--- title: "Connect Pipefile to Okta - APIANT.ai" description: "When \"File Request Created\" fires in Pipefile, your agent runs \"Add User to Group\" in Okta." canonical: "https://apiant.ai/connect/pipefile-to-okta" --- # Connect Pipefile to Okta When **File Request Created** fires in [Pipefile](https://apiant.ai/connections/pipefile), your agent runs **Add User to Group** in [Okta](https://apiant.ai/connections/okta). Describe the whole flow and it is built, tested on every scenario and kept running. Pipefile **1** trigger Pipefile **10** actions Okta **22** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Pipefile and Okta 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 Pipefile can start in Okta - When **File Request Created** in Pipefile then **Add User to Group** in Okta - When **File Request Created** in Pipefile then **Create User** in Okta 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 Pipefile and Okta ## Triggers and actions 1 trigger · 32 actions - Trigger **File Request Created** Triggers when a file request is created. - Action **Add File Request From Template** Create a new file request from an existing template for one recipient (name/email/phone), optionally on behalf of a team member via X-Pipefile-On-Behalf-Of. - Action **Create Contact** Add to contacts - Action **Delete Contact** Delete a contact by id. Returns 204 No Content on success. - Action **Get Contact** Retrieve one contact by id. - Action **Get File Request** Retrieve detailed information about one file request by id, including contents, items, files, and tracking events. - Action **List Contacts** Retrieve a paginated list of contacts, filterable by name/email/phone partial match. - Action **List File Request Templates** Retrieve the list of file request templates available for creating new file requests, with optional name search. - Action **Search File Requests** Finds all file requests matching this search query (contact name, email, tags, etc). - Action **Send Request** Create and send a new request - Action **Update Contact** Update name/email/phone of an existing contact by id. - Action **Activate User** Activates a staged or deprovisioned Okta user and returns their activation link and token. Activation emails the user unless turned off. - Action **Add group** Creates a new Okta-managed group with a name, an optional description, and any custom group profile attributes defined in your org. - Action **Add User to Group** Adds an existing Okta user to an Okta-managed group. - Action **Assign user to application** Assigns an existing Okta user to an application, optionally setting their app username, password and app profile. Returns the resulting application user. - Action **Create User** Creates a new user in your Okta org, with or without credentials, and returns the new user's id and status. - Action **Deactivate User** Deactivates an Okta user, deprovisioning them from all assigned apps. This cannot be undone by the deactivation itself and may destroy the user's data in those apps. - Action **Delete group** Permanently deletes a group from your Okta org by its ID. - Action **Delete user** Permanently deletes a deactivated Okta user. If the user is still active, this deactivates them instead, and running it a second time deletes them. - Action **Find Group by Name** Returns the Okta groups whose name matches the name you specify, either exactly or by a partial match. - Action **Find User by Email** Returns the Okta users whose primary email matches the email you specify, including deprovisioned users. - Action **Get group** Returns one Okta group by its id, including its profile name, description and any custom attributes. - Action **Get user** Returns one Okta user, including their status, timestamps, credentials summary, and standard and custom profile attributes. An error occurs if the user is not found. - Action **List applications** Returns the applications in your Okta org, optionally narrowed by a name or label prefix or a filter expression. - Action **List group members** Returns the users who are members of an Okta group, with their profiles, including any custom attributes. Results can be narrowed with a search expression. - Action **List groups** Returns the groups in your Okta organization, optionally narrowed by a search, filter or name match. - Action **List users** Returns the users in your Okta organization, optionally narrowed by a search, filter or name query. - Action **Remove User From Group** Removes a user from a group managed directly in Okta. The user account itself is not changed. - Action **Reset user password** Starts a password reset for an Okta user and either emails them the reset link or returns the link. The user moves to Recovery status and can't sign in until they finish the reset. - Action **Suspend User** Suspends an active Okta user so they can't sign in, while keeping their group and app assignments. Suspended users can later be unsuspended or deactivated. - Action **Unsuspend user** Unsuspends a suspended Okta user and returns them to the Active state. - Action **Update group** Updates the name, description or custom attributes of an Okta-managed group. Anything left blank keeps its current value. - Action **Update user** Updates an existing Okta user's profile, including custom profile attributes, or credentials. Fields left blank keep their current values. ## Each app on its own - [ **Pipefile** Pipefile streamlines the collection of personal, financial, and otherwise sensitive documents to keep your...](https://apiant.ai/connections/pipefile) - [ **Okta** Okta helps companies manage and secure user authentication into modern applications, and for developers to...](https://apiant.ai/connections/okta) Reviews ## What our customers say ## More from Pipefile - [ **Pipefile to Channels** Channels is a data-driven phone system that lets you make and take calls directly in the browser.](https://apiant.ai/connect/pipefile-to-channels) - [ **Pipefile to Cleanvoice** API that removes filler words, silences, background noise, and mouth sounds from audio and video recordings.](https://apiant.ai/connect/pipefile-to-cleanvoice) - [ **Pipefile to DeBounce** DeBounce is an email verification service that allows you to validate your email addresses and remove...](https://apiant.ai/connect/pipefile-to-debounce) - [ **Pipefile to Digimon Information** The Digimon API is a public reference catalogue of creatures from the Digimon franchise.](https://apiant.ai/connect/pipefile-to-digimon-information) - [ **Pipefile to Disify** Disify checks email addresses for disposable and temporary providers.](https://apiant.ai/connect/pipefile-to-disify) - [ **Pipefile to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/pipefile-to-salesforce) ## More into Okta - [ **HubSpot to Okta** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-okta) - [ **Salesforce to Okta** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-okta) - [ **Slack to Okta** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-okta) - [ **Google Sheets to Okta** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-okta) - [ **Gmail to Okta** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-okta) - [ **Google Calendar to Okta** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-okta) Questions ## Pipefile and Okta, answered ### ### What can start an automation from Pipefile? Any of Pipefile's 1 trigger in the catalog, including File Request Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Okta when something happens in Pipefile? Any of Okta's 22 actions, including Create User, Update group, Update user and Activate User. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Okta to Pipefile? Okta has no triggers in the catalog today, so automations start in Pipefile. If you need the other direction, ask: your agent reads Okta's API documentation and adds it. ### ### Do I have to build a connector for Pipefile or Okta? 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 Pipefile and Okta 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.