--- title: "Connect CoachAccountable to Doctly - APIANT.ai" description: "When \"New Client\" fires in CoachAccountable, your agent runs \"Get document\" in Doctly." canonical: "https://apiant.ai/connect/coachaccountable-to-doctly" --- # Connect CoachAccountable to Doctly When **New Client** fires in [CoachAccountable](https://apiant.ai/connections/coachaccountable), your agent runs **Get document** in [Doctly](https://apiant.ai/connections/doctly). Describe the whole flow and it is built, tested on every scenario and kept running. CoachAccountable **5** triggers CoachAccountable **10** actions Doctly **4** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want CoachAccountable and Doctly 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 CoachAccountable can start in Doctly - When **New Client** in CoachAccountable then **Get document** in Doctly - When **New Coach** in CoachAccountable then **List documents** in Doctly 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 CoachAccountable and Doctly ## Triggers and actions 5 triggers · 14 actions - Trigger **New Client** Triggers when a new client is created. - Trigger **New Coach** Triggers when a new coach is created. - Trigger **New Invoice** Triggers when a new client invoice is created. - Trigger **New Invoice Payment** Triggers when a new payment is posted for an invoice. - Trigger **New Session** Triggers when a new Session is marked complete. - Action **Activate Client** Activates a Client. - Action **Add Invoice Payment** Posts a payment to a Client Invoice. - Action **Add New Action** Adds an action for a specific client. - Action **Add New Client** Adds a new Client. - Action **Add New Invoice** Adds a new invoice. - Action **Add Session** Log a new coaching session for a client. - Action **Get Client** Retrieve a single client by ID. - Action **List Clients** List all clients on the account. - Action **Mark Action Done** Marks an existing client Action done. - Action **Update Client** Update an existing client's profile fields. - Action **Convert PDF to Text** Use AI to convert a PDF document to Text file with markdown formatting. - Action **Delete document** Deletes a document from Doctly. - Action **Get document** Retrieve a document with status and download URLs. - Action **List documents** Paginated list of documents with filters. ## Each app on its own - [ **CoachAccountable** CoachAccountable is a platform to support and structure coaching relationships between coaches and their...](https://apiant.ai/connections/coachaccountable) - [ **Doctly** Effortlessly convert PDFs to structured text files with Doctly's AI-powered OCR.](https://apiant.ai/connections/doctly) Reviews ## What our customers say ## More from CoachAccountable - [ **CoachAccountable to Dart** Dart streamlines project management so your team can get back to work that matters.](https://apiant.ai/connect/coachaccountable-to-dart) - [ **CoachAccountable to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/coachaccountable-to-hubspot) - [ **CoachAccountable to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/coachaccountable-to-salesforce) - [ **CoachAccountable to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/coachaccountable-to-slack) - [ **CoachAccountable to Google Sheets** Google Sheets](https://apiant.ai/connect/coachaccountable-to-google-sheets) - [ **CoachAccountable to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/coachaccountable-to-gmail) ## More into Doctly - [ **HubSpot to Doctly** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-doctly) - [ **Salesforce to Doctly** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-doctly) - [ **Slack to Doctly** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-doctly) - [ **Google Sheets to Doctly** Google Sheets](https://apiant.ai/connect/google-sheets-to-doctly) - [ **Gmail to Doctly** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-doctly) - [ **Google Calendar to Doctly** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-doctly) Questions ## CoachAccountable and Doctly, answered ### ### What can start an automation from CoachAccountable? Any of CoachAccountable's 5 triggers in the catalog, including New Client, New Coach, New Invoice and New Invoice Payment. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Doctly when something happens in CoachAccountable? Any of Doctly's 4 actions, including Convert PDF to Text, Get document, List documents and Delete document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Doctly to CoachAccountable? Doctly has no triggers in the catalog today, so automations start in CoachAccountable. If you need the other direction, ask: your agent reads Doctly's API documentation and adds it. ### ### Do I have to build a connector for CoachAccountable or Doctly? 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 CoachAccountable and Doctly 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.