Integration
Connect Resource Planner and Xodo Sign
When New Project fires in Resource Planner, your agent runs Add document in Xodo Sign, or Document Completed in Xodo Sign to Create Project in Resource Planner. 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 Resource Planner and Xodo Sign 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 Resource Planner and Xodo Sign can do together
From Resource Planner to Xodo Sign
When New Project in Resource Planner
then Add document in Xodo Sign
From Xodo Sign to Resource Planner
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 Resource Planner and Xodo Sign
Triggers and actions 3 triggers · 20 actions
- New Project
Triggers when a new project is created in the workspace.
- New Resource
Triggers when a new resource (person) is added to the Resource Planner workspace.
- Create Assignment
Creates an assignment that books a resource on a project for a date range, optionally with a linked task.
- Create Project
Creates a new project in your Resource Planner workspace, with optional color, note, estimated size in hours, and billing rates.
- Create Resource
Creates a new resource (a person) in your Resource Planner workspace, optionally inviting them with an access role.
- Delete assignment
Removes an assignment from the Resource Planner schedule.
- Delete project
Deletes a project and all of its assignments.
- Delete resource
Deletes a resource (person) from your Resource Planner workspace, along with all of their assignments.
- Find Project
Returns the projects whose ID matches, or whose title or note contains, the search text.
- Find Resource
Returns the resources (people) in your workspace whose ID, name, email or note matches the search text.
- Update assignment
Updates an existing assignment in Resource Planner — its date range, hours per day, note, project or resource, or linked task details. Fields left blank are not changed.
- Update project
Updates an existing project's title, color, note, estimated hours, billing rate or per-person rate overrides. Only the fields you fill in are changed.
- Update resource
Updates an existing resource (person) in Resource Planner, changing only the details you supply such as name, email, capacity, cost, work days or access settings.
- Document Completed
Triggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
- Add document
Create and send a new document for signature.
- Cancel document
Cancel an in-progress document's signature process (stops further signing without deleting it).
- Delete document
Permanently delete a document or template.
- List businesses
List the businesses (sub-accounts) available on this account.
- List documents
List the account's documents.
- List templates
List the account's saved templates.
- Reassign signer
Reassign a document's pending signature to a different signer email.
- Send reminder
Send a signature reminder to a pending signer on a document.
- Use Template
Sends a document created from a template in your eversign account.
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
Resource Planner and Xodo Sign, answered
What can start an automation from Resource Planner?
Any of Resource Planner's 2 triggers in the catalog, including New Project and New Resource. 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 Resource Planner?
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 Resource Planner?
Yes. When something happens in Xodo Sign, your agent can act in Resource Planner too. This page covers both directions: Xodo Sign's triggers and Resource Planner's actions are listed here as well.
Do I have to build a connector for Resource Planner 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 Resource Planner 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.