--- title: "Connect iDigBio to OkaySend - APIANT.ai" description: "When \"New record\" fires in iDigBio, your agent runs \"Create a Client\" in OkaySend." canonical: "https://apiant.ai/connect/idigbio-to-okaysend" --- # Connect iDigBio to OkaySend When **New record** fires in [iDigBio](https://apiant.ai/connections/idigbio), your agent runs **Create a Client** in [OkaySend](https://apiant.ai/connections/okaysend). Describe the whole flow and it is built, tested on every scenario and kept running. iDigBio **1** trigger iDigBio **6** actions OkaySend **3** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want iDigBio and OkaySend 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 iDigBio can start in OkaySend - When **New record** in iDigBio then **Create a Client** in OkaySend - When **New record** in iDigBio then **Read Document Request** in OkaySend 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 iDigBio and OkaySend ## Triggers and actions 1 trigger · 9 actions - Trigger **New record** Polls for specimen records newly indexed into iDigBio matching a saved search query, sorted by modified/index date. - Action **Find media records** Search iDigBio media records (images/media associated with specimens) matching a query. - Action **Find records** Search iDigBio specimen records matching a query. - Action **Find recordsets** Search iDigBio recordsets (collections/datasets contributed by publishers) matching a query. - Action **Get media record** Retrieve a single iDigBio media record by its UUID. - Action **Get record** Retrieve a single iDigBio specimen record by its UUID. - Action **Get recordset** Retrieve a single iDigBio recordset (dataset) by its UUID. - Action **Create a Client** Creates a new client record in OkaySend. - Action **Create a Request** Creates a new OkaySend document request from a template, as a draft, sent to clients, or published as a shareable link. - Action **Read Document Request** Fetches a document request by ID, with its title, status, clients and the questions it asks. ## Each app on its own - [ **iDigBio** iDigBio is a US national aggregator of digitized biological and paleontological museum specimens, exposing a...](https://apiant.ai/connections/idigbio) - [ **OkaySend** OkaySend simplifies the process of collecting documents and files from clients.](https://apiant.ai/connections/okaysend) Reviews ## What our customers say ## More from iDigBio - [ **iDigBio to Lumify** Real-time sports intelligence: scores, odds, betting splits & AI bet analysis across 8 sports](https://apiant.ai/connect/idigbio-to-lumify) - [ **iDigBio to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/idigbio-to-salesforce) - [ **iDigBio to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/idigbio-to-slack) - [ **iDigBio to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/idigbio-to-mailchimp) - [ **iDigBio to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/idigbio-to-stripe) - [ **iDigBio to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/idigbio-to-shopify) ## More into OkaySend - [ **HubSpot to OkaySend** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-okaysend) - [ **Salesforce to OkaySend** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-okaysend) - [ **Slack to OkaySend** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-okaysend) - [ **Google Sheets to OkaySend** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-okaysend) - [ **Gmail to OkaySend** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-okaysend) - [ **Google Calendar to OkaySend** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-okaysend) Questions ## iDigBio and OkaySend, answered ### ### What can start an automation from iDigBio? Any of iDigBio's 1 trigger in the catalog, including New record. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in OkaySend when something happens in iDigBio? Any of OkaySend's 3 actions, including Create a Client, Create a Request and Read Document Request. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from OkaySend to iDigBio? OkaySend has no triggers in the catalog today, so automations start in iDigBio. If you need the other direction, ask: your agent reads OkaySend's API documentation and adds it. ### ### Do I have to build a connector for iDigBio or OkaySend? 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 iDigBio and OkaySend 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.