# Connect DocumentPro and Fathom When **New Document** fires in [DocumentPro](https://apiant.ai/connections/documentpro), your agent runs **Get Meeting Summary** in [Fathom](https://apiant.ai/connections/fathom), or **New AI Summary** in Fathom to **Upload Document** in DocumentPro. Describe the whole flow and it is built, tested on every scenario and kept running. DocumentPro **1** trigger DocumentPro **14** actions Fathom **4** triggers Fathom **3** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want DocumentPro and Fathom to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 DocumentPro and Fathom can do together ### From DocumentPro to Fathom - When **New Document** in DocumentPro then **Get Meeting Summary** in Fathom - When **New Document** in DocumentPro then **Get Meeting Transcript** in Fathom ### From Fathom to DocumentPro - When **New AI Summary** in Fathom then **Upload Document** in DocumentPro - When **New Highlight** in Fathom 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 Fathom ## Triggers and actions 5 triggers ยท 17 actions - Trigger **New Document** Triggers when a document is uploaded. - Action **Add classifier** create a new Classifier. - Action **Add workflow** create a new Workflow (extraction template). - Action **Classify document** classify a document inline without a saved Classifier. - Action **Delete classifier** delete a Classifier. - Action **Delete workflow** delete a Workflow. - Action **Get classifier** fetch a single Classifier by id. - Action **Get document** fetch a single document by id. - Action **Get workflow** fetch a single Workflow by id. - Action **List classifiers** list saved Classifiers. - Action **Run classifier against document** run a saved Classifier against a document. - Action **Run workflow against document** Start 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 classifier** update an existing Classifier. - Action **Update workflow** update an existing Workflow. - Action **Upload Document** Upload a document (PDF, JPEG, PNG or TIFF) up to 6MB so it can be classified or parsed by a workflow. - Trigger **New AI Summary** Triggers instantly when a Fathom meeting's AI summary is ready. - Trigger **New Highlight** Triggers when a new highlight is marked on a Fathom meeting. - Trigger **New Recording** Triggers instantly when a new Fathom meeting recording is ready. - Trigger **New Transcript** Triggers instantly when a Fathom meeting's transcript is ready. - Action **Get Meeting Summary** Returns the AI summary of a recorded meeting. - Action **Get Meeting Transcript** Returns the transcript of a recorded meeting, line by line with speaker and timestamp. - Action **List Meetings** Returns your recorded Fathom meetings, optionally filtered by date, recorder, team, meeting type or invitee domain. ## Each app on its own - [ **DocumentPro** DocumentPro is an accurate and customizable document data capture platform powered by LLMs](https://apiant.ai/connections/documentpro) - [ **Fathom** Fathom combines an AI meeting assistant that improves the productivity of your team with a conversational...](https://apiant.ai/connections/fathom) Reviews ## What our customers say ## More from DocumentPro - [ **DocumentPro to Accuweather** Weather data API delivering real-time forecasts, conditions, and severe weather alerts globally.](https://apiant.ai/connect/documentpro-to-accuweather) - [ **DocumentPro to Coachful** Coachful is a program delivery tool for coaches and creators.](https://apiant.ai/connect/documentpro-to-coachful) - [ **DocumentPro to Mistral AI** Mistral AI is a platform for building, customizing, and deploying advanced AI models and agents for...](https://apiant.ai/connect/documentpro-to-mistral-ai) - [ **DocumentPro to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/documentpro-to-hubspot) - [ **DocumentPro to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/documentpro-to-salesforce) - [ **DocumentPro to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/documentpro-to-slack) ## More into Fathom - [ **ActiveCampaign to Fathom** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-fathom) - [ **Airtable to Fathom** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-fathom) - [ **Asana to Fathom** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-fathom) - [ **ClickUp to Fathom** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-fathom) - [ **Discord to Fathom** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-fathom) - [ **Brevo to Fathom** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-fathom) Questions ## DocumentPro and Fathom, 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 Fathom when something happens in DocumentPro? Any of Fathom's 3 actions, including Get Meeting Summary, Get Meeting Transcript and List Meetings. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Fathom to DocumentPro? Yes. When something happens in Fathom, your agent can act in DocumentPro too. This page covers both directions: Fathom's triggers and DocumentPro's actions are listed here as well. ### ### Do I have to build a connector for DocumentPro or Fathom? 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.