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Claude Code
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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
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Setup guide (opens in a new tab)Zed
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Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
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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 Fergus
When New envelope sent in DocuSign
then Add Calendar Event in Fergus
When New envelope sent in DocuSign
then Add Contact in Fergus
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 Fergus
Triggers and actions 1 trigger · 52 actions
Trigger
New envelope sentTriggered when an envelope is sent from the DocuSign account.
Action
Add Envelope RecipientsAdd one or more recipients to an existing envelope.
Action
Create EnvelopeCreate and optionally send an envelope. Pass documents, recipients, and status (created=draft, sent=send now).
Action
Create Envelope From TemplateCreate and send an envelope from an existing template using template roles.
Action
Create Recipient ViewGenerate an embedded signing URL (recipient view) for a recipient of an envelope.
Action
Delete Envelope RecipientRemove a recipient from an envelope by recipient ID.
Action
Get EnvelopeRetrieve a single envelope's status and details by envelope ID.
Action
Get envelope audit eventsRetrieve the audit event log for an envelope.
Action
Get envelope documentDownloads 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.
Action
Get Envelope DocumentsList the documents contained in an envelope.
Action
Get Envelope RecipientsList the recipients of an envelope and their signing status.
Action
Get Envelope Status ChangesList envelopes whose status changed since a given date (status polling).
Action
Get TemplateRetrieve a single template's definition by template ID.
Action
Get userRetrieves the information for a DocuSign user.
Action
List Account UsersList the users in the DocuSign account.
Action
List EnvelopesList envelopes in the account, optionally filtered by status and modified date.
Action
List FoldersList the folders in the account.
Action
List TemplatesList the envelope templates in the account.
Action
Send EnvelopeSend a draft envelope by changing its status to sent.
Action
Update envelopeChanges 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.
Action
Update Envelope RecipientsUpdate existing recipients on an envelope (e.g. correct email or name).
Action
Void EnvelopeVoid a sent envelope, providing a void reason.
Action
Add Calendar EventCreates a new calendar event/booking.
Action
Add ContactCreates a new contact.
Action
Add NoteCreates a new note against a record.
Action
Add QuoteCreates a new draft quote on a Fergus job. Supported for jobs whose job type is Quote or Estimate.
Action
Add TaskCreates a new task in Fergus, optionally linked to a job and assigned to employees.
Action
Archive SiteArchives a site in Fergus. The site can later be restored.
Action
Create CustomerCreates a new customer.
Action
Create JobCreates a job in Fergus — an active job, a draft job, or a variation of an existing job.
Action
Create SiteCreates a new site.
Action
Delete CustomerDeletes a Fergus customer by ID.
Action
Edit Draft JobUpdates a draft job in Fergus. Only draft jobs can be edited; leave a field blank to keep its current value.
Action
Finalize Draft JobFinalises a draft job in Fergus, turning it into an active job.
Action
Find All QuotesReturns up to 100 quotes from across all jobs that match the specified status and date criteria.
Action
Find CustomerReturns the customers whose name, or main or billing contact's name, email or phone, contains the search text.
Action
Find SiteFinds sites by name, city, postal code, or free-text search. Returns the first page of matches (up to 10).
Action
Get Calendar EventReturns a single Fergus calendar event by its ID, including title, start/end times, event type, assigned user, linked job/job phase and recurrence details.
Action
Get ContactReturns a single Fergus contact (customer or site contact) by its ID, including name, position, company and contact items.
Action
Get Customer by IDReturns a Fergus customer by its ID.
Action
Get Customer InvoiceRetrieves a customer invoice by ID.
Action
Get Job by IDRetrieves a specific job using its unique ID.
Action
Get Quotes for JobReturns all quotes for a Fergus job, optionally filtered by status.
Action
Get Site by IDRetrieves a specific site using its unique ID.
Action
List ContactsLists contacts, with optional filtering.
Action
List Customer InvoicesLists customer invoices, with optional filtering.
Action
List NotesReturns the notes (with their replies) attached to a Fergus record.
Action
List TasksLists the company's tasks, optionally filtered by status, assigned employee, job, due date range or overdue state.
Action
Update ContactUpdates an existing customer contact or site contact in Fergus.
Action
Update CustomerUpdates an existing customer's details.
Action
Update QuoteUpdates a draft quote on a Quote or Estimate job in Fergus: title, description and its sections with line items.
Action
Update SiteUpdates an existing site's details.
Action
Update TaskUpdates a task's description, due date, or assigned employees in Fergus. The job a task is linked to cannot be changed.
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 Fergus, 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 Fergus when something happens in DocuSign?
Any of Fergus's 31 actions, including Create Customer, Create Job, Create Site and Update Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Fergus to DocuSign?
Fergus has no triggers in the catalog today, so automations start in DocuSign. If you need the other direction, ask: your agent reads Fergus's API documentation and adds it.
Do I have to build a connector for DocuSign or Fergus?
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.