# Docupilot integrations Connect Docupilot to any other app, or use it from your AI client over MCP. Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data from online services. Connects with an API key[docupilot.app](https://docupilot.app/) **2** triggers **34** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with Docupilot? Give your AI client this address. `https://mcp.apiant.ai` 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Popular ## Docupilot with the apps people pair it with most - [ **Docupilot to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/docupilot-to-hubspot) - [ **Docupilot to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/docupilot-to-salesforce) - [ **Slack to Docupilot** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-docupilot) - [ **Google Sheets to Docupilot** Google Sheets](https://apiant.ai/connect/google-sheets-to-docupilot) - [ **Docupilot to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/docupilot-to-gmail) - [ **Docupilot to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/docupilot-to-google-calendar) - [ **Google Drive to Docupilot** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-docupilot) - [ **Mailchimp to Docupilot** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-docupilot) Pair it ## Connect Docupilot with another app - [ **Docupilot to HubSpot** ](https://apiant.ai/connect/docupilot-to-hubspot) - [ **Docupilot to Salesforce** ](https://apiant.ai/connect/docupilot-to-salesforce) - [ **Slack to Docupilot** ](https://apiant.ai/connect/slack-to-docupilot) - [ **Google Sheets to Docupilot** ](https://apiant.ai/connect/google-sheets-to-docupilot) - [ **Docupilot to Gmail** ](https://apiant.ai/connect/docupilot-to-gmail) - [ **Docupilot to Google Calendar** ](https://apiant.ai/connect/docupilot-to-google-calendar) - [ **Google Drive to Docupilot** ](https://apiant.ai/connect/google-drive-to-docupilot) - [ **Mailchimp to Docupilot** ](https://apiant.ai/connect/mailchimp-to-docupilot) - [ **Docupilot to Stripe** ](https://apiant.ai/connect/docupilot-to-stripe) - [ **Docupilot to Shopify** ](https://apiant.ai/connect/docupilot-to-shopify) - [ **Docupilot to QuickBooks Online** ](https://apiant.ai/connect/docupilot-to-quickbooks-online) - [ **Docupilot to Pipedrive** ](https://apiant.ai/connect/docupilot-to-pipedrive) - [ **ActiveCampaign to Docupilot** ](https://apiant.ai/connect/activecampaign-to-docupilot) - [ **Docupilot to Notion** ](https://apiant.ai/connect/docupilot-to-notion) - [ **Docupilot to Airtable** ](https://apiant.ai/connect/docupilot-to-airtable) - [ **Trello to Docupilot** ](https://apiant.ai/connect/trello-to-docupilot) - [ **Docupilot to Asana** ](https://apiant.ai/connect/docupilot-to-asana) - [ **Docupilot to JIRA** ](https://apiant.ai/connect/docupilot-to-jira) - [ **ClickUp to Docupilot** ](https://apiant.ai/connect/clickup-to-docupilot) - [ **Docupilot to Zoom** ](https://apiant.ai/connect/docupilot-to-zoom) - [ **Discord to Docupilot** ](https://apiant.ai/connect/discord-to-docupilot) - [ **Docupilot to Twilio** ](https://apiant.ai/connect/docupilot-to-twilio) - [ **Docupilot to SendGrid** ](https://apiant.ai/connect/docupilot-to-sendgrid) - [ **Docupilot to Outlook** ](https://apiant.ai/connect/docupilot-to-outlook) - [ **Docupilot to Intercom** ](https://apiant.ai/connect/docupilot-to-intercom) - [ **Docupilot to Freshdesk** ](https://apiant.ai/connect/docupilot-to-freshdesk) - [ **Brevo to Docupilot** ](https://apiant.ai/connect/brevo-to-docupilot) - [ **Docupilot to Typeform** ](https://apiant.ai/connect/docupilot-to-typeform) - [ **Docupilot to JotForm** ](https://apiant.ai/connect/docupilot-to-jotform) - [ **Calendly to Docupilot** ](https://apiant.ai/connect/calendly-to-docupilot) - [ **Docupilot to PandaDoc** ](https://apiant.ai/connect/docupilot-to-pandadoc) - [ **Docupilot to Webflow** ](https://apiant.ai/connect/docupilot-to-webflow) - [ **Docupilot