Integration
Connect DocuSign to Cubo Crm
When something happens in DocuSign, your agent does the next thing in Cubo Crm. 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 DocuSign and Cubo Crm 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 DocuSign can start in Cubo Crm
When New envelope sent in DocuSign
then Add activity in Cubo Crm
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 DocuSign and Cubo Crm
Triggers and actions 1 trigger · 41 actions
- New envelope sent
Triggered when an envelope is sent from the DocuSign account.
- Add Envelope Recipients
Add one or more recipients to an existing envelope.
- Create Envelope
Create and optionally send an envelope. Pass documents, recipients, and status (created=draft, sent=send now).
- Create Envelope From Template
Create and send an envelope from an existing template using template roles.
- Create Recipient View
Generate an embedded signing URL (recipient view) for a recipient of an envelope.
- Delete Envelope Recipient
Remove a recipient from an envelope by recipient ID.
- Get Envelope
Retrieve a single envelope's status and details by envelope ID.
- Get envelope audit events
Retrieve the audit event log for an envelope.
- Get envelope document
Downloads one document from a DocuSign envelope (or all documents combined, as an archive, a portfolio, or just the certificate of completion) and returns the file content base64-encoded.
- Get Envelope Documents
List the documents contained in an envelope.
- Get Envelope Recipients
List the recipients of an envelope and their signing status.
- Get Envelope Status Changes
List envelopes whose status changed since a given date (status polling).
- Get Template
Retrieve a single template's definition by template ID.
- Get user
Retrieves the information for a DocuSign user.
- List Account Users
List the users in the DocuSign account.
- List Envelopes
List envelopes in the account, optionally filtered by status and modified date.
- List Folders
List the folders in the account.
- List Templates
List the envelope templates in the account.
- Send Envelope
Send a draft envelope by changing its status to sent.
- Update envelope
Changes an existing DocuSign envelope: send a draft, void an in-process envelope, change a draft's email subject and message, resume a paused workflow, or queue a completed envelope's documents for purging.
- Update Envelope Recipients
Update existing recipients on an envelope (e.g. correct email or name).
- Void Envelope
Void a sent envelope, providing a void reason.
- Add activity
Create an activity. POST activities; docs "Criar nova atividade".
- Add deal
Create a deal (Negociação). POST on the deals resource; see docs.cubosuite.com.br "Criar novo negócio".
- Add note
Create a note (Anotação). POST notes; docs "Criar nova anotação".
- Add organization
Create an organization. POST organizations; docs "Criar nova organização".
- Add person
Create a person (Pessoa). POST on persons; docs "Criar nova pessoa".
- Add product
Create a product. POST products; docs "Criar novo produto".
- Delete deal
Delete a deal by ID. DELETE on deals/{id}; docs "Excluir negócio".
- Delete person
Delete a person by ID.
- Get deal
Get a deal by ID. GET on deals/{id}; docs.cubosuite.com.br "Obter negócio por ID".
- Get organization
Get an organization by ID.
- Get person
Get a person by ID.
- List organizations
List all organizations. GET organizations; docs "Listar todas as organizações".
- List people
List all people. GET persons; docs "Listar todas as pessoas".
- List pipelines
List all pipelines (Funis). GET pipelines; docs "Listar todos os funis".
- List products
List all products. GET products; docs "Listar todos os produtos".
- List stages
List all stages of a pipeline by pipeline ID; docs "Buscar todos os estágios do funil pelo ID".
- Update activity
Update an activity by ID.
- Update deal
Update a deal by ID. PUT on deals/{id}; docs "Atualizar negócio".
- Update organization
Update an organization by ID.
- Update person
Update a person by ID.
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
DocuSign and Cubo Crm, answered
What can start an automation from DocuSign?
Any of DocuSign's 1 trigger in the catalog, including New envelope sent. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Cubo Crm when something happens in DocuSign?
Any of Cubo Crm's 20 actions, including Update activity, Update deal, Update organization and Update person. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Cubo Crm to DocuSign?
Cubo Crm has no triggers in the catalog today, so automations start in DocuSign. If you need the other direction, ask: your agent reads Cubo Crm's API documentation and adds it.
Do I have to build a connector for DocuSign or Cubo Crm?
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.