--- title: "Connect DocuGenerate and LiquiLens - APIANT.ai" description: "When \"New Document\" fires in DocuGenerate, your agent runs \"Check institution risk\" in LiquiLens." canonical: "https://apiant.ai/connect/docugenerate-to-liquilens" --- # Connect DocuGenerate and LiquiLens When **New Document** fires in [DocuGenerate](https://apiant.ai/connections/docugenerate), your agent runs **Check institution risk** in [LiquiLens](https://apiant.ai/connections/liquilens), or **New flagged institution** in LiquiLens to **Update document** in DocuGenerate. Describe the whole flow and it is built, tested on every scenario and kept running. DocuGenerate **2** triggers DocuGenerate **10** actions LiquiLens **1** trigger LiquiLens **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 DocuGenerate and LiquiLens 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 DocuGenerate and LiquiLens can do together ### From DocuGenerate to LiquiLens - When **New Document** in DocuGenerate then **Check institution risk** in LiquiLens - When **New Template** in DocuGenerate then **Find institutions** in LiquiLens ### From LiquiLens to DocuGenerate - When **New flagged institution** in LiquiLens then **Update document** in DocuGenerate - When **New flagged institution** in LiquiLens then **Generate Document** in 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 LiquiLens ## Triggers and actions 3 triggers · 14 actions - Trigger **New Document** Triggered when a new document is generated from the selected template. - Trigger **New Template** Triggers when a new template is created in your DocuGenerate account. - Action **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. - Action **Delete document** Deletes a generated document from DocuGenerate. - Action **Delete template** Deletes a DocuGenerate template by its ID. - Action **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. - Action **Get document** Returns a generated document by its ID, including its name, format, source template and download link. - Action **Get template** Returns a DocuGenerate template by its ID, including its name, tags, delimiters, folder and download links. - Action **List documents** Returns all documents generated from a template, newest first. - Action **List templates** Returns all document templates in the account, newest first, optionally limited to one folder. - Action **Update document** Renames a generated document and returns the updated document. - Action **Update template** Updates a template's name, file, tag delimiters, folder, region or settings. - Trigger **New flagged institution** Fires when a new institution is added to the failure-risk board. - Action **Check institution risk** Run a risk check against an institution and return its current failure-risk assessment. - Action **Find institutions** Search the public RBI institution universe by name to find matching institutions. - Action **Get institution risk profile** Retrieve one covered institution's full public risk dossier, including underlying filings and regulatory actions cited as evidence. - Action **List flagged institutions** Read the current institution-risk board of banks and lenders flagged for failure risk. ## Each app on its own - [ **DocuGenerate** DocuGenerate is a tool to automatically generate high-quality PDF documents from Word templates and various...](https://apiant.ai/connections/docugenerate) - [ **LiquiLens** LiquiLens compiles public-record evidence about the failure risk of banks and lenders.](https://apiant.ai/connections/liquilens) Reviews ## What our customers say ## More from DocuGenerate - [ **DocuGenerate to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/docugenerate-to-hubspot) - [ **DocuGenerate to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/docugenerate-to-salesforce) - [ **DocuGenerate to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/docugenerate-to-slack) - [ **DocuGenerate to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/docugenerate-to-google-sheets) - [ **DocuGenerate to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/docugenerate-to-gmail) - [ **DocuGenerate to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/docugenerate-to-google-calendar) ## More into LiquiLens - [ **HubSpot to LiquiLens** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-liquilens) - [ **Google Sheets to LiquiLens** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-liquilens) - [ **Gmail to LiquiLens** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-liquilens) - [ **Google Calendar to LiquiLens** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-liquilens) - [ **Google Drive to LiquiLens** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-liquilens) - [ **ActiveCampaign to LiquiLens** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-liquilens) Questions ## DocuGenerate and LiquiLens, 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 LiquiLens when something happens in DocuGenerate? Any of LiquiLens's 4 actions, including Check institution risk, Find institutions, Get institution risk profile and List flagged institutions. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from LiquiLens to DocuGenerate? Yes. When something happens in LiquiLens, your agent can act in DocuGenerate too. This page covers both directions: LiquiLens's triggers and DocuGenerate's actions are listed here as well. ### ### Do I have to build a connector for DocuGenerate or LiquiLens? 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 LiquiLens 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.