Integration
Connect 2Chat and Concord CLM
When Incoming Call Completed fires in 2Chat, your agent runs Create a New Document From a Template in Concord CLM, or New agreement in Concord CLM to Create Contact in 2Chat. 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 2Chat and Concord CLM 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)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 2Chat and Concord CLM can do together
From 2Chat to Concord CLM
When Incoming Call Completed in 2Chat
then Create a New Document From a Template in Concord CLM
From Concord CLM to 2Chat
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 2Chat and Concord CLM
Triggers and actions 14 triggers · 19 actions
- Call Status Update
Triggers when a call changes state. E.g.: ringing, missed, answered, canceled, completed, etc.
- Incoming Call Completed
Triggers when an incoming phone call is completed (answered or missed).
- New WhatsApp Conversation
Triggers when a new WhatsApp conversation is started on your 2Chat connected number.
- New WhatsApp Message
Triggers when a new message is either sent or received on 2Chat. Works for messages sent by agents or sent by your users/customers.
- Outgoing Call Completed
Triggers when an outgoing phone call is completed (answered or canceled).
- Participant Joined a WhatsApp Group
Triggers when someone joins a WhatsApp Group
- Participant Left a WhatsApp Group
Triggers when someone leaves a WhatsApp Group
- Participant Was Removed From a WhatsApp Group
Triggers when someone is removed from a WhatsApp Group
- WhatsApp Audio Message Transcribed
Triggers when a new WhatsApp audio message is transcribed to text.
- WhatsApp Call Made
Triggers when a new WhatsApp call is made from your connected number.
- WhatsApp Call Received
Triggers when a new WhatsApp call is received on your connected number.
- WhatsApp Group Message Received
Triggers when a new WhatsApp Group Message is received
- WhatsApp Order Received
Triggers when a WhatsApp Order is received on your 2Chat connected number.
- Create Contact
Creates a Contact in 2Chat
- New agreement
Triggers when a new agreement appears in the selected Concord organization.
- Add agreement
Creates a new agreement in a Concord organization, either as a blank draft, template or contract, or from an existing template or contract. Returns the new agreement's identifiers.
- Add attachment
Uploads a file and attaches it to a Concord agreement, and returns the ID of the new attachment.
- Add folder
Creates a new folder inside an existing folder of a Concord organization and returns the new folder.
- Add member to agreement
Invites a person to an agreement by email with the chosen permission level and sends them an invitation message. Returns the agreement's id, unique identifier and status.
- Create a New Document From a Template
Creates a new Concord document from an automated template, filling in its variables and optionally inviting people to it.
- Create an Executed Document
Creates an agreement in Concord with the status of an executed contract, rather than a draft or template. Returns the new agreement's identifiers.
- Create webhook - Document Fully Approved
Creates a Concord webhook integration that calls the given URL when an agreement is fully approved.
- Create webhook - Document Fully Signed
Creates a Concord webhook integration that calls the given address when an agreement is fully signed.
- Create webhook - Signature Provided
Creates a Concord webhook integration that calls the given address whenever a new signature is added to an agreement.
- Delete agreement
Permanently deletes an agreement from a Concord organization.
- Get agreement
Returns one Concord agreement by its UID, including its title, status, folder, tags, permission and creation details. An error occurs if the agreement is not found.
- List agreements
Returns the agreements in a Concord organization's inbox, filtered by stage and optionally by creator, tags, dates, parties and search text.
- List automated templates
Returns the automated templates available in a Concord organization, with each template's id, title and description.
- List folders
Returns the folder tree of a Concord organization: the root folder with its nested subfolders, access settings and document counts.
- List organizations
Returns every Concord organization the connected user belongs to, including each organization's name, subscription, and the user's role in it.
- Move agreement
Moves an agreement into a different folder in a Concord organization.
- Request signature
Requests signatures on an agreement from its signers. Colleagues are added to the agreement, external signers are emailed an invitation, and when a signing order is enabled the request goes to the next signer in that order.
- Update agreement
Updates the status of an existing Concord agreement, setting it to Signing or Broken.
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
2Chat and Concord CLM, answered
What can start an automation from 2Chat?
Any of 2Chat's 13 triggers in the catalog, including Incoming Call Completed, New WhatsApp Conversation, New WhatsApp Message and Outgoing Call Completed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Concord CLM when something happens in 2Chat?
Any of Concord CLM's 18 actions, including Create a New Document From a Template, Create an Executed Document, Create webhook - Document Fully Approved and Create webhook - Document Fully Signed. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Concord CLM to 2Chat?
Yes. When something happens in Concord CLM, your agent can act in 2Chat too. This page covers both directions: Concord CLM's triggers and 2Chat's actions are listed here as well.
Do I have to build a connector for 2Chat or Concord CLM?
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 2Chat and Concord CLM 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.