Integration
Connect Recurly to Plumsail Documents
When Prerenewal of subscription fires in Recurly, your agent runs Convert CSV to Excel File (XLSX) in Plumsail Documents. 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 Recurly and Plumsail Documents 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 Recurly can start in Plumsail Documents
When Prerenewal of subscription in Recurly
then Convert CSV to Excel File (XLSX) in Plumsail Documents
When Prerenewal of subscription in Recurly
then Add HTML Watermark to PDF in Plumsail Documents
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 Recurly and Plumsail Documents
Triggers and actions 1 trigger · 102 actions
Trigger
Prerenewal of subscriptionInstant trigger: fires before a Recurly subscription renews (webhook).
Action
Add add-on to subscriptionAdds an add-on to an existing subscription. An error occurs if the subscription already has the add-on.
Action
Add couponCreate a new discount coupon.
Action
Add coupon redemptionApply a coupon to an account or subscription.
Action
Add gift cardCreate a new gift card.
Action
Add invoiceCreate an invoice for an account's pending line items.
Action
Add itemCreate a new catalog item.
Action
Add planCreate a new subscription plan.
Action
Add plan add-onCreate a new add-on for a subscription plan.
Action
Add shipping addressCreate a new shipping address for an account.
Action
Add subscription changeSchedule a pending change to a subscription (e.g. plan or quantity change at renewal).
Action
Adjust add-on quantityIncreases or decreases the quantity of the specified add-on. NOTE: this action assumes the subscription only has a single add-on! Do not use if the subscription has multiple add-ons, otherwise all add-ons other than the specified one will be deleted if the computed quantity is zero!
Action
Cancel subscriptionCancels a subscription so it remains active until the end of the current bill cycle, then expires.
Action
Convert trial subscriptionImmediately converts a trial subscription to a fully active paid subscription, creating and collecting an invoice for auto-collecting subscriptions. If the invoice cannot be collected, the subscription will remain in trial. The subscription must be in a trial; active, paused, expired, cancelled, or failed subscriptions cannot be converted.
Action
Create accountCreates a new account. An error occurs if the account code already exists.
Action
Create line itemCreates a one-time charge or credit on the specified account. type is charge or credit.
Action
Create purchase - add subscriptionAdds a subscription to the specified purchase. Must be passed a Purchase ID emitted by 'Create purchase - initialize'.
Action
Create purchase - add subscription add-onAdds an add-on to the specified subscription within a staged purchase. The subscription (by plan code) must have already been added to the purchase.
Action
Create purchase - initializeInitializes a new purchase. Emits a Purchase ID that must be passed into other create purchase actions to add items to the purchase and finalize.
Action
Create purchase - submitSubmits the assembled purchase to Recurly.
Action
Create subscriptionCreates a new subscription for an account on a plan. Pass account_code, plan_code, and currency.
Action
Deactivate accountDeactivates (deletes) the specified account.
Action
Delete account billing infoRemove an account's stored billing information.
Action
Delete couponExpire a coupon so it can no longer be redeemed.
Action
Delete coupon redemptionRemove an active coupon redemption from an account or subscription.
Action
Delete itemDeactivate an item so it cannot be bought again. Existing line items are unaffected.
Action
Delete line itemDelete an uninvoiced line item.
Action
Delete planRemove a subscription plan.
Action
Delete plan add-onRemove an add-on from a plan.
Action
Delete shipping addressRemove an account's shipping address.
Action
Delete subscription changeCancel a subscription's pending scheduled change.
Action
Delete usage recordDeletes a usage record from a subscription add-on.
Action
Get accountReturns all fields for the specified account. The account ID may be a Recurly UUID or a code-prefixed account code.
Action
Get account balanceFetch an account's current balance and past-due status.
Action
Get account billing infoReturns the billing information for the specified account.
Action
Get add-onFetch a single add-on by ID.
Action
Get all subscriptionsReturns all subscriptions for the account.
Action
Get couponFetch a coupon by its code.
Action
Get gift cardFetch a gift card by ID.
Action
Get invoiceReturns the specified invoice. ID may be a Recurly UUID or the invoice number.
Action
Get itemFetch a catalog item by ID.
Action
Get line itemFetch a single line item by ID.
Action
Get planReturns the specified plan. The ID may be a Recurly UUID or a code-prefixed plan code.
Action
Get shipping addressFetch an account's shipping address.
Action
Get subscriptionReturns all fields for the specified subscription. The ID may be a Recurly UUID or a uuid-prefixed value.
Action
Get subscription add-onsReturns all add-ons for the specified subscription.
Action
Get subscription changeFetch a subscription's pending scheduled change.
Action
Get transactionFetch a single payment transaction by ID.
Action
List account invoicesReturns the invoices for the specified account.
Action
List account line itemsReturns the line items (charges and credits) for the specified account.
Action
List account notesList the notes on an account.
Action
List accountsReturns a list of accounts. Supports limit, order, sort, and state filters.
Action
List account subscriptionsReturns the subscriptions for the specified account.
Action
List active coupon redemptionsRead the coupon currently applied to an account. Fails with a not-found error when the account has no coupon on it.
