Integration
Connect Paperless and ShareFile
When Document updated fires in Paperless, your agent runs Add Note in ShareFile, or New Client in ShareFile 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 ShareFile 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 Paperless and ShareFile can do together
From Paperless to ShareFile
When Document updated in Paperless
then Add Note in ShareFile
When New document created in Paperless
then Add user in ShareFile
From ShareFile to Paperless
When New Client in ShareFile
then Create Document (From Template) in Paperless
When New Client in ShareFile
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 ShareFile
Triggers and actions 3 triggers · 24 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 ClientTriggers when a new client user is added to the ShareFile account.
Action
Add groupCreates a new distribution group in ShareFile, optionally shared and with initial member contacts.
Action
Add NoteCreates a note inside a ShareFile folder with a title and optional text.
Action
Add shareCreates a new Send share (sharing files) or Request share (asking recipients to upload into a folder) in ShareFile.
Action
Add URLAdds a web link (URL) item to a ShareFile folder.
Action
Add userCreates a new employee user in your ShareFile account and returns the new user.
Action
Copy itemCopies a file or folder into another ShareFile folder.
Action
Create Client UserCreates a new client user in your ShareFile account.
Action
Create FolderCreates a new folder inside a ShareFile parent folder and returns the new folder.
Action
Delete itemDeletes a file or folder from ShareFile.
Action
Find items by nameSearches ShareFile for files and folders whose name matches the text you enter, and returns the matching items.
Action
Get file download linkReturns a temporary download link for a ShareFile file. For a folder, the link downloads a ZIP archive of its contents.
Action
Get itemReturns a single ShareFile item (file, folder, note or link) by its id.
Action
Get userReturns a ShareFile user by ID or email address, or the connected user when neither is given.
Action
List folder childrenReturns the files, folders, notes and links directly inside a ShareFile folder.
Action
List groupsReturns the distribution groups you have permission to view in your ShareFile account.
Action
List sharesReturns the outstanding Send and Request shares created by the connected ShareFile user.
Action
List usersReturns the employee users in your ShareFile account.
Action
Update itemUpdates a ShareFile file, folder, note or link: rename it, change its description or expiration date, or move it to another folder or zone.
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 ShareFile, 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 ShareFile when something happens in Paperless?
Any of ShareFile's 18 actions, including Create Client User, Create Folder, Update item and Add group. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ShareFile to Paperless?
Yes. When something happens in ShareFile, your agent can act in Paperless too. This page covers both directions: ShareFile's triggers and Paperless's actions are listed here as well.
Do I have to build a connector for Paperless or ShareFile?
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 ShareFile 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.