MULTI-APP TOOLKIT
Build with HubSpot + PandaDoc
- Multi-app
- One MCP session
- 126 actions
- 32 triggers
- Managed auth
MCP
One MCP session, both toolsets
One session gives your product or agent every HubSpot and PandaDoc tool at once — connect once, list tools, and call them like any single-app session.
// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
new URL("https://remote.mcp.pipedream.net/v3"),
{
requestInit: {
headers: {
Authorization: `Bearer ${accessToken}`,
"x-pd-project-id": "{project_id}",
"x-pd-environment": "production",
"x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
"x-pd-app-slug": "hubspot,pandadoc",
},
},
},
)
const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)
const { tools } = await mcp.listTools()
// One list, both toolsets: HubSpot and PandaDoc tools arrive
// together, each keyed by its own app's slug.
// e.g. run Add Comment:
const result = await mcp.callTool({
name: "hubspot-add-comment",
arguments: {
inboxId: "Inbox ID",
channelId: "Channel ID",
},
})import { PipedreamClient } from "@pipedream/sdk"
const pd = new PipedreamClient({
projectId: process.env.PIPEDREAM_PROJECT_ID!,
clientId: process.env.PIPEDREAM_CLIENT_ID!,
clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
projectEnvironment: "production",
})
const externalUserId = "{external_user_id}" // any stable ID for this user in your system
const [hubspotTools, pandadocTools] =
await Promise.all([
pd.components.list({ app: "hubspot" }),
pd.components.list({ app: "pandadoc" }),
])
// One external user owns both connected accounts, so either app's tools
// run on their behalf with the same externalUserId.curl "https://api.pipedream.com/v1/connect/{project_id}/components?app=hubspot" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}"
curl "https://api.pipedream.com/v1/connect/{project_id}/components?app=pandadoc" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}"
# Connect both accounts to the same external_user_id, then
# configure and invoke either app's tools on that user's behalf.ARCHITECTURE
One user, two connected accounts
Your user connects each account once, under whatever ID they already have in your product. The two stay independent — either can be revoked on its own — and your code reaches both through that one user.
Your product
external_user_id
{external_user_id}Pipedream Connect
Managed identity
Auth · tools · routing
HubSpot
Connected account
PandaDoc
Connected account
TOOLS
HubSpot tools
The HubSpot tools this pairing puts in reach, each one running on your user's own connected account.
Actions top 8 of 108
-
Add Comment
actionAdds a comment to a thread. See the documentationWritev0.0.8 -
Add Contact to List
actionAdds a contact to a specific static list. See the documentationWritev0.1.4 -
Add Note to Contact
actionMCP and AI agents: Prefer this action when the user wants to leave a note on a HubSpot contact using a contact ID and note text. Exposes onlyhubspot,contactId, andnoteBody(no engagement-type step, noreloadProps, no dynamic HubSpot schema fields). Do not use Create Engagement for this workflow. For every writable note property or non-contact associations, use Create Note instead. See the documentationWritev0.0.6 -
Archive Thread
actionArchives a thread (soft delete). The thread is hidden from active views but can be restored via the HubSpot UI or by listing archived threads. See the documentationWritev0.0.5 -
Batch Create Companies
actionCreate a batch of companies in Hubspot. See the documentationWritev0.0.18 -
Batch Create or Update Contact
actionCreate or update a batch of contacts by its ID or email. See the documentationWritev0.0.32 -
Batch Update Companies
actionUpdate a batch of companies in Hubspot. See the documentationWritev0.0.18 -
Batch Upsert Companies
actionUpsert a batch of companies in Hubspot. See the documentationWritev0.0.17
Triggers top 4 of 27
-
Deleted Blog Posts
triggerEmit new event for each deleted blog post.v0.0.45 -
New Company Property Change
triggerEmit new event when a specified property is provided or updated on a company. See the documentationv0.0.38 -
New Contact Added to List
triggerEmit new event when a contact is added to a HubSpot list. See the documentationv0.0.17 -
New Contact Property Change
triggerEmit new event when a specified property is provided or updated on a contact. See the documentationv0.0.41
TOOLS
PandaDoc tools
The PandaDoc tools this pairing puts in reach, each one running on your user's own connected account.
Actions top 8 of 18
-
Create Document Attachment
actionAdds an attachment to a document. See the documentation hereWritev0.1.3 -
Create Document From File
actionCreate a document from a file or public file URL. See the documentation hereWritev1.0.3 -
Create Document From Template
actionCreate a Document from a PandaDoc Template. See the documentation hereWritev0.0.10 -
Create Folder
actionCreate a new folder to store your documents. See the documentation hereWritev0.0.8 -
Create or Update Contact
actionThis method adds or updates a contact using the email as index. See the documentation hereWritev0.0.9 -
Download Document
actionDownload a document as PDF. See documentation hereWritev0.0.4 -
Download Protected Document
actionDownload a completed document as a verifiable PDF. See documentation hereWritev0.0.4 -
Get Document Details
actionReturn detailed data about a document. See the documentation hereRead-onlyv0.0.9
Triggers top 4 of 5
-
Document Creation Failed (Instant)
triggerEmit new event when a document failed to be created. See the documentation hereInstantv0.0.6 -
Document Deleted (Instant)
triggerEmit new event when a document is deleted. See the documentation hereInstantv0.0.6 -
Document State Changed (Instant)
triggerEmit new event when a document's state is changed. See the documentation hereInstantv0.0.6 -
Document Updated (Instant)
triggerEmit new event when a document is updated. See the documentation hereInstantv0.0.6
MULTI-APP
Works with more apps
The combinations customers connect alongside these two — nothing here is limited to a pair.
REFERENCE
Toolkit details
- x-pd-app-slug
- hubspot,pandadoc
- Primary app
- HubSpot (hubspot)
- Second app
- PandaDoc (pandadoc)
- Authentication
- OAuth + OAuth
- Available actions
- 126
- Available triggers
- 32