Integration
Connect Grist to Plumsail Documents
When New or Updated Record fires in Grist, 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 Grist 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 Grist can start in Plumsail Documents
When New or Updated Record in Grist
then Convert CSV to Excel File (XLSX) in Plumsail Documents
When New Record in Grist
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 Grist and Plumsail Documents
Triggers and actions 4 triggers · 43 actions
Trigger
New or Updated RecordTriggered when a row in a Grist table is created or updated.
Trigger
New or Updated Record (Instant)Triggers when a Record is updated, or a new Record is added.
Trigger
New RecordTriggered when a new row is added to a Grist table.
Trigger
New Record (Instant)Triggers when a new Record is created
Action
Add ColumnAdds a column to a table in a Grist document.
Action
Add TableCreates a new table in a Grist document, optionally with a starting set of columns.
Action
Create DocumentCreates a new document in a Grist workspace and returns its document ID.
Action
Create or Update RecordAdds a row to a Grist table, or updates the existing row when the match column already holds the match value. Returns the row ID.
Action
Create RecordAdds a new row to a Grist table and returns its row ID.
Action
Create WorkspaceCreates a new workspace in a Grist organization and returns its ID.
Action
Delete DocumentDeletes a Grist document permanently.
Action
Delete RecordsDeletes one or more rows from a Grist table by row ID.
Action
Delete WorkspaceDeletes a Grist workspace along with every document inside it.
Action
Find RecordSearches a Grist table for a row whose column holds a given value and returns that row's ID and column values.
Action
Get DocumentReturns the details of one Grist document — its name, web address, workspace, and organization.
Action
Get OrgReturns the details of one Grist organization (team site) — its name, subdomain, owner, and your access level.
Action
Get WorkspaceReturns the details of one Grist workspace, including the documents it contains.
Action
List ColumnsReturns the columns of a Grist table, with each column's ID, label, and type.
Action
List OrgsReturns every Grist organization (team site) this connection can reach.
Action
List TablesReturns the tables in a Grist document.
Action
List WorkspacesReturns the workspaces in a Grist organization, each with the documents it contains.
Action
Run SQL QueryRuns a read-only SELECT statement against a Grist document and returns the rows.
Action
Update DocumentRenames a Grist document or changes whether it is pinned. Anything left blank stays as it is.
Action
Update RecordChanges the column values of one row in a Grist table. Columns left blank keep their current values.
Action
Update WorkspaceRenames a Grist workspace.
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
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Questions
Grist and Plumsail Documents, answered
What can start an automation from Grist?
Any of Grist's 4 triggers in the catalog, including New or Updated Record, New or Updated Record (Instant), New Record and New Record (Instant). 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 Grist?
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 Grist?
Plumsail Documents has no triggers in the catalog today, so automations start in Grist. 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 Grist 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 Grist 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.