Build solutions, not workarounds.
What do you want DocuSign and Shift4 to do together?
Ask the assistant
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 Shift4
When New envelope sent in DocuSign
then Add card in Shift4
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 Shift4
Triggers and actions 1 trigger · 42 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 card
Saves a credit or debit card to an existing Shift4 customer, either from a card token / successful charge, or from full card details.
- Add charge
Creates a new charge to a customer or card.
- Add customer
Creates a new customer in Shift4, optionally saving a card to them as their default card.
- Add plan
Creates a new subscription plan that customers can be subscribed to.
- Add refund
Refunds an existing charge in full or in part, returning the funds to the card that was charged.
- Add subscription
Creates a subscription that bills a customer automatically according to a plan.
- Delete card
Deletes a saved card from a Shift4 customer. If the deleted card was the customer's default, the most recently added card becomes the new default.
- Delete customer
Deletes an existing Shift4 customer.
- Delete plan
Deletes a plan by ID.
- Delete subscription
Cancels/deletes an existing subscription by ID.
- Get charge
Fetches a charge by ID.
- Get customer
Fetches a customer by ID.
- Get dispute
Fetches a dispute by ID.
- Get plan
Fetches a plan by ID.
- Get refund
Retrieves an existing Shift4 refund by its id.
- Get subscription
Fetches a subscription by ID.
- List cards
Lists the saved cards of a Shift4 customer, most recently created first.
- List refunds
Returns all refunds.
- Update charge
Updates an existing Shift4 charge's customer, description, shipping, billing, fraud status or metadata. Fields left blank are unchanged.
- Update customer
Updates an existing Shift4 customer. Any field left blank is left unchanged.
- Update subscription
Updates an existing subscription. Any field left blank is left unchanged.
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 DocuSign
DocuSign to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
DocuSign to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
DocuSign to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
DocuSign to Google SheetsGoogle Sheets
DocuSign to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
DocuSign to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Shift4
Instagram to Shift4Instagram is a social media platform for sharing photos, videos, and stories.
Questions
DocuSign and Shift4, 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 Shift4 when something happens in DocuSign?
Any of Shift4's 21 actions, including Update charge, Update customer, Update subscription and Add card. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Shift4 to DocuSign?
Shift4 has no triggers in the catalog today, so automations start in DocuSign. If you need the other direction, ask: your agent reads Shift4's API documentation and adds it.
Do I have to build a connector for DocuSign or Shift4?
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.