Integration
Connect Docupilot to Aurora Inbox
When something happens in Docupilot, your agent does the next thing in Aurora Inbox. 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 Docupilot and Aurora Inbox 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 Docupilot can start in Aurora Inbox
When Envelope Completed in Docupilot
then Add chat in Aurora Inbox
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 Docupilot and Aurora Inbox
Triggers and actions 2 triggers · 54 actions
- Envelope Completed
Triggers when all recipients finish signing an envelope.
- New Envelope
Triggers when a new e-signature envelope is created.
- Cancel Envelope
Cancel an in-progress e-signature envelope.
- Convert Document
Convert a document to another format.
- Copy Template
Duplicate a template including its preferences and deliveries.
- Create Envelope
Create a new e-signature envelope.
- Create Envelope Recipient
Add a recipient to an e-signature envelope.
- Create Folder
Create a new folder.
- Create Template
Create a new document template.
- Create Template Delivery
Configure a new delivery on a template.
- Create Template Merge Link
Create a shareable link that generates a document from a template.
- Delete Folder
Delete a folder.
- Delete Template
Move a template to the trash.
- Get Bulk Generation Task
Retrieve a single bulk document-generation task.
- Get Envelope Details
Retrieve the details of an e-signature envelope.
- Get Envelope Responses
Retrieve the consolidated field responses for an envelope.
- Get Envelope Signing Link
Retrieve the signing link for an envelope.
- Get Template
Retrieve a single template by its id.
- Get Template Schema
Retrieve a template's merge-field schema.
- List Bulk Generation Tasks
List bulk document-generation tasks for a template.
- List Document History
List previously generated documents.
- List Envelope Recipients
List the recipients of an e-signature envelope.
- List Envelopes
List e-signature envelopes.
- List Folders
List the folders in the Docupilot account.
- List Template Deliveries
List the deliveries configured on a template.
- List Templates
List the templates in the Docupilot account.
- Merge Documents
Append and merge multiple documents into one.
- Place Signature Fields
Place the signature/input fields on an envelope's document. Required before Send Envelope: Docupilot rejects sending unless EVERY recipient has at least one field. Replaces the document's whole field set.
- Retry Document Delivery
Retry a failed document delivery.
- Send Envelope
Send an e-signature envelope to its recipients.
- Send Envelope Reminder
Send a signing reminder to an envelope's signers.
- Transform PDF
Apply a transformation to a PDF document.
- Trigger Bulk Generation
Start a prepared bulk document-generation task.
- Update Folder
Update a folder's details.
- Update Template
Update an existing template's settings.
- Upload CSV for Bulk Generation
Upload a CSV to start a bulk document-generation task for a template.
- Add chat
Creates a new chat conversation for a contact on a specific channel.
- Add company
Adds a new company.
- Add tag
Creates a tag in Aurora Inbox that can be attached to any chat. If a tag with the same name already exists, that tag is returned.
- Create Opportunity
Create a new opportunity
- Delete contact
Deletes a contact by its ID.
- Find chats by criteria
Returns up to 25 chats that match the specified search term, channel, team, unanswered and unread criteria.
- Get Chat
Returns one chat by id: contact, channel, channel type, owner, agents and status flags.
- Get company
Fetches a single company by id.
- Get contact
Fetches a single contact by id.
- Get or Create Contact
Finds a contact by phone number, or creates one when no contact has that number. When a contact is found, any name, email, company name and custom property values you supply are applied to it.
- List Chat Opportunities
Returns the opportunities (deals) attached to a chat.
- List Chat Tags
Returns all tags currently attached to a chat: attachment id, roomId, tagId, tagName.
- List companies
Lists companies in Aurora Inbox, optionally filtered by a keyword search.
- List tags
Returns all tags configured in the Aurora Inbox account, optionally with the number of chats tagged with each.
- List teams
Returns all teams configured in the Aurora Inbox account, including their members and roles.
- Send media message
Sends a file (image, video, audio or document) to an Aurora Inbox chat, with an optional caption.
- Send message
Sends a text message, or an internal note visible only to agents, to an Aurora Inbox chat.
- Tag chat
Attaches a tag to a chat, either an existing tag or one looked up by name (created if no tag with that name exists). If the chat already has the tag, the existing attachment is returned.
- Update company
Updates fields on an existing company.
- Update Contact
Updates an existing contact's name, phone, email, company name and custom property values. Blank fields keep their current values.
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
Docupilot and Aurora Inbox, answered
What can start an automation from Docupilot?
Any of Docupilot's 2 triggers in the catalog, including Envelope Completed and New Envelope. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Aurora Inbox when something happens in Docupilot?
Any of Aurora Inbox's 20 actions, including Create Opportunity, Send media message, Send message and Update company. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Aurora Inbox to Docupilot?
Aurora Inbox has no triggers in the catalog today, so automations start in Docupilot. If you need the other direction, ask: your agent reads Aurora Inbox's API documentation and adds it.
Do I have to build a connector for Docupilot or Aurora Inbox?
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.