--- title: "Plumsail Documents integrations and MCP server - APIANT.ai" description: "Connect Plumsail Documents to any other app, or use it from your AI client over MCP. Generate documents from DOCX, XLSX, PPTX, HTML templates and populate..." canonical: "https://apiant.ai/connections/plumsail-documents" --- # Plumsail Documents integrations Connect Plumsail Documents to any other app, or use it from your AI client over MCP. Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more. Connects with an API key [plumsail.com](https://plumsail.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 Plumsail Documents? 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 ## Plumsail Documents with the apps people pair it with most - [ **HubSpot to Plumsail Documents** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-plumsail-documents) - [ **Salesforce to Plumsail Documents** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-plumsail-documents) - [ **Slack to Plumsail Documents** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-plumsail-documents) - [ **Google Sheets to Plumsail Documents** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-plumsail-documents) - [ **Gmail to Plumsail Documents** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-plumsail-documents) - [ **Google Calendar to Plumsail Documents** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-plumsail-documents) - [ **Google Drive to Plumsail Documents** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-plumsail-documents) - [ **Mailchimp to Plumsail Documents** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-plumsail-documents) Pair it ## Connect Plumsail Documents with another app - [ **HubSpot to Plumsail Documents**](https://apiant.ai/connect/hubspot-to-plumsail-documents) - [ **Salesforce to Plumsail Documents**](https://apiant.ai/connect/salesforce-to-plumsail-documents) - [ **Slack to Plumsail Documents**](https://apiant.ai/connect/slack-to-plumsail-documents) - [ **Google Sheets to Plumsail Documents**](https://apiant.ai/connect/google-sheets-to-plumsail-documents) - [ **Gmail to Plumsail Documents**](https://apiant.ai/connect/gmail-to-plumsail-documents) - [ **Google Calendar to Plumsail Documents**](https://apiant.ai/connect/google-calendar-to-plumsail-documents) - [ **Google Drive to Plumsail Documents**](https://apiant.ai/connect/google-drive-to-plumsail-documents) - [ **Mailchimp to Plumsail Documents**](https://apiant.ai/connect/mailchimp-to-plumsail-documents) - [ **Stripe to Plumsail Documents**](https://apiant.ai/connect/stripe-to-plumsail-documents) - [ **Shopify to Plumsail Documents**](https://apiant.ai/connect/shopify-to-plumsail-documents) - [ **QuickBooks Online to Plumsail Documents**](https://apiant.ai/connect/quickbooks-online-to-plumsail-documents) - [ **Pipedrive to Plumsail Documents**](https://apiant.ai/connect/pipedrive-to-plumsail-documents) - [ **ActiveCampaign to Plumsail Documents**](https://apiant.ai/connect/activecampaign-to-plumsail-documents) - [ **Notion to Plumsail Documents**](https://apiant.ai/connect/notion-to-plumsail-documents) - [ **Airtable to Plumsail Documents**](https://apiant.ai/connect/airtable-to-plumsail-documents) - [ **Trello to Plumsail Documents**](https://apiant.ai/connect/trello-to-plumsail-documents) - [ **Asana to Plumsail Documents**](https://apiant.ai/connect/asana-to-plumsail-documents) - [ **JIRA to Plumsail Documents**](https://apiant.ai/connect/jira-to-plumsail-documents) - [ **ClickUp to Plumsail Documents**](https://apiant.ai/connect/clickup-to-plumsail-documents) - [ **Zoom to Plumsail Documents**](https://apiant.ai/connect/zoom-to-plumsail-documents) - [ **Discord to Plumsail Documents**](https://apiant.ai/connect/discord-to-plumsail-documents) - [ **Twilio to Plumsail Documents**](https://apiant.ai/connect/twilio-to-plumsail-documents) - [ **SendGrid to Plumsail Documents**](https://apiant.ai/connect/sendgrid-to-plumsail-documents) - [ **Outlook to Plumsail Documents**](https://apiant.ai/connect/outlook-to-plumsail-documents) - [ **Intercom to