Integration
Connect Air to Plumsail Documents
When Asset Custom Field Updated fires in Air, your agent runs Convert CSV to Excel File (XLSX) in Plumsail Documents. 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 Air and Plumsail Documents 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 Air can start in Plumsail Documents
When Asset Custom Field Updated in Air
then Convert CSV to Excel File (XLSX) in Plumsail Documents
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 Air and Plumsail Documents
Triggers and actions 5 triggers · 49 actions
- Asset Custom Field Updated
Triggers when the custom field values on an asset change (or a new asset appears with custom field values), checking the most recently updated assets.
- Board Custom Field Updated
Triggers when the custom field values on a board change (also fires once for each board when first seen). Returns the board with its current custom field values.
- New Asset
Triggers when a new asset is added to the Air workspace, optionally limited to a board, showcase, tag or search.
- New Board
Triggers when a new board is created in your Air workspace.
- Tag Added to Asset
Triggers when a tag is added to an asset in your Air workspace, once per asset and tag.
- Add Assets to a Board
Adds one or more assets to a board in your Air workspace.
- Add Guest to a Board
Invites a person by email as a guest on an Air board with the chosen guest role.
- Add Tags to an Asset Version
Adds an existing tag to a specific version of an asset in Air.
- Apply a Custom Field to a Board
Sets the value of a custom field on an Air board — text or date for plain fields, or selected options for single- and multi-select fields.
- Apply a Custom Field to an Asset
Sets the value of one custom field on an asset — text or date for plain fields, or chosen option(s) for single- and multi-select fields.
- Apply Custom Fields to an Asset
Sets the value or selected options of one custom field on an Air asset.
- Create a Board
Creates a board in your Air workspace, at the top level, at the root of a library, or inside another board.
- Create a Custom Field
Creates a new custom field in the Air workspace, optionally with its list of choices for a select field.
- Find Assets
Returns the assets in your Air workspace that match a search term, board, showcase, tag, custom field value or creation date range.
- Find Boards
Finds boards in your Air workspace by name, optionally limited to a parent board, showcase or library. Returns the matching boards, most recently updated first.
- Find Custom Fields
Searches the workspace's custom fields by name and returns the matching fields.
- Find Guests of a Board
Returns the guests of an Air board, accepted guests first, optionally filtered by email address.
- Generate an Upload URL
Creates a new asset (or a new version of an existing asset) in Air and returns the URL to upload the file's bytes to.
- Get Asset by ID
Returns an Air asset by its id, including its custom field values and cover version details (file name, type, size, tags and preview URLs).
- Get Asset Parent Boards
Returns the boards that contain a given Air asset, most recently created first.
- Get Asset Version by ID
Returns one version of an asset, including its file details, tags, preview URLs and IPTC/EXIF metadata.
- Get Board by ID
Returns a single Air board by its ID, including its title, description, parent board, dates and custom field values.
- Get Custom Field by ID
Returns one Air custom field, including its name, type and the choices of a select field.
- Get or Create Tags
Returns the tag with the given name, creating it in the Air workspace first if it does not already exist.
- Import a File From a URL
Imports a file into Air from a public URL, creating a new asset or a new version of an existing asset. Returns the import id to check its status.
- Remove an Asset From a Board
Removes an asset from a board in your Air workspace. The asset itself is not deleted.
- Remove Guest From a Board
Removes a guest from a board, revoking their access to it.
- Status of an Import
Returns the current status of a file import (pending, in progress, failed or succeeded), with error details when it failed.
- Update a Board
Updates the title, description or parent board of an existing Air board.
- Update an Asset Version
Updates the title and/or description of an asset version in Air.
- Update Role of Guest
Changes the role of a guest on an Air board.
- Upload a File
Uploads a file from a URL into your Air workspace as a new asset, or as a new version of an existing asset.
- Add HTML Watermark to PDF
Adds an HTML watermark to a PDF document and returns a link to the watermarked PDF.
- Add Image Watermark to PDF
Adds an image watermark to every chosen page of a PDF and returns a download link to the watermarked PDF.
- Add PDF Watermark to PDF
Overlays a page from another PDF as a watermark on a PDF document and returns a download link to the result.
- Add Text Watermark to PDF
Adds a text watermark to a PDF and returns a download link to the watermarked file.
- Compress PDF
Compresses and optimizes a PDF document to reduce its size, and returns a download link to the compressed PDF.
- Convert CSV to Excel File (XLSX)
Converts a CSV file into an Excel workbook (XLSX) and returns a download link to the result.
- Convert DOC to DOCX
Converts a legacy Word DOC document into a DOCX file and returns a download link to the result.
- Convert DOCX to PDF
Converts a Word DOCX document to PDF and returns a download link to the PDF.
- Convert PPT to PPTX
Converts a PowerPoint PPT presentation to PPTX format and returns a download link to the converted file.
- Convert PPTX to PDF
Converts a PowerPoint PPTX presentation into a PDF file and returns a download link.
- Convert to PDF
Converts a document from a public URL into a PDF file and returns a download link to the PDF.
- Convert XLS to XLSX
Converts a legacy Excel XLS file into an XLSX workbook and returns a download link to the result.
- Convert XLSX to PDF
Converts an Excel XLSX spreadsheet into a PDF file and returns a download link to the result.
- Fill in PDF Form
Fills in the fields of a fillable PDF form with the data you provide and returns a download link to the completed PDF.
- Fill Merge Fields in DOCX Document
Fills the merge fields of a Word DOCX document with your data and returns a download link to the filled document.
- Generate Document From DOCX Template
Creates a document from a Word DOCX template filled with your data and returns a download link to the result.
- Generate Document From Fillable PDF
Generates a PDF document by filling a fillable PDF template with your data and returns a download link to the result.
- Generate Document From PPTX Template
Creates a document from a PowerPoint PPTX template filled with your data and returns a download link to the result.
- Generate Document From XLSX Template
Creates a document from an Excel XLSX template filled with your data and returns a download link to the result.
- Merge Any Files Into PDF
Converts multiple files (documents, images, PDFs) and merges them into a single PDF, returning a download link.
- Merge DOCX Files
Merges several Word (DOCX) documents into a single DOCX file and returns a download link to the result.
- Protect PDF
Adds passwords and printing, editing, copying and annotation restrictions to a PDF file, and returns a link to the protected PDF.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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More into Plumsail Documents
Questions
Air and Plumsail Documents, answered
What can start an automation from Air?
Any of Air's 5 triggers in the catalog, including Asset Custom Field Updated, Board Custom Field Updated, New Asset and New Board. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Plumsail Documents when something happens in Air?
Any of Plumsail Documents's 22 actions, including Add HTML Watermark to PDF, Add Image Watermark to PDF, Add PDF Watermark to PDF and Add Text Watermark to PDF. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Plumsail Documents to Air?
Plumsail Documents has no triggers in the catalog today, so automations start in Air. If you need the other direction, ask: your agent reads Plumsail Documents's API documentation and adds it.
Do I have to build a connector for Air or Plumsail Documents?
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 Air and Plumsail Documents 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.