Integration
Connect Doclift PDF to StockFit
When something happens in Doclift PDF, your agent does the next thing in StockFit. Describe it 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 Doclift PDF and StockFit to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Doclift PDF can start in StockFit
When New PDF Document Generated in Doclift PDF
then Find filings in StockFit
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 Doclift PDF and StockFit
Triggers and actions 1 trigger · 42 actions
- New PDF Document Generated
Webhook trigger for Doclift's async document-generation completion callback (POST .../webhooks/doclift, X-Doclift-Signature: sha256=hmac). Delivery URL is configured manually on the external application in the Doclift dashboard — no register/list/delete API exists. Fires once per document_request (all its documents_generations resolved to success/error), payload includes id, tag, type, timestamp, documents_generations[] (generation_status, file{filename,url,size}).
- Add Template
create a custom (HTML-body) template: title, description, content, orientation, margins, optional variables_attributes. Server forces category=custom.
- Add Variable
create a variable on a custom template: title (unique, naming pattern), description, field_type (text/checkbox/radio/select/collection, default text), seed_value, allowed_values.
- Delete Template
removes a custom template (scope restricted to category=custom, non-archived, same org).
- Get Document Request
status and documents_generations detail (signed file url, valid 2 hours) for one document request.
- Get Template
full template detail including variables and content (custom templates); works for any published template of the three categories.
- List Document Requests
list document generation requests with id, tag, type, status, documents_generations (each with generation_status and file url).
- List Templates
returns published, non-archived templates (custom/fillable_form/workflow) for the organization: id, title, description.
- List Variables
all variables of a custom, non-archived template: id, title, description, field_type, allowed_values (no pagination, no seed_value).
- Publish Template
marks a custom template published (usable for document generation).
- Unpublish Template
marks a custom template unpublished.
- Update Variable
update description/field_type/allowed_values/title of a variable; allowed_values replaces the stored array.
- Find filings
Search SEC filings by criteria.
- Find funds holding a symbol
Reverse-lookup funds that hold a given symbol.
- Find news by symbol
Fetch recent news articles for a given symbol.
- Find symbols
Search/lookup symbols by name or ticker.
- Get balance sheet
Fetch a company's balance sheet.
- Get cash flow statement
Fetch a company's cash flow statement.
- Get company details
Fetch company profile details for a symbol.
- Get dividend history
Fetch historical dividend payments for a symbol.
- Get earnings calendar
Fetch calendar of past/upcoming earnings dates.
- Get earnings snapshot
Fetch the latest earnings snapshot for a symbol.
- Get economic model
Fetch a company's economic model data.
- Get EPS history
Fetch historical earnings-per-share data for a symbol.
- Get executive compensation
Fetch executive compensation data for a company.
- Get executive officers
Fetch a company's executive officers list.
- Get financial health scores
Fetch computed financial health scores for a company.
- Get fund holdings
Fetch a fund's current holdings.
- Get fund profile
Fetch a fund's profile.
- Get historical prices
Fetch historical price data for a symbol.
- Get income statement
Fetch a company's income statement.
- Get insider trading summary
Fetch summary of insider trading activity for a symbol.
- Get key metrics
Fetch sector-aware key financial metrics for a company.
- Get ownership summary
Fetch ownership summary (insider/institutional split) for a symbol.
- Get quotes
Fetch batched real-time/latest price quotes for one or more symbols.
- Get research summary
Fetch AI-style research summary for a company.
- Get revenue segmentation
Fetch revenue segmentation footnote data for a company.
- Get symbol lookup
Look up canonical symbol/company info by ticker.
- List company peers
List peer companies for a symbol.
- List insider transactions
List insider buy/sell transactions for a symbol.
- List institutional holders
List institutional holders of a symbol.
- List market news
List general US market news.
- List symbols
List all tradable symbols in the database.
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
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Questions
Doclift PDF and StockFit, answered
What can start an automation from Doclift PDF?
Any of Doclift PDF's 1 trigger in the catalog, including New PDF Document Generated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in StockFit when something happens in Doclift PDF?
Any of StockFit's 31 actions, including Find filings, Find funds holding a symbol, Find news by symbol and Find symbols. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from StockFit to Doclift PDF?
StockFit has no triggers in the catalog today, so automations start in Doclift PDF. If you need the other direction, ask: your agent reads StockFit's API documentation and adds it.
Do I have to build a connector for Doclift PDF or StockFit?
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.
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.