Integration
Connect DocumentPro and Ekklo
When New Document fires in DocumentPro, your agent runs Add Note to Prospect in Ekklo, or New Prospect Created in Ekklo to Upload Document in DocumentPro. 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 DocumentPro and Ekklo 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 DocumentPro and Ekklo can do together
From DocumentPro to Ekklo
When New Document in DocumentPro
then Add Note to Prospect in Ekklo
When New Document in DocumentPro
then Create Client in Ekklo
From Ekklo to DocumentPro
When New Prospect Created in Ekklo
then Upload Document in DocumentPro
When Prospect Stage Changed in Ekklo
then Classify document in DocumentPro
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 DocumentPro and Ekklo
Triggers and actions 6 triggers ยท 28 actions
Trigger
New DocumentTriggers when a document is uploaded.
Action
Add classifiercreate a new Classifier.
Action
Add workflowcreate a new Workflow (extraction template).
Action
Classify documentclassify a document inline without a saved Classifier.
Action
Delete classifierdelete a Classifier.
Action
Delete workflowdelete a Workflow.
Action
Get classifierfetch a single Classifier by id.
Action
Get documentfetch a single document by id.
Action
Get workflowfetch a single Workflow by id.
Action
List classifierslist saved Classifiers.
Action
Run classifier against documentrun a saved Classifier against a document.
Action
Run workflow against documentStart an extraction Workflow against a document. The run is asynchronous: it returns a request_id immediately and the extracted data arrives once the job completes.
Action
Update classifierupdate an existing Classifier.
Action
Update workflowupdate an existing Workflow.
Action
Upload DocumentUpload a document (PDF, JPEG, PNG or TIFF) up to 6MB so it can be classified or parsed by a workflow.
Trigger
New Prospect CreatedFires when a new prospect is created in Ekklo. Registers a prospect.created webhook subscription automatically.
Trigger
Prospect Converted to ClientTriggers when a prospect is converted into a paying client.
Trigger
Prospect DeletedTriggers when a prospect is removed from your CRM.
Trigger
Prospect Stage ChangedTriggers when a prospect moves to a different funnel stage (first_contact, discovery, proposal, closing).
Trigger
Prospect UpdatedTriggers when an existing prospect is modified (any field).
Action
Add Note to ProspectAdds a free-form note to a prospect (useful for logging calls, emails, meetings).
Action
Block ClientBlocks a client. This action is idempotent.
Action
Convert Prospect to ClientConverts a prospect into a paying client and sends an invitation email. The prospect must have a first name, last name, and email.
Action
Create ClientCreates a new client and sends them an invitation email.
Action
Create ProspectCreates a new prospect in your CRM funnel.
Action
Delete ProspectPermanently deletes a prospect from your CRM.
Action
Find Client by EmailFinds a client by their exact email address.
Action
Find ClientsFinds clients with optional filters.
Action
Find ProspectsFinds prospects with optional filters (free-text search, stage).
Action
Move Prospect to StageMoves a prospect to a different funnel stage (first_contact, discovery, proposal, closing).
Action
Resend InvitationResends the invitation email to a client.
Action
Unblock ClientUnblocks a client. This action is idempotent.
Action
Update ClientUpdates an existing client. Only provided fields are changed.
Action
Update ProspectUpdates an existing prospect. Only provided fields are changed.
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
DocumentPro and Ekklo, answered
What can start an automation from DocumentPro?
Any of DocumentPro'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 Ekklo when something happens in DocumentPro?
Any of Ekklo's 14 actions, including Create Client, Create Prospect, Update Client and Update Prospect. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Ekklo to DocumentPro?
Yes. When something happens in Ekklo, your agent can act in DocumentPro too. This page covers both directions: Ekklo's triggers and DocumentPro's actions are listed here as well.
Do I have to build a connector for DocumentPro or Ekklo?
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 DocumentPro and Ekklo 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.