---
title: "OkaySend integrations and MCP server - APIANT.ai"
description: "Connect OkaySend to any other app, or use it from your AI client over MCP. OkaySend simplifies the process of collecting documents and files from clients."
canonical: "https://apiant.ai/connections/okaysend"
---

# OkaySend integrations

Connect OkaySend to any other app, or use it from your AI client over MCP. OkaySend simplifies the process of collecting documents and files from clients.

Connects with an API key [okaysend.com](https://okaysend.com/)

**3** 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 OkaySend?

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

## OkaySend with the apps people pair it with most

- [ **HubSpot to OkaySend** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-okaysend)
- [ **Salesforce to OkaySend** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-okaysend)
- [ **Slack to OkaySend** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-okaysend)
- [ **Google Sheets to OkaySend** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-okaysend)
- [ **Gmail to OkaySend** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-okaysend)
- [ **Google Calendar to OkaySend** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-okaysend)
- [ **Google Drive to OkaySend** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-okaysend)
- [ **Mailchimp to OkaySend** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-okaysend)

Pair it

## Connect OkaySend with another app

- [ **HubSpot to OkaySend**](https://apiant.ai/connect/hubspot-to-okaysend)
- [ **Salesforce to OkaySend**](https://apiant.ai/connect/salesforce-to-okaysend)
- [ **Slack to OkaySend**](https://apiant.ai/connect/slack-to-okaysend)
- [ **Google Sheets to OkaySend**](https://apiant.ai/connect/google-sheets-to-okaysend)
- [ **Gmail to OkaySend**](https://apiant.ai/connect/gmail-to-okaysend)
- [ **Google Calendar to OkaySend**](https://apiant.ai/connect/google-calendar-to-okaysend)
- [ **Google Drive to OkaySend**](https://apiant.ai/connect/google-drive-to-okaysend)
- [ **Mailchimp to OkaySend**](https://apiant.ai/connect/mailchimp-to-okaysend)
- [ **Stripe to OkaySend**](https://apiant.ai/connect/stripe-to-okaysend)
- [ **Shopify to OkaySend**](https://apiant.ai/connect/shopify-to-okaysend)
- [ **QuickBooks Online to OkaySend**](https://apiant.ai/connect/quickbooks-online-to-okaysend)
- [ **Pipedrive to OkaySend**](https://apiant.ai/connect/pipedrive-to-okaysend)
- [ **ActiveCampaign to OkaySend**](https://apiant.ai/connect/activecampaign-to-okaysend)
- [ **Notion to OkaySend**](https://apiant.ai/connect/notion-to-okaysend)
- [ **Airtable to OkaySend**](https://apiant.ai/connect/airtable-to-okaysend)
- [ **Trello to OkaySend**](https://apiant.ai/connect/trello-to-okaysend)
- [ **Asana to OkaySend**](https://apiant.ai/connect/asana-to-okaysend)
- [ **JIRA to OkaySend**](https://apiant.ai/connect/jira-to-okaysend)
- [ **ClickUp to OkaySend**](https://apiant.ai/connect/clickup-to-okaysend)
- [ **Zoom to OkaySend**](https://apiant.ai/connect/zoom-to-okaysend)
- [ **Discord to OkaySend**](https://apiant.ai/connect/discord-to-okaysend)
- [ **Twilio to OkaySend**](https://apiant.ai/connect/twilio-to-okaysend)
- [ **SendGrid to OkaySend**](https://apiant.ai/connect/sendgrid-to-okaysend)
- [ **Outlook to OkaySend**](https://apiant.ai/connect/outlook-to-okaysend)
- [ **Intercom to OkaySend**](https://apiant.ai/connect/intercom-to-okaysend)
- [ **Freshdesk to OkaySend**](https://apiant.ai/connect/freshdesk-to-okaysend)
- [ **Klaviyo to OkaySend**](https://apiant.ai/connect/klaviyo-to-okaysend)
- [ **Brevo to OkaySend**](https://apiant.ai/connect/brevo-to-okaysend)
- [ **Typeform to OkaySend**](https://apiant.ai/connect/typeform-to-okaysend)
- [ **JotForm to OkaySend**](https://apiant.ai/connect/jotform-to-okaysend)
- [ **Calendly to OkaySend**](https://apiant.ai/connect/calendly-to-okaysend)
- [ **PandaDoc to OkaySend**](https://apiant.ai/connect/pandadoc-to-okaysend)
- [ **Webflow to OkaySend**](https://apiant.ai/connect/webflow-to-okaysend)
- [ **Wix to OkaySend**](https://apiant.ai/connect/wix-to-okaysend)
- [ **Instagram to OkaySend**](https://apiant.ai/connect/instagram-to-okaysend)
- [ **OpenAI to OkaySend**](https://apiant.ai/connect/openai-to-okaysend)
- [ **OneDrive to OkaySend**](https://apiant.ai/connect/onedrive-to-okaysend)
- [ **Google Docs to OkaySend**](https://apiant.ai/connect/google-docs-to-okaysend)
- [ **Ontraport to OkaySend**](https://apiant.ai/connect/ontraport-to-okaysend)
- [ **Freshworks CRM to OkaySend**](https://apiant.ai/connect/freshworks-crm-to-okaysend)
- [ **GoHighLevel to OkaySend**](https://apiant.ai/connect/gohighlevel-to-okaysend)
- [ **Capsule CRM to OkaySend**](https://apiant.ai/connect/capsule-crm-to-okaysend)
- [ **Copper to OkaySend**](https://apiant.ai/connect/copper-to-okaysend)
- [ **Streak to OkaySend**](https://apiant.ai/connect/streak-to-okaysend)
- [ **NetHunt CRM to OkaySend**](https://apiant.ai/connect/nethunt-crm-to-okaysend)
- [ **MINDBODY to OkaySend**](https://apiant.ai/connect/mindbody-to-okaysend)
- [ **PostgreSQL to OkaySend**](https://apiant.ai/connect/postgresql-to-okaysend)
- [ **MySQL to OkaySend**](https://apiant.ai/connect/mysql-to-okaysend)
- [ **Vercel to OkaySend**](https://apiant.ai/connect/vercel-to-okaysend)
- [ **PagerDuty to OkaySend**](https://apiant.ai/connect/pagerduty-to-okaysend)
- [ **Gravity Forms to OkaySend**](https://apiant.ai/connect/gravity-forms-to-okaysend)
- [ **HubSpot Enterprise to OkaySend**](https://apiant.ai/connect/hubspot-enterprise-to-okaysend)
- [ **Google Forms to OkaySend**](https://apiant.ai/connect/google-forms-to-okaysend)
- [ **Facebook Lead Ads to OkaySend**](https://apiant.ai/connect/facebook-lead-ads-to-okaysend)
- [ **monday.com to OkaySend**](https://apiant.ai/connect/monday-com-to-okaysend)
- [ **Google Ads to OkaySend**](https://apiant.ai/connect/google-ads-to-okaysend)
- [ **Google Tasks to OkaySend**](https://apiant.ai/connect/google-tasks-to-okaysend)
- [ **Telegram to OkaySend**](https://apiant.ai/connect/telegram-to-okaysend)
- [ **MailerLite to OkaySend**](https://apiant.ai/connect/mailerlite-to-okaysend)
- [ **Google Contacts to OkaySend**](https://apiant.ai/connect/google-contacts-to-okaysend)

