Integration
Connect Bloomerang and Microsoft Word
When New Constituent fires in Bloomerang, your agent runs Create Document in Microsoft Word, or New Word Document in Microsoft Word to Create Task in Bloomerang. 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 Bloomerang and Microsoft Word 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 Bloomerang and Microsoft Word can do together
From Bloomerang to Microsoft Word
When New Constituent in Bloomerang
then Create Document in Microsoft Word
When New Interaction in Bloomerang
then Convert Document to PDF in Microsoft Word
From Microsoft Word to Bloomerang
When New Word Document in Microsoft Word
then Create Task in Bloomerang
When New Word Document in Microsoft Word
then Create Constituent in Bloomerang
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 Bloomerang and Microsoft Word
Triggers and actions 7 triggers · 14 actions
Trigger
New ConstituentTriggers when a new constituent (individual or organization) is added in Bloomerang.
Trigger
New InteractionTriggers when a new interaction (call, email, meeting or other touchpoint) is logged in Bloomerang.
Trigger
New or Updated ConstituentTriggers when a constituent is added or changed in Bloomerang.
Trigger
New TaskTriggers when a new task is created in Bloomerang.
Trigger
New TransactionTriggers when a new transaction (donation, pledge or recurring gift) is recorded in Bloomerang, including its designation line items.
Trigger
New Transaction PaymentTriggers once for each donation, pledge payment or recurring donation payment in a new Bloomerang transaction, so a split payment fires once per line item.
Action
Create ConstituentCreates a new individual or organization constituent in Bloomerang, with optional primary email, phone and address.
Action
Create DonationRecords a donation for a Bloomerang constituent, split across up to 10 fund designations.
Action
Create InteractionLogs a new interaction (a call, email, meeting or other touchpoint) on a Bloomerang constituent.
Action
Create TaskCreates a new task in Bloomerang, optionally tied to a constituent and assigned to a user.
Action
Find ConstituentSearches Bloomerang constituents and households by name, email or other text and returns the matches.
Action
Update ConstituentUpdates an existing Bloomerang constituent. Only the fields you fill in are changed.
Trigger
New Word DocumentTriggers when a new Word document (.docx file) is added to a OneDrive folder.
Action
Convert Document to PDFConverts a Word document in OneDrive to PDF and returns the PDF file. The original document is not changed.
Action
Copy DocumentMakes a copy of a Word document in OneDrive, in the same folder or another one, optionally under a new name. OneDrive finishes the copy in the background, usually within seconds.
Action
Create DocumentUploads a Word document (.docx) to a OneDrive folder and returns the new document's details.
Action
Delete DocumentDeletes a Word document from OneDrive, moving it to the OneDrive recycle bin.
Action
Download DocumentDownloads the contents of a Word document from OneDrive as a .docx file that later steps can attach, upload or save.
Action
Get DocumentReturns the details of one Word document in OneDrive: its name, size, link, folder and dates.
Action
List Word DocumentsReturns the Word documents (.docx files) in a OneDrive folder, optionally only those whose name starts with some text.
Action
Replace Document ContentReplaces the contents of an existing Word document in OneDrive with a new .docx file, keeping its name, location and sharing.
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
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Questions
Bloomerang and Microsoft Word, answered
What can start an automation from Bloomerang?
Any of Bloomerang's 6 triggers in the catalog, including New Constituent, New Interaction, New or Updated Constituent and New Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Microsoft Word when something happens in Bloomerang?
Any of Microsoft Word's 8 actions, including Create Document, Convert Document to PDF, Copy Document and Download Document. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Microsoft Word to Bloomerang?
Yes. When something happens in Microsoft Word, your agent can act in Bloomerang too. This page covers both directions: Microsoft Word's triggers and Bloomerang's actions are listed here as well.
Do I have to build a connector for Bloomerang or Microsoft Word?
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 Bloomerang and Microsoft Word 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.