Integration
Connect Docupilot to Tallytopia
When something happens in Docupilot, your agent does the next thing in Tallytopia. 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 Tallytopia 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 Tallytopia
When Envelope Completed in Docupilot
then Calculate age in Tallytopia
When New Envelope in Docupilot
then Calculate BMI in Tallytopia
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 Tallytopia
Triggers and actions 2 triggers · 66 actions
Trigger
Envelope CompletedTriggers when all recipients finish signing an envelope.
Trigger
New EnvelopeTriggers when a new e-signature envelope is created.
Action
Cancel EnvelopeCancel an in-progress e-signature envelope.
Action
Convert DocumentConvert a document to another format.
Action
Copy TemplateDuplicate a template including its preferences and deliveries.
Action
Create EnvelopeCreate a new e-signature envelope.
Action
Create Envelope RecipientAdd a recipient to an e-signature envelope.
Action
Create FolderCreate a new folder.
Action
Create TemplateCreate a new document template.
Action
Create Template DeliveryConfigure a new delivery on a template.
Action
Create Template Merge LinkCreate a shareable link that generates a document from a template.
Action
Delete FolderDelete a folder.
Action
Delete TemplateMove a template to the trash.
Action
Get Bulk Generation TaskRetrieve a single bulk document-generation task.
Action
Get Envelope DetailsRetrieve the details of an e-signature envelope.
Action
Get Envelope ResponsesRetrieve the consolidated field responses for an envelope.
Action
Get Envelope Signing LinkRetrieve the signing link for an envelope.
Action
Get TemplateRetrieve a single template by its id.
Action
Get Template SchemaRetrieve a template's merge-field schema.
Action
List Bulk Generation TasksList bulk document-generation tasks for a template.
Action
List Document HistoryList previously generated documents.
Action
List Envelope RecipientsList the recipients of an e-signature envelope.
Action
List EnvelopesList e-signature envelopes.
Action
List FoldersList the folders in the Docupilot account.
Action
List Template DeliveriesList the deliveries configured on a template.
Action
List TemplatesList the templates in the Docupilot account.
Action
Merge DocumentsAppend and merge multiple documents into one.
Action
Place Signature FieldsPlace 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.
Action
Retry Document DeliveryRetry a failed document delivery.
Action
Send EnvelopeSend an e-signature envelope to its recipients.
Action
Send Envelope ReminderSend a signing reminder to an envelope's signers.
Action
Transform PDFApply a transformation to a PDF document.
Action
Trigger Bulk GenerationStart a prepared bulk document-generation task.
Action
Update FolderUpdate a folder's details.
Action
Update TemplateUpdate an existing template's settings.
Action
Upload CSV for Bulk GenerationUpload a CSV to start a bulk document-generation task for a template.
Action
Calculate ageComputes exact age (years/months/days) from a birth date.
Action
Calculate BMIComputes Body Mass Index from height and weight.
Action
Calculate BMRComputes Basal Metabolic Rate from age, sex, height, and weight.
Action
Calculate body fat percentageComputes body fat percentage using the US Navy circumference method.
Action
Calculate break-even pointComputes the break-even unit volume/revenue from fixed costs, variable costs, and price.
Action
Calculate calories burnedComputes calories burned during an activity from duration, weight, and activity type.
Action
Calculate circle dimensionsComputes area, circumference, and diameter of a circle from a given measurement.
Action
Calculate compound interestComputes compound interest growth of a principal over time.
Action
Calculate concrete neededComputes cubic yards/volume of concrete needed for a slab from dimensions.
Action
Calculate days between datesComputes the number of days between two given dates.
Action
Calculate discountComputes the discounted price and savings from an original price and discount rate.
Action
Calculate fuel costComputes trip fuel cost from distance, fuel efficiency, and fuel price.
Action
Calculate ideal weightComputes ideal body weight estimate from height and sex.
Action
Calculate loan repaymentComputes a loan repayment schedule/amount from principal, rate, and term.
Action
Calculate macrosComputes protein/carb/fat macronutrient targets from calorie goal and diet split.
Action
Calculate markup and marginComputes markup percentage and profit margin from cost and selling price.
Action
Calculate mortgage paymentComputes a monthly mortgage payment from principal, rate, and term.
Action
Calculate ovulation dateComputes estimated ovulation and fertile window from cycle data.
Action
Calculate percentageComputes a percentage of a value.
Action
Calculate percentage changeComputes the percentage increase or decrease between two values.
Action
Calculate pregnancy due dateComputes the estimated pregnancy due date from last menstrual period date.
Action
Calculate running paceComputes pace per mile/km from distance and time.
Action
Calculate sales taxComputes sales tax and total price from a base amount and tax rate.
Action
Calculate savings goalComputes how much to save periodically to reach a savings target.
Action
Calculate square footageComputes square footage of a room/area from its dimensions.
Action
Calculate TDEEComputes Total Daily Energy Expenditure (daily calorie needs) from BMR and activity level.
Action
Calculate tipComputes tip amount and per-person split from a bill total, tip percentage, and party size.
Action
Calculate triangle areaComputes the area of a triangle from base and height (or side lengths).
Action
Calculate VATComputes VAT-inclusive/exclusive amounts from a base value and rate.
Action
Get calculatorDescribes one calculator's required inputs and the calculation steps it will perform, by slug.
Action
List calculatorsReturns the full list of available Tallytopia calculators with their slugs and categories.
Action
Solve quadratic equationSolves a quadratic equation's roots from its a/b/c coefficients.
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
More from Docupilot
Docupilot to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Docupilot to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Docupilot to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Docupilot to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Docupilot to StripeStripe is a payment processing platform for online businesses.
Docupilot to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
More into Tallytopia
HubSpot to TallytopiaHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to TallytopiaSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to TallytopiaSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to TallytopiaGoogle Sheets
Gmail to TallytopiaGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to TallytopiaGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Docupilot and Tallytopia, 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 Tallytopia when something happens in Docupilot?
Any of Tallytopia's 32 actions, including Calculate age, Calculate BMI, Calculate BMR and Calculate body fat percentage. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Tallytopia to Docupilot?
Tallytopia has no triggers in the catalog today, so automations start in Docupilot. If you need the other direction, ask: your agent reads Tallytopia's API documentation and adds it.
Do I have to build a connector for Docupilot or Tallytopia?
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.