Integration
Connect Paperless and Sally
When Document updated fires in Paperless, your agent runs Create Task in Sally, or New Recording in Sally to Create Document (From Template) in Paperless. 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 Paperless and Sally 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Paperless and Sally can do together
From Paperless to Sally
When Document updated in Paperless
then Create Task in Sally
When New document created in Paperless
then Update Task in Sally
From Sally to Paperless
When New Recording in Sally
then Create Document (From Template) in Paperless
When New Summary for Appointment Created in Sally
then Update Document in Paperless
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 Sally
Triggers and actions 5 triggers · 21 actions
Trigger
Document updatedFires when a document is updated (e.g. name changed). Backed by the document.updated webhook event.
Trigger
New document createdFires 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 DocumentPermanently delete a document by ID.
Action
Get DocumentRetrieves a single Paperless document by its id.
Action
Get TemplateRetrieves a single Paperless template by its id.
Action
List TemplatesList all templates the API key's integration has access to, used to pick a template_id before creating a document.
Action
Update DocumentUpdates an existing Paperless document: rename it, set its recipients, form field defaults and variables, or send it by setting its state to dispatched.
Trigger
New RecordingTriggers when a new recording appears in a Sally directory.
Trigger
New Summary for Appointment CreatedTriggers when Sally finishes a new meeting summary.
Trigger
New TaskTriggers when a new task is created in a Sally directory.
Action
Create Recording from URLCreates a Sally recording from an audio or video file URL and starts transcription.
Action
Create TagCreates a tag in the Sally tag catalog (admins and owners only).
Action
Create TaskCreates a task in Sally.
Action
Create Vocabulary EntryAdds a vocabulary phrase that improves Sally transcription.
Action
Delete TaskDeletes a Sally task.
Action
Find SummariesSearches Sally recording summaries by words in their content.
Action
Find TasksSearches Sally tasks by text.
Action
Get RecordingReturns one Sally recording by id.
Action
Get Recording TranscriptReturns the transcript of a Sally recording with its time-coded segments and speakers.
Action
Get SummaryReturns one Sally recording summary with its sections.
Action
Get TaskReturns one Sally task by id.
Action
List DirectoriesReturns the Sally company accounts (directories) your token can access.
Action
List Recording SummariesReturns the AI summaries of a Sally recording, one per language.
Action
Toggle Task DoneMarks a Sally task done, or reopens it.
Action
Update TaskUpdates the fields you supply on a Sally task.
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
Reviews
What our customers say
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Questions
Paperless and Sally, 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 Sally when something happens in Paperless?
Any of Sally's 15 actions, including Create Recording from URL, Create Tag, Create Task and Create Vocabulary Entry. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sally to Paperless?
Yes. When something happens in Sally, your agent can act in Paperless too. This page covers both directions: Sally's triggers and Paperless's actions are listed here as well.
Do I have to build a connector for Paperless or Sally?
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 Sally 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.