Integration
Connect Stora to BoldSign
When Completed Task fires in Stora, your agent runs Add contact in BoldSign. 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 Stora and BoldSign 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 Stora can start in BoldSign
When Completed Task in Stora
then Add contact in BoldSign
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 Stora and BoldSign
Triggers and actions 10 triggers · 30 actions
- Completed Task
Triggers when a task is completed.
- Finalized Order
Triggers when an order is finalized (ready for payment).
- New Contact
Fires when a contact is created in Stora.
- New Note
Triggers when a new note is created.
- New Order
Triggers when a new order is created.
- New Task
Triggers when a new task is created.
- Reopened Task
Triggers when a completed task is reopened.
- Updated Contact
Triggers when a contact is updated.
- Updated Note
Triggers when a note is updated.
- Updated Task
Triggers when a task is updated.
- Complete Task
Marks a Stora task as complete.
- Create Contact
Creates a new contact.
- Create Note
Create a note attached to a contact, unit, subscription or task in Stora.
- Create Task
Creates a new task.
- Create Timeline Event
Creates a new timeline event.
- Delete Contact
deletes a contact by id (scope public.contact:write). Only lead contacts without invoices can be deleted; others return 409.
- Find Contact
Returns the contacts that match the given email, name/phone search or filters. The first match is also returned on its own.
- Find Order
Finds orders matching the given contact, site, status, source, billing period or date criteria and returns the matches plus the first match.
- Find Site
Find self-storage sites by name, optionally narrowed by creation or update date.
- Find Staff Member
Finds Stora staff members by name or email.
- Find Task
Find tasks in Stora by related record, assignee, status or date range.
- Find Unit
Finds a unit by ID, reference ID, unit type, or site.
- Find Unit Type
Finds unit types whose name contains the text you give, optionally narrowed to a site and a created/updated date range.
- Reopen Task
Mark a completed Stora task as open again.
- Update Contact
Update an existing Stora contact. Only the fields you fill in are changed.
- Update Note
Update an existing note in Stora: change its text, move it to a different contact, unit, subscription or task, or replace its metadata. Fields left blank are not changed.
- Update Task
Update an existing Stora task's title, description, due date, site, assignee, related record or metadata. Fields left blank are not changed.
- Add contact
Adds a contact to BoldSign so it can be picked as a signer when creating documents. Returns the new contact's id and email address.
- Delete contact
Deletes a contact from your BoldSign organization by its contact ID.
- Delete document
Deletes a BoldSign document. By default the document moves to trash for 30 days; it can be removed permanently instead.
- Download document
Downloads the signed PDF of a BoldSign document and returns it as a file you can attach or upload in later steps.
- Get contact
Returns the details of a BoldSign contact — name, email, company, job title and phone number.
- Get document
Returns the properties of a BoldSign document — its status, title, signers and timestamps.
- List contacts
Returns the contacts in your BoldSign organization, optionally filtered by a search keyword.
- List documents
Returns the documents in your BoldSign account, with optional filters for status, sender, signer, labels and date range.
- List templates
Returns the reusable templates in your BoldSign account, with optional filters for type, creator, labels and brand.
- Revoke document
Revokes a BoldSign document that is still in the signing workflow, so signers can no longer open it. The reason you supply is shown to the signers.
- Send document
Sends a document out for signature in BoldSign: uploads the file, adds up to three signers with their signature fields, and returns the new document's id.
- Send document reminder
Emails a reminder to the signers who have not yet signed a BoldSign document. A manual reminder can be sent once a day.
- Update contact
Updates an existing BoldSign contact's name, email, phone number, job title and company.
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
Stora and BoldSign, answered
What can start an automation from Stora?
Any of Stora's 10 triggers in the catalog, including Completed Task, New Contact, New Note and New Order. Describe the moment in plain language and your agent picks the right one.
What can your agent do in BoldSign when something happens in Stora?
Any of BoldSign's 13 actions, including Send document, Send document reminder, Update contact and Add contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from BoldSign to Stora?
BoldSign has no triggers in the catalog today, so automations start in Stora. If you need the other direction, ask: your agent reads BoldSign's API documentation and adds it.
Do I have to build a connector for Stora or BoldSign?
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 Stora and BoldSign 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.