Integration
Connect Business Pilot to Plumsail Documents
When New Contact fires in Business Pilot, your agent runs Convert CSV to Excel File (XLSX) in Plumsail Documents. 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 Business Pilot and Plumsail Documents 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Business Pilot can start in Plumsail Documents
When New Contact in Business Pilot
then Convert CSV to Excel File (XLSX) in Plumsail Documents
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 Business Pilot and Plumsail Documents
Triggers and actions 20 triggers · 58 actions
- New Contact
List contacts.
- New Contract
List contracts.
- New Enquiry
List enquiries.
- New Invoice
List invoices.
- New Lead
List leads.
- New Purchase Order
List purchase orders.
- New Purchase Order Invoice
List purchase order invoices.
- New Purchase Order Invoice Query
List purchase order invoice queries.
- New Service Call
List service calls.
- New Supplier
List suppliers.
- Updated Contact
List contacts.
- Updated Contract
List contracts.
- Updated Enquiry
List enquiries.
- Updated Invoice
List invoices.
- Updated Lead
List leads.
- Updated Purchase Order
List purchase orders.
- Updated Purchase Order Invoice
List purchase order invoices.
- Updated Purchase Order Invoice Query
List purchase order invoice queries.
- Updated Service Call
List service calls.
- Updated Supplier
List suppliers.
- Create Contact Note
Add a note to a contact.
- Create Contract Note
Add a note to a contract.
- Create Lead
Create a lead.
- Create Lead Note
Add a note to a lead.
- Create Purchase Order Line
Add a line to a purchase order.
- Find a Contact
Retrieve a single contact.
- Find a Contact Type
Retrieve a single contact type.
- Find a Contract
Retrieve a single contract.
- Find a Lead
Retrieve a single lead.
- Find a Lead Type
Retrieve a single lead/contract type.
- Find All Contacts
List contacts.
- Find All Contact Types
List contact types.
- Find All Contracts
List contracts.
- Find All Document Types
List document types.
- Find All Enquiries
List enquiries.
- Find All Invoices
List invoices.
- Find All Leads
List leads.
- Find All Lead Sources
List lead sources.
- Find All Lead Types
List lead/contract types.
- Find All Product Interests
List product interests.
- Find All Product Types
List product types.
- Find All Project Types
List project types.
- Find All Purchase Order Invoice Queries
List purchase order invoice queries.
- Find All Purchase Order Invoices
List purchase order invoices.
- Find All Purchase Orders
List purchase orders.
- Find All Sales Areas
List sales areas.
- Find All Service Calls
List service calls.
- Find an Enquiry
Retrieve a single enquiry.
- Find an Invoice
Retrieve a single invoice.
- Find a Purchase Order
Retrieve a single purchase order.
- Find a Purchase Order Invoice
Retrieve a single purchase order invoice.
- Find a Purchase Order Invoice Query
Retrieve a single purchase order invoice query.
- Find a Service Call
Retrieve a single service call.
- Find Roles
List user roles.
- Find Suppliers
List suppliers.
- Update Purchase Order
Modify purchase order delivery information.
- Add HTML Watermark to PDF
Adds an HTML watermark to a PDF document and returns a link to the watermarked PDF.
- Add Image Watermark to PDF
Adds an image watermark to every chosen page of a PDF and returns a download link to the watermarked PDF.
- Add PDF Watermark to PDF
Overlays a page from another PDF as a watermark on a PDF document and returns a download link to the result.
- Add Text Watermark to PDF
Adds a text watermark to a PDF and returns a download link to the watermarked file.
- Compress PDF
Compresses and optimizes a PDF document to reduce its size, and returns a download link to the compressed PDF.
- Convert CSV to Excel File (XLSX)
Converts a CSV file into an Excel workbook (XLSX) and returns a download link to the result.
- Convert DOC to DOCX
Converts a legacy Word DOC document into a DOCX file and returns a download link to the result.
- Convert DOCX to PDF
Converts a Word DOCX document to PDF and returns a download link to the PDF.
- Convert PPT to PPTX
Converts a PowerPoint PPT presentation to PPTX format and returns a download link to the converted file.
- Convert PPTX to PDF
Converts a PowerPoint PPTX presentation into a PDF file and returns a download link.
- Convert to PDF
Converts a document from a public URL into a PDF file and returns a download link to the PDF.
- Convert XLS to XLSX
Converts a legacy Excel XLS file into an XLSX workbook and returns a download link to the result.
- Convert XLSX to PDF
Converts an Excel XLSX spreadsheet into a PDF file and returns a download link to the result.
- Fill in PDF Form
Fills in the fields of a fillable PDF form with the data you provide and returns a download link to the completed PDF.
- Fill Merge Fields in DOCX Document
Fills the merge fields of a Word DOCX document with your data and returns a download link to the filled document.
- Generate Document From DOCX Template
Creates a document from a Word DOCX template filled with your data and returns a download link to the result.
- Generate Document From Fillable PDF
Generates a PDF document by filling a fillable PDF template with your data and returns a download link to the result.
- Generate Document From PPTX Template
Creates a document from a PowerPoint PPTX template filled with your data and returns a download link to the result.
- Generate Document From XLSX Template
Creates a document from an Excel XLSX template filled with your data and returns a download link to the result.
- Merge Any Files Into PDF
Converts multiple files (documents, images, PDFs) and merges them into a single PDF, returning a download link.
- Merge DOCX Files
Merges several Word (DOCX) documents into a single DOCX file and returns a download link to the result.
- Protect PDF
Adds passwords and printing, editing, copying and annotation restrictions to a PDF file, and returns a link to the protected PDF.
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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More into Plumsail Documents
Questions
Business Pilot and Plumsail Documents, answered
What can start an automation from Business Pilot?
Any of Business Pilot's 20 triggers in the catalog, including New Contact, New Contract, New Enquiry and New Invoice. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Plumsail Documents when something happens in Business Pilot?
Any of Plumsail Documents's 22 actions, including Add HTML Watermark to PDF, Add Image Watermark to PDF, Add PDF Watermark to PDF and Add Text Watermark to PDF. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Plumsail Documents to Business Pilot?
Plumsail Documents has no triggers in the catalog today, so automations start in Business Pilot. If you need the other direction, ask: your agent reads Plumsail Documents's API documentation and adds it.
Do I have to build a connector for Business Pilot or Plumsail Documents?
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 Business Pilot and Plumsail Documents 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.