--- title: "Connect Invoice Ninja to Docupanda - APIANT.ai" description: "When \"New expense\" fires in Invoice Ninja, your agent runs \"Add document\" in Docupanda." canonical: "https://apiant.ai/connect/invoice-ninja-to-docupanda" --- # Connect Invoice Ninja to Docupanda When **New expense** fires in [Invoice Ninja](https://apiant.ai/connections/invoice-ninja), your agent runs **Add document** in [Docupanda](https://apiant.ai/connections/docupanda). Describe the whole flow and it is built, tested on every scenario and kept running. Invoice Ninja **1** trigger Invoice Ninja **10** actions Docupanda **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Invoice Ninja and Docupanda 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 Invoice Ninja can start in Docupanda - When **New expense** in Invoice Ninja then **Add document** in Docupanda - When **New expense** in Invoice Ninja then **Classify documents** in Docupanda 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 Invoice Ninja and Docupanda ## Triggers and actions 1 trigger · 24 actions - Trigger **New expense** Triggers when a new expense is created in Invoice Ninja. - Action **Delete invoice** Deletes an invoice from your Invoice Ninja company by its id. - Action **Email Invoice** Emails an invoice to its client using the chosen email template, optionally with a custom subject, body and CC address. - Action **Email Quote** Emails an existing quote to its client, using a quote template or a custom subject and body. Returns the confirmation message and the quote that was emailed. - Action **Find Client** Finds clients by name, email, number or search text and returns the matching client records. - Action **Find Credit** Returns the credits that match a credit number, search text, client, status or date. - Action **Find Invoice** Finds invoices by number, search text, client, status or date, and returns the matches with the first one broken out. - Action **Find payments** Returns the payments that match a payment number, search text, client or other criteria. - Action **Find Product** Finds products in Invoice Ninja by name, product key or other filters, returning the matches and the first match. - Action **Find Project** Finds projects whose name, number or notes match the search text and returns the matches. - Action **Find Quote** Returns the quotes that match a quote number, search text, client, status or date criteria. - Action **Add class** Adds a new document class, with a name and description, to your classification taxonomy. - Action **Add document** Submits a document to DocuPipe for processing from a URL or base64 file contents, and returns its document id and job id. - Action **Add schema** Creates a new extraction schema in DocuPanda from a JSON Schema definition, describing the structured data to pull from documents. - Action **Classify documents** Starts a classification job that sorts one or more documents into your classes. Returns the job ID and status. - Action **Delete document** Deletes a document previously submitted to DocuPanda for processing. - Action **Find documents** Finds documents whose filename or document ID matches the search text, optionally within one dataset. - Action **Get document** Returns a processed document, including its processing status, extracted text, pages and metadata. - Action **Get job** Returns a DocuPanda job by its ID, including its status, timestamps and job-type-specific details. - Action **Get schema** Returns a DocuPanda extraction schema by its ID, including its name, JSON schema definition and guidelines. - Action **Get standardization** Returns a standardization's extracted JSON data along with its document, schema, job and metadata details. - Action **List classes** Returns every document class defined in your DocuPipe classification taxonomy. - Action **List documents** Returns the documents submitted to DocuPipe, optionally filtered by dataset and creation date range. - Action **List schemas** Returns the extraction schemas in your DocuPanda account. - Action **Standardize documents** Starts standardizing a document into structured data against a schema (or an auto-generated draft schema). Returns the job and standardization ids. ## Each app on its own - [ **Invoice Ninja** Create. Send. Get Paid. Invoice Ninja is a free, code-available suite of apps to invoice clients, accept...](https://apiant.ai/connections/invoice-ninja) - [ **Docupanda** AI document extraction API that converts unstructured PDFs and scans into structured JSON data.](https://apiant.ai/connections/docupanda) Reviews ## What our customers say ## More from Invoice Ninja - [ **Invoice Ninja to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/invoice-ninja-to-salesforce) - [ **Invoice Ninja to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/invoice-ninja-to-slack) - [ **Invoice Ninja to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/invoice-ninja-to-mailchimp) - [ **Invoice Ninja to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/invoice-ninja-to-stripe) - [ **Invoice Ninja to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/invoice-ninja-to-shopify) - [ **Invoice Ninja to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/invoice-ninja-to-quickbooks-online) ## More into Docupanda - [ **HubSpot to Docupanda** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-docupanda) - [ **Salesforce to Docupanda** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-docupanda) - [ **Slack to Docupanda** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-docupanda) - [ **Google Sheets to Docupanda** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-docupanda) - [ **Gmail to Docupanda** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-docupanda) - [ **Google Calendar to Docupanda** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-docupanda) Questions ## Invoice Ninja and Docupanda, answered ### ### What can start an automation from Invoice Ninja? Any of Invoice Ninja's 1 trigger in the catalog, including New expense. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Docupanda when something happens in Invoice Ninja? Any of Docupanda's 14 actions, including Add class, Add document, Add schema and Classify documents. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Docupanda to Invoice Ninja? Docupanda has no triggers in the catalog today, so automations start in Invoice Ninja. If you need the other direction, ask: your agent reads Docupanda's API documentation and adds it. ### ### Do I have to build a connector for Invoice Ninja or Docupanda? 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 Invoice Ninja and Docupanda 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.