Integration
Connect Fidel Api to Plumsail Documents
When New transaction fires in Fidel Api, your agent runs Convert CSV to Excel File (XLSX) in Plumsail Documents. Describe the whole flow 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 Fidel Api and Plumsail Documents to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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 Fidel Api can start in Plumsail Documents
When New transaction in Fidel Api
then Convert CSV to Excel File (XLSX) in Plumsail Documents
When New transaction in Fidel Api
then Add HTML Watermark to PDF in Plumsail Documents
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 Plumsail Documents
Triggers and actions 1 trigger · 33 actions
Trigger
New transactionFires on a new card transaction.
Action
Add brandCreates a new brand in your Fidel API account.
Action
Add offerCreates a new offer for a brand in your Fidel API account.
Action
Add programCreates a new loyalty program in your Fidel account.
Action
Get brandReturns the details of a single brand by its ID.
Action
Get cardReturns a single card by its ID, including its scheme, last digits, expiry and program.
Action
Get transactionReturns a single card transaction by its ID, including amount, currency, card, location and brand details.
Action
List brandsReturns the brands in your Fidel account, optionally filtered by name.
Action
List locationsReturns the locations registered under a Fidel program, optionally filtered by postcode or sync status.
Action
List programsReturns the loyalty programs on your Fidel account.
Action
List transactionsReturns the transactions recorded on a Fidel program, optionally filtered by date range and sorted by transaction time.
Action
Update brandUpdates a brand's website, logo or metadata.
Action
Add HTML Watermark to PDFAdds an HTML watermark to a PDF document and returns a link to the watermarked PDF.
Action
Add Image Watermark to PDFAdds an image watermark to every chosen page of a PDF and returns a download link to the watermarked PDF.
Action
Add PDF Watermark to PDFOverlays a page from another PDF as a watermark on a PDF document and returns a download link to the result.
Action
Add Text Watermark to PDFAdds a text watermark to a PDF and returns a download link to the watermarked file.
Action
Compress PDFCompresses and optimizes a PDF document to reduce its size, and returns a download link to the compressed PDF.
Action
Convert CSV to Excel File (XLSX)Converts a CSV file into an Excel workbook (XLSX) and returns a download link to the result.
Action
Convert DOC to DOCXConverts a legacy Word DOC document into a DOCX file and returns a download link to the result.
Action
Convert DOCX to PDFConverts a Word DOCX document to PDF and returns a download link to the PDF.
Action
Convert PPT to PPTXConverts a PowerPoint PPT presentation to PPTX format and returns a download link to the converted file.
Action
Convert PPTX to PDFConverts a PowerPoint PPTX presentation into a PDF file and returns a download link.
Action
Convert to PDFConverts a document from a public URL into a PDF file and returns a download link to the PDF.
Action
Convert XLS to XLSXConverts a legacy Excel XLS file into an XLSX workbook and returns a download link to the result.
Action
Convert XLSX to PDFConverts an Excel XLSX spreadsheet into a PDF file and returns a download link to the result.
Action
Fill in PDF FormFills in the fields of a fillable PDF form with the data you provide and returns a download link to the completed PDF.
Action
Fill Merge Fields in DOCX DocumentFills the merge fields of a Word DOCX document with your data and returns a download link to the filled document.
Action
Generate Document From DOCX TemplateCreates a document from a Word DOCX template filled with your data and returns a download link to the result.
Action
Generate Document From Fillable PDFGenerates a PDF document by filling a fillable PDF template with your data and returns a download link to the result.
Action
Generate Document From PPTX TemplateCreates a document from a PowerPoint PPTX template filled with your data and returns a download link to the result.
Action
Generate Document From XLSX TemplateCreates a document from an Excel XLSX template filled with your data and returns a download link to the result.
Action
Merge Any Files Into PDFConverts multiple files (documents, images, PDFs) and merges them into a single PDF, returning a download link.
Action
Merge DOCX FilesMerges several Word (DOCX) documents into a single DOCX file and returns a download link to the result.
Action
Protect PDFAdds passwords and printing, editing, copying and annotation restrictions to a PDF file, and returns a link to the protected PDF.
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
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More into Plumsail Documents
HubSpot to Plumsail DocumentsHubSpot is your all-in-one stop for all of your marketing software needs.
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Questions
Fidel Api and Plumsail Documents, 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 Plumsail Documents when something happens in Fidel Api?
Any of Plumsail Documents's 22 actions, including Add HTML Watermark to PDF, Add Image Watermark to PDF, Add PDF Watermark to PDF and Add Text Watermark to PDF. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Plumsail Documents to Fidel Api?
Plumsail Documents has no triggers in the catalog today, so automations start in Fidel Api. If you need the other direction, ask: your agent reads Plumsail Documents's API documentation and adds it.
Do I have to build a connector for Fidel Api or Plumsail Documents?
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 Plumsail Documents 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.