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What do you want DocuPipe and Planado 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 DocuPipe can start in Planado
When Document Processed in DocuPipe
then Add Client in Planado
When Document Processed in DocuPipe
then Add Site in Planado
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 DocuPipe and Planado
Triggers and actions 1 trigger · 30 actions
Trigger
Document ProcessedTriggers when a document finishes parsing and OCR is complete.
Action
Add schemaCreates a new extraction schema in DocuPipe from a JSON schema you supply, and returns its schema ID.
Action
Analyze documentAsks DocuPipe a list of plain-language questions about one document and starts the analysis, returning the analysis ID to fetch the answers with.
Action
Classify DocumentSends one or more documents to DocuPipe to be sorted into your classes, and returns the job that is doing the work.
Action
Delete documentRemoves a document from your DocuPipe account.
Action
Delete schemaRemoves an extraction schema from your DocuPipe account.
Action
Extract Data From DocumentPulls structured data out of a document using one of your schemas, and returns the extraction to fetch the results with.
Action
Find documents by criteriaFinds documents in your DocuPipe account whose file name or document ID matches what you search for.
Action
Get DocumentReturns one document from your DocuPipe account, with its file details, processing status, parsed text and your own metadata.
Action
Get Extraction ResultReturns the data DocuPipe pulled out of a document, shaped by the schema that was used, along with per-field confidence details.
Action
Get schemaReturns one extraction schema from your DocuPipe account, including the JSON schema it applies and its guidelines.
Action
List documentsReturns the documents in your DocuPipe account, optionally narrowed to one dataset or a date range.
Action
List extractionsReturns the data extractions in your DocuPipe account, optionally narrowed to one schema, one document, or a specific set of extractions.
Action
List schemasReturns the extraction schemas in your DocuPipe account.
Action
Upload and Extract DataSends a file to DocuPipe and immediately starts pulling structured data out of it, returning both the new document and the extraction.
Action
Upload DocumentSends a file to DocuPipe to be read and turned into a document you can extract data from.
Action
Add ClientCreates a client in Planado — either an organization or an individual person.
Action
Add SiteCreate a new site.
Action
Create JobCreates a new job
Action
Delete ClientRemoves a client from Planado, identified by its UUID or its external ID.
Action
Delete JobRemoves a job from Planado.
Action
Delete SiteRemoves a site (client address) from Planado.
Action
Get ClientRetrieves a single Planado client (organization or individual) by its UUID or external ID.
Action
Get JobRetrieve a single Planado job by its ID or external ID.
Action
Get SiteRetrieves a Planado site by its UUID or external ID.
Action
Get UserRetrieves a Planado user by UUID or email address.
Action
List ClientsLists clients (organizations and individuals) from newest to oldest, optionally filtered by last-updated time.
Action
List UsersLists the users in the Planado account, ordered from oldest to newest.
Action
Update ClientUpdates an existing Planado client (organization or individual). If the id given is an external id that Planado does not have yet, Planado creates a new client with it.
Action
Update JobUpdate fields on an existing job.
Action
Update SiteUpdates an existing site in Planado. Only the fields you fill in are changed. If the site id is an external id that does not exist yet, Planado creates a new site with it.
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
DocuPipe and Planado, answered
What can start an automation from DocuPipe?
Any of DocuPipe's 1 trigger in the catalog, including Document Processed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planado when something happens in DocuPipe?
Any of Planado's 15 actions, including Create Job, Update Client, Update Job and Update Site. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Planado to DocuPipe?
Planado has no triggers in the catalog today, so automations start in DocuPipe. If you need the other direction, ask: your agent reads Planado's API documentation and adds it.
Do I have to build a connector for DocuPipe or Planado?
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.