Integration
Connect ServeManager and Xodo Sign
When New Attempt fires in ServeManager, your agent runs Add document in Xodo Sign, or Document Completed in Xodo Sign to Upload File in ServeManager. 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 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 ServeManager and Xodo Sign can do together
From ServeManager to Xodo Sign
When New Attempt in ServeManager
then Add document in Xodo Sign
When New Company in ServeManager
then List documents in Xodo Sign
From Xodo Sign to ServeManager
When Document Completed in Xodo Sign
then Upload File in ServeManager
When Document Completed in Xodo Sign
then Create Company in ServeManager
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 Xodo Sign
Triggers and actions 6 triggers ยท 21 actions
Trigger
Invoice IssuedTriggers when an invoice is issued.
Trigger
New AttemptTriggers when a new service attempt is logged on any job.
Trigger
New CompanyTriggers when a new company is added in ServeManager.
Trigger
New JobTriggers when a new job is created in ServeManager.
Trigger
New NoteTriggers when a new note is added to any job.
Action
Cancel JobCancels a job and records a cancellation note on it.
Action
Create CompanyCreates a company (client, law firm or process server) in ServeManager, optionally with a primary contact, address, email and phone.
Action
Delete AttemptDeletes a service attempt.
Action
Find CompanyFinds ServeManager companies by a text search over company and contact details, most reliably a full email address.
Action
Find Court CaseFinds court cases by case number, plaintiff, defendant or court branch name.
Action
Find JobFinds jobs by a text search over company names, recipients, zip codes and other job details.
Action
Get AttemptReturns one service attempt by ID, including serve type, outcome, recipient and address.
Action
Get Court CaseReturns one court case by ID, including its plaintiff, defendant, case number and court.
Action
Get JobReturns one ServeManager job by its ID, including recipient, status and client details.
Action
List EmployeesLists the employees on your ServeManager account with their contact details and permission level.
Action
Update CompanyUpdates a company's name, type, website or note. An address given here is added to the company; existing addresses are kept.
Action
Upload FileAttaches 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.
Trigger
Document CompletedTriggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
Action
Add documentCreate and send a new document for signature.
Action
Cancel documentCancel an in-progress document's signature process (stops further signing without deleting it).
Action
Delete documentPermanently delete a document or template.
Action
List businessesList the businesses (sub-accounts) available on this account.
Action
List documentsList the account's documents.
Action
List templatesList the account's saved templates.
Action
Reassign signerReassign a document's pending signature to a different signer email.
Action
Send reminderSend a signature reminder to a pending signer on a document.
Action
Use TemplateSends 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
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Questions
ServeManager and Xodo Sign, 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 Xodo Sign when something happens in ServeManager?
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 ServeManager?
Yes. When something happens in Xodo Sign, your agent can act in ServeManager too. This page covers both directions: Xodo Sign's triggers and ServeManager's actions are listed here as well.
Do I have to build a connector for ServeManager 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 ServeManager 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.