Integration
Connect Docupilot and Luxury Presence
When Envelope Completed fires in Docupilot, your agent runs Add Agents to Office in Luxury Presence, or New Agent in Luxury Presence to Create Envelope in Docupilot. 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 Docupilot and Luxury Presence 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 Docupilot and Luxury Presence can do together
From Docupilot to Luxury Presence
When Envelope Completed in Docupilot
then Add Agents to Office in Luxury Presence
From Luxury Presence to Docupilot
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 Luxury Presence
Triggers and actions 5 triggers · 58 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.
- New Agent
Triggers when a new agent is added to your Luxury Presence account.
- New Office
Triggers when a new office is created in your Luxury Presence account.
- New Team
Triggers when a new team is created in your Luxury Presence account.
- Add Agents to Office
Adds one or more agents to an existing office.
- Create Agent
Creates a new agent profile on your Luxury Presence website and returns the created agent.
- Create Agents (Bulk)
Creates several agents on your Luxury Presence site in one call and returns the created agents.
- Create Office
Creates a new office on your Luxury Presence website and returns the created office.
- Create Offices (Bulk)
Creates several offices in Luxury Presence in one call and returns the new office records.
- Create Team
Creates a new team in Luxury Presence with its name, email, contact details, bio, address and SEO settings, and returns the created team.
- Create Teams (Bulk)
Creates several teams at once in your Luxury Presence account and returns the created teams.
- Delete Agent Social Link
Removes one social link (such as Facebook or Instagram) from an agent's profile.
- Delete Office
Deletes an office from your Luxury Presence account.
- Delete Offices (Bulk)
Deletes several offices at once by their ids.
- Delete Team
Deletes an existing team from your Luxury Presence account.
- Delete Teams (Bulk)
Deletes several teams at once by their IDs.
- Get Agent
Returns one agent's profile, including contact details, address, social links, tags and MLS authorizations.
- Get Media
Returns a media record (image or video) by its ID, including its format, dimensions, alt text and resized CDN URLs.
- Get Office
Returns a single office by its id, including its address, office hours, media and SEO details.
- Get Team
Returns a single team by its ID, including its name, contact details, bio, address and tags.
- List Agents
Returns the agents on your Luxury Presence site, optionally filtered by search text, tags, external source, external IDs or emails.
- List Offices
Returns the offices in your Luxury Presence account, optionally filtered by search text, external source or external IDs.
- List Teams
Returns the teams on your Luxury Presence account, optionally filtered by name, email or external ID.
- Remove Agents from Office
Removes one or more agents from an office in Luxury Presence.
- Remove Agents from Team
Removes one or more agents from a team in Luxury Presence.
- Update Agent
Updates an existing agent's profile, contact details, address, social links and office assignments. Only the fields you fill in are changed.
- Update Office
Updates an existing office's name, address, contact details, hours, descriptions and SEO settings. Only the fields you fill in are changed.
- Update Team
Updates an existing team's name, contact details, address, bio, SEO and website settings. Fields left blank are not 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 Luxury Presence, 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 Luxury Presence when something happens in Docupilot?
Any of Luxury Presence's 24 actions, including Create Agent, Create Agents (Bulk), Create Office and Create Offices (Bulk). Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Luxury Presence to Docupilot?
Yes. When something happens in Luxury Presence, your agent can act in Docupilot too. This page covers both directions: Luxury Presence's triggers and Docupilot's actions are listed here as well.
Do I have to build a connector for Docupilot or Luxury Presence?
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 Docupilot and Luxury Presence 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.