to Wix** ](https://apiant.ai/connect/docupilot-to-wix) - [ **Docupilot to LinkedIn** ](https://apiant.ai/connect/docupilot-to-linkedin) - [ **Docupilot to Facebook** ](https://apiant.ai/connect/docupilot-to-facebook) - [ **Docupilot to Instagram** ](https://apiant.ai/connect/docupilot-to-instagram) - [ **Docupilot to OpenAI** ](https://apiant.ai/connect/docupilot-to-openai) - [ **Docupilot to Anthropic** ](https://apiant.ai/connect/docupilot-to-anthropic) - [ **Docupilot to OneDrive** ](https://apiant.ai/connect/docupilot-to-onedrive) - [ **Docupilot to Google Docs** ](https://apiant.ai/connect/docupilot-to-google-docs) - [ **Docupilot to Ontraport** ](https://apiant.ai/connect/docupilot-to-ontraport) - [ **Docupilot to Freshworks CRM** ](https://apiant.ai/connect/docupilot-to-freshworks-crm) - [ **Docupilot to GoHighLevel** ](https://apiant.ai/connect/docupilot-to-gohighlevel) - [ **Capsule CRM to Docupilot** ](https://apiant.ai/connect/capsule-crm-to-docupilot) - [ **Copper to Docupilot** ](https://apiant.ai/connect/copper-to-docupilot) - [ **Docupilot to Streak** ](https://apiant.ai/connect/docupilot-to-streak) - [ **Docupilot to NetHunt CRM** ](https://apiant.ai/connect/docupilot-to-nethunt-crm) - [ **Docupilot to MINDBODY** ](https://apiant.ai/connect/docupilot-to-mindbody) - [ **Docupilot to Supabase** ](https://apiant.ai/connect/docupilot-to-supabase) - [ **PostgreSQL to Docupilot** ](https://apiant.ai/connect/postgresql-to-docupilot) - [ **MySQL to Docupilot** ](https://apiant.ai/connect/mysql-to-docupilot) - [ **Docupilot to Vercel** ](https://apiant.ai/connect/docupilot-to-vercel) - [ **Docupilot to ElevenLabs** ](https://apiant.ai/connect/docupilot-to-elevenlabs) - [ **Docupilot to PagerDuty** ](https://apiant.ai/connect/docupilot-to-pagerduty) - [ **Docupilot to Pushover** ](https://apiant.ai/connect/docupilot-to-pushover) - [ **Docupilot to Gravity Forms** ](https://apiant.ai/connect/docupilot-to-gravity-forms) - [ **Docupilot to HubSpot Enterprise** ](https://apiant.ai/connect/docupilot-to-hubspot-enterprise) - [ **Docupilot to Google Forms** ](https://apiant.ai/connect/docupilot-to-google-forms) - [ **Docupilot to monday.com** ](https://apiant.ai/connect/docupilot-to-monday-com) - [ **Docupilot to Google Ads** ](https://apiant.ai/connect/docupilot-to-google-ads) What your agent can do with Docupilot ## Triggers and actions 2 triggers · 34 actions - Trigger **Envelope Completed** Triggers when all recipients finish signing an envelope. - Trigger **New Envelope** Triggers when a new e-signature envelope is created. - Action **Cancel Envelope** Cancel an in-progress e-signature envelope. - Action **Convert Document** Convert a document to another format. - Action **Copy Template** Duplicate a template including its preferences and deliveries. - Action **Create Envelope** Create a new e-signature envelope. - Action **Create Envelope Recipient** Add a recipient to an e-signature envelope. - Action **Create Folder** Create a new folder. - Action **Create Template** Create a new document template. - Action **Create Template Delivery** Configure a new delivery on a template. - Action **Create Template Merge Link** Create a shareable link that generates a document from a template. - Action **Delete Folder** Delete a folder. - Action **Delete Template** Move a template to the trash. - Action **Get Bulk Generation Task** Retrieve a single bulk document-generation task. - Action **Get Envelope Details** Retrieve the details of an e-signature envelope. - Action **Get Envelope Responses** Retrieve the consolidated field responses for an envelope. - Action **Get Envelope Signing Link** Retrieve the signing link for an envelope. - Action **Get Template** Retrieve a single template by its id. - Action **Get Template Schema** Retrieve a template's merge-field schema. - Action **List Bulk Generation Tasks** List bulk document-generation tasks for a template. - Action **List Document History** List previously generated documents. - Action **List Envelope Recipients** List the recipients of an e-signature envelope. - Action **List Envelopes** List e-signature envelopes. - Action **List Folders** List the folders in the Docupilot account. - Action **List Template Deliveries** List the deliveries configured on a template. - Action **List Templates** List the templates in the Docupilot account. - Action **Merge Documents** Append and merge multiple documents into one. - Action **Place Signature Fields** Place the signature/input fields on an envelope's document. Required before Send Envelope: Docupilot rejects sending unless EVERY recipient has at least one field. Replaces the document's whole field set. - Action **Retry Document Delivery** Retry a failed document delivery. - Action **Send Envelope** Send an e-signature envelope to its recipients. - Action **Send Envelope Reminder** Send a signing reminder to an envelope's signers. - Action **Transform PDF** Apply a transformation to a PDF document. - Action **Trigger Bulk Generation** Start a prepared bulk document-generation task. - Action **Update Folder** Update a folder's details. - Action **Update Template** Update an existing template's settings. - Action **Upload CSV for Bulk Generation** Upload a CSV to start a bulk document-generation task for a template. ## Related apps - [ **Affinda to Docupilot** AI document processing platform that extracts structured data from invoices, resumes, bank statements, and...](https://apiant.ai/connect/affinda-to-docupilot) - [ **Airparser to Docupilot** Airparser is an LLM-powered data extraction tool that extracts structured data from emails, PDFs, documents...](https://apiant.ai/connect/airparser-to-docupilot) - [ **Docupilot to Alai** Alai is an AI presentation tool that turns rough ideas into complete slides by providing multiple layout...](https://apiant.ai/connect/docupilot-to-alai) - [ **Docupilot to Algodocs** Algodocs is an Intelligent Document Processing tool for automating data extraction from PDFs and images and...](https://apiant.ai/connect/docupilot-to-algodocs) - [ **Better Proposals to Docupilot** Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed...](https://apiant.ai/connect/better-proposals-to-docupilot) - [ **Docupilot to Certifier** Certifier is a professional certificate-making tool that enables you to issue, manage, and track...](https://apiant.ai/connect/docupilot-to-certifier) - [ **Docupilot to Conversion Tools** Converting your documents between different formats (XML, Excel, CSV, PDF, etc). Fast and Simple.](https://apiant.ai/connect/docupilot-to-conversion-tools) - [ **Docupilot to ConvertAPI PDF Tools** ConvertAPI PDF Tools is a file automation service to convert PDFs, images and Office files, plus merge...](https://apiant.ai/connect/docupilot-to-convertapi-pdf-tools) [More in Documents](https://apiant.ai/apps/documents) Reviews ## What our customers say Questions ## Docupilot, answered ### ### Is there a Docupilot MCP server? APIANT's MCP server at https://mcp.apiant.ai works with Docupilot. Add that address to any AI client that takes a remote MCP server, sign in once in your browser, and your client can build, test and run automations that use Docupilot. Nothing to install. ### ### What can start an automation from Docupilot? Any of Docupilot's 2 triggers in the catalog, including Envelope Completed and New Envelope. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Docupilot? Any of Docupilot's 34 actions, including Create Envelope, Create Envelope Recipient, Create Folder and Create Template. Your agent maps the data both ways and tests every scenario before it ships. ### ### Which apps can Docupilot connect to? Any app in the catalog; the list on this page pairs Docupilot with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector. ### ### 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.