# Connect Contractbook and SendGrid

When **New Draft** fires in [Contractbook](https://apiant.ai/connections/contractbook), your agent runs **Create or update contact** in [SendGrid](https://apiant.ai/connections/sendgrid), or **New bounce** in SendGrid to **Get Document** in Contractbook. Describe the whole flow and it is built, tested on every scenario and kept running.

Contractbook **3** triggers Contractbook **5** actions SendGrid **4** triggers SendGrid **10** 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 SendGrid 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 and SendGrid can do together

### From Contractbook to SendGrid

- When **New Draft** in Contractbook then **Create or update contact** in SendGrid
- When **New Template** in Contractbook then **Send an email using template** in SendGrid

### From SendGrid to Contractbook

- When **New bounce** in SendGrid then **Get Document** in Contractbook
- When **New global suppression** in SendGrid then **Create Contract** in Contractbook

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 SendGrid

## Triggers and actions 7 triggers · 15 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.

- Trigger

**New bounce**

Polls the v3 Suppression Bounces API for bounced email addresses. Emits one record per bounce.

- Trigger

**New global suppression**

Polls the v3 Suppressions API for globally-suppressed (unsubscribed) email addresses. Emits one record per suppressed email.

- Trigger

**New or updated recipient**

Triggered when a recipient is created or updated.

- Trigger

**New suppressed email**

Triggered when a new email is suppressed.

- Action

**Add to suppression group**

Add a recipient's email to a SendGrid suppression group (unsubscribe group).

- Action

**Create custom field**

Creates a new custom field.

- Action

**Create list**

Creates a new marketing contact list via the v3 Marketing Lists API.

- Action

**Create or update contact**

Adds or updates a marketing contact (upsert by email) via the v3 Marketing Contacts API. Optionally assigns to lists.

- Action

**Create or update recipient**

Creates a new recipient if the email does not exist, otherwise updates the existing recipient.

- Action

**Delete contacts**

Deletes one or more marketing contacts by their contact IDs via the v3 Marketing Contacts API.

- Action

**Get contact by email**

Looks up a marketing contact by email address via the v3 Marketing Contacts search-by-emails endpoint.

- Action

**Remove from suppression group**

Remove a recipient's email from a SendGrid suppression group (unsubscribe group).

- Action

**Send an email**

Sends an email via the v3 Mail Send API to a single recipient with subject and plain-text or HTML body.

- Action

**Send an email using template**

Sends an email via the v3 Mail Send API using a dynamic template ID. Dynamic template data is passed as a JSON object.

## Each app on its own

- [ **Contractbook** Contractbook is an easy signing and simple contract management tool for modern businesses.](https://apiant.ai/connections/contractbook)
- [ **SendGrid** SendGrid by Twilio — email delivery and marketing platform.](https://apiant.ai/connections/sendgrid)

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 SendGrid

- [ **HubSpot to SendGrid** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sendgrid)
- [ **Salesforce to SendGrid** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-sendgrid)
- [ **Slack to SendGrid** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-sendgrid)
- [ **Gmail to SendGrid** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sendgrid)
- [ **Pipedrive to SendGrid** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-sendgrid)
- [ **ActiveCampaign to SendGrid** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-sendgrid)

Questions

## Contractbook and SendGrid, 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 SendGrid when something happens in Contractbook?

Any of SendGrid's 10 actions, including Create custom field, Create list, Create or update contact and Create or update recipient. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from SendGrid to Contractbook?

Yes. When something happens in SendGrid, your agent can act in Contractbook too. This page covers both directions: SendGrid's triggers and Contractbook's actions are listed here as well.

###

### Do I have to build a connector for Contractbook or SendGrid?

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.