Integration
Connect Aura and Concord CLM
When New Call fires in Aura, your agent runs Add comment in Concord CLM, or New agreement in Concord CLM to Add Lead Note in Aura. 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 Aura 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)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 Aura and Concord CLM can do together
From Aura to Concord CLM
When New Call in Aura
then Add comment in Concord CLM
From Concord CLM to Aura
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 Aura and Concord CLM
Triggers and actions 4 triggers · 56 actions
- New Call
Triggers when a new call is booked in Aura.
- New Lead
Triggers when a new lead is added in Aura.
- New Payment
Triggers when a new payment is recorded in Aura.
- Add Lead Note
Adds a note to an Aura lead.
- Archive Lead
Archives an Aura lead.
- Cancel Call
Cancels a booked Aura call.
- Create Lead
Creates a new lead in Aura.
- Get Call
Returns one Aura call by its ID.
- Get Call Analysis
Returns the AI analysis of an Aura call.
- Get Call Form Answers
Returns the booking-form answers submitted for an Aura call.
- Get Dashboard Analytics
Returns Aura's dashboard analytics.
- Get Lead
Returns one Aura lead by its ID.
- Get Opportunity
Returns one Aura opportunity by its ID.
- Get Payment
Returns one Aura payment by its ID.
- Get Product
Returns one Aura product by its ID.
- Get Revenue Analytics
Returns Aura revenue grouped by currency.
- Get Scheduler
Returns one Aura scheduler by its ID.
- Get Scheduler Availability
Returns the bookable time slots of an Aura scheduler.
- Get Scheduler Fields
Returns the booking-form fields of an Aura scheduler.
- Get Team Member
Returns one Aura team member by its ID.
- Get Team Performance
Returns a performance summary for the Aura team.
- List Calls
Returns a page of Aura calls, optionally filtered.
- List Lead Notes
Returns the notes on an Aura lead.
- List Leads
Returns a page of Aura leads, optionally filtered by status or pipeline stage.
- List Opportunities
Returns a page of Aura opportunities.
- List Payments
Returns a page of payments recorded in Aura.
- List Products
Returns the products in the Aura account.
- List Schedulers
Returns the schedulers (booking links) in the Aura account.
- List Team Members
Returns the team members in the Aura account.
- Qualify Lead
Checks whether a lead would qualify for a scheduler and returns the result.
- Reassign Call Closer
Moves a booked Aura call to a different closer.
- Record Payment
Records a payment in Aura.
- Reschedule Call
Moves a booked Aura call to a new time.
- Send Test Webhook
Sends a test event to an Aura webhook subscription and returns how its endpoint responded.
- Set Call Outcome
Records the outcome of an Aura call (for example won, lost or no-show).
- Update Call
Updates an existing Aura call.
- Update Lead
Updates an existing Aura lead's details.
- Update Payment
Updates a payment recorded in Aura.
- Verify Payment
Marks an Aura payment as verified.
- 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 comment
Adds a comment to an agreement, or updates an existing one, and returns the agreement's new version and amendment numbers.
- 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.
- Update agreement metadata
Updates an agreement's title, description, tags and inbox, bookmark, trash and track-changes flags.
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
Aura and Concord CLM, answered
What can start an automation from Aura?
Any of Aura's 3 triggers in the catalog, including New Call, New Lead and New Payment. 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 Aura?
Any of Concord CLM's 20 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 Aura?
Yes. When something happens in Concord CLM, your agent can act in Aura too. This page covers both directions: Concord CLM's triggers and Aura's actions are listed here as well.
Do I have to build a connector for Aura 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 Aura 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.