Integration
Connect DocuPipe and Planpoint
When Document Processed fires in DocuPipe, your agent runs Create Project in Planpoint, or New Floor in Planpoint to Upload Document in DocuPipe. 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 DocuPipe and Planpoint 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 and Planpoint can do together
From DocuPipe to Planpoint
When Document Processed in DocuPipe
then Create Project in Planpoint
From Planpoint to DocuPipe
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 Planpoint
Triggers and actions 10 triggers · 33 actions
- Document Processed
Triggers when a document finishes parsing and OCR is complete.
- Add schema
Creates a new extraction schema in DocuPipe from a JSON schema you supply, and returns its schema ID.
- Analyze document
Asks DocuPipe a list of plain-language questions about one document and starts the analysis, returning the analysis ID to fetch the answers with.
- Classify Document
Sends one or more documents to DocuPipe to be sorted into your classes, and returns the job that is doing the work.
- Delete document
Removes a document from your DocuPipe account.
- Delete schema
Removes an extraction schema from your DocuPipe account.
- Extract Data From Document
Pulls structured data out of a document using one of your schemas, and returns the extraction to fetch the results with.
- Find documents by criteria
Finds documents in your DocuPipe account whose file name or document ID matches what you search for.
- Get Document
Returns one document from your DocuPipe account, with its file details, processing status, parsed text and your own metadata.
- Get Extraction Result
Returns the data DocuPipe pulled out of a document, shaped by the schema that was used, along with per-field confidence details.
- Get schema
Returns one extraction schema from your DocuPipe account, including the JSON schema it applies and its guidelines.
- List documents
Returns the documents in your DocuPipe account, optionally narrowed to one dataset or a date range.
- List extractions
Returns the data extractions in your DocuPipe account, optionally narrowed to one schema, one document, or a specific set of extractions.
- List schemas
Returns the extraction schemas in your DocuPipe account.
- Upload and Extract Data
Sends a file to DocuPipe and immediately starts pulling structured data out of it, returning both the new document and the extraction.
- Upload Document
Sends a file to DocuPipe to be read and turned into a document you can extract data from.
- New Floor
Triggers when a new floor is added to a Planpoint project.
- New Group
Triggers when a new Planpoint group is created.
- New Lead
Triggers when a new lead is captured. Leave project empty to watch all projects.
- New Project
Triggers when a new Planpoint project is created.
- New Unit/Space
Triggers when a new unit or space is created.
- Updated Floor
Triggers when a floor in a Planpoint project is created or changed.
- Updated Group
Triggers when a Planpoint group is created or changed.
- Updated Project
Triggers when a Planpoint project is created or changed.
- Updated Unit/Space
Triggers when a unit or space is created or changed.
- Create Floor
Creates a floor in a Planpoint project.
- Create Group
Creates a Planpoint project group.
- Create Project
Creates a Planpoint project.
- Create Unit/Space
Creates a unit or space in a Planpoint project.
- Delete Unit/Space
Deletes a Planpoint unit or space.
- Get Floor
Returns one Planpoint floor by its ID.
- Get Group
Returns one Planpoint group by its ID.
- Get Project
Returns one Planpoint project by its ID.
- Get Unit
Returns one Planpoint unit or space by its ID.
- List Floors
Returns the floors of a Planpoint project.
- List Groups
Returns your Planpoint project groups, optionally filtered by name.
- List Leads
Returns the leads captured for a Planpoint project.
- List Projects
Returns your Planpoint projects, optionally filtered by name or project type.
- List Units
Returns Planpoint units, filtered by project, floor, name or bedrooms.
- Update Floor
Updates a Planpoint floor's name or position.
- Update Group
Updates a Planpoint group's name and website details.
- Update Project
Updates a Planpoint project's name and website details.
- Update Unit/Space
Updates a Planpoint unit's name, price, bedrooms or availability.
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 DocuPipe
DocuPipe to PubloraPublish and schedule posts to ten social networks from one endpoint
DocuPipe to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
DocuPipe to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
DocuPipe to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
DocuPipe to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
DocuPipe to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
More into Planpoint
Google Calendar to PlanpointGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to PlanpointGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to PlanpointMailchimp marketing automation and email platform.
Questions
DocuPipe and Planpoint, 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 Planpoint when something happens in DocuPipe?
Any of Planpoint's 18 actions, including Create Floor, Create Group, Create Project and Create Unit/Space. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Planpoint to DocuPipe?
Yes. When something happens in Planpoint, your agent can act in DocuPipe too. This page covers both directions: Planpoint's triggers and DocuPipe's actions are listed here as well.
Do I have to build a connector for DocuPipe or Planpoint?
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 DocuPipe and Planpoint 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.