Integration
Connect Teamwork to DocsBot AI
When New Company fires in Teamwork, your agent runs Add lead in DocsBot AI. 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 Teamwork and DocsBot AI to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Teamwork can start in DocsBot AI
When New Company in Teamwork
then Add lead in DocsBot AI
When New Milestone in Teamwork
then Chat Agent Message (Recommended) in DocsBot AI
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 Teamwork and DocsBot AI
Triggers and actions 6 triggers · 35 actions
Trigger
New CompanyTriggered when a new company is added.
Trigger
New MilestoneTriggered when a new milestone is added.
Trigger
New PersonTriggered when a new person is added.
Trigger
New ProjectTriggered when a new project is added.
Trigger
New TaskTriggered when a new task is added.
Trigger
New Time EntryTriggered when a new time entry is added.
Action
Add CompanyCreates a new company.
Action
Add MessageAdds a message to the specified project.
Action
Add MilestoneAdds a new milestone to the specified project.
Action
Add Time EntryLogs a time entry against the specified task.
Action
Complete TaskMarks a task as complete.
Action
Create ProjectAdds a new project.
Action
Create TaskAdds a new task to the specified task list.
Action
Create Task ListCreates a new task list in the specified project.
Action
Delete ProjectDeletes a project by ID.
Action
Delete TaskDeletes a task by ID.
Action
Get ProjectReturns a single project by ID.
Action
Get TaskReturns a single task by ID.
Action
List CompaniesReturns all companies on the site.
Action
List MilestonesReturns all milestones on the site.
Action
List PeopleReturns all people on the site.
Action
List ProjectsReturns all projects on the Teamwork site.
Action
List Task ListsReturns all task lists in the specified project.
Action
List TasksReturns all tasks across the site.
Action
List Tasks in ProjectReturns all tasks in the specified project.
Action
List Time EntriesReturns time entries across the site.
Action
Update ProjectUpdates an existing project.
Action
Update TaskUpdates an existing task.
Action
Add botCreates a new DocsBot bot in a team, optionally copying sources from an existing bot.
Action
Add leadCaptures or updates a lead for a DocsBot conversation, merging the supplied contact details (email, name, company and so on) into the lead record.
Action
Add sourceCreates a new training source (URL, sitemap, document, Q&A and more) on a DocsBot bot.
Action
Ask Question (Legacy)Asks a DocsBot bot a question using the legacy Chat API and returns the answer, its sources and the updated chat history.
Action
Chat Agent Message (Recommended)Sends a message to a DocsBot bot in a stateful conversation and returns the agent's answer, sources and conversation history.
Action
Create Web SourceAdds a web-based training source (a page URL, sitemap, RSS feed or YouTube video) to a DocsBot bot and returns the created source.
Action
Delete botPermanently deletes a bot from a DocsBot team.
Action
Delete leadDeletes one captured lead record from a DocsBot bot.
Action
Delete sourceDeletes a training source from a DocsBot bot. The source may still appear in chat answers for a few minutes afterwards.
Action
Get botReturns one DocsBot bot with its settings, model, status and source counts.
Action
List botsReturns the bots in a DocsBot team, optionally filtered by text or privacy and sorted.
Action
Semantic SearchSearches a bot's trained content and returns the most relevant source chunks for a natural-language query.
Action
Update botUpdates the settings of an existing DocsBot bot, such as its name, description, prompt, model, privacy and widget appearance. Only the fields you fill in are changed.
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
Teamwork and DocsBot AI, answered
What can start an automation from Teamwork?
Any of Teamwork's 6 triggers in the catalog, including New Company, New Milestone, New Person and New Project. Describe the moment in plain language and your agent picks the right one.
What can your agent do in DocsBot AI when something happens in Teamwork?
Any of DocsBot AI's 13 actions, including Create Web Source, Update bot, Add bot and Add lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from DocsBot AI to Teamwork?
DocsBot AI has no triggers in the catalog today, so automations start in Teamwork. If you need the other direction, ask: your agent reads DocsBot AI's API documentation and adds it.
Do I have to build a connector for Teamwork or DocsBot AI?
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.
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.