Integration
Connect Cursion and PandaDoc
When New Flow fires in Cursion, your agent runs Create contact in PandaDoc, or Document completed in PandaDoc to Create Page in Cursion. 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 Cursion and PandaDoc to do together?
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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 Cursion and PandaDoc can do together
From Cursion to PandaDoc
When New Flow in Cursion
then Create contact in PandaDoc
When New Page in Cursion
then Update contact in PandaDoc
From PandaDoc to Cursion
When Document completed in PandaDoc
then Create Page in Cursion
When Document updated in PandaDoc
then Add case in Cursion
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 Cursion and PandaDoc
Triggers and actions 8 triggers · 36 actions
Trigger
New FlowTriggers when a new Flow is created in your Cursion account.
Trigger
New PageTriggers when a new page is added to a Cursion site.
Trigger
New ScanTriggers when a new Scan is created for the selected Cursion page.
Trigger
New SiteTriggers when a new site is added to your Cursion account.
Trigger
New TestTriggers when a new Test (a comparison of two scans) is created for a page.
Action
Add caseGenerates a new test case for a site from a plain-language prompt and returns the process tracking its creation.
Action
Add flowCreates a Flow in Cursion — a named sequence of steps (scans, cases, alerts) that FlowRuns execute.
Action
Create CaseRunRuns a saved Case against a Site, creating a CaseRun that executes in the background and returns immediately.
Action
Create FlowRunRuns a Flow against a Site and returns the new FlowRun, which completes asynchronously.
Action
Create PageCreates a Page under a Cursion Site and, unless skipped, starts its initial baseline Scan.
Action
Create ScanStarts a new Scan of a Site's pages in Cursion. The scan runs in the background and may take several minutes to complete.
Action
Create SiteCreates a Site in Cursion for a domain, then crawls it for pages and runs initial baseline scans in the background.
Action
Delete siteDeletes a site and, with it, all of the site's scans, tests, schedules and alerts.
Action
Get FlowRunReturns a single FlowRun — the result of running a Flow against a Site — including its nodes, status and logs.
Action
Get scanReturns a single Cursion scan with its HTML, logs, Lighthouse and security scores, and screenshots.
Action
Get siteReturns a single Cursion site with its URL, tags, crawl times and latest scan and test summary.
Action
Get testReturns a single Test, the comparison of two scans of a page, with its scores, status and deltas.
Action
List flowsReturns the flows in your Cursion account, including each flow's steps (nodes) and connections (edges).
Action
List pagesReturns the pages that belong to a Cursion site, with each page's URL, tags and latest scan and test results.
Action
List scansReturns the scans captured for a Cursion page, ordered by creation time.
Action
List sitesReturns the sites in your Cursion account, newest first, with each site's URL, tags and latest scan and test details.
Action
List testsReturns the Tests run against a Cursion Page, ordered by creation time.
Trigger
Document completedPolling trigger. Fires when a document reaches completed status. Dedup by document id.
Trigger
Document completed (instant)Instant trigger: fires when a PandaDoc document reaches the completed state. Self-registering — APIANT creates the PandaDoc webhook when you turn the automation on and removes it when you turn it off, so there is nothing to paste. Only document_state_changed events with status document.completed are passed through; each fires once with the document id, name, status, created/modified/completed timestamps and the full document object.
Trigger
Document updatedPolling trigger. Fires when a document is created or changes status. Dedup by document id + date_modified.
Action
Change document statusManually changes a document's status (e.g. to mark paid or voided). Only certain transitions are allowed.
Action
Create contactCreates a new contact.
Action
Create document from templateCreates a new document from a template, with recipients, tokens, fields, and pricing tables.
Action
Create document linkGenerates a shareable session link for a recipient to view/sign a document.
Action
Delete contactDeletes a contact by ID.
Action
Delete documentDeletes a document by ID.
Action
Download document PDFReturns the document as a PDF file. Use watermark options as needed.
Action
Find document by nameFinds a document by name and emits its ID. An error occurs if none or more than one is found.
Action
Get document detailsRetrieves detailed data for a single document by ID, including recipients, tokens, fields, and metadata.
Action
Get document entered dataEmits arrays of field and token names and values for the specified document.
Action
Get document statusReturns the current status of a document by ID.
Action
Get template detailsRetrieves details for a template by ID, including roles, fields, tokens, and pricing tables.
Action
List contactsLists contacts in the workspace.
Action
List documentsLists documents, optionally filtered by status, template, folder, or search query.
Action
List foldersLists document folders.
Action
List membersLists workspace members (users).
Action
List templatesLists available document templates.
Action
Send documentMoves a draft document to sent status, optionally emailing recipients with a subject and message. Set silent to suppress notifications.
Action
Update contactUpdates an existing contact by ID.
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
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Questions
Cursion and PandaDoc, answered
What can start an automation from Cursion?
Any of Cursion's 5 triggers in the catalog, including New Flow, New Page, New Scan and New Site. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PandaDoc when something happens in Cursion?
Any of PandaDoc's 19 actions, including Create contact, Create document from template, Create document link and Send document. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PandaDoc to Cursion?
Yes. When something happens in PandaDoc, your agent can act in Cursion too. This page covers both directions: PandaDoc's triggers and Cursion's actions are listed here as well.
Do I have to build a connector for Cursion or PandaDoc?
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.