Integration
Connect SOS Inventory to Docupanda
When New Customer fires in SOS Inventory, your agent runs Add document in Docupanda. 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 SOS Inventory and Docupanda 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 SOS Inventory can start in Docupanda
When New Customer in SOS Inventory
then Add document in Docupanda
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 SOS Inventory and Docupanda
Triggers and actions 10 triggers · 40 actions
- New Customer
Triggers when a new customer is created.
- New Estimate
- New Invoice
Triggers when a new invoice is created.
- New Item
- New Purchase Order
Triggers when a new purchase order is created.
- New Sales Order
Triggers when a new sales order is created.
- New Sales Receipt
Triggers when a new sales receipt is created.
- New Shipment
Triggers when a new shipment is created.
- New Vendor
- Updated Item Quantity
Triggers when an item quantity is updated.
- Add estimate
/api/v2/estimate. Creates an estimate.
- Add inventory adjustment
/api/v2/adjustment. Creates an inventory adjustment.
- Add invoice
/api/v2/invoice. Creates an invoice.
- Add item
/api/v2/item. Creates an item (inventory, non-inventory, service, assembly, kit etc.).
- Add purchase order
/api/v2/purchaseorder. Creates a purchase order.
- Add transfer
/api/v2/transfer. Creates an inventory transfer between locations.
- Add vendor
/api/v2/vendor. Creates a vendor.
- Create Customer
Creates a new customer
- Create Sales Order
Creates a new sales order
- Create Sales Receipt
Creates a new sales receipt
- Find Customer
Finds a customer
- Find Sales Order
Finds a sales order
- Find vendors
/api/v2/vendor with query filters. Searches vendors.
- Get customer
/api/v2/customer/{id}. Retrieves one customer by id.
- Get estimate
Returns one estimate by id, including its lines and custom fields.
- Get inventory adjustment
Returns one inventory adjustment by id, including its lines.
- Get invoice
Returns one invoice by id.
- Get item
/api/v2/item/{id}. Retrieves one item by id.
- Get purchase order
Returns one purchase order by id.
- Get sales order
/api/v2/salesorder/{id}. Retrieves one sales order.
- Get sales receipt
Returns one sales receipt by id, including its lines and custom fields.
- Get transfer
Retrieves a single inventory transfer by id, including its from/to locations and lines.
- List items
/api/v2/item. Lists items with query filters and paging.
- Update customer
/api/v2/customer/{id}. Updates a customer; requires syncToken.
- Update item
/api/v2/item/{id}. Updates an item; requires current syncToken.
- Update sales order
/api/v2/salesorder/{id}. Updates a sales order; requires syncToken.
- Add class
Adds a new document class, with a name and description, to your classification taxonomy.
- Add document
Submits a document to DocuPipe for processing from a URL or base64 file contents, and returns its document id and job id.
- Add schema
Creates a new extraction schema in DocuPanda from a JSON Schema definition, describing the structured data to pull from documents.
- Classify documents
Starts a classification job that sorts one or more documents into your classes. Returns the job ID and status.
- Delete document
Deletes a document previously submitted to DocuPanda for processing.
- Find documents
Finds documents whose filename or document ID matches the search text, optionally within one dataset.
- Get document
Returns a processed document, including its processing status, extracted text, pages and metadata.
- Get job
Returns a DocuPanda job by its ID, including its status, timestamps and job-type-specific details.
- Get schema
Returns a DocuPanda extraction schema by its ID, including its name, JSON schema definition and guidelines.
- Get standardization
Returns a standardization's extracted JSON data along with its document, schema, job and metadata details.
- List classes
Returns every document class defined in your DocuPipe classification taxonomy.
- List documents
Returns the documents submitted to DocuPipe, optionally filtered by dataset and creation date range.
- List schemas
Returns the extraction schemas in your DocuPanda account.
- Standardize documents
Starts standardizing a document into structured data against a schema (or an auto-generated draft schema). Returns the job and standardization ids.
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
SOS Inventory and Docupanda, answered
What can start an automation from SOS Inventory?
Any of SOS Inventory's 10 triggers in the catalog, including New Customer, New Estimate, New Invoice and New Item. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Docupanda when something happens in SOS Inventory?
Any of Docupanda's 14 actions, including Add class, Add document, Add schema and Classify documents. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Docupanda to SOS Inventory?
Docupanda has no triggers in the catalog today, so automations start in SOS Inventory. If you need the other direction, ask: your agent reads Docupanda's API documentation and adds it.
Do I have to build a connector for SOS Inventory or Docupanda?
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 SOS Inventory and Docupanda 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.