Integration
Connect Sunwise to Docupanda
When Created Project fires in Sunwise, 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 Sunwise 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Sunwise can start in Docupanda
When Created Project in Sunwise
then Add document in Docupanda
When New Contact in Sunwise
then Classify documents 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 Sunwise and Docupanda
Triggers and actions 3 triggers · 33 actions
Trigger
Created ProjectTriggers when a new project is created in Sunwise.
Trigger
New ContactTriggers when a new contact is created in Sunwise.
Trigger
Updated ContactTriggers when a contact is created or its details change in Sunwise.
Action
Add Contact TrackingLogs a follow-up activity (call, email, visit, message) against a Sunwise contact, with an optional reminder.
Action
Add ProposalCreates a new proposal inside an existing Sunwise project, optionally from a preset plan and optionally generated right away.
Action
Add ReportCreates a new report for a project from one of its historical records.
Action
Create or Update ContactCreates a contact in Sunwise with name, email and telephone.
Action
Get All Proposals for a ProjectReturns every proposal in a project along with its contact.
Action
Get ContactReturns a single Sunwise contact by its ID, including name, email, telephone, company and status.
Action
Get Favorite Proposal IDReturns the favorite proposal of a project.
Action
Get ProjectReturns a Sunwise project by its ID, including its location, contact, agent and favorite commercial offer.
Action
Get ProposalReturns the details of one proposal.
Action
List ContactsReturns the contacts visible to the connected account, optionally filtered by text, agent, status or contact status.
Action
List Contact TrackingsReturns all tracking records (follow-ups) for a contact, most recent first, each with its comments.
Action
List PresetsReturns all active proposal presets (plans) for your Sunwise company.
Action
Search ContactsSearches active contacts matching the given text and returns the matches.
Action
Search ProjectsSearches active projects matching the given text and returns the matches.
Action
Search Project SummariesSearches active project summaries matching the given text and returns the matches.
Action
Search ProposalsSearches active proposals matching the given text and returns the matches.
Action
Search Proposal SummariesSearches active proposal summaries matching the given text and returns the matches.
Action
Search ReportsSearches active reports matching the given text and returns the matches.
Action
Update ContactUpdates an existing Sunwise contact's name, email, telephone and details.
Action
Add classAdds a new document class, with a name and description, to your classification taxonomy.
Action
Add documentSubmits a document to DocuPipe for processing from a URL or base64 file contents, and returns its document id and job id.
Action
Add schemaCreates a new extraction schema in DocuPanda from a JSON Schema definition, describing the structured data to pull from documents.
Action
Classify documentsStarts a classification job that sorts one or more documents into your classes. Returns the job ID and status.
Action
Delete documentDeletes a document previously submitted to DocuPanda for processing.
Action
Find documentsFinds documents whose filename or document ID matches the search text, optionally within one dataset.
Action
Get documentReturns a processed document, including its processing status, extracted text, pages and metadata.
Action
Get jobReturns a DocuPanda job by its ID, including its status, timestamps and job-type-specific details.
Action
Get schemaReturns a DocuPanda extraction schema by its ID, including its name, JSON schema definition and guidelines.
Action
Get standardizationReturns a standardization's extracted JSON data along with its document, schema, job and metadata details.
Action
List classesReturns every document class defined in your DocuPipe classification taxonomy.
Action
List documentsReturns the documents submitted to DocuPipe, optionally filtered by dataset and creation date range.
Action
List schemasReturns the extraction schemas in your DocuPanda account.
Action
Standardize documentsStarts 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
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Questions
Sunwise and Docupanda, answered
What can start an automation from Sunwise?
Any of Sunwise's 3 triggers in the catalog, including Created Project, New Contact and Updated Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Docupanda when something happens in Sunwise?
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 Sunwise?
Docupanda has no triggers in the catalog today, so automations start in Sunwise. 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 Sunwise 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 Sunwise 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.