Integration
Connect Previsto to Folderit Dms
When something happens in Previsto, your agent does the next thing in Folderit Dms. Describe it 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 Previsto and Folderit Dms 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 Previsto can start in Folderit Dms
When Completed Assignment in Previsto
then Add entity tasks in Folderit Dms
When Created Agreement in Previsto
then Add file in Folderit Dms
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 Folderit Dms
Triggers and actions 5 triggers · 35 actions
Trigger
Completed AssignmentTriggers when an assignment is marked as completed in Previsto.
Trigger
Created AgreementTriggers when a new service agreement is created in Previsto.
Trigger
Created AssignmentTriggers when a new assignment is created in Previsto.
Trigger
Created ContactTriggers when a new contact is created in your Previsto account, and hands on that contact's details.
Trigger
Updated ContactTriggers when a contact is created or changed in your Previsto account, and hands on that contact's details.
Action
Create AgreementCreates a service agreement in Previsto for one of your contacts, setting the work description, expected duration, price and how often it repeats.
Action
Create AssignmentCreates an assignment in Previsto for a customer and returns the created assignment.
Action
Create ContactCreates a contact in Previsto with the name, address and billing details you supply, and returns the new contact including its id.
Action
Delete agreementDeletes a service agreement from Previsto.
Action
Delete assignmentDeletes an assignment from Previsto.
Action
Delete contactDeletes a contact from Previsto.
Action
Get accountReturns a single Previsto account, including its contact details, roles and location.
Action
Get agreementRetrieves a single service agreement from Previsto, with its description, amount, schedule and linked contact.
Action
Get assignmentReturns one assignment from Previsto, including its contact, status, planned time, address and the tasks it covers.
Action
Get contactReturns a single Previsto contact, including its address, billing settings and notification preferences.
Action
List contactsReturns the contacts in your Previsto account, optionally narrowed to a name, email address, reference number or archived state.
Action
Update agreementUpdates a service agreement in Previsto and returns the updated agreement.
Action
Update contactUpdates an existing Previsto contact — its name, address, contact details, billing settings and your own extra information.
Action
Add entity tasksCreates tasks (approval, acknowledgement, e-signature, data fill or a custom method) for recipients on a Folderit file or folder. The same call can also update or delete existing tasks on that item.
Action
Add file/v2/accounts/{accountUid}/files/upload - upload new file/version.
Action
Add folder/v2/accounts/{accountUid}/folders - create a folder/section.
Action
Add groupCreates a new user group in a Folderit account.
Action
Add shareShares a Folderit folder or file with a group, a user (by id or email address), or as a public link.
Action
Add tagCreates a new tag in a Folderit account, optionally nested under an existing parent tag.
Action
Add tags to file/v2/accounts/{accountUid}/files/{fileUid}/tags - add tags to a file.
Action
Add team userAdds a team user to a Folderit account: either an existing Folderit user (by user UID and email) or a brand-new user who is signed up with the given email and country.
Action
Delete fileDeletes a file in Folderit (moves it to the recycle bin) and returns the deleted file's details.
Action
Delete folder/v2/accounts/{accountUid}/folders/{folderUid}.
Action
Find filesSearches the files of a Folderit account by text and optional filters, returning the matching files.
Action
Get entity tasksReturns the tasks (approvals, acknowledgements, signatures, data-fill requests) on a Folderit file or folder.
Action
Get file download link/v2/accounts/{accountUid}/files/{fileUid}/download - returns download link.
Action
Get folder/v2/accounts/{accountUid}/folders/{folderUid} - folder info.
Action
List accountsLists the Folderit accounts available to the connected user, optionally filtered by name or ownership.
Action
List filesLists the files directly inside a Folderit folder or section.
Action
List foldersLists the subfolders directly inside a Folderit folder or section.
Action
List groupsLists the user groups in a Folderit account.
Action
List tagsLists all tags in a Folderit account.
Action
List team usersLists the team users of a Folderit account, optionally filtered by email address.
Action
Update fileUpdates a file's details in Folderit: its name, date, due date, note, number, active version, containing folder or retention end.
Action
Update folder/v2/accounts/{accountUid}/folders/{folderUid} - update folder.
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
Previsto and Folderit Dms, 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 Folderit Dms when something happens in Previsto?
Any of Folderit Dms's 22 actions, including Update file, Update folder, Add entity tasks and Add file. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Folderit Dms to Previsto?
Folderit Dms has no triggers in the catalog today, so automations start in Previsto. If you need the other direction, ask: your agent reads Folderit Dms's API documentation and adds it.
Do I have to build a connector for Previsto or Folderit Dms?
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.