Integration
Connect Pipeliner to Lumin
When New account fires in Pipeliner, your agent runs Send reminder emails in Lumin. 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 Pipeliner and Lumin to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Pipeliner can start in Lumin
When New account in Pipeliner
then Send reminder emails in Lumin
When New contact in Pipeliner
then Upload File in Lumin
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 Pipeliner and Lumin
Triggers and actions 5 triggers · 40 actions
Trigger
New accountFires when a new Account is created in Pipeliner.
Trigger
New contactFires when a new Contact is created in Pipeliner.
Trigger
New leadFires when a new Lead is created in Pipeliner.
Trigger
New opportunityFires when a new Opportunity is created in Pipeliner.
Trigger
Updated opportunityFires when an Opportunity is updated in Pipeliner.
Action
Add accountAdds a new account
Action
Add contactCreate a new Contact record.
Action
Add leadCreate a new Lead record.
Action
Add noteAdds a note to an account, contact, lead, opportunity, project, quote or custom entity record in Pipeliner.
Action
Add opportunityCreate a new Opportunity record.
Action
Add productCreate a new Product record.
Action
Delete accountDeletes a Pipeliner account by its id.
Action
Delete contactRemove Contact with given id.
Action
Find accounts by nameReturns up to 30 accounts whose name matches the specified name.
Action
Find contacts by emailReturns up to 30 contacts whose primary email matches the specified email.
Action
Get accountRetrieves a single account by its id.
Action
Get contactReturn Contact with given id.
Action
Get leadReturn Lead with given id.
Action
Get opportunityReturn Opportunity with given id.
Action
Update accountUpdate an existing Account record.
Action
Update contactUpdate an existing Contact record.
Action
Update leadUpdate an existing Lead record.
Action
Update opportunityUpdate an existing Opportunity record.
Action
Add agreementCreates a new AgreementGen document in Lumin from an AgreementGen template, optionally filling its variables and form fields.
Action
Add spaceCreates a new Space in your Lumin Workspace, optionally inviting Workspace members into it.
Action
Cancel signature requestCancels a pending signature request so its signers can no longer sign it.
Action
Compress documentCompresses a PDF document to reduce its file size and returns a temporary download link for the compressed file.
Action
Generate document from templateGenerates a downloadable PDF document from a Lumin template, filling in its merge tags, form fields and variables, and returns a temporary download link.
Action
Get agreement fileReturns a temporary download link for an AgreementGen document's PDF file.
Action
Get signature requestReturns a signature request's details, including its title, status, expiry, signing type and each signer's status.
Action
Get signature request fileReturns a temporary download link for a signature request's file: the agreement, its Certificate of Completion, or both merged into one PDF.
Action
Get signing linkReturns a signing link for a signer on an existing signature request, so the document can be signed inside your own app or portal.
Action
Get templateReturns the details of a Lumin template, including its signer roles, merge tags, form fields and variables.
Action
List spacesReturns the Spaces in your Lumin workspace, with each Space's name, your role and member count.
Action
List templatesReturns the templates (AgreementGen, Sign and PDF) in your Lumin workspace.
Action
List workspace membersReturns the members of your Lumin workspace, with each member's email, name, role and join date.
Action
Merge documentsMerges 2 to 20 Lumin documents or file URLs into a single PDF and returns a temporary download link.
Action
Send reminder emailsSends reminder emails to selected signers of a signature request who still need to sign.
Action
Send signature requestCreates a signature request for a document (by file URL) and emails it to the signers you list.
Action
Send signature request from templateCreates and sends a new signature request from a Lumin template, prefilling its merge tags, form fields and variables.
Action
Split documentSplits a PDF document into one or more files, by page ranges or into equal-sized parts, and returns a temporary download link to the result (a PDF, or a ZIP when there are several files).
Action
Summarize documentGenerates an AI summary of a PDF document's text, identified by a Lumin document or a file URL.
Action
Translate documentTranslates a PDF document into a target language while preserving its layout, and returns a temporary download link for the translated file.
Action
Update signature requestChanges the due date of an existing signature request that is still awaiting signatures, and returns the updated signature request.
Action
Upload FileUploads a file from a URL into your Lumin Workspace, a Space, or your Personal documents and returns the created document.
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
Pipeliner and Lumin, answered
What can start an automation from Pipeliner?
Any of Pipeliner's 5 triggers in the catalog, including New account, New contact, New lead and New opportunity. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Lumin when something happens in Pipeliner?
Any of Lumin's 22 actions, including Send reminder emails, Send signature request, Send signature request from template and Update signature request. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Lumin to Pipeliner?
Lumin has no triggers in the catalog today, so automations start in Pipeliner. If you need the other direction, ask: your agent reads Lumin's API documentation and adds it.
Do I have to build a connector for Pipeliner or Lumin?
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.