Integration
Connect Planpoint to SignRequest
When New Floor fires in Planpoint, your agent runs Add document in SignRequest. 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 Planpoint and SignRequest 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 Planpoint can start in SignRequest
When New Floor in Planpoint
then Add document in SignRequest
When New Group in Planpoint
then Add document attachment in SignRequest
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 Planpoint and SignRequest
Triggers and actions 9 triggers · 31 actions
Trigger
New FloorTriggers when a new floor is added to a Planpoint project.
Trigger
New GroupTriggers when a new Planpoint group is created.
Trigger
New LeadTriggers when a new lead is captured. Leave project empty to watch all projects.
Trigger
New ProjectTriggers when a new Planpoint project is created.
Trigger
New Unit/SpaceTriggers when a new unit or space is created.
Trigger
Updated FloorTriggers when a floor in a Planpoint project is created or changed.
Trigger
Updated GroupTriggers when a Planpoint group is created or changed.
Trigger
Updated ProjectTriggers when a Planpoint project is created or changed.
Trigger
Updated Unit/SpaceTriggers when a unit or space is created or changed.
Action
Create FloorCreates a floor in a Planpoint project.
Action
Create GroupCreates a Planpoint project group.
Action
Create ProjectCreates a Planpoint project.
Action
Create Unit/SpaceCreates a unit or space in a Planpoint project.
Action
Delete Unit/SpaceDeletes a Planpoint unit or space.
Action
Get FloorReturns one Planpoint floor by its ID.
Action
Get GroupReturns one Planpoint group by its ID.
Action
Get ProjectReturns one Planpoint project by its ID.
Action
Get UnitReturns one Planpoint unit or space by its ID.
Action
List FloorsReturns the floors of a Planpoint project.
Action
List GroupsReturns your Planpoint project groups, optionally filtered by name.
Action
List LeadsReturns the leads captured for a Planpoint project.
Action
List ProjectsReturns your Planpoint projects, optionally filtered by name or project type.
Action
List UnitsReturns Planpoint units, filtered by project, floor, name or bedrooms.
Action
Update FloorUpdates a Planpoint floor's name or position.
Action
Update GroupUpdates a Planpoint group's name and website details.
Action
Update ProjectUpdates a Planpoint project's name and website details.
Action
Update Unit/SpaceUpdates a Planpoint unit's name, price, bedrooms or availability.
Action
Add documentCreates a document in SignRequest from a file link, uploaded file content or a template, ready to be sent out for signature.
Action
Add document attachmentAttaches a file to an existing SignRequest document, from a public link or from the file's contents.
Action
Cancel SignRequestCancels a SignRequest that is still pending, so its signers can no longer sign the document.
Action
Delete documentDeletes a document from your SignRequest team.
Action
Find documents by criteriaReturns up to 100 SignRequest documents that match a search query, document name, signer email, status or ownership filter, newest or best match first.
Action
Get documentReturns a single SignRequest document by its ID, including its status, signers, and temporary links to the original and signed PDFs.
Action
Get SignRequestReturns a SignRequest by its ID, including its signers and their signing status, the email subject and message, and the linked document.
Action
List documentsReturns the documents in your SignRequest team, optionally filtered by status, external ID, sender, owner or date.
Action
List SignRequestsReturns the signature requests in your SignRequest team, optionally filtered by sender email or by who signs.
Action
List templatesReturns the templates available to your SignRequest team, with each template's name, ID and signer setup.
Action
Resend SignRequestResends the signature request email to the signers of an existing SignRequest who have not yet signed.
Action
Send SignRequestSends an existing SignRequest document out for signature to one or more signers, and returns the new SignRequest.
Action
Send SignRequest From TemplateCreates a document from one of your SignRequest templates and sends it to the signers you choose in a single step. Returns the new SignRequest with its signers and 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
More from Planpoint
Planpoint to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Planpoint to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Planpoint to StripeStripe is a payment processing platform for online businesses.
Planpoint to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Planpoint to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Planpoint to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
More into SignRequest
HubSpot to SignRequestHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to SignRequestSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to SignRequestSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to SignRequestGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SignRequestGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SignRequestGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Planpoint and SignRequest, answered
What can start an automation from Planpoint?
Any of Planpoint's 9 triggers in the catalog, including New Floor, New Group, New Lead and New Project. Describe the moment in plain language and your agent picks the right one.
What can your agent do in SignRequest when something happens in Planpoint?
Any of SignRequest's 13 actions, including Send SignRequest, Send SignRequest From Template, Add document and Add document attachment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SignRequest to Planpoint?
SignRequest has no triggers in the catalog today, so automations start in Planpoint. If you need the other direction, ask: your agent reads SignRequest's API documentation and adds it.
Do I have to build a connector for Planpoint or SignRequest?
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 Planpoint and SignRequest 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.