Integration
Connect FreeAgent and PandaDoc
When New Contact fires in FreeAgent, your agent runs Create contact in PandaDoc, or Document completed in PandaDoc to Create Contact in FreeAgent. 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 FreeAgent and PandaDoc to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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)PandaDoc is where quotes and contracts get signed, and FreeAgent is where the money side lives. Joining them means a completed PandaDoc document can turn into a FreeAgent contact, project or invoice without anyone retyping names and totals, and new FreeAgent records can start the matching paperwork in PandaDoc.
Example flows
What FreeAgent and PandaDoc can do together
From FreeAgent to PandaDoc
When New Contact in FreeAgent
then Create contact in PandaDoc
From PandaDoc to FreeAgent
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 FreeAgent and PandaDoc
Triggers and actions 9 triggers · 69 actions
- New Bank Transaction
Triggers when a new transaction appears in a FreeAgent bank account.
- New Contact
Triggers when a new contact is created.
- New Invoice
Triggers when a new invoice is created.
- New or Updated Contact
Triggers when a contact is created or changed in FreeAgent.
- New or Updated Timeslip
Triggers when a timeslip (time entry) is created or edited in FreeAgent.
- New Project
Triggers when a new project is created.
- Convert Estimate to Invoice
Converts an estimate into an invoice, marking the estimate as Invoiced and returning the URL of the new invoice.
- Create Bill
Creates a bill from a supplier contact in FreeAgent, with its line items, and returns the new bill.
- Create Contact
Create a new contact.
- Create Credit Note
Creates a draft credit note for a FreeAgent contact, with optional line items.
- Create Estimate
Creates a new estimate, quote or proposal in FreeAgent for a contact or project, optionally with line items.
- Create Expense
Creates an expense claim in FreeAgent for a user, with its category, date, amount and sales tax details.
- Create Invoice
Create an invoice for a contact.
- Create Mileage Claim
Creates a mileage claim (a mileage expense) for a user in FreeAgent and returns the new claim.
- Create Note
Adds a note to a FreeAgent contact or project.
- Create Price List Item
Creates a price list item in FreeAgent that can be added to invoices and estimates.
- Create Project
Create a project for a contact.
- Create Task
Creates a task under a FreeAgent project.
- Create Timeslip
Create a timeslip (time tracking entry).
- Delete Contact
Delete a contact by id.
- Delete Invoice
Deletes an invoice from FreeAgent.
- Delete Timeslip
Deletes a timeslip from FreeAgent.
- Explain Bank Transaction
Explains a bank transaction in FreeAgent by creating a bank transaction explanation (categorising it, or matching it to an invoice, bill, transfer or user payment). Returns the created explanation.
- Find Contact by Email
Finds FreeAgent contacts whose email or billing email matches the given address.
- Get Bill
Returns a single bill, including its line items, by its ID.
- Get Contact
Get a single contact by id.
- Get Credit Note
Returns a single FreeAgent credit note, including its line items, status and totals.
- Get Estimate
Returns a single FreeAgent estimate with its line items.
- Get Expense
Returns a single FreeAgent expense by its ID, including amounts, category, claimant and attachment details.
- Get Invoice
Get a single invoice by id.
- Get Note
Returns a single note attached to a FreeAgent contact or project, including its text, author and timestamps.
- Get Price List Item
Returns a single price list item from FreeAgent by its ID.
- Get Project
Returns a single FreeAgent project by its ID, including its contact, status, budget and billing details.
- Get Timeslip
Returns a single FreeAgent timeslip, including its hours, date, user, project and task.
- List Bank Accounts
Returns the bank accounts in your FreeAgent company, optionally filtered to standard, credit card or PayPal accounts.
- List Bank Transactions
Returns the bank transactions in a FreeAgent bank account, optionally filtered by date range, last update time, or explanation status.
- List Bills
List bills.
- List Categories
Returns all accounting categories for the company, grouped into admin expenses, cost of sales, income and general categories, optionally including sub accounts.
- List Contacts
List contacts in FreeAgent.
