App

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 OAuthfolderit.com
22 actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

Build solutions, not workarounds.

What do you want to automate with Folderit Dms?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

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)
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)
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)
Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide (opens in a new tab)
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)
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)

Popular

Folderit Dms with the apps people pair it with most

Pair it

Connect Folderit Dms with another app

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.