--- title: "Connect CATS to Veryfi OCR - APIANT.ai" description: "When \"Candidate Updated\" fires in CATS, your agent runs \"Classify Document\" in Veryfi OCR." canonical: "https://apiant.ai/connect/cats-to-veryfi-ocr" --- # Connect CATS to Veryfi OCR When **Candidate Updated** fires in [CATS](https://apiant.ai/connections/cats), your agent runs **Classify Document** in [Veryfi OCR](https://apiant.ai/connections/veryfi-ocr). Describe the whole flow and it is built, tested on every scenario and kept running. CATS **14** triggers CATS **22** actions Veryfi OCR **15** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want CATS and Veryfi OCR to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.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 CATS can start in Veryfi OCR - When **Candidate Updated** in CATS then **Classify Document** in Veryfi OCR - When **Company Status Changed** in CATS then **Convert Document To Markdown** in Veryfi OCR 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 CATS and Veryfi OCR ## Triggers and actions 14 triggers · 37 actions - Trigger **Candidate Updated** Triggers when a candidate is updated in CATS. - Trigger **Company Status Changed** Triggers when a company's status is changed in CATS. - Trigger **Company Updated** Triggers when a company is updated in CATS. - Trigger **Contact Status Changed** Triggers when a contact's status changes in CATS. - Trigger **Contact Updated** Triggers when a contact is updated in CATS. - Trigger **Custom Trigger** Triggers when the CATS event you choose fires (any record type: candidate, company, contact, job, pipeline, activity or user). - Trigger **Job Status Changed** Triggers when a job's status changes in CATS, returning the job with its previous and new status ids. - Trigger **New Activity** Triggers when a new activity (call, email, meeting, note) is logged in CATS. - Trigger **New Candidate** Triggers when a new candidate is created in CATS. - Trigger **New Company** Triggers when a new company is created in CATS. - Trigger **New Contact** Triggers when a new contact is created in CATS. - Trigger **New Job** Triggers when a new job order is created in CATS. - Trigger **New Pipeline** Triggers when a candidate is added to a job's pipeline in CATS. - Trigger **Pipeline Updated** Triggers when a pipeline (a candidate's placement on a job) is updated in CATS. - Action **Add Candidate to Pipeline** Adds a candidate to a job's pipeline in CATS and returns the new pipeline record's id. - Action **Change Company Status** Changes the status of a company in CATS, optionally choosing which status-change triggers fire. - Action **Change Contact Status** Changes the status of a contact in CATS, optionally choosing which status triggers fire. - Action **Change Job Status** Changes the status of a job in CATS, optionally choosing which status triggers fire. - Action **Create a Candidate** Creates a new candidate record in CATS with contact details, address, pay, skills and custom field values. - Action **Create a Company** Creates a new company record in CATS and returns its ID. - Action **Create a Contact** Creates a contact in CATS linked to a company and owner, and returns the new contact's ID. - Action **Create a Job** Creates a new job order in CATS and returns its ID. - Action **Create a Task** Creates a task in CATS, optionally linked to a candidate, contact, company or job and assigned to a user. - Action **Find a Candidate** Searches CATS candidates by a keyword such as a name or email and returns the matching candidate records. - Action **Find a Company** Searches CATS companies by text and returns the matching companies. - Action **Find a Contact** Searches CATS contacts by text and returns the matching contacts. - Action **Find a Job** Searches CATS jobs by text and returns the matching jobs. - Action **Find a User** Finds CATS users whose email, username or name matches the search term. - Action **Get Activity** Returns a single CATS activity (call, email, meeting, note) by its ID, including the record it is logged against. - Action **Get Pipeline** Returns a single pipeline — a candidate's placement on a job — including its status, workflow and rating. - Action **Get Task** Returns a single CATS task by its ID, including its description, priority, due date, assignee, completion state and the record it concerns. - Action **Log Candidate Activity** Logs an activity (call, email, meeting or other) against a candidate in CATS. - Action **Update Candidate** Updates an existing candidate in CATS, including name, contact details, pay, availability and custom field values. - Action **Update Company** Updates an existing company in CATS, including its name, owner, contact details, address and custom field