--- title: "Folderit Dms integrations and MCP server - APIANT.ai" description: "Connect Folderit Dms to any other app, or use it from your AI client over MCP. Cloud document management system for organizing files, custom intake forms..." canonical: "https://apiant.ai/connections/folderit-dms" --- # Folderit Dms integrations Connect Folderit Dms to any other app, or use it from your AI client over MCP. Cloud document management system for organizing files, custom intake forms, e-signatures, and approval workflows. Connects with OAuth [folderit.com](https://folderit.com/) **22** 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 Folderit Dms? Give your AI client this address. `https://mcp.apiant.ai` One 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.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 ## Folderit Dms with the apps people pair it with most - [ **HubSpot to Folderit Dms** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-folderit-dms) - [ **Salesforce to Folderit Dms** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-folderit-dms) - [ **Slack to Folderit Dms** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-folderit-dms) - [ **Google Sheets to Folderit Dms** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-folderit-dms) - [ **Gmail to Folderit Dms** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-folderit-dms) - [ **Google Calendar to Folderit Dms** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-folderit-dms) - [ **Google Drive to Folderit Dms** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-folderit-dms) - [ **Mailchimp to Folderit Dms** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-folderit-dms) Pair it ## Connect Folderit Dms with another app - [ **HubSpot to Folderit Dms**](https://apiant.ai/connect/hubspot-to-folderit-dms) - [ **Salesforce to Folderit Dms**](https://apiant.ai/connect/salesforce-to-folderit-dms) - [ **Slack to Folderit Dms**](https://apiant.ai/connect/slack-to-folderit-dms) - [ **Google Sheets to Folderit Dms**](https://apiant.ai/connect/google-sheets-to-folderit-dms) - [ **Gmail to Folderit Dms**](https://apiant.ai/connect/gmail-to-folderit-dms) - [ **Google Calendar to Folderit Dms**](https://apiant.ai/connect/google-calendar-to-folderit-dms) - [ **Google Drive to Folderit Dms**](https://apiant.ai/connect/google-drive-to-folderit-dms) - [ **Mailchimp to Folderit Dms**](https://apiant.ai/connect/mailchimp-to-folderit-dms) - [ **Stripe to Folderit Dms**](https://apiant.ai/connect/stripe-to-folderit-dms) - [ **Shopify to Folderit Dms**](https://apiant.ai/connect/shopify-to-folderit-dms) - [ **QuickBooks Online to Folderit Dms**](https://apiant.ai/connect/quickbooks-online-to-folderit-dms) - [ **Pipedrive to Folderit Dms**](https://apiant.ai/connect/pipedrive-to-folderit-dms) - [ **ActiveCampaign to Folderit Dms**](https://apiant.ai/connect/activecampaign-to-folderit-dms) - [ **Notion to Folderit Dms**](https://apiant.ai/connect/notion-to-folderit-dms) - [ **Airtable to Folderit Dms**](https://apiant.ai/connect/airtable-to-folderit-dms) - [ **Trello to Folderit Dms**](https://apiant.ai/connect/trello-to-folderit-dms) - [ **Asana to Folderit Dms**](https://apiant.ai/connect/asana-to-folderit-dms) - [ **JIRA to Folderit Dms**](https://apiant.ai/connect/jira-to-folderit-dms) - [ **ClickUp to Folderit Dms**](https://apiant.ai/connect/clickup-to-folderit-dms) - [ **Zoom to Folderit Dms**](https://apiant.ai/connect/zoom-to-folderit-dms) - [ **Discord to Folderit Dms**](https://apiant.ai/connect/discord-to-folderit-dms) - [ **Twilio to Folderit Dms**](https://apiant.ai/connect/twilio-to-folderit-dms) - [ **SendGrid to Folderit Dms**](https://apiant.ai/connect/sendgrid-to-folderit-dms) - [ **Outlook to Folderit Dms**](https://apiant.ai/connect/outlook-to-folderit-dms) - [ **Intercom to Folderit Dms**](https://apiant.ai/connect/intercom-to-folderit-dms) - [ **Freshdesk to Folderit Dms**](https://apiant.ai/connect/freshdesk-to-folderit-dms) - [ **Klaviyo to Folderit Dms**](https://apiant.ai/connect/klaviyo-to-folderit-dms) - [ **Brevo to Folderit Dms**](https://apiant.ai/connect/brevo-to-folderit-dms) - [ **Typeform to Folderit Dms**](https://apiant.ai/connect/typeform-to-folderit-dms) - [ **JotForm to Folderit Dms**](https://apiant.ai/connect/jotform-to-folderit-dms) - [ **Calendly to Folderit Dms**](https://apiant.ai/connect/calendly-to-folderit-dms) - [ **PandaDoc to Folderit Dms**](https://apiant.ai/connect/pandadoc-to-folderit-dms) - [ **Webflow to Folderit Dms**](https://apiant.ai/connect/webflow-to-folderit-dms) - [ **Wix to Folderit Dms**](https://apiant.ai/connect/wix-to-folderit-dms) - [ **Instagram to Folderit Dms**](https://apiant.ai/connect/instagram-to-folderit-dms) - [ **OpenAI to Folderit Dms**](https://apiant.ai/connect/openai-to-folderit-dms) - [ **OneDrive to Folderit Dms**](https://apiant.ai/connect/onedrive-to-folderit-dms) - [ **Google Docs to Folderit Dms**](https://apiant.ai/connect/google-docs-to-folderit-dms) - [ **Ontraport to Folderit Dms**](https://apiant.ai/connect/ontraport-to-folderit-dms) - [ **Freshworks CRM to Folderit Dms**](https://apiant.ai/connect/freshworks-crm-to-folderit-dms) - [ **GoHighLevel to Folderit Dms**](https://apiant.ai/connect/gohighlevel-to-folderit-dms) - [ **Capsule CRM to Folderit Dms**](https://apiant.ai/connect/capsule-crm-to-folderit-dms) - [ **Copper to Folderit Dms**](https://apiant.ai/connect/copper-to-folderit-dms) - [ **Streak to Folderit Dms**](https://apiant.ai/connect/streak-to-folderit-dms) - [ **NetHunt CRM to Folderit Dms**](https://apiant.ai/connect/nethunt-crm-to-folderit-dms) - [ **MINDBODY to Folderit Dms**](https://apiant.ai/connect/mindbody-to-folderit-dms) - [ **PostgreSQL to Folderit Dms**](https://apiant.ai/connect/postgresql-to-folderit-dms) - [ **MySQL to Folderit Dms**](https://apiant.ai/connect/mysql-to-folderit-dms) - [ **Vercel to Folderit Dms**](https://apiant.ai/connect/vercel-to-folderit-dms) - [ **PagerDuty to Folderit Dms**](https://apiant.ai/connect/pagerduty-to-folderit-dms) - [ **Gravity Forms to Folderit Dms**](https://apiant.ai/connect/gravity-forms-to-folderit-dms) - [ **HubSpot Enterprise to Folderit Dms**](https://apiant.ai/connect/hubspot-enterprise-to-folderit-dms) - [ **Google Forms to Folderit Dms**](https://apiant.ai/connect/google-forms-to-folderit-dms) - [ **Facebook Lead Ads to Folderit Dms**](https://apiant.ai/connect/facebook-lead-ads-to-folderit-dms) - [ **monday.com to Folderit Dms**](https://apiant.ai/connect/monday-com-to-folderit-dms) - [ **Google Ads to Folderit Dms**](https://apiant.ai/connect/google-ads-to-folderit-dms) - [ **Google Tasks to Folderit Dms**](https://apiant.ai/connect/google-tasks-to-folderit-dms) - [ **Telegram to Folderit Dms**](https://apiant.ai/connect/telegram-to-folderit-dms) - [ **MailerLite to Folderit Dms**](https://apiant.ai/connect/mailerlite-to-folderit-dms) - [ **Google Contacts to Folderit Dms**](https://apiant.ai/connect/google-contacts-to-folderit-dms) What your agent can do with Folderit Dms ## Triggers and actions 22 actions - Action **Add entity tasks** Creates tasks (approval, acknowledgement, e-signature, data fill or a custom method) for recipients on a Folderit file or folder. The same call can also update or delete existing tasks on that item. - Action **Add file** /v2/accounts/{accountUid}/files/upload - upload new file/version. - Action **Add folder** /v2/accounts/{accountUid}/folders - create a folder/section. - Action **Add group** Creates a new user group in a Folderit account. - Action **Add share** Shares a Folderit folder or file with a group, a user (by id or email address), or as a public link. - Action **Add tag** Creates a new tag in a Folderit account, optionally nested under an existing parent tag. - Action **Add tags to file** /v2/accounts/{accountUid}/files/{fileUid}/tags - add tags to a file. - Action **Add team user** Adds a team user to a Folderit account: either an existing Folderit user (by user UID and email) or a brand-new user who is signed up with the given email and country. - Action **Delete file** Deletes a file in Folderit (moves it to the recycle bin) and returns the deleted file's details. - Action **Delete folder** /v2/accounts/{accountUid}/folders/{folderUid}. - Action **Find files** Searches the files of a Folderit account by text and optional filters, returning the matching files. - Action **Get entity tasks** Returns the tasks (approvals, acknowledgements, signatures, data-fill requests) on a Folderit file or folder. - Action **Get file download link** /v2/accounts/{accountUid}/files/{fileUid}/download - returns download link. - Action **Get folder** /v2/accounts/{accountUid}/folders/{folderUid} - folder info. - Action **List accounts** Lists the Folderit accounts available to the connected user, optionally filtered by name or ownership. - Action **List files** Lists the files directly inside a Folderit folder or section. - Action **List folders** Lists the subfolders directly inside a Folderit folder or section. - Action **List groups** Lists the user groups in a Folderit account. - Action **List tags** Lists all tags in a Folderit account. - Action **List team users** Lists the team users of a Folderit account, optionally filtered by email address. - Action **Update file** Updates a file's details in Folderit: its name, date, due date, note, number, active version, containing folder or retention end. - Action **Update folder** /v2/accounts/{accountUid}/folders/{folderUid} - update folder. Reviews ## What our customers say Questions ## Folderit Dms, answered ### ### Is there a Folderit Dms MCP server? APIANT's MCP server at https://mcp.apiant.ai works with Folderit Dms. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Folderit Dms actions on demand, or have APIANT build, test and run automations that use Folderit Dms. Nothing to install. ### ### What can your agent do in Folderit Dms? Any of Folderit Dms's 22 actions, including Update file, Update folder, Add entity tasks and Add file. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can I use Folderit Dms directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with Folderit Dms two ways. Ask it to do something in Folderit Dms 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 on its own. A one-off action uses your plan's tasks the same way an automation step does. ### ### Do I need to write code against the Folderit Dms API? No. APIANT connects to the Folderit Dms API for you, and you sign in to Folderit Dms once with OAuth. Describe what you want in plain language and your agent builds it on the Folderit Dms triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Folderit Dms API documentation and adds it. ### ### Which apps can Folderit Dms connect to? Any app in the catalog; the list on this page pairs Folderit Dms 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.