# Connect Benetics to Doctly

When **New Project** fires in [Benetics](https://apiant.ai/connections/benetics), your agent runs **Get document** in [Doctly](https://apiant.ai/connections/doctly). Describe the whole flow and it is built, tested on every scenario and kept running.

Benetics **4** triggers Benetics **25** actions Doctly **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 Benetics and Doctly to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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 Benetics can start in Doctly

- When **New Project** in Benetics then **Get document** in Doctly
- When **New Task** in Benetics then **List documents** in Doctly

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 Benetics and Doctly

## Triggers and actions 4 triggers · 29 actions

- Trigger

**New Project**

Triggers when a new project is created.

- Trigger

**New Task**

Triggers when a new task is created.

- Trigger

**Updated Project**

Triggers when a project is updated.

- Trigger

**Updated Task**

Triggers when a task is updated.

- Action

**Add Plan Version**

Upload a new version of a plan.

- Action

**Add Project Member**

Add a member to a project.

- Action

**Add Task**

Create a new task on a project.

- Action

**Create Project**

Creates a new project.

- Action

**Delete Document**

Delete a document.

- Action

**Delete Plan**

Delete a plan.

- Action

**Delete Plan Version**

Remove one version of a plan from a project.

- Action

**Delete Project**

Delete a project.

- Action

**Delete Project Member**

Remove a member from a project.

- Action

**Delete Task**

Delete a task.

- Action

**Document Upload**

Upload a document

- Action

**Get Project**

Get a single project by id.

- Action

**Get Report**

Get a single report by id.

- Action

**Get Task**

Get a single task by id.

- Action

**List Members**

List members of the organization.

- Action

**List Project Members**

List members assigned to a project.

- Action

**List Projects**

List projects in the organization.

- Action

**List Reports**

List reports for a project.

- Action

**List Tasks**

List tasks for a project.

- Action

**Plan Upload**

Upload a plan

- Action

**Update Document**

Update a document's fields.

- Action

**Update Plan**

Update a plan's fields.

- Action

**Update Project**

Update a project's fields.

- Action

**Update Task**

Update a task's fields.

- Action

**Upload File**

Uploads a file to Benetics and returns its file upload id, ready to attach to a plan version or a document.

- Action

**Convert PDF to Text**

Use AI to convert a PDF document to Text file with markdown formatting.

- Action

**Delete document**

Deletes a document from Doctly.

- Action

**Get document**

Retrieve a document with status and download URLs.

- Action

**List documents**

Paginated list of documents with filters.

## Each app on its own

- [ **Benetics** Benetics is a construction efficiency platform built in the cloud.](https://apiant.ai/connections/benetics)
- [ **Doctly** Effortlessly convert PDFs to structured text files with Doctly's AI-powered OCR.](https://apiant.ai/connections/doctly)

Reviews

## What our customers say

## More from Benetics

- [ **Benetics to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/benetics-to-supabase)
- [ **Benetics to IP2Location** IP geolocation and intelligence. Look up location, network, proxy, and security data for any IP address...](https://apiant.ai/connect/benetics-to-ip2location)
- [ **Benetics to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/benetics-to-hubspot)
- [ **Benetics to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/benetics-to-salesforce)
- [ **Benetics to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/benetics-to-slack)
- [ **Benetics to Google Sheets** Google Sheets](https://apiant.ai/connect/benetics-to-google-sheets)

## More into Doctly

- [ **HubSpot to Doctly** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-doctly)
- [ **Salesforce to Doctly** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-doctly)
- [ **Slack to Doctly** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-doctly)
- [ **Google Sheets to Doctly** Google Sheets](https://apiant.ai/connect/google-sheets-to-doctly)
- [ **Gmail to Doctly** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-doctly)
- [ **Google Calendar to Doctly** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-doctly)

Questions

## Benetics and Doctly, answered

###

### What can start an automation from Benetics?

Any of Benetics's 4 triggers in the catalog, including New Project, New Task, Updated Project and Updated Task. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Doctly when something happens in Benetics?

Any of Doctly's 4 actions, including Convert PDF to Text, Get document, List documents and Delete document. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Doctly to Benetics?

Doctly has no triggers in the catalog today, so automations start in Benetics. If you need the other direction, ask: your agent reads Doctly's API documentation and adds it.

###

### Do I have to build a connector for Benetics or Doctly?

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.
