# Connect MagicBlocks to Doctly When **Contact Created or Updated** fires in [MagicBlocks](https://apiant.ai/connections/magicblocks), your agent runs **Get document** in [Doctly](https://apiant.ai/connections/doctly). Describe the whole flow and it is built, tested on every scenario and kept running. MagicBlocks **1** trigger MagicBlocks **5** actions Doctly **4** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want MagicBlocks and Doctly to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 MagicBlocks can start in Doctly - When **Contact Created or Updated** in MagicBlocks then **Get document** in Doctly - When **Contact Created or Updated** in MagicBlocks then **List documents** in Doctly 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 MagicBlocks and Doctly ## Triggers and actions 1 trigger · 9 actions - Trigger **Contact Created or Updated** Triggers when a contact is created or updated. - Action **Create Contact** Creates a contact in your workspace - Action **Find Contact** Finds a contact by id or email or phone from your workspace - Action **Get Contact** Get a single contact by id, email, or phone. - Action **List Contacts** List all contacts in a MagicBlocks workspace. - Action **Update Contact** Updates a contact in your workspace. - Action **Convert PDF to Text** Use AI to convert a PDF document to Text file with markdown formatting. - Action **Delete document** Deletes a document from Doctly. - Action **Get document** Retrieve a document with status and download URLs. - Action **List documents** Paginated list of documents with filters. ## Each app on its own - [ **MagicBlocks** MagicBlocks is an Autonomous Relationship Sales Platform that deploys AI sales agents to qualify and convert...](https://apiant.ai/connections/magicblocks) - [ **Doctly** Effortlessly convert PDFs to structured text files with Doctly's AI-powered OCR.](https://apiant.ai/connections/doctly) Reviews ## What our customers say ## More from MagicBlocks - [ **MagicBlocks to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/magicblocks-to-salesforce) - [ **MagicBlocks to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/magicblocks-to-slack) - [ **MagicBlocks to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/magicblocks-to-mailchimp) - [ **MagicBlocks to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/magicblocks-to-stripe) - [ **MagicBlocks to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/magicblocks-to-shopify) - [ **MagicBlocks to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/magicblocks-to-quickbooks-online) ## More into Doctly - [ **HubSpot to Doctly** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-doctly) - [ **Salesforce to Doctly** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-doctly) - [ **Slack to Doctly** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-doctly) - [ **Google Sheets to Doctly** Google Sheets](https://apiant.ai/connect/google-sheets-to-doctly) - [ **Gmail to Doctly** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-doctly) - [ **Google Calendar to Doctly** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-doctly) Questions ## MagicBlocks and Doctly, answered ### ### What can start an automation from MagicBlocks? Any of MagicBlocks's 1 trigger in the catalog, including Contact Created or Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Doctly when something happens in MagicBlocks? Any of Doctly's 4 actions, including Convert PDF to Text, Get document, List documents and Delete document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Doctly to MagicBlocks? Doctly has no triggers in the catalog today, so automations start in MagicBlocks. If you need the other direction, ask: your agent reads Doctly's API documentation and adds it. ### ### Do I have to build a connector for MagicBlocks or Doctly? 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. ### ### 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.