# TemplateDocs integrations Connect TemplateDocs to any other app, or use it from your AI client over MCP. TemplateDocs is a tool for creating documents from templates. Connects with an API key[templatedocs.io](https://templatedocs.io/) **5** 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 TemplateDocs? 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 ## TemplateDocs with the apps people pair it with most - [ **HubSpot to TemplateDocs** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-templatedocs) - [ **Salesforce to TemplateDocs** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-templatedocs) - [ **Slack to TemplateDocs** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-templatedocs) - [ **Google Sheets to TemplateDocs** Google Sheets](https://apiant.ai/connect/google-sheets-to-templatedocs) - [ **Gmail to TemplateDocs** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-templatedocs) - [ **Google Calendar to TemplateDocs** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-templatedocs) - [ **Google Drive to TemplateDocs** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-templatedocs) - [ **Mailchimp to TemplateDocs** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-templatedocs) Pair it ## Connect TemplateDocs with another app - [ **HubSpot to TemplateDocs** ](https://apiant.ai/connect/hubspot-to-templatedocs) - [ **Salesforce to TemplateDocs** ](https://apiant.ai/connect/salesforce-to-templatedocs) - [ **Slack to TemplateDocs** ](https://apiant.ai/connect/slack-to-templatedocs) - [ **Google Sheets to TemplateDocs** ](https://apiant.ai/connect/google-sheets-to-templatedocs) - [ **Gmail to TemplateDocs** ](https://apiant.ai/connect/gmail-to-templatedocs) - [ **Google Calendar to TemplateDocs** ](https://apiant.ai/connect/google-calendar-to-templatedocs) - [ **Google Drive to TemplateDocs** ](https://apiant.ai/connect/google-drive-to-templatedocs) - [ **Mailchimp to TemplateDocs** ](https://apiant.ai/connect/mailchimp-to-templatedocs) - [ **Stripe to TemplateDocs** ](https://apiant.ai/connect/stripe-to-templatedocs) - [ **Shopify to TemplateDocs** ](https://apiant.ai/connect/shopify-to-templatedocs) - [ **QuickBooks Online to TemplateDocs** ](https://apiant.ai/connect/quickbooks-online-to-templatedocs) - [ **Pipedrive to TemplateDocs** ](https://apiant.ai/connect/pipedrive-to-templatedocs) - [ **ActiveCampaign to TemplateDocs** ](https://apiant.ai/connect/activecampaign-to-templatedocs) - [ **Notion to TemplateDocs** ](https://apiant.ai/connect/notion-to-templatedocs) - [ **Airtable to TemplateDocs** ](https://apiant.ai/connect/airtable-to-templatedocs) - [ **Trello to TemplateDocs** ](https://apiant.ai/connect/trello-to-templatedocs) - [ **Asana to TemplateDocs** ](https://apiant.ai/connect/asana-to-templatedocs) - [ **JIRA to TemplateDocs** ](https://apiant.ai/connect/jira-to-templatedocs) - [ **ClickUp to TemplateDocs** ](https://apiant.ai/connect/clickup-to-templatedocs) - [ **Zoom to TemplateDocs** ](https://apiant.ai/connect/zoom-to-templatedocs) - [ **Discord to TemplateDocs** ](https://apiant.ai/connect/discord-to-templatedocs) - [ **Twilio to TemplateDocs** ](https://apiant.ai/connect/twilio-to-templatedocs) - [ **SendGrid to TemplateDocs** ](https://apiant.ai/connect/sendgrid-to-templatedocs) - [ **Outlook to TemplateDocs** ](https://apiant.ai/connect/outlook-to-templatedocs) - [ **Intercom to TemplateDocs** ](https://apiant.ai/connect/intercom-to-templatedocs) - [ **Freshdesk to TemplateDocs** ](https://apiant.ai/connect/freshdesk-to-templatedocs) - [ **Brevo to TemplateDocs** ](https://apiant.ai/connect/brevo-to-templatedocs) - [ **Typeform to TemplateDocs** ](https://apiant.ai/connect/typeform-to-templatedocs) - [ **JotForm to TemplateDocs** ](https://apiant.ai/connect/jotform-to-templatedocs) - [ **Calendly to TemplateDocs** ](https://apiant.ai/connect/calendly-to-templatedocs) - [ **PandaDoc to TemplateDocs** ](https://apiant.ai/connect/pandadoc-to-templatedocs) - [ **Webflow to TemplateDocs** ](https://apiant.ai/connect/webflow-to-templatedocs) - [ **Wix to TemplateDocs** ](https://apiant.ai/connect/wix-to-templatedocs) - [ **Instagram to TemplateDocs** ](https://apiant.ai/connect/instagram-to-templatedocs) - [ **OpenAI to TemplateDocs** ](https://apiant.ai/connect/openai-to-templatedocs) - [ **OneDrive to TemplateDocs** ](https://apiant.ai/connect/onedrive-to-templatedocs) - [ **Google Docs to TemplateDocs** ](https://apiant.ai/connect/google-docs-to-templatedocs) - [ **Ontraport to TemplateDocs** ](https://apiant.ai/connect/ontraport-to-templatedocs) - [ **Freshworks CRM to TemplateDocs** ](https://apiant.ai/connect/freshworks-crm-to-templatedocs) - [ **Capsule CRM to