Action
List a subscription add-on's usage recordsLists all usage records for a subscription add-on for the specified subscription.
Action
List couponsReturns a list of coupons for the site.
Action
List credit paymentsList credit payments issued across the site.
Action
List gift cardsList gift cards issued on the site.
Action
List invoicesReturns a list of all invoices on the site. Supports limit and state filters.
Action
List itemsList a site's catalog items.
Action
List plansReturns a list of plans for the site.
Action
List shipping addressesList an account's shipping addresses.
Action
List subscriptionsReturns a list of all subscriptions. Supports limit and state filters.
Action
List transactionsList payment transactions across the site.
Action
Log a usage record on subscription add-onLogs a usage record on the specified subscription add-on.
Action
Pause subscriptionPauses a subscription for the given number of remaining billing cycles.
Action
Reactivate accountReactivate an inactive Recurly account.
Action
Reactivate subscriptionReactivates a canceled subscription so it renews at the end of the current bill cycle.
Action
Redeem gift cardRedeem a gift card's redemption code onto an account.
Action
Refund invoiceIssue a refund against an invoice.
Action
Remove add-on from subscriptionRemoves an add-on from a subscription.
Action
Terminate subscriptionImmediately terminates a subscription. refund may be none, partial, or full.
Action
Update accountUpdates the specified account.
Action
Update account billing infoSet or replace an account's credit card / payment billing information.
Action
Update couponUpdate an active coupon's details.
Action
Update itemUpdate an existing catalog item.
Action
Update planUpdate an existing subscription plan.
Action
Update plan add-onUpdate an existing plan add-on.
Action
Update shipping addressUpdate an account's shipping address.
Action
Update subscription renewal dateFor an active subscription, this will change the next renewal date. For a subscription in a trial period, modifying the renewal date will change when the trial expires.
Action
Void invoiceVoid a credit invoice.
Action
Add HTML Watermark to PDFAdds an HTML watermark to a PDF document and returns a link to the watermarked PDF.
Action
Add Image Watermark to PDFAdds an image watermark to every chosen page of a PDF and returns a download link to the watermarked PDF.
Action
Add PDF Watermark to PDFOverlays a page from another PDF as a watermark on a PDF document and returns a download link to the result.
Action
Add Text Watermark to PDFAdds a text watermark to a PDF and returns a download link to the watermarked file.
Action
Compress PDFCompresses and optimizes a PDF document to reduce its size, and returns a download link to the compressed PDF.
Action
Convert CSV to Excel File (XLSX)Converts a CSV file into an Excel workbook (XLSX) and returns a download link to the result.
Action
Convert DOC to DOCXConverts a legacy Word DOC document into a DOCX file and returns a download link to the result.
Action
Convert DOCX to PDFConverts a Word DOCX document to PDF and returns a download link to the PDF.
Action
Convert PPT to PPTXConverts a PowerPoint PPT presentation to PPTX format and returns a download link to the converted file.
Action
Convert PPTX to PDFConverts a PowerPoint PPTX presentation into a PDF file and returns a download link.
Action
Convert to PDFConverts a document from a public URL into a PDF file and returns a download link to the PDF.
Action
Convert XLS to XLSXConverts a legacy Excel XLS file into an XLSX workbook and returns a download link to the result.
Action
Convert XLSX to PDFConverts an Excel XLSX spreadsheet into a PDF file and returns a download link to the result.
Action
Fill in PDF FormFills in the fields of a fillable PDF form with the data you provide and returns a download link to the completed PDF.
Action
Fill Merge Fields in DOCX DocumentFills the merge fields of a Word DOCX document with your data and returns a download link to the filled document.
Action
Generate Document From DOCX TemplateCreates a document from a Word DOCX template filled with your data and returns a download link to the result.
Action
Generate Document From Fillable PDFGenerates a PDF document by filling a fillable PDF template with your data and returns a download link to the result.
Action
Generate Document From PPTX TemplateCreates a document from a PowerPoint PPTX template filled with your data and returns a download link to the result.
Action
Generate Document From XLSX TemplateCreates a document from an Excel XLSX template filled with your data and returns a download link to the result.
Action
Merge Any Files Into PDFConverts multiple files (documents, images, PDFs) and merges them into a single PDF, returning a download link.
Action
Merge DOCX FilesMerges several Word (DOCX) documents into a single DOCX file and returns a download link to the result.
Action
Protect PDFAdds passwords and printing, editing, copying and annotation restrictions to a PDF file, and returns a link to the protected PDF.
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
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Questions
Recurly and Plumsail Documents, answered
What can start an automation from Recurly?
Any of Recurly's 1 trigger in the catalog, including Prerenewal of subscription. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Plumsail Documents when something happens in Recurly?
Any of Plumsail Documents's 22 actions, including Add HTML Watermark to PDF, Add Image Watermark to PDF, Add PDF Watermark to PDF and Add Text Watermark to PDF. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Plumsail Documents to Recurly?
Plumsail Documents has no triggers in the catalog today, so automations start in Recurly. If you need the other direction, ask: your agent reads Plumsail Documents's API documentation and adds it.
Do I have to build a connector for Recurly or Plumsail Documents?
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 Recurly and Plumsail Documents 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.