--- title: "Connect AgencyAccess and DocuGenerate - APIANT.ai" description: "When \"Client Created\" fires in AgencyAccess, your agent runs \"Update document\" in DocuGenerate." canonical: "https://apiant.ai/connect/agencyaccess-to-docugenerate" --- # Connect AgencyAccess and DocuGenerate When **Client Created** fires in [AgencyAccess](https://apiant.ai/connections/agencyaccess), your agent runs **Update document** in [DocuGenerate](https://apiant.ai/connections/docugenerate), or **New Document** in DocuGenerate to **Create Client** in AgencyAccess. Describe the whole flow and it is built, tested on every scenario and kept running. AgencyAccess **1** trigger AgencyAccess **3** actions DocuGenerate **1** trigger DocuGenerate **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 AgencyAccess and DocuGenerate to do together? 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) Example flows ## What AgencyAccess and DocuGenerate can do together ### From AgencyAccess to DocuGenerate - When **Client Created** in AgencyAccess then **Update document** in DocuGenerate - When **Client Created** in AgencyAccess then **Generate Document** in DocuGenerate ### From DocuGenerate to AgencyAccess - When **New Document** in DocuGenerate then **Create Client** in AgencyAccess - When **New Document** in DocuGenerate then **Send Webhook Test Event** in AgencyAccess 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 AgencyAccess and DocuGenerate ## Triggers and actions 2 triggers ยท 10 actions - Trigger **Client Created** Triggers when a client is created in AgencyAccess, from the dashboard, the API or an access page. - Action **Create Client** Creates a client in AgencyAccess. - Action **Get Client** Returns a single AgencyAccess client by its ID, including contact details, language and metadata. - Action **Send Webhook Test Event** Sends a webhook.test event to an AgencyAccess webhook. - Trigger **New Document** Triggered when a new document is generated from the selected template. - Action **Delete document** Deletes a generated document from DocuGenerate. - Action **Delete template** Deletes a DocuGenerate template by its ID. - Action **Generate Document** Generates a document from a DocuGenerate template by filling its tags with your data, and returns the stored document with its download link. - Action **Get document** Returns a generated document by its ID, including its name, format, source template and download link. - Action **Get template** Returns a DocuGenerate template by its ID, including its name, tags, delimiters, folder and download links. - Action **List documents** Returns all documents generated from a template, newest first. - Action **Update document** Renames a generated document and returns the updated document. ## Each app on its own - [ **AgencyAccess** AgencyAccess allows marketing agencies to request access to their clients Google and Meta accounts via a...](https://apiant.ai/connections/agencyaccess) - [ **DocuGenerate** DocuGenerate is a tool to automatically generate high-quality PDF documents from Word templates and various...](https://apiant.ai/connections/docugenerate) Reviews ## What our customers say ## More from AgencyAccess - [ **AgencyAccess to Himalayas** Remote job board and search engine](https://apiant.ai/connect/agencyaccess-to-himalayas) - [ **AgencyAccess to IPLocate** IPLocate is a service that provides comprehensive IP address intelligence: geolocation, network information...](https://apiant.ai/connect/agencyaccess-to-iplocate) - [ **AgencyAccess to JustCall** JustCall helps sales and support teams to connect easily with their leads & customers.](https://apiant.ai/connect/agencyaccess-to-justcall) - [ **AgencyAccess to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/agencyaccess-to-hubspot) - [ **AgencyAccess to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/agencyaccess-to-salesforce) - [ **AgencyAccess to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/agencyaccess-to-slack) ## More into DocuGenerate - [ **ActiveCampaign to DocuGenerate** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-docugenerate) - [ **Airtable to DocuGenerate** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-docugenerate) - [ **Asana to DocuGenerate** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-docugenerate) - [ **ClickUp to DocuGenerate** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-docugenerate) - [ **Discord to DocuGenerate** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-docugenerate) - [ **Brevo to DocuGenerate** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-docugenerate) Questions ## AgencyAccess and DocuGenerate, answered ### ### What can start an automation from AgencyAccess? Any of AgencyAccess's 1 trigger in the catalog, including Client Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in DocuGenerate when something happens in AgencyAccess? Any of DocuGenerate's 7 actions, including Update document, Generate Document, Get document and Get template. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from DocuGenerate to AgencyAccess? Yes. When something happens in DocuGenerate, your agent can act in AgencyAccess too. This page covers both directions: DocuGenerate's triggers and AgencyAccess's actions are listed here as well. ### ### Do I have to build a connector for AgencyAccess or DocuGenerate? 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 AgencyAccess and DocuGenerate 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.