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What do you want Docupilot and Fergus to do together?
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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 Fergus
When Envelope Completed in Docupilot
then Add Calendar Event in Fergus
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 Fergus
Triggers and actions 2 triggers · 65 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 Calendar Event
Creates a new calendar event/booking.
- Add Contact
Creates a new contact.
- Add Note
Creates a new note against a record.
- Add Quote
Creates a new draft quote on a Fergus job. Supported for jobs whose job type is Quote or Estimate.
- Add Task
Creates a new task in Fergus, optionally linked to a job and assigned to employees.
- Archive Site
Archives a site in Fergus. The site can later be restored.
- Create Customer
Creates a new customer.
- Create Job
Creates a job in Fergus — an active job, a draft job, or a variation of an existing job.
- Create Site
Creates a new site.
- Delete Customer
Deletes a Fergus customer by ID.
- Edit Draft Job
Updates a draft job in Fergus. Only draft jobs can be edited; leave a field blank to keep its current value.
- Finalize Draft Job
Finalises a draft job in Fergus, turning it into an active job.
- Find All Quotes
Returns up to 100 quotes from across all jobs that match the specified status and date criteria.
- Find Customer
Returns the customers whose name, or main or billing contact's name, email or phone, contains the search text.
- Find Site
Finds sites by name, city, postal code, or free-text search. Returns the first page of matches (up to 10).
- Get Calendar Event
Returns a single Fergus calendar event by its ID, including title, start/end times, event type, assigned user, linked job/job phase and recurrence details.
- Get Contact
Returns a single Fergus contact (customer or site contact) by its ID, including name, position, company and contact items.
- Get Customer by ID
Returns a Fergus customer by its ID.
- Get Customer Invoice
Retrieves a customer invoice by ID.
- Get Job by ID
Retrieves a specific job using its unique ID.
- Get Quotes for Job
Returns all quotes for a Fergus job, optionally filtered by status.
- Get Site by ID
Retrieves a specific site using its unique ID.
- List Contacts
Lists contacts, with optional filtering.
- List Customer Invoices
Lists customer invoices, with optional filtering.
- List Notes
Returns the notes (with their replies) attached to a Fergus record.
- List Tasks
Lists the company's tasks, optionally filtered by status, assigned employee, job, due date range or overdue state.
- Update Contact
Updates an existing customer contact or site contact in Fergus.
- Update Customer
Updates an existing customer's details.
- Update Quote
Updates a draft quote on a Quote or Estimate job in Fergus: title, description and its sections with line items.
- Update Site
Updates an existing site's details.
- Update Task
Updates a task's description, due date, or assigned employees in Fergus. The job a task is linked to cannot be 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
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Questions
Docupilot and Fergus, 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 Fergus when something happens in Docupilot?
Any of Fergus's 31 actions, including Create Customer, Create Job, Create Site and Update Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Fergus to Docupilot?
Fergus has no triggers in the catalog today, so automations start in Docupilot. If you need the other direction, ask: your agent reads Fergus's API documentation and adds it.
Do I have to build a connector for Docupilot or Fergus?
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.