Integration
Connect Mendato to Plumsail Documents
When New Employee fires in Mendato, 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 Mendato 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 Mendato can start in Plumsail Documents
When New Employee in Mendato
then Convert CSV to Excel File (XLSX) in Plumsail Documents
When New Subcontractor in Mendato
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 Mendato and Plumsail Documents
Triggers and actions 2 triggers · 47 actions
Trigger
New EmployeeTriggers when a new employee is added in Mendato. Optional filters limit which employees fire the trigger.
Trigger
New SubcontractorTriggers when a new subcontractor is added in Mendato.
Action
Add employeeCreates a new employee in Mendato.
Action
Add materialGraphQL mutation createMaterial.
Action
Add objectGraphQL mutation createObject (cleaning object/property).
Action
Add orderCreates a new order (Auftrag) for an object, with the services to perform, and optionally the materials used and the employees or subcontractors assigned.
Action
Add prospectCreates a new prospect (potential customer) in Mendato, optionally with contact persons and a first prospect object.
Action
Add quoteGraphQL mutation createQuote.
Action
Add supplierGraphQL mutation createSupplier.
Action
Add ticketCreates a ticket (a complaint, extra request, material demand or damage report) for an object in Mendato.
Action
Add time recordCreates a time record for an employee in Mendato, with start and end time, optional journey start, break duration and the object (site) worked at.
Action
Create Credit NoteCreates a credit note (Gutschrift) for a subcontractor in Mendato, with its line items, dates and texts.
Action
Create CustomerCreates a new customer (person or company) in Mendato with address, contact and billing details.
Action
Create EstimateCreates a new estimate
Action
Create InvoiceCreates an invoice for a customer in Mendato, with its line items, dates and texts, optionally completing and sending it right away.
Action
Create SubcontractorCreates a new subcontractor
Action
Find CustomerReturns up to 100 customers whose number, name, email address or contact person matches the search text.
Action
Find employees by criteriaReturns the employees that match the given criteria, such as name or personnel number, status, city or ZIP, supervisor or driving licence.
Action
Find invoices by criteriaReturns up to 100 invoices that match the search text, statuses, date ranges, payment state, customer, order, service or object you specify.
Action
Find SubcontractorReturns up to 100 subcontractors whose number, name or other details match the search text.
Action
Get customerReturns a single customer by id, including contact details, address, email addresses, tax details, note and tags.
Action
Get orderReturns a single order (Auftrag) by its id, including its object, status, dates, staffing requirements and services.
Action
Get prospectReturns a single prospect (lead) by its id, with address, contact details, outcome and contact persons.
Action
Get QuoteReturns a single quote (Angebot) by its id, including its number, status, dates, customer or prospect, texts and line items.
Action
Get SupplierReturns a single supplier (Lieferant) by its id, with name, address, contact and tax details.
Action
Get time recordReturns a single time record by its id, including its date, start and end times, breaks, employee and object.
Action
Update customerUpdates an existing customer's name, address, contact details and email addresses. Fields left blank keep their current values.
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
Mendato and Plumsail Documents, answered
What can start an automation from Mendato?
Any of Mendato's 2 triggers in the catalog, including New Employee and New Subcontractor. 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 Mendato?
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 Mendato?
Plumsail Documents has no triggers in the catalog today, so automations start in Mendato. 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 Mendato 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 Mendato 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.