Integration
Connect McTime and PandaDoc
When something happens in McTime or PandaDoc, your agent does the next thing in the other. Describe it 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 McTime and PandaDoc to do together?
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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 McTime and PandaDoc can do together
From McTime to PandaDoc
When New Organization in McTime
then Create contact in PandaDoc
From PandaDoc to McTime
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 McTime and PandaDoc
Triggers and actions 4 triggers · 35 actions
- New Organization
Triggered when a new organization is created in McTime.
- Add Assignment
Adds a user to an organization with a role (or edits an existing assignment when an Assignment ID is given) in McTime.
- Add User
Create (or edit, per vendor's add-or-edit semantics) a user.
- Create Client
Creates a new client (an organization of type "client") in McTime.
- Create Organization
Creates a new organization (project, client, branch, etc.) in McTime.
- Create Project
Creates a new project in McTime. Projects are McTime organization units of type "project" that time entries can be booked against.
- Delete User
Deletes a McTime user by ID. All of the user's time entries and payroll results are deleted too.
- Find Client
Returns up to 50 McTime clients whose name contains the specified text.
- Find Organization
Returns up to 50 organizations whose name contains the specified text.
- Find Project
Returns up to 50 McTime projects whose name contains the specified text.
- Get Time Entry
Retrieve a single McTime time entry by its ID.
- Get User
Retrieves a single McTime user by id, including roles, address, export ids and employment details.
- List Assignments
Lists a McTime user's assignments to organizations, grouped by role.
- List Time Entries
Retrieve time entries within a date range, optionally filtered by user IDs.
- List Users
Retrieves the users the authenticated McTime user is allowed to see, optionally filtered by user ids, organization, role and active status. Returns at most 20 users per page.
- Start Clocking
Starts a running clock (stopwatch) for a McTime user. One user can have only one running clock at a time.
- Stop Clocking
Stops the running McTime clock for a user, turning it into a normal time entry.
- 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
McTime and PandaDoc, answered
What can start an automation from McTime?
Any of McTime's 1 trigger in the catalog, including New Organization. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PandaDoc when something happens in McTime?
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 McTime?
Yes. When something happens in PandaDoc, your agent can act in McTime too. This page covers both directions: PandaDoc's triggers and McTime's actions are listed here as well.
Do I have to build a connector for McTime 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.