TemplateDocs** ](https://apiant.ai/connect/capsule-crm-to-templatedocs) - [ **Copper to TemplateDocs** ](https://apiant.ai/connect/copper-to-templatedocs) - [ **Streak to TemplateDocs** ](https://apiant.ai/connect/streak-to-templatedocs) - [ **NetHunt CRM to TemplateDocs** ](https://apiant.ai/connect/nethunt-crm-to-templatedocs) - [ **MINDBODY to TemplateDocs** ](https://apiant.ai/connect/mindbody-to-templatedocs) - [ **PostgreSQL to TemplateDocs** ](https://apiant.ai/connect/postgresql-to-templatedocs) - [ **MySQL to TemplateDocs** ](https://apiant.ai/connect/mysql-to-templatedocs) - [ **Vercel to TemplateDocs** ](https://apiant.ai/connect/vercel-to-templatedocs) - [ **PagerDuty to TemplateDocs** ](https://apiant.ai/connect/pagerduty-to-templatedocs) - [ **Gravity Forms to TemplateDocs** ](https://apiant.ai/connect/gravity-forms-to-templatedocs) - [ **HubSpot Enterprise to TemplateDocs** ](https://apiant.ai/connect/hubspot-enterprise-to-templatedocs) - [ **Google Forms to TemplateDocs** ](https://apiant.ai/connect/google-forms-to-templatedocs) - [ **monday.com to TemplateDocs** ](https://apiant.ai/connect/monday-com-to-templatedocs) - [ **Google Ads to TemplateDocs** ](https://apiant.ai/connect/google-ads-to-templatedocs) - [ **Google Tasks to TemplateDocs** ](https://apiant.ai/connect/google-tasks-to-templatedocs) - [ **Telegram to TemplateDocs** ](https://apiant.ai/connect/telegram-to-templatedocs) - [ **MailerLite to TemplateDocs** ](https://apiant.ai/connect/mailerlite-to-templatedocs) - [ **Google Contacts to TemplateDocs** ](https://apiant.ai/connect/google-contacts-to-templatedocs) - [ **Kit to TemplateDocs** ](https://apiant.ai/connect/kit-to-templatedocs) - [ **Tally to TemplateDocs** ](https://apiant.ai/connect/tally-to-templatedocs) - [ **Kajabi to TemplateDocs** ](https://apiant.ai/connect/kajabi-to-templatedocs) What your agent can do with TemplateDocs ## Triggers and actions 5 actions - Action **Add template** Uploads a Word document to TemplateDocs as a new template, and returns the template's id along with the placeholders found inside it. - Action **Delete template** Removes a template from your TemplateDocs account. - Action **Get template** Returns the details of one template, including its name, size, checksum and the placeholder tags it contains. - Action **List templates** Returns the templates available in your TemplateDocs account, each with its name, size and placeholder tags. - Action **Update template** Renames a template or changes its settings. Returns the id of the template that was updated. ## Related apps - [ **Affinda to TemplateDocs** AI document processing platform that extracts structured data from invoices, resumes, bank statements, and...](https://apiant.ai/connect/affinda-to-templatedocs) - [ **Airparser to TemplateDocs** Airparser is an LLM-powered data extraction tool that extracts structured data from emails, PDFs, documents...](https://apiant.ai/connect/airparser-to-templatedocs) - [ **Alai** Alai is an AI presentation tool that turns rough ideas into complete slides by providing multiple layout...](https://apiant.ai/connections/alai) - [ **Algodocs** Algodocs is an Intelligent Document Processing tool for automating data extraction from PDFs and images and...](https://apiant.ai/connections/algodocs) - [ **Better Proposals to TemplateDocs** Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed...](https://apiant.ai/connect/better-proposals-to-templatedocs) - [ **Certifier to TemplateDocs** Certifier is a professional certificate-making tool that enables you to issue, manage, and track...](https://apiant.ai/connect/certifier-to-templatedocs) - [ **Conversion Tools to TemplateDocs** Converting your documents between different formats (XML, Excel, CSV, PDF, etc). Fast and Simple.](https://apiant.ai/connect/conversion-tools-to-templatedocs) - [ **ConvertAPI PDF Tools** ConvertAPI PDF Tools is a file automation service to convert PDFs, images and Office files, plus merge...](https://apiant.ai/connections/convertapi-pdf-tools) [More in Documents](https://apiant.ai/apps/documents) Reviews ## What our customers say Questions ## TemplateDocs, answered ### ### Is there a TemplateDocs MCP server? APIANT's MCP server at https://mcp.apiant.ai works with TemplateDocs. 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 TemplateDocs. Nothing to install. ### ### What can your agent do in TemplateDocs? Any of TemplateDocs's 5 actions, including Update template, Add template, Get template and List templates. Your agent maps the data both ways and tests every scenario before it ships. ### ### Which apps can TemplateDocs connect to? Any app in the catalog; the list on this page pairs TemplateDocs 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.