--- title: "Connect Previsto to Eagle Doc - APIANT.ai" description: "When \"Completed Assignment\" fires in Previsto, your agent runs \"Process Invoices\" in Eagle Doc." canonical: "https://apiant.ai/connect/previsto-to-eagle-doc" --- # Connect Previsto to Eagle Doc When **Completed Assignment** fires in [Previsto](https://apiant.ai/connections/previsto), your agent runs **Process Invoices** in [Eagle Doc](https://apiant.ai/connections/eagle-doc). Describe the whole flow and it is built, tested on every scenario and kept running. Previsto **5** triggers Previsto **13** actions Eagle Doc **8** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Previsto and Eagle Doc 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 Previsto can start in Eagle Doc - When **Completed Assignment** in Previsto then **Process Invoices** in Eagle Doc - When **Created Agreement** in Previsto then **Process any document** in Eagle Doc 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 Previsto and Eagle Doc ## Triggers and actions 5 triggers · 21 actions - Trigger **Completed Assignment** Triggers when an assignment is marked as completed in Previsto. - Trigger **Created Agreement** Triggers when a new service agreement is created in Previsto. - Trigger **Created Assignment** Triggers when a new assignment is created in Previsto. - Trigger **Created Contact** Triggers when a new contact is created in your Previsto account, and hands on that contact's details. - Trigger **Updated Contact** Triggers when a contact is created or changed in your Previsto account, and hands on that contact's details. - Action **Create Agreement** Creates a service agreement in Previsto for one of your contacts, setting the work description, expected duration, price and how often it repeats. - Action **Create Assignment** Creates an assignment in Previsto for a customer and returns the created assignment. - Action **Create Contact** Creates a contact in Previsto with the name, address and billing details you supply, and returns the new contact including its id. - Action **Delete agreement** Deletes a service agreement from Previsto. - Action **Delete assignment** Deletes an assignment from Previsto. - Action **Delete contact** Deletes a contact from Previsto. - Action **Get account** Returns a single Previsto account, including its contact details, roles and location. - Action **Get agreement** Retrieves a single service agreement from Previsto, with its description, amount, schedule and linked contact. - Action **Get assignment** Returns one assignment from Previsto, including its contact, status, planned time, address and the tasks it covers. - Action **Get contact** Returns a single Previsto contact, including its address, billing settings and notification preferences. - Action **List contacts** Returns the contacts in your Previsto account, optionally narrowed to a name, email address, reference number or archived state. - Action **Update agreement** Updates a service agreement in Previsto and returns the updated agreement. - Action **Update contact** Updates an existing Previsto contact — its name, address, contact details, billing settings and your own extra information. - Action **Extract signature** Detect and extract signature(s) from a document via the Signature Extraction API. - Action **Get usage** Retrieve current API usage/quota (pages processed, plan limits) via the Usage Check API. - Action **Process any document** Extract structured data from an arbitrary/custom document type via the Any Document OCR API. Universal extraction with no template/training required. - Action **Process bank statement** Extract structured transaction data from a bank statement document via the Finance OCR API. Returns parsed transaction line items. - Action **Process document batch** Submit multiple documents for OCR extraction in a single batch call via the Document Batch OCR API. - Action **Process Invoices** Processes an invoice image or PDF and extracts all relevant data like shop name, line items, total price, tax information and more. - Action **Process Receipts** Processes a receipt image or PDF and extracts all relevant data like shop name, line items, total price, tax information and more. - Action **Split document** Split a multi-document PDF/image into individual documents via the Any Document Split API. ## Each app on its own - [ **Previsto** Previsto is a route planning tool for tasks and service agreements.](https://apiant.ai/connections/previsto) - [ **Eagle Doc** Eagle Doc is an Invoice OCR and Receipt OCR tool for Document Processing and Information Extraction](https://apiant.ai/connections/eagle-doc) Reviews ## What our customers say ## More from Previsto - [ **Previsto to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/previsto-to-salesforce) - [ **Previsto to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/previsto-to-slack) - [ **Previsto to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/previsto-to-stripe) - [ **Previsto to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/previsto-to-shopify) - [ **Previsto to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/previsto-to-quickbooks-online) - [ **Previsto to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/previsto-to-trello) ## More into Eagle Doc - [ **QuickBooks Online to Eagle Doc** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-eagle-doc) - [ **HubSpot to Eagle Doc** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-eagle-doc) - [ **Salesforce to Eagle Doc** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-eagle-doc) - [ **Slack to Eagle Doc** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-eagle-doc) - [ **Google Sheets to Eagle Doc** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-eagle-doc) - [ **Gmail to Eagle Doc** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-eagle-doc) Questions ## Previsto and Eagle Doc, answered ### ### What can start an automation from Previsto? Any of Previsto's 5 triggers in the catalog, including Completed Assignment, Created Agreement, Created Assignment and Created Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Eagle Doc when something happens in Previsto? Any of Eagle Doc's 8 actions, including Extract signature, Get usage, Process any document and Process bank statement. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Eagle Doc to Previsto? Eagle Doc has no triggers in the catalog today, so automations start in Previsto. If you need the other direction, ask: your agent reads Eagle Doc's API documentation and adds it. ### ### Do I have to build a connector for Previsto or Eagle Doc? 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 Previsto and Eagle Doc 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.