--- title: "Connect Docamatic to Mx Technologies - APIANT.ai" description: "When \"New Document\" fires in Docamatic, your agent runs \"Add user\" in Mx Technologies." canonical: "https://apiant.ai/connect/docamatic-to-mx-technologies" --- # Connect Docamatic to Mx Technologies When **New Document** fires in [Docamatic](https://apiant.ai/connections/docamatic), your agent runs **Add user** in [Mx Technologies](https://apiant.ai/connections/mx-technologies). Describe the whole flow and it is built, tested on every scenario and kept running. Docamatic **1** trigger Docamatic **7** actions Mx Technologies **35** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Docamatic and Mx Technologies 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 Docamatic can start in Mx Technologies - When **New Document** in Docamatic then **Add user** in Mx Technologies - When **New Document** in Docamatic then **Add account** in Mx Technologies 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 Docamatic and Mx Technologies ## Triggers and actions 1 trigger · 42 actions - Trigger **New Document** Triggers when a new document is created. - Action **Convert URL or HTML to Image** Renders a web page URL or raw HTML and returns it as an image (png, webp or jpg). Use it to capture screenshots of pages or HTML snippets, with optional sizing, full-page capture and grayscale. - Action **Convert URL or HTML to PDF** Renders a web page URL or raw HTML and returns it as a PDF document. Supports paper size, margins, orientation, headers and footers, page numbers, and extra CSS. - Action **Delete a Document** Deletes a generated document from Docamatic storage, identified by the transaction id returned when it was created. - Action **Generate a PDF From a Template** Fills one of Docamatic's ready-made templates (invoices, packing slips, shipping labels, badges, QR and barcode labels) with your data and returns the finished PDF or image. - Action **Merge PDFs** Joins several PDF documents into one, in the order given, and returns the combined PDF. - Action **Password Protect PDF** Adds a password to an existing PDF so it cannot be opened without it, and returns the protected copy. - Action **Write to an Existing PDF** Stamps text, text boxes, images, barcodes and QR codes onto an existing PDF at the positions you give, and returns the updated PDF. - Action **Add account** Creates a manual account for an MX user. Manual accounts sit under the Manual Institution member and never aggregate data from a financial institution. - Action **Add budget** Creates a budget for a category on an MX user. - Action **Add category** Create a custom category for a user. - Action **Add goal** Create a goal for a user. - Action **Add member** Create a member (connection between a user and a financial institution) to start aggregation. - Action **Add transaction** Creates a manual transaction on a manual account belonging to an MX user. - Action **Add user** Creates a new MX user. The returned user guid is what other MX actions (such as Add member) use to identify the user. - Action **Aggregate member** Starts an aggregation for a member, pulling the latest account and transaction data from the connected institution. MX may skip the aggregation if the data was updated recently. - Action **Delete account** Delete a manually created account. - Action **Delete budget** Deletes a budget belonging to an MX user. - Action **Delete category** Delete a custom category. - Action **Delete goal** Delete a goal. - Action **Delete member** Delete a member connection. - Action **Delete user** Delete a user. - Action **Get account** Read an account's attributes. - Action **Get budget** Retrieves a specific budget for an MX user. - Action **Get institution** Read an institution's attributes. - Action **Get member** Read a member's attributes and connection status. - Action **Get merchant** Returns information about a particular merchant, such as its logo, name, and website. - Action **Get transaction** Read a transaction's attributes. - Action **Get user** Retrieves the attributes of a specific MX user. - Action **List accounts** Lists all accounts belonging to an MX user. Returns up to 1000 accounts in one call. - Action **List categories** Lists all categories for an MX user, including default and custom categories. - Action **List goals** Lists all goals for an MX user. - Action **List institutions** Lists financial institutions available through MX, optionally filtered by name, country and supported product. - Action **List members** List all members belonging to a user. - Action **List merchants** Lists merchants in the MX system, optionally filtered by a name substring. - Action **List transactions** List all transactions for a user. - Action **Update account** Updates an account belonging to a member. Manual accounts can have every field updated; aggregated accounts only accept changes to Is Business, Is Hidden and Metadata. - Action **Update budget** Update a specific budget. - Action **Update category** Update a custom category. - Action **Update goal** Updates an existing savings or payoff goal for an MX user. Only the fields you fill in are changed. - Action **Update member** Updates a member's credentials, id, metadata, background aggregation setting or use cases. At least one value to update must be supplied. - Action **Update transaction** Update a transaction's category, description, or other editable attributes. - Action **Update user** Update a user's attributes. ## Each app on its own - [ **Docamatic** Docamatic allows you to generate PDF documents.](https://apiant.ai/connections/docamatic) - [ **Mx Technologies** API for aggregating and enriching consumer bank account and transaction data for financial apps.](https://apiant.ai/connections/mx-technologies) Reviews ## What our customers say ## More from Docamatic - [ **Docamatic to Pixabay** Pixabay is a free image and video library. Search over 4 million royalty-free photos, illustrations, vector...](https://apiant.ai/connect/docamatic-to-pixabay) - [ **Docamatic to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/docamatic-to-hubspot) - [ **Docamatic to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/docamatic-to-salesforce) - [ **Docamatic to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/docamatic-to-slack) - [ **Docamatic to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/docamatic-to-gmail) - [ **Docamatic to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/docamatic-to-google-calendar) ## More into Mx Technologies - [ **HubSpot to Mx Technologies** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-mx-technologies) - [ **Salesforce to Mx Technologies** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-mx-technologies) - [ **Slack to Mx Technologies** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-mx-technologies) - [ **Google Sheets to Mx Technologies** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-mx-technologies) - [ **Gmail to Mx Technologies** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-mx-technologies) - [ **Google Calendar to Mx Technologies** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-mx-technologies) Questions ## Docamatic and Mx Technologies, answered ### ### What can start an automation from Docamatic? Any of Docamatic's 1 trigger in the catalog, including New Document. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Mx Technologies when something happens in Docamatic? Any of Mx Technologies's 35 actions, including Update account, Update budget, Update category and Update goal. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Mx Technologies to Docamatic? Mx Technologies has no triggers in the catalog today, so automations start in Docamatic. If you need the other direction, ask: your agent reads Mx Technologies's API documentation and adds it. ### ### Do I have to build a connector for Docamatic or Mx Technologies? 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 Docamatic and Mx Technologies 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.