Integration
Connect PandaDoc to CryptoCompare
When Document completed fires in PandaDoc, your agent runs Find assets in CryptoCompare. 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 PandaDoc and CryptoCompare to do together?
Ask the assistant
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 PandaDoc can start in CryptoCompare
When Document completed in PandaDoc
then Find assets in CryptoCompare
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 PandaDoc and CryptoCompare
Triggers and actions 3 triggers · 32 actions
- 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.
- Find assets
Searches CryptoCompare's asset database by symbol, name or asset ID and returns the matching assets ranked by relevance and market cap.
- Find news articles
Searches news articles from a chosen news source by keyword, returning the most relevant and newest matches first.
- Get asset metadata
Returns detailed metadata for one or more crypto assets, including description, classification, supply, social metrics and pricing.
- Get futures latest funding rate
Returns the latest funding rate tick for one or more perpetual futures instruments on a chosen exchange, including current value and period high/low/change statistics.
- Get futures latest tick
Returns the latest price, volume and period aggregates for selected futures instruments on an exchange.
- Get index latest tick
Returns the latest index value and OHLC metrics for selected instruments of a CryptoCompare index such as CADLI or CCIX.
- Get spot latest tick by asset
Returns the latest spot market ticks for every trading pair of a crypto asset across exchanges, ranked by volume or market benchmark score.
- Get spot latest tick by market
Returns the latest spot price, volume and OHLC data for selected trading pairs on a chosen exchange.
- List index historical daily OHLCV
Returns daily OHLCV candles for a CryptoCompare index instrument, such as BTC-USD on the CADLI index.
- List news articles
Returns the latest crypto news articles, optionally filtered by language, news source and category.
- List spot historical daily OHLCV
Returns daily open, high, low, close and volume candles for a trading pair on a chosen exchange.
- List spot historical hourly OHLCV
Returns hourly open, high, low, close and volume candles for a trading pair on a chosen exchange.
- List top assets
Returns a ranked list of digital assets ordered by market cap, price, trading volume or price change, with optional filters by asset type and industry.
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
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Questions
PandaDoc and CryptoCompare, answered
What can start an automation from PandaDoc?
Any of PandaDoc's 3 triggers in the catalog, including Document completed, Document completed (instant) and Document updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in CryptoCompare when something happens in PandaDoc?
Any of CryptoCompare's 13 actions, including Find assets, Find news articles, Get asset metadata and Get futures latest funding rate. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from CryptoCompare to PandaDoc?
CryptoCompare has no triggers in the catalog today, so automations start in PandaDoc. If you need the other direction, ask: your agent reads CryptoCompare's API documentation and adds it.
Do I have to build a connector for PandaDoc or CryptoCompare?
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.