Integration
Connect BriefTape and DocuSign
When something happens in BriefTape or DocuSign, 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 BriefTape and DocuSign 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 BriefTape and DocuSign can do together
From BriefTape to DocuSign
When New news story in BriefTape
then Add Envelope Recipients in DocuSign
When New news story in BriefTape
then Create Envelope in DocuSign
From DocuSign to BriefTape
When New envelope sent in DocuSign
then Find news stories by ticker in BriefTape
When New envelope sent in DocuSign
then Get story in BriefTape
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 BriefTape and DocuSign
Triggers and actions 2 triggers · 25 actions
Trigger
New news storyTriggered when a new news story is created
Action
Find news stories by tickerFinds the AI-summarized SEC filing news stories tagged with a stock ticker.
Action
Get storyRetrieves one news story, including its source filing link.
Action
List categoriesLists all active news story categories with their story counts.
Action
List news storiesLists the latest AI-summarized news stories, optionally filtered by ticker or category.
Trigger
New envelope sentTriggered when an envelope is sent from the DocuSign account.
Action
Add Envelope RecipientsAdd one or more recipients to an existing envelope.
Action
Create EnvelopeCreate and optionally send an envelope. Pass documents, recipients, and status (created=draft, sent=send now).
Action
Create Envelope From TemplateCreate and send an envelope from an existing template using template roles.
Action
Create Recipient ViewGenerate an embedded signing URL (recipient view) for a recipient of an envelope.
Action
Delete Envelope RecipientRemove a recipient from an envelope by recipient ID.
Action
Get EnvelopeRetrieve a single envelope's status and details by envelope ID.
Action
Get envelope audit eventsRetrieve the audit event log for an envelope.
Action
Get envelope documentDownloads one document from a DocuSign envelope (or all documents combined, as an archive, a portfolio, or just the certificate of completion) and returns the file content base64-encoded.
Action
Get Envelope DocumentsList the documents contained in an envelope.
Action
Get Envelope RecipientsList the recipients of an envelope and their signing status.
Action
Get Envelope Status ChangesList envelopes whose status changed since a given date (status polling).
Action
Get TemplateRetrieve a single template's definition by template ID.
Action
Get userRetrieves the information for a DocuSign user.
Action
List Account UsersList the users in the DocuSign account.
Action
List EnvelopesList envelopes in the account, optionally filtered by status and modified date.
Action
List FoldersList the folders in the account.
Action
List TemplatesList the envelope templates in the account.
Action
Send EnvelopeSend a draft envelope by changing its status to sent.
Action
Update envelopeChanges an existing DocuSign envelope: send a draft, void an in-process envelope, change a draft's email subject and message, resume a paused workflow, or queue a completed envelope's documents for purging.
Action
Update Envelope RecipientsUpdate existing recipients on an envelope (e.g. correct email or name).
Action
Void EnvelopeVoid a sent envelope, providing a void reason.
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
More from BriefTape
BriefTape to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
BriefTape to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
BriefTape to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
BriefTape to Google SheetsGoogle Sheets
BriefTape to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
BriefTape to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into DocuSign
ActiveCampaign to DocuSignActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to DocuSignOrganize anything with Airtable, a modern database created for everyone.
Asana to DocuSignAsana is a collaborative information manager for workspace.
ClickUp to DocuSignClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Discord to DocuSignDiscord is an all-in-one voice and text chat for gamers.
Brevo to DocuSignBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Questions
BriefTape and DocuSign, answered
What can start an automation from BriefTape?
Any of BriefTape's 1 trigger in the catalog, including New news story. Describe the moment in plain language and your agent picks the right one.
What can your agent do in DocuSign when something happens in BriefTape?
Any of DocuSign's 21 actions, including Create Envelope, Create Envelope From Template, Create Recipient View and Send Envelope. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from DocuSign to BriefTape?
Yes. When something happens in DocuSign, your agent can act in BriefTape too. This page covers both directions: DocuSign's triggers and BriefTape's actions are listed here as well.
Do I have to build a connector for BriefTape or DocuSign?
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.