Integration
Connect Cin7 Core Inventory and DocuGenerate
When New Customer / Updated Customer fires in Cin7 Core Inventory, your agent runs Update document in DocuGenerate, or New Document in DocuGenerate to Create Customer in Cin7 Core Inventory. 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 Cin7 Core Inventory and DocuGenerate to do together?
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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 Cin7 Core Inventory and DocuGenerate can do together
From Cin7 Core Inventory to DocuGenerate
When New Customer / Updated Customer in Cin7 Core Inventory
then Update document in DocuGenerate
From DocuGenerate to Cin7 Core Inventory
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 Cin7 Core Inventory and DocuGenerate
Triggers and actions 15 triggers · 26 actions
- New Customer / Updated Customer
Triggers when a customer is created or updated in Cin7 Core.
- New Payment
Triggers when a payment is added to a sale (its paid amount changes).
- New Product / Updated Product
Triggers when a product is created or updated in Cin7 Core.
- New Purchase / Updated Purchase
Triggers when a purchase is created or updated in Cin7 Core.
- New Sale
Triggers when a new sale is created in Cin7 Core.
- New Supplier / Updated Supplier
Triggers when a supplier is created or updated in Cin7 Core.
- Sale Credit Note Authorised
Triggers when a sale credit note is authorised.
- Sale Fulfilment Update
Triggers when a sale's pick, pack or ship status changes.
- Sale Invoice Authorised
Triggers when a sale becomes fully invoiced.
- Sale Shipment Tracking Number Changed
Triggers when a sale's shipment tracking numbers change.
- Sale Status Change
Triggers when a sale's status changes in Cin7 Core.
- Sale Voided/Undone
Triggers when a sale is voided.
- Stock Level Update
Triggers when a product's stock level at a location changes.
- Add Sale Attachment
Attaches a file to a sale.
- Create Customer
Creates a new customer in Cin7 Core.
- Create Product
Creates a new product in Cin7 Core.
- Create Supplier
Creates a new supplier in Cin7 Core.
- Find a Customer
Finds customers by name, ID or contact.
- Find an Assembly
Finds assemblies (finished goods tasks) by status, search text or sale.
- Find a Product
Finds products by name, SKU or ID.
- Find a Products Availability
Returns on-hand, allocated and available stock for products, per location.
- Find a Sale
Returns one sale by its ID, with its order, invoices and fulfilments.
- Find a Sale Credit Note
Returns a sale's credit notes.
- Find a Sale Extended
Finds sales by order number, customer, invoice number, reference, credit note number or status.
- Find a Sale Fulfilment
Returns a sale's fulfilments with their pick, pack and ship details.
- Find a Sale Invoice
Returns a sale's invoices.
- Find a Sale Payments
Returns the payments and refunds recorded on a sale.
- Update Product
Updates an existing product in Cin7 Core.
- Update Supplier
Updates an existing supplier in Cin7 Core.
- New Document
Triggered when a new document is generated from the selected template.
- New Template
Triggers when a new template is created in your DocuGenerate account.
- Create Template
Creates a DocuGenerate template from an uploaded .docx, .doc, .odt, .rtf, .txt or .sql file, returning the template and the tags found in it.
- Delete document
Deletes a generated document from DocuGenerate.
- Delete template
Deletes a DocuGenerate template by its ID.
- Generate Document
Generates a document from a DocuGenerate template by filling its tags with your data, and returns the stored document with its download link.
- Get document
Returns a generated document by its ID, including its name, format, source template and download link.
- Get template
Returns a DocuGenerate template by its ID, including its name, tags, delimiters, folder and download links.
- List documents
Returns all documents generated from a template, newest first.
- List templates
Returns all document templates in the account, newest first, optionally limited to one folder.
- Update document
Renames a generated document and returns the updated document.
- Update template
Updates a template's name, file, tag delimiters, folder, region or settings.
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
Cin7 Core Inventory and DocuGenerate, answered
What can start an automation from Cin7 Core Inventory?
Any of Cin7 Core Inventory's 13 triggers in the catalog, including New Customer / Updated Customer, New Payment, New Product / Updated Product and New Purchase / Updated Purchase. Describe the moment in plain language and your agent picks the right one.
What can your agent do in DocuGenerate when something happens in Cin7 Core Inventory?
Any of DocuGenerate's 10 actions, including Create Template, Update document, Update template and Generate Document. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from DocuGenerate to Cin7 Core Inventory?
Yes. When something happens in DocuGenerate, your agent can act in Cin7 Core Inventory too. This page covers both directions: DocuGenerate's triggers and Cin7 Core Inventory's actions are listed here as well.
Do I have to build a connector for Cin7 Core Inventory or DocuGenerate?
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 Cin7 Core Inventory and DocuGenerate 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.