Integration
Connect Booker Merchant and Docupilot
When something happens in Booker Merchant or Docupilot, 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 Booker Merchant and Docupilot 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 Booker Merchant and Docupilot can do together
From Booker Merchant to Docupilot
When New Customer in Booker Merchant
then Create Envelope in Docupilot
From Docupilot to Booker Merchant
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 Booker Merchant and Docupilot
Triggers and actions 8 triggers · 87 actions
- New Customer
Triggered when a new customer is added at a location.
- New Order
Triggered when a new order is added at a location.
- New or Updated Appointment
Triggered when an appointment is added or updated.
- New or Updated Appointment Treatment
Triggered when an appointment treatment line is added or updated.
- New or Updated Customer
Triggered when a customer is added or updated.
- Updated Customer
Triggered when an existing customer is updated.
- Create Customer
Create a new customer.
- Create Dependent Customer
Create a customer that belongs to another customer's account.
- Create Employee
Create a new employee.
- Create Membership
Create a new membership.
- Create Room
Create a new room.
- Create Special
Create a special/promotion at a location.
- Delete Customer
Delete a customer.
- Delete Employee
Delete an employee.
- Delete Membership
Delete a membership.
- Delete Room
Delete a room.
- Find Appointments
List appointments at a location within a date range.
- Find Customers
List/search customers at a location.
- Find Employees
List employees/staff at a location.
- Find Location
Find a single location matching your filters.
- Find Locations
List locations for the merchant account.
- Find Orders
List orders at a location.
- Find Packages
Search the packages a location sells.
- Find Products
Search the products available to sell on an order.
- Find Rooms
Search the treatment rooms at a location.
- Find Series
Search the service series a location sells.
- Find Specials
List active specials/promotions at a location.
- Find Treatments
List bookable treatments/services at a location.
- Get Appointment
Get a single appointment by ID.
- Get Appointment By Booking Number
Retrieves an appointment using the booking reference the customer was given, rather than its internal Booker id.
- Get Appointments
Retrieves a batch of appointments by their Booker ids, with their treatments, staff, customer and times.
- Get Customer
Get a single customer by ID.
- Get Customer Appointments
List the appointments booked for one customer.
- Get Customer Types
List the customer types configured at a location.
- Get Employee
Get a single employee by ID.
- Get Employee Schedule
Retrieve an employee's working schedule.
- Get Gift Certificate Templates
List the gift certificate templates a location offers.
- Get Location
Get a single location by ID.
- Get Location Cancellation Policy
Retrieve a location's cancellation policy.
- Get Location Categories
List a location's service categories.
- Get Location Return Policy
Retrieve a location's return policy.
- Get Location Schedule
Get a location's day schedule / business hours.
- Get Location Sub Categories
List the sub-categories under a location's service category.
- Get Package
Retrieve a package by its id.
- Get Product Categories
List the product categories available.
- Get Product Sub Categories
List the product sub-categories available.
- Get Quantity In Stock
Check the stock level of a product.
- Get Room
Retrieve a room by its id.
- Get Special By Code
Retrieve a promotional special using its code.
- Get Treatment
Get a single treatment/service by ID.
- Update Customer
Update a customer record.
- Update Employee
Update an existing employee.
- Update Employee Schedule
Update an employee's working schedule.
- Update Location
Update an existing location.
- Update Location Cancellation Policy
Update a location's cancellation policy.
- Update Location Weekly Day Schedule
Update a location's weekly opening hours.
- Update Membership
Update an existing membership.
- Update Room
Update an existing room.
- Update Treatment
Update an existing treatment.
- Envelope Completed
Triggers when all recipients finish signing an envelope.
- New Envelope
Triggers when a new e-signature envelope is created.
- Cancel Envelope
Cancel an in-progress e-signature envelope.
- Convert Document
Convert a document to another format.
- Copy Template
Duplicate a template including its preferences and deliveries.
- Create Envelope
Create a new e-signature envelope.
- Create Envelope Recipient
Add a recipient to an e-signature envelope.
- Create Folder
Create a new folder.
- Create Template
Create a new document template.
- Create Template Delivery
Configure a new delivery on a template.
- Create Template Merge Link
Create a shareable link that generates a document from a template.
- Delete Folder
Delete a folder.
- Delete Template
Move a template to the trash.
- Get Bulk Generation Task
Retrieve a single bulk document-generation task.
- Get Envelope Details
Retrieve the details of an e-signature envelope.
- Get Envelope Responses
Retrieve the consolidated field responses for an envelope.
- Get Envelope Signing Link
Retrieve the signing link for an envelope.
- Get Template
Retrieve a single template by its id.
- Get Template Schema
Retrieve a template's merge-field schema.
- List Bulk Generation Tasks
List bulk document-generation tasks for a template.
- List Document History
List previously generated documents.
- List Envelope Recipients
List the recipients of an e-signature envelope.
- List Envelopes
List e-signature envelopes.
- List Folders
List the folders in the Docupilot account.
- List Template Deliveries
List the deliveries configured on a template.
- List Templates
List the templates in the Docupilot account.
- Merge Documents
Append and merge multiple documents into one.
- Place Signature Fields
Place the signature/input fields on an envelope's document. Required before Send Envelope: Docupilot rejects sending unless EVERY recipient has at least one field. Replaces the document's whole field set.
- Retry Document Delivery
Retry a failed document delivery.
- Send Envelope
Send an e-signature envelope to its recipients.
- Send Envelope Reminder
Send a signing reminder to an envelope's signers.
- Transform PDF
Apply a transformation to a PDF document.
- Trigger Bulk Generation
Start a prepared bulk document-generation task.
- Update Folder
Update a folder's details.
- Update Template
Update an existing template's settings.
- Upload CSV for Bulk Generation
Upload a CSV to start a bulk document-generation task for a template.
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
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Questions
Booker Merchant and Docupilot, answered
What can start an automation from Booker Merchant?
Any of Booker Merchant's 6 triggers in the catalog, including New Customer, New Order, New or Updated Appointment and New or Updated Appointment Treatment. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Docupilot when something happens in Booker Merchant?
Any of Docupilot's 34 actions, including Create Envelope, Create Envelope Recipient, Create Folder and Create Template. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Docupilot to Booker Merchant?
Yes. When something happens in Docupilot, your agent can act in Booker Merchant too. This page covers both directions: Docupilot's triggers and Booker Merchant's actions are listed here as well.
Do I have to build a connector for Booker Merchant or Docupilot?
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.