Plumsail Documents**](https://apiant.ai/connect/intercom-to-plumsail-documents) - [ **Freshdesk to Plumsail Documents**](https://apiant.ai/connect/freshdesk-to-plumsail-documents) - [ **Klaviyo to Plumsail Documents**](https://apiant.ai/connect/klaviyo-to-plumsail-documents) - [ **Brevo to Plumsail Documents**](https://apiant.ai/connect/brevo-to-plumsail-documents) - [ **Typeform to Plumsail Documents**](https://apiant.ai/connect/typeform-to-plumsail-documents) - [ **JotForm to Plumsail Documents**](https://apiant.ai/connect/jotform-to-plumsail-documents) - [ **Calendly to Plumsail Documents**](https://apiant.ai/connect/calendly-to-plumsail-documents) - [ **PandaDoc to Plumsail Documents**](https://apiant.ai/connect/pandadoc-to-plumsail-documents) - [ **Webflow to Plumsail Documents**](https://apiant.ai/connect/webflow-to-plumsail-documents) - [ **Wix to Plumsail Documents**](https://apiant.ai/connect/wix-to-plumsail-documents) - [ **Instagram to Plumsail Documents**](https://apiant.ai/connect/instagram-to-plumsail-documents) - [ **OpenAI to Plumsail Documents**](https://apiant.ai/connect/openai-to-plumsail-documents) - [ **OneDrive to Plumsail Documents**](https://apiant.ai/connect/onedrive-to-plumsail-documents) - [ **Google Docs to Plumsail Documents**](https://apiant.ai/connect/google-docs-to-plumsail-documents) - [ **Ontraport to Plumsail Documents**](https://apiant.ai/connect/ontraport-to-plumsail-documents) - [ **Freshworks CRM to Plumsail Documents**](https://apiant.ai/connect/freshworks-crm-to-plumsail-documents) - [ **GoHighLevel to Plumsail Documents**](https://apiant.ai/connect/gohighlevel-to-plumsail-documents) - [ **Capsule CRM to Plumsail Documents**](https://apiant.ai/connect/capsule-crm-to-plumsail-documents) - [ **Copper to Plumsail Documents**](https://apiant.ai/connect/copper-to-plumsail-documents) - [ **Streak to Plumsail Documents**](https://apiant.ai/connect/streak-to-plumsail-documents) - [ **NetHunt CRM to Plumsail Documents**](https://apiant.ai/connect/nethunt-crm-to-plumsail-documents) - [ **MINDBODY to Plumsail Documents**](https://apiant.ai/connect/mindbody-to-plumsail-documents) - [ **PostgreSQL to Plumsail Documents**](https://apiant.ai/connect/postgresql-to-plumsail-documents) - [ **MySQL to Plumsail Documents**](https://apiant.ai/connect/mysql-to-plumsail-documents) - [ **Vercel to Plumsail Documents**](https://apiant.ai/connect/vercel-to-plumsail-documents) - [ **PagerDuty to Plumsail Documents**](https://apiant.ai/connect/pagerduty-to-plumsail-documents) - [ **Gravity Forms to Plumsail Documents**](https://apiant.ai/connect/gravity-forms-to-plumsail-documents) - [ **HubSpot Enterprise to Plumsail Documents**](https://apiant.ai/connect/hubspot-enterprise-to-plumsail-documents) - [ **Google Forms to Plumsail Documents**](https://apiant.ai/connect/google-forms-to-plumsail-documents) - [ **Facebook Lead Ads to Plumsail Documents**](https://apiant.ai/connect/facebook-lead-ads-to-plumsail-documents) - [ **monday.com to Plumsail Documents**](https://apiant.ai/connect/monday-com-to-plumsail-documents) - [ **Google Ads to Plumsail Documents**](https://apiant.ai/connect/google-ads-to-plumsail-documents) - [ **Google Tasks to Plumsail Documents**](https://apiant.ai/connect/google-tasks-to-plumsail-documents) - [ **Telegram to Plumsail Documents**](https://apiant.ai/connect/telegram-to-plumsail-documents) - [ **MailerLite to Plumsail Documents**](https://apiant.ai/connect/mailerlite-to-plumsail-documents) - [ **Google Contacts to Plumsail Documents**](https://apiant.ai/connect/google-contacts-to-plumsail-documents) What your agent can do with Plumsail Documents ## Triggers and actions 22 actions - Action **Add HTML Watermark to PDF** Adds an HTML watermark to a PDF document and returns a link to the watermarked PDF. - Action **Add Image Watermark to PDF** Adds an image watermark to every chosen page of a PDF and returns a download link to the watermarked PDF. - Action **Add PDF Watermark to PDF** Overlays a page from another PDF as a watermark on a PDF document and returns a download