App

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 keyfyidocs.com
8 actions

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 to automate with FYI?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

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)
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)

Popular

FYI with the apps people pair it with most

Pair it

Connect FYI with another app

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.