executive compensation
Fetch executive compensation data for a company.
- Get executive officers
Fetch a company's executive officers list.
- Get financial health scores
Fetch computed financial health scores for a company.
- Get fund holdings
Fetch a fund's current holdings.
- Get fund profile
Fetch a fund's profile.
- Get historical prices
Fetch historical price data for a symbol.
- Get income statement
Fetch a company's income statement.
- Get insider trading summary
Fetch summary of insider trading activity for a symbol.
- Get IPO calendar
Fetch upcoming/recent IPO calendar entries.
- Get key metrics
Fetch sector-aware key financial metrics for a company.
- Get ownership summary
Fetch ownership summary (insider/institutional split) for a symbol.
- Get quotes
Fetch batched real-time/latest price quotes for one or more symbols.
- Get research summary
Fetch AI-style research summary for a company.
- Get revenue segmentation
Fetch revenue segmentation footnote data for a company.
- Get symbol lookup
Look up canonical symbol/company info by ticker.
- List company peers
List peer companies for a symbol.
- List insider transactions
List insider buy/sell transactions for a symbol.
- List institutional holders
List institutional holders of a symbol.
- List latest filings
List the most recent SEC filings across companies.
- List market news
List general US market news.
- List symbols
List 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
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More into StockFit
Questions
EspoCRM and StockFit, answered
What can start an automation from EspoCRM?
Any of EspoCRM's 3 triggers in the catalog, including New contact, New Lead and New opportunity. Describe the moment in plain language and your agent picks the right one.
What can your agent do in StockFit when something happens in EspoCRM?
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 EspoCRM?
StockFit has no triggers in the catalog today, so automations start in EspoCRM. 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 EspoCRM 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 EspoCRM 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.