Integration
Connect Docupilot to Teambook
When something happens in Docupilot, your agent does the next thing in Teambook. 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 Teambook 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 Teambook
When Envelope Completed in Docupilot
then Add Actual log in Teambook
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 Teambook
Triggers and actions 2 triggers · 68 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 Actual log
Creates one or more time-tracking actual logs in a batch.
- Add Booking
Creates one or more bookings in a batch.
- Add Client
Creates a client record.
- Add Task
Creates a task, optionally scoped to a project (omit project_id for account-wide task).
- Create Project
Create a Project inside Teambook
- Create User
Creates a teambook User
- Deactivate User
Deactivates a Teambook user so they can no longer be booked or sign in, without deleting their history.
- Delete Actual log
Deletes an actual log by id.
- Delete Booking
Removes a single booking from Teambook.
- Delete Project
Deletes a project by id.
- Delete Task
Deletes a task from the Teambook account.
- Delete User
Deletes a user from the Teambook account.
- Get Actual log
Retrieve a single Teambook actual log (time entry) by its id.
- Get Booking
Retrieve a single Teambook booking (a user's assignment to a project on a date for a duration) by its id.
- Get Client
Retrieves a single client by id.
- Get Project
Retrieves a single project by id.
- Get Task
Retrieves a single task by id.
- Get Team
Retrieve a single Teambook team by its id.
- Get User
Retrieve a single Teambook user by id.
- List Actual logs
Lists actual logs (timesheet entries), filterable by user_id, project_id, since, range.
- List Bookings
Lists bookings, optionally filtered by team, user, project and date window. Returns the first page of up to 100 bookings.
- List Clients
Returns every client in the Teambook account.
- List Project capacities
Lists project capacity entries (days reserved per project per month) entered on the Capacity by Project page.
- List Projects
Lists all projects in the Teambook account.
- List Tasks
Lists all tasks.
- List Teams
Lists all teams in the Teambook account.
- List User capacities
Lists monthly capacity-reservation rows per user, filterable by user_id and since (first day of month).
- List Users
Lists all users in the Teambook account.
- Update Actual log
Edits an actual log's project, user, date, duration, task, payroll_item, approved, or comment.
- Update Booking
Updates an existing Teambook booking; only the fields you fill in are changed.
- Update Client
Edits a client's name, phone_number, or email.
- Update Project
Edits a project's fields (name, code, active, color, kind, estimated, notes, client_id, manager_id, dates, custom_fields).
- Update Task
Edits a task's name or project_id.
- Update User
Edits a user's first_name, last_name, email, role, billable, time_zone, phone_number, language, or schedule.
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
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Questions
Docupilot and Teambook, 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 Teambook when something happens in Docupilot?
Any of Teambook's 34 actions, including Create Project, Create User, Update Actual log and Update Booking. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Teambook to Docupilot?
Teambook has no triggers in the catalog today, so automations start in Docupilot. If you need the other direction, ask: your agent reads Teambook's API documentation and adds it.
Do I have to build a connector for Docupilot or Teambook?
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.