- List Corporation Tax Returns
Returns the company's Corporation Tax Returns, including amount due, payment and filing deadlines, and filing/payment status.
- List Estimates
List estimates.
- List Expenses
List expenses.
- List Invoices
List invoices.
- List Projects
List projects.
- List Self Assessment Returns
Returns the Self Assessment (income tax) returns for a FreeAgent user, including payments due and filing status.
- List Tasks
Returns the tasks in your FreeAgent account, optionally filtered by status, project or last-updated date.
- List Timeslips
List timeslips (time tracking entries).
- List Users
Returns the users on the FreeAgent account, optionally filtered to staff or advisors.
- Mark Invoice as Cancelled
Marks a FreeAgent invoice as cancelled, writing it off as unpaid. The invoice must be sent and past its due date.
- Mark Invoice as Sent
Marks a FreeAgent invoice as sent without emailing it. Can also re-open a cancelled invoice.
- Update Bill
Updates an existing bill in FreeAgent — its supplier, reference, dates, rebilling, recurrence and bill items. Only the values you supply are changed.
- Update Contact
Update an existing contact.
- Update Expense
Updates an existing expense in FreeAgent, changing only the details you supply.
- Update Invoice
Updates an existing FreeAgent invoice's details, such as dates, contact, payment terms, comments and line items. Only the fields you fill in are changed.
- Update Project
Updates an existing FreeAgent project's name, client, status, budget, billing rate and dates. Only the fields you fill in are changed.
- Update Timeslip
Updates an existing timeslip in FreeAgent, changing its task, user, project, date, hours or comment. Fields left blank are not changed.
- Document completed
Polling trigger. Fires when a document reaches completed status. Dedup by document id.
- 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.
- Document updated
Polling trigger. Fires when a document is created or changes status. Dedup by document id + date_modified.
- Change document status
Manually changes a document's status (e.g. to mark paid or voided). Only certain transitions are allowed.
- Create contact
Creates a new contact.
- Create document from template
Creates a new document from a template, with recipients, tokens, fields, and pricing tables.
- Create document link
Generates a shareable session link for a recipient to view/sign a document.
- Delete contact
Deletes a contact by ID.
- Delete document
Deletes a document by ID.
- Download document PDF
Returns the document as a PDF file. Use watermark options as needed.
- Find document by name
Finds a document by name and emits its ID. An error occurs if none or more than one is found.
- Get document details
Retrieves detailed data for a single document by ID, including recipients, tokens, fields, and metadata.
- Get document entered data
Emits arrays of field and token names and values for the specified document.
- Get document status
Returns the current status of a document by ID.
- Get template details
Retrieves details for a template by ID, including roles, fields, tokens, and pricing tables.
- List contacts
Lists contacts in the workspace.
- List documents
Lists documents, optionally filtered by status, template, folder, or search query.
- List folders
Lists document folders.
- List members
Lists workspace members (users).
- List templates
Lists available document templates.
- Send document
Moves a draft document to sent status, optionally emailing recipients with a subject and message. Set silent to suppress notifications.
- Update contact
Updates 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
FreeAgent and PandaDoc, answered
Can it invoice the right FreeAgent contact instead of creating duplicates?
Yes. The agent can list your FreeAgent contacts after a PandaDoc document completes and only create the invoice when a matching contact is found, or create the contact first when it is not there.
How do I know it works before I rely on it?
The agent builds the setup and tests every scenario with your own PandaDoc documents and FreeAgent records, then shows you what happened at each step. It keeps the connection running afterwards and flags anything that stops.
What can start an automation from FreeAgent?
Any of FreeAgent's 6 triggers in the catalog, including New Contact, New Invoice, New Bank Transaction and New or Updated Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PandaDoc when something happens in FreeAgent?
Any of PandaDoc's 19 actions, including Create contact, Create document from template, Get document entered data and Create document link. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PandaDoc to FreeAgent?
Yes. When something happens in PandaDoc, your agent can act in FreeAgent too. This page covers both directions: PandaDoc's triggers and FreeAgent's actions are listed here as well.
Do I have to build a connector for FreeAgent 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 FreeAgent 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.