values. - Action **Update Contact** Updates an existing contact in CATS, including name, owner, company, title, contact details, address and custom field values. - Action **Update Pipeline** Updates the rating of a candidate's pipeline record on a job in CATS. - Action **Classify Document** Classifies a document (receipt, invoice, W-9, check, bank statement, etc.) and returns the predicted document type with a confidence score. - Action **Convert Document To Markdown** Upload a document (image/PDF) and convert its content to markdown text. - Action **Extract Data From Any Document** Extracts data from the supplied document - Action **Extract Data From Bank Check** Extracts data from the supplied bank check - Action **Extract Data From Bank Statement** Submits a bank statement (by URL, base64 data or S3 path) to Veryfi and returns the extracted statement data, including account details, balances and transactions. - Action **Extract Data From Business Card** Upload a business card image/PDF and extract structured contact data (name, company, phone, email, address). - Action **Extract Data From Contract** Submits a contract (PDF or ZIP, up to 20 MB) to Veryfi and returns the extracted contract data such as parties, dates, term, total and governing law. - Action **Extract Data From Driver License** Extracts the holder's details from a US driver license image or PDF using Veryfi's us_driver_license blueprint. - Action **Extract Data From Invoice** Extracts data from the supplied invoice - Action **Extract Data From Passport** Extracts data from the supplied passport - Action **Extract Data From W2 Form** Submits a W-2 form (image or PDF) to Veryfi and returns the extracted wage, tax, employer and employee data. - Action **Extract Data From W-8BEN-E Form** Submits a W-8BEN-E form (image or PDF) to Veryfi and returns the data extracted from it. - Action **Extract Data From W9 Form** Extracts data from the supplied W9 form - Action **Extracts Data From Receipt** Submits a receipt image or PDF to Veryfi and returns the extracted receipt data, including the merchant, date, totals, tax and line items. - Action **Get Contract** Fetches a processed contract by ID, including its extracted text and data, source file details and PDF link. An error occurs if the contract is not found. ## Each app on its own - [ **CATS** CATS is an applicant tracking system. Manage the entire tracking process from posting jobs to leading job...](https://apiant.ai/connections/cats) - [ **Veryfi OCR** Veryfi OCR is a multi-model platform that extracts structured data from any document, such as receipts...](https://apiant.ai/connections/veryfi-ocr) Reviews ## What our customers say ## More from CATS - [ **CATS to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/cats-to-hubspot) - [ **CATS to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/cats-to-salesforce) - [ **CATS to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/cats-to-slack) - [ **CATS to Google Sheets** Google Sheets](https://apiant.ai/connect/cats-to-google-sheets) - [ **CATS to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/cats-to-gmail) - [ **CATS to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/cats-to-google-calendar) ## More into Veryfi OCR - [ **Trello to Veryfi OCR** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/trello-to-veryfi-ocr) - [ **HubSpot to Veryfi OCR** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-veryfi-ocr) - [ **Salesforce to Veryfi OCR** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-veryfi-ocr) - [ **Slack to Veryfi OCR** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-veryfi-ocr) - [ **Google Sheets to Veryfi OCR** Google Sheets](https://apiant.ai/connect/google-sheets-to-veryfi-ocr) - [ **Gmail to Veryfi OCR** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-veryfi-ocr) Questions ## CATS and Veryfi OCR, answered ### ### What can start an automation from CATS? Any of CATS's 14 triggers in the catalog, including Candidate Updated, Company Status Changed, Company Updated and Contact Status Changed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Veryfi OCR when something happens in CATS? Any of Veryfi OCR's 15 actions, including Classify Document, Convert Document To Markdown, Extract Data From Any Document and Extract Data From Bank Check. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Veryfi OCR to CATS? Veryfi OCR has no triggers in the catalog today, so automations start in CATS. If you need the other direction, ask: your agent reads Veryfi OCR's API documentation and adds it. ### ### Do I have to build a connector for CATS or Veryfi OCR? 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 CATS and Veryfi OCR 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.