Integration
Connect Docupilot to Okta
When Envelope Completed fires in Docupilot, your agent runs Add User to Group in Okta. 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 Okta 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 can start in Okta
When Envelope Completed in Docupilot
then Add User to Group in Okta
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 Okta
Triggers and actions 2 triggers · 56 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.
- Activate User
Activates a staged or deprovisioned Okta user and returns their activation link and token. Activation emails the user unless turned off.
- Add group
Creates a new Okta-managed group with a name, an optional description, and any custom group profile attributes defined in your org.
- Add User to Group
Adds an existing Okta user to an Okta-managed group.
- Assign user to application
Assigns an existing Okta user to an application, optionally setting their app username, password and app profile. Returns the resulting application user.
- Create User
Creates a new user in your Okta org, with or without credentials, and returns the new user's id and status.
- Deactivate User
Deactivates an Okta user, deprovisioning them from all assigned apps. This cannot be undone by the deactivation itself and may destroy the user's data in those apps.
- Delete group
Permanently deletes a group from your Okta org by its ID.
- Delete user
Permanently deletes a deactivated Okta user. If the user is still active, this deactivates them instead, and running it a second time deletes them.
- Find Group by Name
Returns the Okta groups whose name matches the name you specify, either exactly or by a partial match.
- Find User by Email
Returns the Okta users whose primary email matches the email you specify, including deprovisioned users.
- Get group
Returns one Okta group by its id, including its profile name, description and any custom attributes.
- Get user
Returns one Okta user, including their status, timestamps, credentials summary, and standard and custom profile attributes. An error occurs if the user is not found.
- List applications
Returns the applications in your Okta org, optionally narrowed by a name or label prefix or a filter expression.
- List group members
Returns the users who are members of an Okta group, with their profiles, including any custom attributes. Results can be narrowed with a search expression.
- List groups
Returns the groups in your Okta organization, optionally narrowed by a search, filter or name match.
- List users
Returns the users in your Okta organization, optionally narrowed by a search, filter or name query.
- Remove User From Group
Removes a user from a group managed directly in Okta. The user account itself is not changed.
- Reset user password
Starts a password reset for an Okta user and either emails them the reset link or returns the link. The user moves to Recovery status and can't sign in until they finish the reset.
- Suspend User
Suspends an active Okta user so they can't sign in, while keeping their group and app assignments. Suspended users can later be unsuspended or deactivated.
- Unsuspend user
Unsuspends a suspended Okta user and returns them to the Active state.
- Update group
Updates the name, description or custom attributes of an Okta-managed group. Anything left blank keeps its current value.
- Update user
Updates an existing Okta user's profile, including custom profile attributes, or credentials. Fields left blank 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
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Questions
Docupilot and Okta, 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 Okta when something happens in Docupilot?
Any of Okta's 22 actions, including Create User, Update group, Update user and Activate User. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Okta to Docupilot?
Okta has no triggers in the catalog today, so automations start in Docupilot. If you need the other direction, ask: your agent reads Okta's API documentation and adds it.
Do I have to build a connector for Docupilot or Okta?
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 Okta 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.