Integration
Connect Oanda to DocsBot AI
When New Transaction fires in Oanda, your agent runs Add lead in DocsBot AI. 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 Oanda and DocsBot AI 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Oanda can start in DocsBot AI
When New Transaction in Oanda
then Add lead in DocsBot AI
When New Transaction in Oanda
then Chat Agent Message (Recommended) in DocsBot AI
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 Oanda and DocsBot AI
Triggers and actions 1 trigger · 30 actions
Trigger
New TransactionTriggers when a new transaction (order, fill, funding, etc.) is recorded in an account.
Action
Cancel OrderCancels a pending order.
Action
Close PositionCloses the long and/or short units of a position.
Action
Close TradeCloses all or part of an open trade.
Action
Create OrderCreates a market, limit, stop or market-if-touched order.
Action
Get AccountReturns the full details of an OANDA account, including open trades, positions and orders.
Action
Get Account SummaryReturns a summary of an account: balance, net asset value, margin and profit/loss.
Action
Get Instrument CandlesReturns candlestick price data for an instrument.
Action
Get OrderReturns the details of one order.
Action
Get PositionReturns the position for one instrument in an account.
Action
Get PricingReturns current bid/ask prices for one or more instruments.
Action
Get TradeReturns the details of one trade.
Action
Get TransactionReturns the details of one transaction.
Action
List Account InstrumentsReturns the instruments that can be traded in an account.
Action
List AccountsReturns the OANDA accounts your token can access.
Action
List Open PositionsReturns all open positions in an account.
Action
List Open TradesReturns all open trades in an account.
Action
List Pending OrdersReturns all pending orders in an account.
Action
Add botCreates a new DocsBot bot in a team, optionally copying sources from an existing bot.
Action
Add leadCaptures or updates a lead for a DocsBot conversation, merging the supplied contact details (email, name, company and so on) into the lead record.
Action
Add sourceCreates a new training source (URL, sitemap, document, Q&A and more) on a DocsBot bot.
Action
Ask Question (Legacy)Asks a DocsBot bot a question using the legacy Chat API and returns the answer, its sources and the updated chat history.
Action
Chat Agent Message (Recommended)Sends a message to a DocsBot bot in a stateful conversation and returns the agent's answer, sources and conversation history.
Action
Create Web SourceAdds a web-based training source (a page URL, sitemap, RSS feed or YouTube video) to a DocsBot bot and returns the created source.
Action
Delete botPermanently deletes a bot from a DocsBot team.
Action
Delete leadDeletes one captured lead record from a DocsBot bot.
Action
Delete sourceDeletes a training source from a DocsBot bot. The source may still appear in chat answers for a few minutes afterwards.
Action
Get botReturns one DocsBot bot with its settings, model, status and source counts.
Action
List botsReturns the bots in a DocsBot team, optionally filtered by text or privacy and sorted.
Action
Semantic SearchSearches a bot's trained content and returns the most relevant source chunks for a natural-language query.
Action
Update botUpdates the settings of an existing DocsBot bot, such as its name, description, prompt, model, privacy and widget appearance. Only the fields you fill in are changed.
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
What our customers say
More from Oanda
Oanda to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Oanda to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Oanda to StripeStripe is a payment processing platform for online businesses.
Oanda to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Oanda to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Oanda to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into DocsBot AI
Stora to DocsBot AIStora is an all-in-one self-storage management software that automates bookings, payments, and facility...
HubSpot to DocsBot AIHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to DocsBot AISalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to DocsBot AISlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to DocsBot AIGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to DocsBot AIGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Questions
Oanda and DocsBot AI, answered
What can start an automation from Oanda?
Any of Oanda's 1 trigger in the catalog, including New Transaction. Describe the moment in plain language and your agent picks the right one.
What can your agent do in DocsBot AI when something happens in Oanda?
Any of DocsBot AI's 13 actions, including Create Web Source, Update bot, Add bot and Add lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from DocsBot AI to Oanda?
DocsBot AI has no triggers in the catalog today, so automations start in Oanda. If you need the other direction, ask: your agent reads DocsBot AI's API documentation and adds it.
Do I have to build a connector for Oanda or DocsBot AI?
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 Oanda and DocsBot AI 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.