Integration
Connect Vitally to PDF.co
When Customer Created fires in Vitally, your agent runs AI Invoice Parser in PDF.co. 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 Vitally and PDF.co 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 Vitally can start in PDF.co
When Customer Created in Vitally
then AI Invoice Parser in PDF.co
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 Vitally and PDF.co
Triggers and actions 8 triggers · 47 actions
- Customer Created
Triggers when a new account (customer) is created in Vitally.
- Custom Object Instance Created
Triggers when a new instance of a custom object is created.
- Custom Object Instance Updated
Triggers when an instance of a custom object is created or updated.
- Note Created
Triggers when a new note is created in Vitally.
- NPS Response Created
Triggers when a new NPS response is recorded in Vitally.
- Organization Created
Triggers when a new organization is created in Vitally.
- Project Created
Triggers when a new project is created in Vitally.
- Task Created
Triggers when a new task is created in Vitally.
- Create Account
Creates an account (customer) in Vitally, identified by your own external ID.
- Create Note
Creates a note on an account or organization in Vitally.
- Create NPS Response
Records an NPS survey response from a user in Vitally.
- Create Organization
Creates an organization in Vitally, identified by your own external ID.
- Create Project From Template
Creates a project for an account or organization from a project template.
- Create Task
Creates a task on an account or organization in Vitally.
- Find a Customer
Returns a account by its Vitally ID or external ID.
- Find a Custom Object Instance
Finds a custom object instance by ID, external ID, linked account or a custom field value.
- Find a Note
Returns a note by its Vitally ID or external ID.
- Find a Organization
Returns a organization by its Vitally ID or external ID.
- Find a Task
Returns a task by its Vitally ID or external ID.
- Find a Teammate
Finds a Vitally team member by email address.
- Find a User
Finds a user by email address, external ID or email domain.
- Get Account Health Scores
Returns an account's health score and its breakdown.
- Update Customer Traits
Updates the name or traits of a account in Vitally; traits are merged with existing ones.
- Update Organization Traits
Updates the name or traits of a organization in Vitally; traits are merged with existing ones.
- Update Project Status
Changes a project's status in Vitally.
- Update Task
Updates a task in Vitally, for example to reassign or complete it.
- Update User Traits
Updates the name or traits of a user in Vitally; traits are merged with existing ones.
- Add Barcode to PDF
Draws a barcode or QR code onto a PDF at the position you choose and returns a link to the new PDF.
- Add Form Field to PDF
Add a fillable form field (text field or checkbox) to a PDF at a specified position.
- Add Image to PDF
Add an image, logo, or signature to a PDF at a specified position.
- Add Text to PDF
Add Text to PDF
- Advanced Barcode Reader
Decode barcodes from images or PDF documents swiftly and accurately.
- AI Invoice Parser
Transform your invoice processing with our advanced AI. Enjoy quick, accurate data extraction that eliminates manual effort and saves you valuable time.
- Anything to PDF Converter
Seamlessly convert a variety of formats such as URLs, HTML code, documents, spreadsheets, presentations, images, and more into PDF.
- Barcode Generator
Generate a variety of barcodes , e.g. QRCode .
- Compress and Optimize PDF
Significantly reduce PDF file size by compressing and optimizing images and objects within the document.
- Convert Scanned PDF to Searchable PDF
Converts a scanned PDF or image file into a text-searchable PDF.
- Custom API Call
Allows the execution of a custom API call to the PDF.co API. This is intended for advanced users.
- Document Classifier
Analyze the text of an input document using AI and return its class (such as: invoice, order, industry). This can utilize custom rules and is helpful for quickly identifying the origin of a document.
- Document Parser
Extract data from invoices, reports, statements, and other documents using AI-based templates. This tool is beneficial for automating data extraction tasks and reducing manual workload.
- Get PDF Information
Extract information from a PDF document such as page count, page size, author, description, keywords and also any form field information.
- HTML to PDF Converter
Convert HTML or URL to PDF with advanced options (e.g. layout, orientation). Supports HTML templates (Handlebar and Mustache).
- PDF Filler
Add text, images, signatures to a PDF, fill PDF form fields, or create a new PDF from templates.
- PDF Find Table
This operation employs AI to scan a PDF document for tables, returning an array of found tables with coordinates and information about the detected columns.
- PDF Merger
Combine multiple document formats into a single PDF. Supported formats include PDF, DOC, DOCX, XLS, JPG, PNG, and more.
- PDF Page Tools
Tools to rotate and delete pages from your PDF files effectively.
- PDF Security
Add/Remove Password and Security Features to/from PDF file
- PDF to Anything Converter
Convert PDF to JPG, PNG, CSV, XML, JSON and other formats
- Search and Delete Found Text in PDF
Identify and remove specified text from a PDF document using text search or fixed-position coordinates
- Search and Replace Text in PDF
Locate and replace specified text within a PDF document
- Search and Replace With Image in PDF
Search text inside PDF and replace with Image
- Search in PDF
Allows you to search for specific text within PDF documents or scanned images.
- Split PDF Based on Barcode Search
This operation segments a PDF document based on barcode search, creating new PDF files for each segment.
- Split PDF Based on Text Search
This operation segments a PDF document based on text search (with OCR), creating new PDF files for each segment.
- Split PDF Into Multiple Files
This operation allows you to split a PDF document into multiple new PDF files, using specific page numbers or page ranges.
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
Vitally and PDF.co, answered
What can start an automation from Vitally?
Any of Vitally's 8 triggers in the catalog, including Customer Created, Custom Object Instance Created, Custom Object Instance Updated and Note Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PDF.co when something happens in Vitally?
Any of PDF.co's 28 actions, including Add Barcode to PDF, Add Form Field to PDF, Add Image to PDF and Add Text to PDF. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PDF.co to Vitally?
PDF.co has no triggers in the catalog today, so automations start in Vitally. If you need the other direction, ask: your agent reads PDF.co's API documentation and adds it.
Do I have to build a connector for Vitally or PDF.co?
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 Vitally and PDF.co 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.