Integration
Connect ServeManager to TemplateDocs
When New Attempt fires in ServeManager, your agent runs Add template in TemplateDocs. 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 ServeManager and TemplateDocs 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 ServeManager can start in TemplateDocs
When New Attempt in ServeManager
then Add template in TemplateDocs
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 ServeManager and TemplateDocs
Triggers and actions 5 triggers ยท 17 actions
- Invoice Issued
Triggers when an invoice is issued.
- New Attempt
Triggers when a new service attempt is logged on any job.
- New Company
Triggers when a new company is added in ServeManager.
- New Job
Triggers when a new job is created in ServeManager.
- New Note
Triggers when a new note is added to any job.
- Cancel Job
Cancels a job and records a cancellation note on it.
- Create Company
Creates a company (client, law firm or process server) in ServeManager, optionally with a primary contact, address, email and phone.
- Delete Attempt
Deletes a service attempt.
- Find Company
Finds ServeManager companies by a text search over company and contact details, most reliably a full email address.
- Find Court Case
Finds court cases by case number, plaintiff, defendant or court branch name.
- Find Job
Finds jobs by a text search over company names, recipients, zip codes and other job details.
- Get Attempt
Returns one service attempt by ID, including serve type, outcome, recipient and address.
- Get Court Case
Returns one court case by ID, including its plaintiff, defendant, case number and court.
- Get Job
Returns one ServeManager job by its ID, including recipient, status and client details.
- List Employees
Lists the employees on your ServeManager account with their contact details and permission level.
- Update Company
Updates a company's name, type, website or note. An address given here is added to the company; existing addresses are kept.
- Upload File
Attaches a file from a public URL to an existing job, either as a document to be served or as a miscellaneous attachment. ServeManager downloads the file itself.
- Add template
Uploads a Word document to TemplateDocs as a new template, and returns the template's id along with the placeholders found inside it.
- Delete template
Removes a template from your TemplateDocs account.
- Get template
Returns the details of one template, including its name, size, checksum and the placeholder tags it contains.
- List templates
Returns the templates available in your TemplateDocs account, each with its name, size and placeholder tags.
- Update template
Renames a template or changes its settings. Returns the id of the template that was updated.
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
ServeManager and TemplateDocs, answered
What can start an automation from ServeManager?
Any of ServeManager's 5 triggers in the catalog, including New Attempt, New Company, New Job and New Note. Describe the moment in plain language and your agent picks the right one.
What can your agent do in TemplateDocs when something happens in ServeManager?
Any of TemplateDocs's 5 actions, including Update template, Add template, Get template and List templates. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from TemplateDocs to ServeManager?
TemplateDocs has no triggers in the catalog today, so automations start in ServeManager. If you need the other direction, ask: your agent reads TemplateDocs's API documentation and adds it.
Do I have to build a connector for ServeManager or TemplateDocs?
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 ServeManager and TemplateDocs 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.