--- title: "Connect Cursor and PandaDoc - APIANT.ai" description: "When \"Agent Pull Request Created\" fires in Cursor, your agent runs \"Create contact\" in PandaDoc." canonical: "https://apiant.ai/connect/cursor-to-pandadoc" --- # Connect Cursor and PandaDoc When **Agent Pull Request Created** fires in [Cursor](https://apiant.ai/connections/cursor), your agent runs **Create contact** in [PandaDoc](https://apiant.ai/connections/pandadoc), or **Document completed** in PandaDoc to **Add Followup Instruction to Agent** in Cursor. Describe the whole flow and it is built, tested on every scenario and kept running. Cursor **3** triggers Cursor **11** actions PandaDoc **3** triggers PandaDoc **19** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Cursor and PandaDoc to do together? 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)](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 Cursor and PandaDoc can do together ### From Cursor to PandaDoc - When **Agent Pull Request Created** in Cursor then **Create contact** in PandaDoc - When **New Agent** in Cursor then **Update contact** in PandaDoc ### From PandaDoc to Cursor - When **Document completed** in PandaDoc then **Add Followup Instruction to Agent** in Cursor - When **Document updated** in PandaDoc then **Launch Agent** in Cursor 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 Cursor and PandaDoc ## Triggers and actions 6 triggers · 30 actions - Trigger **Agent Pull Request Created** Triggers when the selected Cursor cloud agent opens a new GitHub pull request. - Trigger **Agent Status Equals** Triggers when a run on the chosen Cursor agent reaches the status you select, such as Finished or Error. - Trigger **New Agent** Triggered when a new Cursor cloud agent is created. - Action **Add Followup Instruction to Agent** Sends a follow-up instruction to an existing Cursor cloud agent, either starting a new run or steering the run in progress. Returns the new run or how the steer was delivered. - Action **Cancel run** Cancels the active run of a Cursor cloud agent. The run ends in the Cancelled state; start a new run to continue the conversation. - Action **Delete Agent** Permanently deletes a Cursor cloud agent. This cannot be undone. Returns the ID of the deleted agent. - Action **Find Agent Status** Looks up a Cursor cloud agent by its ID and returns its status, name, repositories, latest run and link. - Action **Get run** Returns the status, timestamps, duration, final reply and pushed branches for one run of a Cursor cloud agent. - Action **Launch Agent** Creates a Cursor cloud agent and immediately starts its first run on the task you describe. Returns the new agent and its run. - Action **List agents** Returns the Cursor cloud agents for the connected user, newest first, optionally filtered by pull request URL. - Action **List artifacts** Returns the files a Cursor cloud agent has produced, with each file's path, size and last modified time. Returns at most 100 artifacts. - Action **List models** Returns the recommended Cursor models you can choose from when creating an agent, including their names, aliases, parameters and variants. - Action **List repositories** Returns the GitHub repositories the connected Cursor user can access through Cursor's GitHub App installation. - Action **List runs** Returns the runs of a Cursor cloud agent, newest first, including each run's status, duration, and final reply. - Trigger **Document completed** Polling 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 updated** Polling trigger. Fires when a document is created or changes status. Dedup by document id + date_modified. - Action **Change document status** Manually changes a document's status (e.g. to mark paid or voided). Only certain transitions are allowed. - Action **Create contact** Creates a new contact. - Action **Create document from template** Creates a new document from a template, with recipients, tokens, fields, and pricing tables. - Action **Create document link** Generates a shareable session link for a recipient to view/sign a document. - Action **Delete contact** Deletes a contact by ID. - Action **Delete document** Deletes a document by ID. - Action **Download document PDF** Returns the document as a PDF file. Use watermark options as needed. - Action **Find document by name** Finds a document by name and emits its ID. An error occurs if none or more than one is found. - Action **Get document details** Retrieves detailed data for a single document by ID, including recipients, tokens, fields, and metadata. - Action **Get document entered data** Emits arrays of field and token names and values for the specified document. - Action **Get document status** Returns the current status of a document by ID. - Action **Get template details** Retrieves details for a template by ID, including roles, fields, tokens, and pricing tables. - Action **List contacts** Lists contacts in the workspace. - Action **List documents** Lists documents, optionally filtered by status, template, folder, or search query. - Action **List folders** Lists document folders. - Action **List members** Lists workspace members (users). - Action **List templates** Lists available document templates. - Action **Send document** Moves a draft document to sent status, optionally emailing recipients with a subject and message. Set silent to suppress notifications. - Action **Update contact** Updates an existing contact by ID. ## Each app on its own - [ **Cursor** Cursor is an AI-powered code editor that understands your codebase, supports natural-language coding...](https://apiant.ai/connections/cursor) - [ **PandaDoc** PandaDoc helps you build and deliver sales quotes and proposals and track presentations and close deals...](https://apiant.ai/connections/pandadoc) Reviews ## What our customers say ## More from Cursor - [ **Cursor to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/cursor-to-hubspot) - [ **Cursor to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/cursor-to-salesforce) - [ **Cursor to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/cursor-to-slack) - [ **Cursor to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/cursor-to-google-sheets) - [ **Cursor to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/cursor-to-gmail) - [ **Cursor to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/cursor-to-google-calendar) ## More into PandaDoc - [ **HubSpot to PandaDoc** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pandadoc) - [ **Mailchimp to PandaDoc** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-pandadoc) - [ **ActiveCampaign to PandaDoc** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-pandadoc) - [ **JIRA to PandaDoc** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/jira-to-pandadoc) - [ **Intercom to PandaDoc** Intercom is a customer communications platform for support, engagement, and marketing.](https://apiant.ai/connect/intercom-to-pandadoc) - [ **JotForm to PandaDoc** JotForm is a web-based WYSIWYG form builder. Create forms, integrate them into your site, and collect...](https://apiant.ai/connect/jotform-to-pandadoc) Questions ## Cursor and PandaDoc, answered ### ### What can start an automation from Cursor? Any of Cursor's 3 triggers in the catalog, including Agent Pull Request Created, New Agent and Agent Status Equals. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in PandaDoc when something happens in Cursor? 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 Cursor? Yes. When something happens in PandaDoc, your agent can act in Cursor too. This page covers both directions: PandaDoc's triggers and Cursor's actions are listed here as well. ### ### Do I have to build a connector for Cursor 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. ### ### Can my AI client use Cursor and PandaDoc without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app 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. One connection covers both. ### ### 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.