Integration
Connect Copper to Pdforge
When New Activity fires in Copper, your agent runs Add template in Pdforge. Describe the whole flow and it is built, tested on every scenario and kept running.
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 Copper and Pdforge to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart 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)Example flows
What Copper can start in Pdforge
When New Activity in Copper
then Add template in Pdforge
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 Copper and Pdforge
Triggers and actions 17 triggers · 35 actions
- New Activity
Triggers when a new activity is created.
- New Company
Triggers when a new Company is created in Copper.
- New Lead
Triggers when a Lead is created in Copper.
- New Opportunity
Triggers when an Opportunity is created in Copper.
- New Person
Triggers when a new Person is created in Copper.
- New Project
Triggers when a new Project is created in Copper.
- New Task
Triggers when a new Task is created in Copper.
- Updated Company
Triggers when a Person's Company is changed.
- Updated Contact Type
Triggers when a Person's Contact Type is changed.
- Updated Lead
Triggers when a Lead is changed.
- Updated Lead Status
Triggers when a Lead's status is changed.
- Updated Opportunity
Triggers when an Opportunity is changed.
- Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
- Updated Opportunity Status
Triggers when an Opportunity's status is changed.
- Updated Person
Triggers when a Person is changed.
- Updated Project
Triggers when a Project is changed.
- Updated Task
Triggers when a Task is changed.
- Associate to Project
This Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.
- Create Activity
Logs a new Activity on a Person, Company, Opportunity, or Lead.
- Create Company
Creates a new Company.
- Create Lead
Creates a new Lead.
- Create Opportunity
Creates a new Opportunity.
- Create Person
Creates a new Person.
- Create Project
Creates a new Project.
- Create Task
Creates a new Task.
- Create/Update Company
Creates or Updates a Company depending on the match criteria.
- Create/Update Lead
Creates or Updates a Lead depending on the match criteria.
- Create/Update Opportunity
Creates or Updates an Opportunity based off of a match criteria.
- Create/Update Person
Creates or Updates a Person depending on the match criteria.
- Create/Update Project
Creates or Updates a Project depending on the match criteria.
- Search for a Company
Searches for an existing company in Copper.
- Search for an Activity
Searches for an existing activity in Copper.
- Search for a Opportunity
Searches for an existing opportunity in Copper.
- Search for a Person
Searches for an existing person in Copper.
- Search for a Project
Searches for an existing project in Copper.
- Update Company
Updates a Company depending on the match criteria.
- Update Opportunity
Updates an Opportunity based off of a match criteria.
- Update Person
Updates a Person depending on the match criteria.
- Update Project
Updates a Project depending on the match criteria.
- Add template
Starts AI creation of a new PDF template from a text prompt (and optional reference file). Creation runs asynchronously and usually takes a couple of minutes; the returned template id can be used to check its status.
- Compress PDF
Compresses a PDF from a public URL to reduce its file size, returning a signed download URL for the compressed file.
- Convert HTML to PDF
Converts HTML into a PDF (or PNG) synchronously and returns a temporary signed URL to the generated file. If rendering takes longer than 30 seconds, the job is queued and a request id and status URL are returned instead.
- Convert Markdown to PDF
Convert Markdown text (headings, lists, tables, code blocks) into a styled PDF document.
- Generate PDF from template
Generates a PDF (or PNG) from one of your PDF Noodle templates and waits for it to finish, returning a temporary download link.
- Get PDF status
Retrieve the status of a single PDF generation request, and its download link once rendering succeeds.
- Get template
Retrieves a template's full details, or its creation status if it is still being created with AI.
- Get template variables
Retrieves the variable schema for a template: every data placeholder (including nested objects and arrays) that can be supplied when generating a PDF from it.
- Get tool status
Retrieve the status of a PDF tool operation (merge, split, compress, markdown to PDF, metadata update) using the request id returned by an async request or a synchronous request that timed out.
- List templates
Lists every template available in your pdf noodle account, with each template's id and display name.
- Merge PDFs
Combine two or more publicly accessible PDF files into a single PDF, merged in the order given. Returns a temporary download link to the merged file, or a request id to check later when the merge runs in the background.
- Split PDF
Split a single PDF into multiple smaller PDFs by page ranges or regular intervals.
- Update PDF metadata
Updates the embedded metadata (title, author, subject, keywords and more) of a PDF at a public URL and returns a link to the updated file. The original PDF content is preserved.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
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Questions
Copper and Pdforge, answered
What can start an automation from Copper?
Any of Copper's 17 triggers in the catalog, including New Activity, New Company, New Lead and New Opportunity. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Pdforge when something happens in Copper?
Any of Pdforge's 13 actions, including Update PDF metadata, Add template, Compress PDF and Convert HTML to PDF. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Pdforge to Copper?
Pdforge has no triggers in the catalog today, so automations start in Copper. If you need the other direction, ask: your agent reads Pdforge's API documentation and adds it.
Do I have to build a connector for Copper or Pdforge?
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.