Integration
Connect DocuGenerate and EasyPractice
When New Document fires in DocuGenerate, your agent runs Find Client by Email in EasyPractice, or New Appointment in EasyPractice to Update document in DocuGenerate. 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 DocuGenerate and EasyPractice 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 DocuGenerate and EasyPractice can do together
From DocuGenerate to EasyPractice
When New Document in DocuGenerate
then Find Client by Email in EasyPractice
From EasyPractice to DocuGenerate
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 DocuGenerate and EasyPractice
Triggers and actions 6 triggers · 20 actions
- 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.
- Client Deactivated
Triggers when an EasyPractice client is set to inactive.
- New Appointment
Triggers when a new appointment is booked in EasyPractice.
- New Client
Triggers when a new client is added in EasyPractice.
- New Invoice
Triggers when a new invoice is created in EasyPractice.
- Create Client
Creates a client in EasyPractice.
- Create Client Tag
Creates a tag that can be put on EasyPractice clients.
- Delete Booking
Deletes an EasyPractice appointment.
- Delete Client
Deletes an EasyPractice client.
- Find Client by Email
Finds EasyPractice clients whose email matches the address you give.
- Get Booking
Returns one EasyPractice appointment by its ID, including its calendar, client and services.
- List Calendars
Returns the calendars in the EasyPractice account.
- List Employees
Returns the employees on the EasyPractice account.
- List Services
Returns the services offered in the EasyPractice account, with price and duration.
- Update Client
Updates an existing EasyPractice client. The vendor requires the client's name on every update.
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
DocuGenerate and EasyPractice, answered
What can start an automation from DocuGenerate?
Any of DocuGenerate's 2 triggers in the catalog, including New Document and New Template. Describe the moment in plain language and your agent picks the right one.
What can your agent do in EasyPractice when something happens in DocuGenerate?
Any of EasyPractice's 10 actions, including Create Client, Create Client Tag, Update Client and Find Client by Email. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from EasyPractice to DocuGenerate?
Yes. When something happens in EasyPractice, your agent can act in DocuGenerate too. This page covers both directions: EasyPractice's triggers and DocuGenerate's actions are listed here as well.
Do I have to build a connector for DocuGenerate or EasyPractice?
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 DocuGenerate and EasyPractice 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.