Integration
Connect PandaDoc to OpenRegister
When something happens in PandaDoc, your agent does the next thing in OpenRegister. 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 PandaDoc and OpenRegister 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 PandaDoc can start in OpenRegister
When Document completed in PandaDoc
then Find Company by Name in OpenRegister
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 OpenRegister
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 Company by Name
Returns German companies whose current or historical registered name matches the specified name.
- Find Company by URL
Finds the German company behind a website URL and returns its company ID plus the email, phone and VAT ID found on the site.
- Find Insolvency Proceedings
Returns German insolvency proceedings (companies and natural persons) that match a free-text search and/or structured filters.
- Find People by Name
Returns people from the German commercial register whose name matches the search text, optionally narrowed by city, date of birth or active status.
- Get Company Contact Information
Retrieve contact information for a German company: email, phone, VAT ID and the source web page.
- Get Company Details
Returns the full register record of a German company by its OpenRegister ID.
- Get Company Historical Owners
Retrieves the full ownership history of a German company (GmbH only) across every shareholder list it has filed.
- Get Company Holdings
Retrieves the list of companies that a German company owns or has stakes in, including relation type and share amounts. Costs 10 OpenRegister credits per call.
- Get Company Owners
Retrieves the shareholders and owners of a German company, with their ownership percentages, nominal shares and register roles.
- Get Company Ubos
Retrieves the Ultimate Beneficial Owners (natural persons who ultimately own or control the company) of a German company, calculated across the full ownership chain. Costs 25 OpenRegister credits per call.
- Get Insolvency Proceeding
Retrieve the full record of a single German insolvency proceeding, including its status, debtor, administrator, deadlines, distribution figures and complete event history.
- Get Person Details
Retrieve detailed information about a person listed in the German commercial register: name, date of birth, age, city, and their current and past management positions across companies.
- Get Person Holdings
Retrieve the company holdings (ownership stakes) associated with a specific person by person 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
PandaDoc and OpenRegister, 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 OpenRegister when something happens in PandaDoc?
Any of OpenRegister's 13 actions, including Find Company by Name, Find Company by URL, Find Insolvency Proceedings and Find People by Name. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from OpenRegister to PandaDoc?
OpenRegister has no triggers in the catalog today, so automations start in PandaDoc. If you need the other direction, ask: your agent reads OpenRegister's API documentation and adds it.
Do I have to build a connector for PandaDoc or OpenRegister?
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.