What your agent can do with OkaySend

## Triggers and actions 3 actions

- Action

**Create a Client**

Creates a new client record in OkaySend.

- Action

**Create a Request**

Creates a new OkaySend document request from a template, as a draft, sent to clients, or published as a shareable link.

- Action

**Read Document Request**

Fetches a document request by ID, with its title, status, clients and the questions it asks.

## Related apps

- [ **CloudConvert to OkaySend** CloudConvert converts files between more than 200 supported formats: documents, image, spreadsheet...](https://apiant.ai/connect/cloudconvert-to-okaysend)
- [ **Drop to CDN** Drop to CDN is a file hosting API that uploads files and returns instant public CDN URLs for automations...](https://apiant.ai/connections/drop-to-cdn)
- [ **FilePost** FilePost is a file upload API that gives developers instant public CDN URLs for any file.](https://apiant.ai/connections/filepost)
- [ **Files.com to OkaySend** Files.com is Smart Cloud Storage for modern teams.](https://apiant.ai/connect/files-com-to-okaysend)
- [ **Google Drive to OkaySend** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-okaysend)
- [ **OneDrive to OkaySend** OneDrive is Microsoft’s cloud storage solution enabling users to store, sync, and share files across...](https://apiant.ai/connect/onedrive-to-okaysend)
- [ **Shade to OkaySend** Shade is an AI-powered cloud NAS for media teams that enables real-time editing, natural language search...](https://apiant.ai/connect/shade-to-okaysend)
- [ **Sirv to OkaySend** Sirv is a Digital Asset Management system for storing, processing, and delivering images, videos, and 360...](https://apiant.ai/connect/sirv-to-okaysend)

[More in File Management & Storage](https://apiant.ai/apps/file-management-and-storage)

Reviews

## What our customers say

Questions

## OkaySend, answered

###

### Is there a OkaySend MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with OkaySend. 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 OkaySend actions on demand, or have APIANT build, test and run automations that use OkaySend. Nothing to install.

###

### What can your agent do in OkaySend?

Any of OkaySend's 3 actions, including Create a Client, Create a Request and Read Document Request. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can I use OkaySend directly from Claude, ChatGPT or Cursor?

Yes. Connect your AI client to APIANT once and it works with OkaySend two ways. Ask it to do something in OkaySend 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 OkaySend API?

No. APIANT connects to the OkaySend API for you, with your OkaySend API key. Describe what you want in plain language and your agent builds it on the OkaySend triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the OkaySend API documentation and adds it.

###

### Which apps can OkaySend connect to?

Any app in the catalog; the list on this page pairs OkaySend 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.