Integration
Connect DocuSign to Meisterplan
When something happens in DocuSign, your agent does the next thing in Meisterplan. 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 Meisterplan 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 Meisterplan
When New envelope sent in DocuSign
then Create or Update Actual Time Worked in Meisterplan
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 Meisterplan
Triggers and actions 1 trigger · 40 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.
- Create or Update Actual Time Worked
Records the hours a resource or role actually worked on a project for a given date, updating the existing entry if one is already there. Returns the stored entry.
- Create or Update Allocation
Allocates a resource or role to a project for a date range, updating the existing allocation if one is already there. Returns the allocation with its resulting segments.
- Create or Update a Project's Tool Link
Links a Meisterplan project to the matching project in a task management tool, updating the link if one already exists. Returns the stored link.
- Create or Update Resource Absence
Records an absence for a resource over a date range, so the time is taken out of their availability. Returns the stored absence.
- Create or Update Tasks of a Project's Tool Link
Pushes a task from a linked task management tool onto a Meisterplan project, updating it if the task key is already there.
- Create Project
Creates a project in a Meisterplan scenario, including its dates, budgets and custom fields. Returns the new project.
- Create Resource
Adds a person to the Meisterplan resource pool, with their role, calendar, cost rate and org placement. Returns the new resource.
- Create Role
Creates a role in Meisterplan that resources can be assigned to and projects can be allocated against. Returns the new role.
- Find a Resource or Role
Returns the resources and roles whose key, name or email matches the text you supply. Meisterplan has no server-side search on these collections, so the match is made after fetching them.
- Find a Team, Resource or Role
Returns the teams, resources and roles whose name, key or email matches the text you supply. Meisterplan has no server-side search on these collections, so the match is made after fetching them.
- Find Project by Key
Returns the project in a scenario that carries the project key you supply. Meisterplan has no server-side project search, so the match is made after fetching the scenario's projects.
- Find Project by Name
Returns the projects in a scenario whose name contains the text you supply. Meisterplan has no server-side project search, so the match is made after fetching the scenario's projects.
- Find Resource by Email
Returns the resource whose email address matches the one you supply. Meisterplan has no server-side resource search, so the match is made after fetching the resource pool.
- Find Resource by Key
Returns the resource carrying the resource key you supply. Meisterplan has no server-side resource search, so the match is made after fetching the resource pool.
- Find Role by Name
Returns the role carrying the name you supply. Meisterplan has no server-side role search, so the match is made after fetching the roles.
- Find Task by Key
Returns the task on a project's tool link that carries the task key you supply. Meisterplan has no server-side task search, so the match is made after fetching the project's tasks.
- Update Project
Updates a project in a Meisterplan scenario — its dates, budgets, status and custom fields. Only the values supplied are changed. Returns the updated project.
- Update Resource
Updates a person in the Meisterplan resource pool — their name, role, calendar, cost rate and org placement. Only the values supplied are changed. Returns the updated resource.
- Update Role
Updates a role in Meisterplan — its name, cost rate and org placement. Only the values supplied are changed. Returns the updated role.
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 Meisterplan, 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 Meisterplan when something happens in DocuSign?
Any of Meisterplan's 19 actions, including Create or Update Actual Time Worked, Create or Update Allocation, Create or Update a Project's Tool Link and Create or Update Resource Absence. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Meisterplan to DocuSign?
Meisterplan has no triggers in the catalog today, so automations start in DocuSign. If you need the other direction, ask: your agent reads Meisterplan's API documentation and adds it.
Do I have to build a connector for DocuSign or Meisterplan?
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.