Integration
Connect Whippy to BoldSign
When Channels fires in Whippy, 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 Whippy 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)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 Whippy can start in BoldSign
When Channels in Whippy
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 Whippy and BoldSign
Triggers and actions 4 triggers · 33 actions
- Channels
Triggers when a new channel is added to your Whippy organization.
- List Agents
Triggers when a new AI agent is added to your Whippy organization.
- List Calls
Triggers when a new call is logged in Whippy.
- List Users
Triggers when a new user is added to your Whippy organization.
- Add Contacts to a Sequence
Adds contacts to a Whippy sequence, creating any contact that does not exist yet.
- Create a Contact
Creates a new contact in Whippy from a phone number, with optional name, email and opt-in preferences.
- Delete a Contact
Deletes a contact from Whippy by its ID.
- Get Agent by ID
Returns one Whippy AI agent by its ID, including its current version and settings.
- Get All Campaigns
Returns the campaigns in your Whippy organization, optionally filtered by title.
- Get All Channels
Returns the channels (phone numbers, email addresses and other locations) in your Whippy organization.
- Get All Contacts
Returns the contacts in your Whippy organization, optionally filtered by name, email or phone.
- Get All Sequences
Returns the sequences in your Whippy organization, optionally filtered by title.
- Get All Sequence Steps
Returns all the steps of a Whippy sequence, including each step's message and delivery stats.
- Get Call by ID
Returns one Whippy call by its ID, including its recording and transcript links.
- Get Campaign by ID
Returns one Whippy campaign by its ID.
- Get Campaign Contacts
Returns the contacts a Whippy campaign was sent to, with optional filters for delivery, responses, unsubscribes and link clicks.
- Get Contact by ID
Returns one Whippy contact by its ID.
- Get Contacts in a Sequence
Returns the contacts enrolled in a Whippy sequence, with optional filters for status, step, responses, unsubscribes and link clicks.
- Get Sequence by ID
Returns one Whippy sequence by its ID.
- List Agents
Returns the AI agents in your Whippy organization, optionally filtered by name.
- List Calls
Returns calls in your Whippy organization, optionally limited to a date range.
- List Users
Returns the users in your Whippy organization, optionally filtered by name, email, phone, role or state.
- Send an SMS
Sends an SMS text message from one of your Whippy channels to a phone number.
- Update a Contact
Updates an existing Whippy contact's details such as name, email, phone or opt-in preferences.
- 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
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Questions
Whippy and BoldSign, answered
What can start an automation from Whippy?
Any of Whippy's 4 triggers in the catalog, including Channels, List Agents, List Calls and List Users. Describe the moment in plain language and your agent picks the right one.
What can your agent do in BoldSign when something happens in Whippy?
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 Whippy?
BoldSign has no triggers in the catalog today, so automations start in Whippy. 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 Whippy 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 Whippy 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.