# Connect Contractbook to Exchangerate.dev

When **New Draft** fires in [Contractbook](https://apiant.ai/connections/contractbook), your agent runs **Convert currency** in [Exchangerate.dev](https://apiant.ai/connections/exchangerate-dev). Describe the whole flow and it is built, tested on every scenario and kept running.

Contractbook **3** triggers Contractbook **5** actions Exchangerate.dev **4** actions

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

## What do you want Contractbook and Exchangerate.dev to do together?

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)

Example flows

## What Contractbook can start in Exchangerate.dev

- When **New Draft** in Contractbook then **Convert currency** in Exchangerate.dev
- When **New Template** in Contractbook then **Get exchange rate** in Exchangerate.dev

Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.

Everything your agent can do with Contractbook and Exchangerate.dev

## Triggers and actions 3 triggers · 9 actions

- Trigger

**Draft Edited**

Triggers when a draft document in Contractbook is edited.

- Trigger

**New Draft**

Triggers when a new draft document is created in Contractbook.

- Trigger

**New Template**

Triggers when a new template is added to your Contractbook account.

- Action

**Create Contract**

Creates a new contract document in Contractbook from one of your templates, optionally overriding its title, parties, data fields and other settings.

- Action

**Create Contract With Custom Parties**

Creates a new contract from a Contractbook template, with the parties and signees you specify.

- Action

**Create Draft**

Creates a new draft document from a Contractbook template, without sending it for signature.

- Action

**Create Draft With Custom Parties**

Creates a draft document from a template with the parties and signees you specify, without sending it for signature.

- Action

**Get Document**

Returns a Contractbook document (draft or contract) by its ID, including its parties, signees, data fields, state and events.

- Action

**Convert currency**

Converts an amount from one currency to another using current rates.

- Action

**Get exchange rate**

Returns the exchange rate for a specific currency pair slug.

- Action

**Get historical exchange rates**

Returns exchange rates for a specific past date, optionally for a given base currency.

- Action

**List exchange rate range**

Returns exchange rates across a date range for a base currency.

## Each app on its own

- [ **Contractbook** Contractbook is an easy signing and simple contract management tool for modern businesses.](https://apiant.ai/connections/contractbook)
- [ **Exchangerate.dev** Exchangerate.dev is a foreign-exchange rate service providing live and historical rates across 168 currency...](https://apiant.ai/connections/exchangerate-dev)

Reviews

## What our customers say

## More from Contractbook

- [ **Contractbook to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/contractbook-to-hubspot)
- [ **Contractbook to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/contractbook-to-salesforce)
- [ **Contractbook to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/contractbook-to-slack)
- [ **Contractbook to Google Sheets** Google Sheets](https://apiant.ai/connect/contractbook-to-google-sheets)
- [ **Contractbook to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/contractbook-to-gmail)
- [ **Contractbook to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/contractbook-to-google-calendar)

## More into Exchangerate.dev

- [ **HubSpot to Exchangerate.dev** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-exchangerate-dev)
- [ **Salesforce to Exchangerate.dev** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-exchangerate-dev)
- [ **Slack to Exchangerate.dev** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-exchangerate-dev)
- [ **Google Sheets to Exchangerate.dev** Google Sheets](https://apiant.ai/connect/google-sheets-to-exchangerate-dev)
- [ **Gmail to Exchangerate.dev** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-exchangerate-dev)
- [ **Google Calendar to Exchangerate.dev** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-exchangerate-dev)

Questions

## Contractbook and Exchangerate.dev, answered

###

### What can start an automation from Contractbook?

Any of Contractbook's 3 triggers in the catalog, including New Draft, New Template and Draft Edited. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Exchangerate.dev when something happens in Contractbook?

Any of Exchangerate.dev's 4 actions, including Convert currency, Get exchange rate, Get historical exchange rates and List exchange rate range. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Exchangerate.dev to Contractbook?

Exchangerate.dev has no triggers in the catalog today, so automations start in Contractbook. If you need the other direction, ask: your agent reads Exchangerate.dev's API documentation and adds it.

###

### Do I have to build a connector for Contractbook or Exchangerate.dev?

No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.

###

### 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.
