Integration
Connect Planable to DocsBot AI
When New Media Uploaded fires in Planable, your agent runs Add lead in DocsBot AI. 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 Planable and DocsBot AI 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 Planable can start in DocsBot AI
When New Media Uploaded in Planable
then Add lead in DocsBot AI
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 Planable and DocsBot AI
Triggers and actions 2 triggers · 33 actions
- New Media Uploaded
Triggers when a new image or video is added to a Planable workspace media library.
- New Post
Triggers when a new post is created in a Planable workspace.
- Create Campaign
Creates a campaign in a Planable workspace.
- Create Label
Creates a new label in a Planable workspace.
- Create Post
Creates a new post in a Planable workspace, optionally scheduled, labeled and with media.
- Create Story
Creates a story for a social page in Planable from a media item.
- Create Workspace
Creates a new Planable workspace with no approval workflow.
- Delete Campaign
Deletes a Planable campaign.
- Delete Post
Deletes a Planable post.
- Get Campaign
Returns one Planable campaign by its ID.
- Get Post
Returns one Planable post by its ID.
- List Campaigns
Returns campaigns in a Planable workspace.
- List Labels
Returns the labels in a Planable workspace.
- List Media
Returns media files in a Planable workspace library.
- List Members
Returns the members of a Planable workspace.
- List Pages
Returns the social pages connected to Planable, optionally for one workspace.
- List Post Comments
Returns the comments on a Planable post.
- List Posts
Returns posts in a Planable workspace, optionally filtered by page, campaign or date.
- List Workspaces
Returns the workspaces in your Planable company.
- Update Campaign
Updates a Planable campaign.
- Update Post
Updates the text, schedule, labels or media of a Planable post.
- Upload Media
Uploads images or videos from public URLs into a Planable workspace media library.
- Add bot
Creates a new DocsBot bot in a team, optionally copying sources from an existing bot.
- Add lead
Captures or updates a lead for a DocsBot conversation, merging the supplied contact details (email, name, company and so on) into the lead record.
- Add source
Creates a new training source (URL, sitemap, document, Q&A and more) on a DocsBot bot.
- Ask Question (Legacy)
Asks a DocsBot bot a question using the legacy Chat API and returns the answer, its sources and the updated chat history.
- Chat Agent Message (Recommended)
Sends a message to a DocsBot bot in a stateful conversation and returns the agent's answer, sources and conversation history.
- Create Web Source
Adds a web-based training source (a page URL, sitemap, RSS feed or YouTube video) to a DocsBot bot and returns the created source.
- Delete bot
Permanently deletes a bot from a DocsBot team.
- Delete lead
Deletes one captured lead record from a DocsBot bot.
- Delete source
Deletes a training source from a DocsBot bot. The source may still appear in chat answers for a few minutes afterwards.
- Get bot
Returns one DocsBot bot with its settings, model, status and source counts.
- List bots
Returns the bots in a DocsBot team, optionally filtered by text or privacy and sorted.
- Semantic Search
Searches a bot's trained content and returns the most relevant source chunks for a natural-language query.
- Update bot
Updates the settings of an existing DocsBot bot, such as its name, description, prompt, model, privacy and widget appearance. Only the fields you fill in are changed.
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
Planable and DocsBot AI, answered
What can start an automation from Planable?
Any of Planable's 2 triggers in the catalog, including New Media Uploaded and New Post. Describe the moment in plain language and your agent picks the right one.
What can your agent do in DocsBot AI when something happens in Planable?
Any of DocsBot AI's 13 actions, including Create Web Source, Update bot, Add bot and Add lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from DocsBot AI to Planable?
DocsBot AI has no triggers in the catalog today, so automations start in Planable. If you need the other direction, ask: your agent reads DocsBot AI's API documentation and adds it.
Do I have to build a connector for Planable or DocsBot AI?
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 Planable and DocsBot AI 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.