--- title: "Connect Read AI and Xodo Sign - APIANT.ai" description: "When \"New Meeting Notes\" fires in Read AI, your agent runs \"Add document\" in Xodo Sign, or \"Document Completed\" in Xodo Sign to \"Get Meeting\" in Read AI." canonical: "https://apiant.ai/connect/read-ai-to-xodo-sign" --- # Connect Read AI and Xodo Sign When **New Meeting Notes** fires in [Read AI](https://apiant.ai/connections/read-ai), your agent runs **Add document** in [Xodo Sign](https://apiant.ai/connections/xodo-sign), or **Document Completed** in Xodo Sign to **Get Meeting** in Read AI. Describe the whole flow and it is built, tested on every scenario and kept running. Read AI **1** trigger Read AI **2** actions Xodo Sign **1** trigger Xodo Sign **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Read AI and Xodo Sign 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 Read AI and Xodo Sign can do together ### From Read AI to Xodo Sign - When **New Meeting Notes** in Read AI then **Add document** in Xodo Sign - When **New Meeting Notes** in Read AI then **List documents** in Xodo Sign ### From Xodo Sign to Read AI - When **Document Completed** in Xodo Sign then **Get Meeting** in Read AI - When **Document Completed** in Xodo Sign then **List Meetings** in Read 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 Read AI and Xodo Sign ## Triggers and actions 2 triggers ยท 11 actions - Trigger **New Meeting Notes** Triggers when Read AI produces notes for a new meeting. - Action **Get Meeting** Returns a single Read AI meeting, including its details as recorded by Read AI. - Action **List Meetings** Returns a list of meetings recorded by Read AI for the connected account. - Trigger **Document Completed** Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes. - Action **Add document** Create and send a new document for signature. - Action **Cancel document** Cancel an in-progress document's signature process (stops further signing without deleting it). - Action **Delete document** Permanently delete a document or template. - Action **List businesses** List the businesses (sub-accounts) available on this account. - Action **List documents** List the account's documents. - Action **List templates** List the account's saved templates. - Action **Reassign signer** Reassign a document's pending signature to a different signer email. - Action **Send reminder** Send a signature reminder to a pending signer on a document. - Action **Use Template** Sends a document created from a template in your eversign account. ## Each app on its own - [ **Read AI** Read AI is a leading productivity tool that makes work easy with meeting summaries and transcripts, search...](https://apiant.ai/connections/read-ai) - [ **Xodo Sign** Xodo Sign is a tool used to sign legally binding documents online on any device](https://apiant.ai/connections/xodo-sign) Reviews ## What our customers say ## More from Read AI - [ **Read AI to Lido** Lido is a data extraction application that uses AI to read documents, such as PDFs and invoices, and convert...](https://apiant.ai/connect/read-ai-to-lido) - [ **Read AI to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/read-ai-to-salesforce) - [ **Read AI to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/read-ai-to-slack) - [ **Read AI to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/read-ai-to-stripe) - [ **Read AI to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/read-ai-to-shopify) - [ **Read AI to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/read-ai-to-trello) ## More into Xodo Sign - [ **ActiveCampaign to Xodo Sign** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-xodo-sign) - [ **HubSpot to Xodo Sign** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-xodo-sign) - [ **Salesforce to Xodo Sign** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-xodo-sign) - [ **Slack to Xodo Sign** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-xodo-sign) - [ **Google Sheets to Xodo Sign** Google Sheets](https://apiant.ai/connect/google-sheets-to-xodo-sign) - [ **Google Calendar to Xodo Sign** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-xodo-sign) Questions ## Read AI and Xodo Sign, answered ### ### What can start an automation from Read AI? Any of Read AI's 1 trigger in the catalog, including New Meeting Notes. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Xodo Sign when something happens in Read AI? Any of Xodo Sign's 9 actions, including Send reminder, Add document, List businesses and List documents. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Xodo Sign to Read AI? Yes. When something happens in Xodo Sign, your agent can act in Read AI too. This page covers both directions: Xodo Sign's triggers and Read AI's actions are listed here as well. ### ### Do I have to build a connector for Read AI or Xodo Sign? 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 Read AI and Xodo Sign 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.