--- title: "Connect Paperless to NMI Merchant Central - APIANT.ai" description: "When \"Document updated\" fires in Paperless, your agent runs \"Add Comment to Ticket\" in NMI Merchant Central." canonical: "https://apiant.ai/connect/paperless-to-nmi-merchant-central" --- # Connect Paperless to NMI Merchant Central When **Document updated** fires in [Paperless](https://apiant.ai/connections/paperless), your agent runs **Add Comment to Ticket** in [NMI Merchant Central](https://apiant.ai/connections/nmi-merchant-central). Describe the whole flow and it is built, tested on every scenario and kept running. Paperless **2** triggers Paperless **6** actions NMI Merchant Central **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Paperless and NMI Merchant Central 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 Paperless can start in NMI Merchant Central - When **Document updated** in Paperless then **Add Comment to Ticket** in NMI Merchant Central - When **New document created** in Paperless then **Add Note to Lead** in NMI Merchant Central 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 Paperless and NMI Merchant Central ## Triggers and actions 2 triggers · 15 actions - Trigger **Document updated** Fires when a document is updated (e.g. name changed). Backed by the document.updated webhook event. - Trigger **New document created** Fires when a new document is created. Backed by the document.created webhook event. - Action **Create Document (From Template)** Creates a new Paperless document from an existing template, optionally filling in recipients, form-field defaults and variables, and optionally sending it right away. - Action **Delete Document** Permanently delete a document by ID. - Action **Get Document** Retrieves a single Paperless document by its id. - Action **Get Template** Retrieves a single Paperless template by its id. - Action **List Templates** List all templates the API key's integration has access to, used to pick a template_id before creating a document. - Action **Update Document** Updates an existing Paperless document: rename it, set its recipients, form field defaults and variables, or send it by setting its state to dispatched. - Action **Add Comment to Ticket** Adds a comment to an existing helpdesk ticket, optionally notifying users and attaching files. Returns the new comment. - Action **Add Note to Lead** Adds a note to a lead in NMI Merchant Central, optionally notifying users. - Action **Delete Lead** Deletes a lead. - Action **List Lead Groups** Returns the lead groups available in the account. - Action **List Lead Statuses** Returns the lead statuses available in the account. - Action **Send SMS to Lead** Sends an SMS to a lead using one of your saved SMS templates. - Action **Update Existing Ticket** Updates an existing helpdesk ticket's subject, description, status, priority, assignees, due date and other details. Fields left blank are not changed. - Action **Update Lead** Updates an existing lead's campaign, status, source, group or field values. Only the values you fill in are changed. - Action **Update Lead Status** Changes a lead's status, optionally moving it to a different group at the same time. ## Each app on its own - [ **Paperless** Paperless lets you create, sign, and manage intelligent documents on a single platform.](https://apiant.ai/connections/paperless) - [ **NMI Merchant Central** NMI Merchant Central is a payments CRM that helps you manage the full merchant lifecycle -from lead to...](https://apiant.ai/connections/nmi-merchant-central) Reviews ## What our customers say ## More from Paperless - [ **Paperless to Google Maps Platform** APIs and SDKs for maps, geocoding, routing, places search, and location-based data in apps.](https://apiant.ai/connect/paperless-to-google-maps-platform) - [ **Paperless to Metropolitan Museum of Art** The Metropolitan Museum of Art Collection API exposes the museum's open-access catalogue of more than four...](https://apiant.ai/connect/paperless-to-metropolitan-museum-of-art) - [ **Paperless to ZUGFeRD & XRechnung by InvoiceXML** ZUGFeRD & XRechnung by InvoiceXML is a German e-invoice compliance service for creating, validating...](https://apiant.ai/connect/paperless-to-zugferd-xrechnung-by-invoicexml) - [ **Paperless to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/paperless-to-salesforce) - [ **Paperless to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/paperless-to-slack) - [ **Paperless to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/paperless-to-stripe) ## More into NMI Merchant Central - [ **HubSpot to NMI Merchant Central** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-nmi-merchant-central) - [ **Salesforce to NMI Merchant Central** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-nmi-merchant-central) - [ **Slack to NMI Merchant Central** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-nmi-merchant-central) - [ **Google Sheets to NMI Merchant Central** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-nmi-merchant-central) - [ **Gmail to NMI Merchant Central** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-nmi-merchant-central) - [ **Google Calendar to NMI Merchant Central** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-nmi-merchant-central) Questions ## Paperless and NMI Merchant Central, answered ### ### What can start an automation from Paperless? Any of Paperless's 2 triggers in the catalog, including Document updated and New document created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in NMI Merchant Central when something happens in Paperless? Any of NMI Merchant Central's 9 actions, including Send SMS to Lead, Update Existing Ticket, Update Lead and Update Lead Status. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from NMI Merchant Central to Paperless? NMI Merchant Central has no triggers in the catalog today, so automations start in Paperless. If you need the other direction, ask: your agent reads NMI Merchant Central's API documentation and adds it. ### ### Do I have to build a connector for Paperless or NMI Merchant Central? 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 Paperless and NMI Merchant Central 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.