Integration
Connect Plutio to Clicksign
When New Block fires in Plutio, your agent runs Notifications Email in Clicksign. 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 Plutio and Clicksign 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 Plutio can start in Clicksign
When New Block in Plutio
then Notifications Email in Clicksign
When New Task in Plutio
then View Document in Clicksign
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 Plutio and Clicksign
Triggers and actions 4 triggers · 28 actions
Trigger
New BlockTriggers when a new block (content, line items, signature area) is added to a contract, proposal or invoice.
Trigger
New TaskTriggers when a new task is created in your Plutio workspace.
Trigger
New Task BoardTriggers when a new task board is created in your Plutio workspace.
Trigger
New Task GroupTriggers when a new task group is created in Plutio.
Action
Create a TaskCreates a task on a project's task board in Plutio and returns the new task.
Action
Create BlockCreates a block of content or line items on a Plutio contract, proposal or invoice and returns the created block.
Action
Create InvoiceCreates a draft invoice in Plutio for a client person or company. Line items are added separately.
Action
Create PersonCreates a new person (client, lead or team member) in your Plutio workspace and returns the created record.
Action
Create ProjectCreates a new project in your Plutio workspace, optionally linked to a client. Plutio gives it a default status and a first task board.
Action
Create Task BoardCreates a new task board in Plutio, optionally inside a project.
Action
Create Task GroupCreates a new task group (a column or section) on a Plutio task board and returns the created group.
Action
Delete BlockPermanently deletes a block (a piece of content or line items) from a Plutio contract, proposal or invoice.
Action
Delete InvoicePermanently deletes an invoice from your Plutio workspace.
Action
Find PersonFinds people in your Plutio workspace by email, name, role or an advanced query, and returns the first match plus all matches.
Action
Get TaskReturns a single task by its id, including its custom field values.
Action
Move a TaskMoves a task to a different task group, task board or project.
Action
Retrieve Block/BlocksReturns one block by its ID, or all the blocks (text, line items) that make up a contract, proposal or invoice.
Action
Retrieve Person/PeopleReturns one person by id, or a list of people in your Plutio workspace filtered by role, status or an advanced query.
Action
Update a TaskUpdates an existing task in Plutio. Only the fields you fill in are changed; everything else stays the same.
Action
Update InvoiceUpdates an existing invoice's name, currency, due date, client or custom field values. Fields left blank stay as they are.
Action
Update PersonUpdates an existing person (client, lead or team member) in Plutio. Only the fields you fill in are changed.
Action
Create SignerCreates a signer on a Clicksign envelope and returns the new signer record, ready to be linked to the envelope's documents.
Action
Delete DocumentDeletes a draft document from a Clicksign envelope.
Action
Delete SignerDeletes a signer from an envelope, as long as the signer has not started signing.
Action
List DocumentsReturns the documents in a Clicksign envelope, with each document's status, file name and download link.
Action
List TemplatesReturns the document templates (modelos) in your Clicksign account.
Action
Notifications EmailSends a signer a notification asking them to sign an envelope, with an optional custom message and email wording. Returns the notification and whether the signer was notified.
Action
Notifications SMSRe-sends the signing notification to a signer of an envelope, delivered over the channel the signer is set up for (SMS for SMS signers), with an optional custom message.
Action
Notifications WhatsAppSends a reminder to a signer on an envelope through the WhatsApp channel configured for that signer, and returns whether the signer was notified.
Action
Remove Signer From DocumentRemoves a signer who has not yet started signing from a Clicksign envelope.
Action
View DocumentReturns the current details and status of a document inside a Clicksign envelope.
Action
View SignerReturns the current details of a signer on a Clicksign envelope, including name, email, phone number and notification preferences.
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
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Questions
Plutio and Clicksign, answered
What can start an automation from Plutio?
Any of Plutio's 4 triggers in the catalog, including New Block, New Task, New Task Board and New Task Group. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Clicksign when something happens in Plutio?
Any of Clicksign's 11 actions, including Create Signer, List Documents, List Templates and Notifications Email. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Clicksign to Plutio?
Clicksign has no triggers in the catalog today, so automations start in Plutio. If you need the other direction, ask: your agent reads Clicksign's API documentation and adds it.
Do I have to build a connector for Plutio or Clicksign?
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 Plutio and Clicksign 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.