# Connect Modusign to Trestle When **Document Updated** fires in [Modusign](https://apiant.ai/connections/modusign), your agent runs **Real Contact** in [Trestle](https://apiant.ai/connections/trestle). Describe the whole flow and it is built, tested on every scenario and kept running. Modusign **1** trigger Modusign **12** actions Trestle **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Modusign and Trestle 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 Modusign can start in Trestle - When **Document Updated** in Modusign then **Real Contact** in Trestle - When **Document Updated** in Modusign then **Address Validation** in Trestle 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 Modusign and Trestle ## Triggers and actions 1 trigger · 19 actions - Trigger **Document Updated** Triggers when a document is created, signed, completed, or aborted. - Action **Add document request** Request signatures on a document (signature request). - Action **Add label** Creates a new label in Modusign. - Action **Cancel document request** Cancel a pending signature request. - Action **Delete label** Delete a label. - Action **Delete template** Delete a template. - Action **Get Document** Retrieves the details of a single Modusign document by its ID. - Action **Get template** Get a template by id. - Action **Get user** Gets the Modusign user whose credentials the connection uses. - Action **Remind Signing** Resend signing request notifications to signers who did not sign. - Action **Request Document With Template** Create a document using a template and request signers to sign it. - Action **Search Documents** Search for documents with specific conditions. - Action **Update label** Update a label. - Action **Address Validation** Validates and USPS-normalizes a US street address and returns its validity, normalized components, ZIP+4 and latitude/longitude. - Action **Identify caller** Looks up a phone number and returns its validity, line type and carrier, plus the top-ranked owner and that owner's current address. - Action **Phone Validation** Validates a phone number and provides phone metadata, such as carrier name, line type (landline, mobile, non-fixed VoIP, etc.), is the phone prepaid, etc. - Action **Real Contact** Verifies and grades a lead's contact information across name, phone, email, address and IP address, returning A–F contact grades, phone activity score, name-match results and IP trust signals. - Action **Reverse Address** Validates a US street address and returns everyone currently living at it, with demographics, historical addresses and associated people for each resident. - Action **Reverse Phone** Validates a phone number and returns all potential owners with demographics, current addresses, alternate phones and emails. - Action **Smart CNAM** Validates a phone number and returns the top person or business name associated with it (caller name lookup). ## Each app on its own - [ **Modusign** Modusign is a simple electronic contract service that makes signing a contract and its storage at once at...](https://apiant.ai/connections/modusign) - [ **Trestle** Trestle provides industry-leading identity data APIs to improve lead management and call operations.](https://apiant.ai/connections/trestle) Reviews ## What our customers say ## More from Modusign - [ **Modusign to timeBuzzer** timeBuzzer is a simple time tracker and timesheet app to track hours worked across projects in real time.](https://apiant.ai/connect/modusign-to-timebuzzer) - [ **Modusign to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/modusign-to-salesforce) - [ **Modusign to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/modusign-to-slack) - [ **Modusign to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/modusign-to-stripe) - [ **Modusign to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/modusign-to-shopify) - [ **Modusign to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/modusign-to-quickbooks-online) ## More into Trestle - [ **Slack to Trestle** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-trestle) - [ **HubSpot to Trestle** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-trestle) - [ **Salesforce to Trestle** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-trestle) - [ **Google Sheets to Trestle** Google Sheets](https://apiant.ai/connect/google-sheets-to-trestle) - [ **Gmail to Trestle** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-trestle) - [ **Google Calendar to Trestle** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-trestle) Questions ## Modusign and Trestle, answered ### ### What can start an automation from Modusign? Any of Modusign's 1 trigger in the catalog, including Document Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Trestle when something happens in Modusign? Any of Trestle's 7 actions, including Address Validation, Identify caller, Phone Validation and Real Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Trestle to Modusign? Trestle has no triggers in the catalog today, so automations start in Modusign. If you need the other direction, ask: your agent reads Trestle's API documentation and adds it. ### ### Do I have to build a connector for Modusign or Trestle? 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.