Integration
Connect Clientary and DocuPipe
When New Expense fires in Clientary, your agent runs Upload Document in DocuPipe, or Document Processed in DocuPipe to Add contact in Clientary. 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 Clientary and DocuPipe 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)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 Clientary and DocuPipe can do together
From Clientary to DocuPipe
When New Expense in Clientary
then Upload Document in DocuPipe
From DocuPipe to Clientary
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 Clientary and DocuPipe
Triggers and actions 4 triggers · 29 actions
- New Expense
Triggers when a new expense is recorded in your Clientary account during the current fiscal year.
- New Invoice
Triggers when a new invoice is created in Clientary, optionally limited to invoices in a given status or matching a search.
- New Staff
Triggers when a new staff user is added to your Clientary account.
- Add comment
Posts a comment on an invoice, estimate, project, task, proposal or contract and notifies the people involved.
- Add contact
Creates a new contact (an individual person) under an existing Clientary client.
- Add contract
Creates a contract for a client in Clientary, optionally starting from a contract template, with its sections and signers.
- Add proposal
Creates a proposal for a client in Clientary, optionally starting from a proposal template, with its sections and signers.
- Add retainer
Creates a retainer for a client in Clientary: an up-front payment request kept apart from ordinary invoices.
- Client
Creates a new client in Clientary with its name, address, tax id, website and description.
- Create Estimate
Creates an estimate in Clientary, optionally for a client, with its dates, taxes, notes and line items.
- Create Invoice
Creates an invoice in Clientary, optionally for a client, with dates, currency, taxes, notes and line items.
- Create Lead
Creates a new lead (a prospective client) in Clientary.
- Create Task
Creates a new task (a to-do item) in Clientary, optionally on a project and assigned to a staff member.
- Expense
Creates a new expense in Clientary, optionally assigned to a client or project.
- Get client
Returns a single Clientary client by its ID, including its contact and address details.
- List comments
Returns the comments on one Clientary invoice, estimate, project, task, proposal or contract, newest first.
- Update contract
Updates an existing Clientary contract: its subject, date, client, status, signers or sections. Only a draft contract can be changed; void and reopen a sent contract first.
- Document Processed
Triggers when a document finishes parsing and OCR is complete.
- Add schema
Creates a new extraction schema in DocuPipe from a JSON schema you supply, and returns its schema ID.
- Analyze document
Asks DocuPipe a list of plain-language questions about one document and starts the analysis, returning the analysis ID to fetch the answers with.
- Classify Document
Sends one or more documents to DocuPipe to be sorted into your classes, and returns the job that is doing the work.
- Delete document
Removes a document from your DocuPipe account.
- Delete schema
Removes an extraction schema from your DocuPipe account.
- Extract Data From Document
Pulls structured data out of a document using one of your schemas, and returns the extraction to fetch the results with.
- Find documents by criteria
Finds documents in your DocuPipe account whose file name or document ID matches what you search for.
- Get Document
Returns one document from your DocuPipe account, with its file details, processing status, parsed text and your own metadata.
- Get Extraction Result
Returns the data DocuPipe pulled out of a document, shaped by the schema that was used, along with per-field confidence details.
- Get schema
Returns one extraction schema from your DocuPipe account, including the JSON schema it applies and its guidelines.
- List documents
Returns the documents in your DocuPipe account, optionally narrowed to one dataset or a date range.
- List extractions
Returns the data extractions in your DocuPipe account, optionally narrowed to one schema, one document, or a specific set of extractions.
- List schemas
Returns the extraction schemas in your DocuPipe account.
- Upload and Extract Data
Sends a file to DocuPipe and immediately starts pulling structured data out of it, returning both the new document and the extraction.
- Upload Document
Sends a file to DocuPipe to be read and turned into a document you can extract data from.
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 Clientary
Clientary to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Clientary to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Clientary to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Clientary to Google SheetsGoogle Sheets
Clientary to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Clientary to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into DocuPipe
ActiveCampaign to DocuPipeActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to DocuPipeOrganize anything with Airtable, a modern database created for everyone.
Asana to DocuPipeAsana is a collaborative information manager for workspace.
ClickUp to DocuPipeClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Discord to DocuPipeDiscord is an all-in-one voice and text chat for gamers.
Brevo to DocuPipeBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Questions
Clientary and DocuPipe, answered
What can start an automation from Clientary?
Any of Clientary's 3 triggers in the catalog, including New Expense, New Invoice and New Staff. Describe the moment in plain language and your agent picks the right one.
What can your agent do in DocuPipe when something happens in Clientary?
Any of DocuPipe's 15 actions, including Upload and Extract Data, Upload Document, Add schema and Analyze document. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from DocuPipe to Clientary?
Yes. When something happens in DocuPipe, your agent can act in Clientary too. This page covers both directions: DocuPipe's triggers and Clientary's actions are listed here as well.
Do I have to build a connector for Clientary or DocuPipe?
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 Clientary and DocuPipe 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.