--- title: "Connect Axonaut to swiDOC - APIANT.ai" description: "When \"New Axonaut User\" fires in Axonaut, your agent runs \"Update document metadata\" in swiDOC." canonical: "https://apiant.ai/connect/axonaut-to-swidoc" --- # Connect Axonaut to swiDOC When **New Axonaut User** fires in [Axonaut](https://apiant.ai/connections/axonaut), your agent runs **Update document metadata** in [swiDOC](https://apiant.ai/connections/swidoc). Describe the whole flow and it is built, tested on every scenario and kept running. Axonaut **13** triggers Axonaut **17** actions swiDOC **4** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Axonaut and swiDOC 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 Axonaut can start in swiDOC - When **New Axonaut User** in Axonaut then **Update document metadata** in swiDOC - When **New Closed Ticket** in Axonaut then **Download document** in swiDOC 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 Axonaut and swiDOC ## Triggers and actions 13 triggers · 21 actions - Trigger **New Axonaut User** Triggers when a new user is added to the Axonaut account. - Trigger **New Closed Ticket** Triggers when a support ticket is closed in Axonaut, optionally only for one company. - Trigger **New Company** Triggers when a new company is created in Axonaut, optionally limited to customers, prospects or suppliers, or to a city or name. - Trigger **New Contract** Triggers when a new order (contract) is created in Axonaut. - Trigger **New Employee** Triggered when a new employee (a contact at a company) is created in Axonaut. - Trigger **New Expense** Triggered when a new expense is created in Axonaut. - Trigger **New Invoice** Triggers when a new invoice is created in Axonaut. - Trigger **New Opportunity** Triggered when a new opportunity is created in Axonaut. - Trigger **New Product** Triggered when a new product is created in Axonaut. - Trigger **New Project** Triggers when a new project is created in Axonaut. - Trigger **New Quotation** Triggered when a new quotation is created. - Trigger **New Task** Triggers when a new task is created in Axonaut. - Trigger **New Ticket** Triggered when a new ticket is created. - Action **Create Employee** Creates an employee (contact person) on a company in Axonaut. - Action **Create Event** Creates an event (meeting, email, phone call, mail, text message or note) in Axonaut, optionally linked to a company, contact and opportunity. - Action **Create Expense** Creates an expense in Axonaut, optionally linked to a supplier, project or workforce. - Action **Create Invoice** Creates an invoice in Axonaut for a company, with its product lines, dates, discounts, deposit and payment options. - Action **Create Opportunity** Creates a sales opportunity for a company in Axonaut, optionally placing it in a pipeline step and linking contacts. - Action **Create Product** Creates a product or service in your Axonaut catalog, with its price, tax rate, stock and other details. - Action **Create Quotation** Creates a quotation (quote) for a customer company in Axonaut, with its product lines, discount and terms. - Action **Create Supplier** Creates a new supplier in Axonaut with its address, VAT and SIRET numbers, categories and custom fields. - Action **Create Ticket** Creates a support ticket in Axonaut, optionally linked to a company, contacts, a project and an assigned team member. - Action **Find Company** Finds companies in Axonaut whose name contains the text you give, optionally narrowed by internal id, type, SIRET, city or zip code. - Action **Find Contract** Finds Axonaut orders (contracts) by their id, optionally narrowed by last-update date, and returns the matching orders. - Action **Find Expense** Finds Axonaut expenses whose title or number contains the text you enter, optionally narrowed by date and payment status. - Action **Find Product** Finds products in Axonaut by name, product code or internal reference. - Action **Find Quotation** Finds quotations in Axonaut whose number matches the one you supply, optionally narrowed by status, company and date. - Action **Find Supplier** Returns the suppliers whose name contains the text you specify, searching the first five pages of your Axonaut suppliers. - Action **Search Company** Returns the companies whose name contains the search text, optionally narrowed by type, location, SIRET, internal id, status or custom field values. - Action **Search Employee** Returns the employees (company contacts) matching an email, first name, last name, phone number or custom field value. - Action **Archive Document** Archives a file in swiDOC with its name, folder path, description, tags and search attributes, and returns the new document's id. - Action **Download document** Downloads an archived swiDOC document as a file you can pass to later steps. - Action **Get document metadata** Returns the metadata of an archived document: its file name, folder path, description, tags, archive dates and search attribute values. - Action **Update document metadata** Updates the metadata of an archived swiDOC document, such as its file name, folder path, description, tags, search attributes or archive duration. Only the values you fill in are changed. ## Each app on its own - [ **Axonaut** Axonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing...](https://apiant.ai/connections/axonaut) - [ **swiDOC** swiDOC is a secure e-archiving solution that stores documents tamper-proof, keeps them organized, and...](https://apiant.ai/connections/swidoc) Reviews ## What our customers say ## More from Axonaut - [ **Axonaut to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/axonaut-to-hubspot) - [ **Axonaut to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/axonaut-to-salesforce) - [ **Axonaut to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/axonaut-to-slack) - [ **Axonaut to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/axonaut-to-google-sheets) - [ **Axonaut to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/axonaut-to-gmail) - [ **Axonaut to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/axonaut-to-google-calendar) ## More into swiDOC - [ **HubSpot to swiDOC** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-swidoc) - [ **Salesforce to swiDOC** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-swidoc) - [ **Slack to swiDOC** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-swidoc) - [ **Google Sheets to swiDOC** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-swidoc) - [ **Gmail to swiDOC** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-swidoc) - [ **Google Calendar to swiDOC** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-swidoc) Questions ## Axonaut and swiDOC, answered ### ### What can start an automation from Axonaut? Any of Axonaut's 13 triggers in the catalog, including New Axonaut User, New Closed Ticket, New Company and New Contract. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in swiDOC when something happens in Axonaut? Any of swiDOC's 4 actions, including Update document metadata, Download document, Get document metadata and Archive Document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from swiDOC to Axonaut? swiDOC has no triggers in the catalog today, so automations start in Axonaut. If you need the other direction, ask: your agent reads swiDOC's API documentation and adds it. ### ### Do I have to build a connector for Axonaut or swiDOC? 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 Axonaut and swiDOC 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.