--- title: "Connect Fidel Api to Docutray - APIANT.ai" description: "When \"New transaction\" fires in Fidel Api, your agent runs \"Convert document\" in Docutray." canonical: "https://apiant.ai/connect/fidel-api-to-docutray" --- # Connect Fidel Api to Docutray When **New transaction** fires in [Fidel Api](https://apiant.ai/connections/fidel-api), your agent runs **Convert document** in [Docutray](https://apiant.ai/connections/docutray). Describe the whole flow and it is built, tested on every scenario and kept running. Fidel Api **1** trigger Fidel Api **11** actions Docutray **6** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Fidel Api and Docutray to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Fidel Api can start in Docutray - When **New transaction** in Fidel Api then **Convert document** in Docutray - When **New transaction** in Fidel Api then **Identify document type** in Docutray 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 Fidel Api and Docutray ## Triggers and actions 1 trigger · 17 actions - Trigger **New transaction** Fires on a new card transaction. - Action **Add brand** Creates a new brand in your Fidel API account. - Action **Add offer** Creates a new offer for a brand in your Fidel API account. - Action **Add program** Creates a new loyalty program in your Fidel account. - Action **Get brand** Returns the details of a single brand by its ID. - Action **Get card** Returns a single card by its ID, including its scheme, last digits, expiry and program. - Action **Get transaction** Returns a single card transaction by its ID, including amount, currency, card, location and brand details. - Action **List brands** Returns the brands in your Fidel account, optionally filtered by name. - Action **List locations** Returns the locations registered under a Fidel program, optionally filtered by postcode or sync status. - Action **List programs** Returns the loyalty programs on your Fidel account. - Action **List transactions** Returns the transactions recorded on a Fidel program, optionally filtered by date range and sorted by transaction time. - Action **Update brand** Updates a brand's website, logo or metadata. - Action **Convert document** Convert a document (image/PDF via file, base64 or URL) into structured JSON for a document_type_code. - Action **Get document type** Get one document type by id. - Action **Get step execution status** Returns the status and result of a step execution started by Run step. - Action **Identify document type** Automatically identify the document type of a document. - Action **List document types** List document type schemas. - Action **Run step** Execute a workflow step on a document. ## Each app on its own - [ **Fidel Api** API for linking bank cards and streaming real-time card transaction data to power loyalty and rewards...](https://apiant.ai/connections/fidel-api) - [ **Docutray** Document processing API that extracts, validates, and exports data from PDFs, images, and scans (tuned for...](https://apiant.ai/connections/docutray) Reviews ## What our customers say ## More from Fidel Api - [ **Fidel Api to Hailer** Hailer is a tool that helps people be more productive and organized together.](https://apiant.ai/connect/fidel-api-to-hailer) - [ **Fidel Api to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/fidel-api-to-hubspot) - [ **Fidel Api to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/fidel-api-to-salesforce) - [ **Fidel Api to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/fidel-api-to-slack) - [ **Fidel Api to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/fidel-api-to-google-sheets) - [ **Fidel Api to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/fidel-api-to-gmail) ## More into Docutray - [ **Tally to Docutray** The simplest way to create beautiful forms and surveys, for free.](https://apiant.ai/connect/tally-to-docutray) - [ **HubSpot to Docutray** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-docutray) - [ **Salesforce to Docutray** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-docutray) - [ **Slack to Docutray** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-docutray) - [ **Google Sheets to Docutray** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-docutray) - [ **Gmail to Docutray** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-docutray) Questions ## Fidel Api and Docutray, answered ### ### What can start an automation from Fidel Api? Any of Fidel Api's 1 trigger in the catalog, including New transaction. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Docutray when something happens in Fidel Api? Any of Docutray's 6 actions, including Convert document, Get document type, Get step execution status and Identify document type. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Docutray to Fidel Api? Docutray has no triggers in the catalog today, so automations start in Fidel Api. If you need the other direction, ask: your agent reads Docutray's API documentation and adds it. ### ### Do I have to build a connector for Fidel Api or Docutray? 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 Fidel Api and Docutray 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.