Integration
Connect Air and DecisionVault
When Asset Custom Field Updated fires in Air, your agent runs Get Assets for Matter in DecisionVault, or New Event in DecisionVault to Add Assets to a Board in Air. 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 Air and DecisionVault to do together?
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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 Air and DecisionVault can do together
From Air to DecisionVault
When Asset Custom Field Updated in Air
then Get Assets for Matter in DecisionVault
From DecisionVault to Air
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 Air and DecisionVault
Triggers and actions 7 triggers · 45 actions
- Asset Custom Field Updated
Triggers when the custom field values on an asset change (or a new asset appears with custom field values), checking the most recently updated assets.
- Board Custom Field Updated
Triggers when the custom field values on a board change (also fires once for each board when first seen). Returns the board with its current custom field values.
- New Asset
Triggers when a new asset is added to the Air workspace, optionally limited to a board, showcase, tag or search.
- New Board
Triggers when a new board is created in your Air workspace.
- Tag Added to Asset
Triggers when a tag is added to an asset in your Air workspace, once per asset and tag.
- Add Assets to a Board
Adds one or more assets to a board in your Air workspace.
- Add Guest to a Board
Invites a person by email as a guest on an Air board with the chosen guest role.
- Add Tags to an Asset Version
Adds an existing tag to a specific version of an asset in Air.
- Apply a Custom Field to a Board
Sets the value of a custom field on an Air board — text or date for plain fields, or selected options for single- and multi-select fields.
- Apply a Custom Field to an Asset
Sets the value of one custom field on an asset — text or date for plain fields, or chosen option(s) for single- and multi-select fields.
- Apply Custom Fields to an Asset
Sets the value or selected options of one custom field on an Air asset.
- Create a Board
Creates a board in your Air workspace, at the top level, at the root of a library, or inside another board.
- Create a Custom Field
Creates a new custom field in the Air workspace, optionally with its list of choices for a select field.
- Find Assets
Returns the assets in your Air workspace that match a search term, board, showcase, tag, custom field value or creation date range.
- Find Boards
Finds boards in your Air workspace by name, optionally limited to a parent board, showcase or library. Returns the matching boards, most recently updated first.
- Find Custom Fields
Searches the workspace's custom fields by name and returns the matching fields.
- Find Guests of a Board
Returns the guests of an Air board, accepted guests first, optionally filtered by email address.
- Generate an Upload URL
Creates a new asset (or a new version of an existing asset) in Air and returns the URL to upload the file's bytes to.
- Get Asset by ID
Returns an Air asset by its id, including its custom field values and cover version details (file name, type, size, tags and preview URLs).
- Get Asset Parent Boards
Returns the boards that contain a given Air asset, most recently created first.
- Get Asset Version by ID
Returns one version of an asset, including its file details, tags, preview URLs and IPTC/EXIF metadata.
- Get Board by ID
Returns a single Air board by its ID, including its title, description, parent board, dates and custom field values.
- Get Custom Field by ID
Returns one Air custom field, including its name, type and the choices of a select field.
- Get or Create Tags
Returns the tag with the given name, creating it in the Air workspace first if it does not already exist.
- Import a File From a URL
Imports a file into Air from a public URL, creating a new asset or a new version of an existing asset. Returns the import id to check its status.
- Remove an Asset From a Board
Removes an asset from a board in your Air workspace. The asset itself is not deleted.
- Remove Guest From a Board
Removes a guest from a board, revoking their access to it.
- Status of an Import
Returns the current status of a file import (pending, in progress, failed or succeeded), with error details when it failed.
- Update a Board
Updates the title, description or parent board of an existing Air board.
- Update an Asset Version
Updates the title and/or description of an asset version in Air.
- Update Role of Guest
Changes the role of a guest on an Air board.
- Upload a File
Uploads a file from a URL into your Air workspace as a new asset, or as a new version of an existing asset.
- New Event
Triggers when a new event happens in your firm, such as a client submitting a questionnaire.
- New Matter
Triggers when a new matter is created in your firm.
- Create Matter and Invite Clients
Creates a matter and emails an invite to up to two clients, who can then log in to fill out the questionnaire.
- Get Answers for Matter
Returns the client's answers to custom questions on a matter, grouped by questionnaire page.
- Get Assets for Matter
Returns the assets the client entered on a matter.
- Get Clients for Matter
Returns the client(s) on a matter.
- Get Contacts for Matter
Returns the contacts on a matter.
- Get Document
Returns one uploaded document by ID, with its download link. Client documents carry document_request; financial documents carry fin_item and fin_category.
- Get Documents for Matter
Returns the documents the client uploaded to a matter.
- Get Event
Returns one event by ID.
- Get Financial Documents for Matter
Returns the financial documents the client uploaded during asset intake on a matter.
- Get Matter
Returns one matter by ID, including its questionnaire, main contact, spouse and representative.
- Get Meeting Templates for Matter
Returns the matter's meeting templates, filled with answers and role assignments.
- Get Questionnaire
Returns one questionnaire by ID.
- Get Roles for Matter
Returns the roles defined by the matter's questionnaire and the contacts assigned to each.
- Get User
Returns one user by ID.
- List Financial Categories
Returns the financial categories for your firm's questionnaires.
- List Matters
Returns the matters under your firm, with optional search and date filters.
- List Questionnaires
Returns the questionnaires under your firm.
- PreCreate Matter
Creates a matter and returns an invite link to send to the client.
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
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Questions
Air and DecisionVault, answered
What can start an automation from Air?
Any of Air's 5 triggers in the catalog, including Asset Custom Field Updated, Board Custom Field Updated, New Asset and New Board. Describe the moment in plain language and your agent picks the right one.
What can your agent do in DecisionVault when something happens in Air?
Any of DecisionVault's 18 actions, including Create Matter and Invite Clients, Get Answers for Matter, Get Assets for Matter and Get Clients for Matter. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from DecisionVault to Air?
Yes. When something happens in DecisionVault, your agent can act in Air too. This page covers both directions: DecisionVault's triggers and Air's actions are listed here as well.
Do I have to build a connector for Air or DecisionVault?
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 Air and DecisionVault 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.