Integration
Connect Aplos and DocuPipe
When something happens in Aplos or DocuPipe, your agent does the next thing in the other. Describe it 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 Aplos and DocuPipe to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Aplos and DocuPipe can do together
From Aplos to DocuPipe
When New contact in Aplos
then Add schema in DocuPipe
From DocuPipe to Aplos
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 Aplos and DocuPipe
Triggers and actions 4 triggers · 28 actions
- New contact
Triggers when a new contact (a donor, individual or company) is added in Aplos.
- New contribution
Triggers when a new contribution (a donation batch) is recorded in Aplos. Use Get contribution with its ID to read the donors, purposes and amounts.
- New or updated contact
Triggers when a contact (a donor, individual or company) is added or changed in Aplos.
- Add contribution
Records a contribution (donation record) in Aplos, with one or more lines each crediting a contact and a purpose.
- Add payable
Creates an accounts payable bill in Aplos, split across one or more expense lines by account and fund.
- Add transaction
Creates an accounting transaction (journal entry) in Aplos. The transaction lines must balance by amount and fund.
- Find contacts
Returns the contacts that match the specified name, email, type or last-updated time.
- Find contributions
Returns contributions (donation records) that match the specified contact, name and date criteria.
- Find transactions
Returns accounting transactions that match the criteria you supply (contact, fund, account, amount, date range, memo, note, tags, reconciled status).
- Get contact
Retrieve a single Aplos contact (individual or company) by its ID, including emails, phones and addresses.
- Get contribution
Retrieve a single Aplos contribution record by its ID.
- Get payable
Retrieves a single payable (bill) by its id.
- Get transaction
Retrieves a single accounting transaction, including its lines (account, fund, amount) and contact.
- List accounts
Lists the accounts in the organization's chart of accounts, optionally filtered by enabled status, name or account type.
- List funds
Lists the funds in the Aplos organization, optionally narrowed by name or fund balance account number.
- List purposes
Lists the donation purposes in the Aplos organization, optionally filtered by name or enabled status.
- Document Processed
Triggers when a document finishes parsing and OCR is complete.
- Add schema
Creates a new extraction schema in DocuPipe from a JSON schema you supply, and returns its schema ID.
- Analyze document
Asks DocuPipe a list of plain-language questions about one document and starts the analysis, returning the analysis ID to fetch the answers with.
- Classify Document
Sends one or more documents to DocuPipe to be sorted into your classes, and returns the job that is doing the work.
- Delete document
Removes a document from your DocuPipe account.
- Delete schema
Removes an extraction schema from your DocuPipe account.
- Extract Data From Document
Pulls structured data out of a document using one of your schemas, and returns the extraction to fetch the results with.
- Find documents by criteria
Finds documents in your DocuPipe account whose file name or document ID matches what you search for.
- Get Document
Returns one document from your DocuPipe account, with its file details, processing status, parsed text and your own metadata.
- Get Extraction Result
Returns the data DocuPipe pulled out of a document, shaped by the schema that was used, along with per-field confidence details.
- Get schema
Returns one extraction schema from your DocuPipe account, including the JSON schema it applies and its guidelines.
- List documents
Returns the documents in your DocuPipe account, optionally narrowed to one dataset or a date range.
- List extractions
Returns the data extractions in your DocuPipe account, optionally narrowed to one schema, one document, or a specific set of extractions.
- List schemas
Returns the extraction schemas in your DocuPipe account.
- Upload and Extract Data
Sends a file to DocuPipe and immediately starts pulling structured data out of it, returning both the new document and the extraction.
- Upload Document
Sends a file to DocuPipe to be read and turned into a document you can extract data from.
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
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Questions
Aplos and DocuPipe, answered
What can start an automation from Aplos?
Any of Aplos's 3 triggers in the catalog, including New contact, New contribution and New or updated contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in DocuPipe when something happens in Aplos?
Any of DocuPipe's 15 actions, including Upload and Extract Data, Upload Document, Add schema and Analyze document. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from DocuPipe to Aplos?
Yes. When something happens in DocuPipe, your agent can act in Aplos too. This page covers both directions: DocuPipe's triggers and Aplos's actions are listed here as well.
Do I have to build a connector for Aplos or DocuPipe?
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.
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.