link to the result. - Action **Add Text Watermark to PDF** Adds a text watermark to a PDF and returns a download link to the watermarked file. - Action **Compress PDF** Compresses and optimizes a PDF document to reduce its size, and returns a download link to the compressed PDF. - Action **Convert CSV to Excel File (XLSX)** Converts a CSV file into an Excel workbook (XLSX) and returns a download link to the result. - Action **Convert DOC to DOCX** Converts a legacy Word DOC document into a DOCX file and returns a download link to the result. - Action **Convert DOCX to PDF** Converts a Word DOCX document to PDF and returns a download link to the PDF. - Action **Convert PPT to PPTX** Converts a PowerPoint PPT presentation to PPTX format and returns a download link to the converted file. - Action **Convert PPTX to PDF** Converts a PowerPoint PPTX presentation into a PDF file and returns a download link. - Action **Convert to PDF** Converts a document from a public URL into a PDF file and returns a download link to the PDF. - Action **Convert XLS to XLSX** Converts a legacy Excel XLS file into an XLSX workbook and returns a download link to the result. - Action **Convert XLSX to PDF** Converts an Excel XLSX spreadsheet into a PDF file and returns a download link to the result. - Action **Fill in PDF Form** Fills in the fields of a fillable PDF form with the data you provide and returns a download link to the completed PDF. - Action **Fill Merge Fields in DOCX Document** Fills the merge fields of a Word DOCX document with your data and returns a download link to the filled document. - Action **Generate Document From DOCX Template** Creates a document from a Word DOCX template filled with your data and returns a download link to the result. - Action **Generate Document From Fillable PDF** Generates a PDF document by filling a fillable PDF template with your data and returns a download link to the result. - Action **Generate Document From PPTX Template** Creates a document from a PowerPoint PPTX template filled with your data and returns a download link to the result. - Action **Generate Document From XLSX Template** Creates a document from an Excel XLSX template filled with your data and returns a download link to the result. - Action **Merge Any Files Into PDF** Converts multiple files (documents, images, PDFs) and merges them into a single PDF, returning a download link. - Action **Merge DOCX Files** Merges several Word (DOCX) documents into a single DOCX file and returns a download link to the result. - Action **Protect PDF** Adds passwords and printing, editing, copying and annotation restrictions to a PDF file, and returns a link to the protected PDF. Reviews ## What our customers say Questions ## Plumsail Documents, answered ### ### Is there a Plumsail Documents MCP server? APIANT's MCP server at https://mcp.apiant.ai works with Plumsail Documents. 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 Plumsail Documents actions on demand, or have APIANT build, test and run automations that use Plumsail Documents. Nothing to install. ### ### What can your agent do in Plumsail Documents? Any of Plumsail Documents's 22 actions, including Add HTML Watermark to PDF, Add Image Watermark to PDF, Add PDF Watermark to PDF and Add Text Watermark to PDF. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can I use Plumsail Documents directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with Plumsail Documents two ways. Ask it to do something in Plumsail Documents 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 Plumsail Documents API? No. APIANT connects to the Plumsail Documents API for you, with your Plumsail Documents API key. Describe what you want in plain language and your agent builds it on the Plumsail Documents triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Plumsail Documents API documentation and adds it. ### ### Which apps can Plumsail Documents connect to? Any app in the catalog; the list on this page pairs Plumsail Documents 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.