Integration
Connect Anchor to DocsBot AI
When New Proposal Sent fires in Anchor, your agent runs Add lead in DocsBot AI. 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 Anchor and DocsBot AI 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 Anchor can start in DocsBot AI
When New Proposal Sent in Anchor
then Add lead in DocsBot AI
When Agreement Amended in Anchor
then Chat Agent Message (Recommended) in DocsBot AI
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 Anchor and DocsBot AI
Triggers and actions 4 triggers · 19 actions
Trigger
Agreement AmendedTriggers when an agreement is amended.
Trigger
New Proposal SentTriggers when a proposal is sent to a client.
Trigger
Proposal ApprovedTriggers when a proposal is approved. The payload is the resulting agreement (a proposal becomes an agreement on approval).
Trigger
Proposal PublishedTriggers when a proposal is published.
Action
Add Service to AgreementAdds a service to a signed Anchor agreement as a new amendment.
Action
Create ContactCreates a new client contact in Anchor.
Action
Find Contact by IDLooks up a single contact by its Anchor ID.
Action
List ContactsReturns a list of contacts (client businesses), optionally filtered by search text or status.
Action
Publish ProposalPublishes a proposal draft as a proposal and, unless set to silent, emails the client.
Action
Submit ChargesSubmits charges on an agreement to issue an invoice now or schedule one for a future billing date.
Action
Add botCreates a new DocsBot bot in a team, optionally copying sources from an existing bot.
Action
Add leadCaptures or updates a lead for a DocsBot conversation, merging the supplied contact details (email, name, company and so on) into the lead record.
Action
Add sourceCreates a new training source (URL, sitemap, document, Q&A and more) on a DocsBot bot.
Action
Ask Question (Legacy)Asks a DocsBot bot a question using the legacy Chat API and returns the answer, its sources and the updated chat history.
Action
Chat Agent Message (Recommended)Sends a message to a DocsBot bot in a stateful conversation and returns the agent's answer, sources and conversation history.
Action
Create Web SourceAdds a web-based training source (a page URL, sitemap, RSS feed or YouTube video) to a DocsBot bot and returns the created source.
Action
Delete botPermanently deletes a bot from a DocsBot team.
Action
Delete leadDeletes one captured lead record from a DocsBot bot.
Action
Delete sourceDeletes a training source from a DocsBot bot. The source may still appear in chat answers for a few minutes afterwards.
Action
Get botReturns one DocsBot bot with its settings, model, status and source counts.
Action
List botsReturns the bots in a DocsBot team, optionally filtered by text or privacy and sorted.
Action
Semantic SearchSearches a bot's trained content and returns the most relevant source chunks for a natural-language query.
Action
Update botUpdates the settings of an existing DocsBot bot, such as its name, description, prompt, model, privacy and widget appearance. Only the fields you fill in are changed.
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
What our customers say
More from Anchor
Anchor to OutlookOutlook is Microsoft's email and calendaring platform integrating contacts and scheduling, enabling users to...
Anchor to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Anchor to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Anchor to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Anchor to Google SheetsGoogle Sheets
Anchor to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
More into DocsBot AI
HubSpot to DocsBot AIHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to DocsBot AISalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to DocsBot AISlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to DocsBot AIGoogle Sheets
Gmail to DocsBot AIGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to DocsBot AIGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Anchor and DocsBot AI, answered
What can start an automation from Anchor?
Any of Anchor's 4 triggers in the catalog, including New Proposal Sent, Agreement Amended, Proposal Approved and Proposal Published. Describe the moment in plain language and your agent picks the right one.
What can your agent do in DocsBot AI when something happens in Anchor?
Any of DocsBot AI's 13 actions, including Create Web Source, Update bot, Add bot and Add lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from DocsBot AI to Anchor?
DocsBot AI has no triggers in the catalog today, so automations start in Anchor. If you need the other direction, ask: your agent reads DocsBot AI's API documentation and adds it.
Do I have to build a connector for Anchor or DocsBot AI?
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 Anchor and DocsBot AI 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.