Integration
Connect Bind ERP and Concord CLM
When New Activity fires in Bind ERP, your agent runs Add comment in Concord CLM, or New agreement in Concord CLM to Create Comment in Bind ERP. 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 Bind ERP 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 Bind ERP and Concord CLM can do together
From Bind ERP to Concord CLM
When New Activity in Bind ERP
then Add comment in Concord CLM
When New Invoice in Bind ERP
then Create a New Document From a Template in Concord CLM
From Concord CLM to Bind ERP
When New agreement in Concord CLM
then Create Comment in Bind ERP
When New agreement in Concord CLM
then Get Client in Bind ERP
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 Bind ERP and Concord CLM
Triggers and actions 7 triggers · 77 actions
Trigger
New ActivityTriggers when a new activity is scheduled on the Bind ERP calendar.
Trigger
New InvoiceTriggers when a new invoice is created in Bind ERP.
Trigger
New ProductTriggers when a new product is added in Bind ERP.
Trigger
New ProspectTriggers when a new prospect is created in Bind ERP.
Trigger
New QuoteTriggers when a new quote is created in Bind ERP.
Trigger
Updated InventoryTriggers when a product's inventory level changes in a Bind ERP warehouse.
Action
Create Accounting JournalCreates a accounting journal in Bind ERP.
Action
Create CommentCreates a comment in Bind ERP.
Action
Delete AccountDeletes a account from Bind ERP.
Action
Delete ClientDeletes a client from Bind ERP.
Action
Delete FormulaDeletes a formula from Bind ERP.
Action
Delete InvoiceDeletes a invoice from Bind ERP.
Action
Delete OrderDeletes a order from Bind ERP.
Action
Delete ProductDeletes a product from Bind ERP.
Action
Delete ProspectDeletes a prospect from Bind ERP.
Action
Delete ProviderDeletes a provider from Bind ERP.
Action
Delete QuoteDeletes a quote from Bind ERP.
Action
Delete ServiceDeletes a service from Bind ERP.
Action
Get ClientReturns one client from Bind ERP.
Action
Get Company ProfileReturns one company profile from Bind ERP.
Action
Get ExpenseReturns one expense from Bind ERP.
Action
Get Expense PaymentsReturns one expense from Bind ERP.
Action
Get FormulaReturns one formula from Bind ERP.
Action
Get InvoiceReturns one invoice from Bind ERP.
Action
Get Invoice PaymentsReturns one invoice from Bind ERP.
Action
Get OrderReturns one order from Bind ERP.
Action
Get ProductReturns one product from Bind ERP.
Action
Get ProspectReturns one prospect from Bind ERP.
Action
Get QuoteReturns one quote from Bind ERP.
Action
Get ServiceReturns one service from Bind ERP.
Action
Get User ProfileReturns one user profile from Bind ERP.
Action
List Account CategoriesReturns a page of account category records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List Accounting JournalsReturns a page of accounting journal records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List AccountsReturns a page of account records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List ActivitiesReturns a page of activity records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List Bank AccountsReturns a page of bank account records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List BanksReturns a page of bank records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List CategoriesReturns a page of category records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List CitiesReturns a page of city records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List ClientsReturns a page of client records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List CommentsReturns a page of comment records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List CurrenciesReturns a page of currency records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List FormulasReturns a page of formula records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List InventoryReturns a page of inventory records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List InvoicesReturns a page of invoice records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List LocationsReturns a page of location records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List Merchandise ReceptionsReturns a page of inventory records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List Merchandise TransfersReturns a page of merchandise transfer records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List OrdersReturns a page of order records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List Price ListsReturns a page of price list records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List Product Price and InventoryReturns a page of product price and inventory records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List ProductsReturns a page of product records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List ProspectsReturns a page of prospect records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List ProvidersReturns a page of provider records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List Purchase OrdersReturns a page of purchase records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List QuotesReturns a page of quote records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List SeriesReturns a page of series records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List ServicesReturns a page of service records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List StatesReturns a page of state records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List UsersReturns a page of user records from Bind ERP, with optional OData filtering, sorting and paging.
Action
List WarehousesReturns a page of warehouse records from Bind ERP, with optional OData filtering, sorting and paging.
Action
Update ProviderUpdates an existing provider in Bind ERP.
Trigger
New agreementTriggers when a new agreement appears in the selected Concord organization.
Action
Add agreementCreates 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.
Action
Add attachmentUploads a file and attaches it to a Concord agreement, and returns the ID of the new attachment.
Action
Add commentAdds a comment to an agreement, or updates an existing one, and returns the agreement's new version and amendment numbers.
Action
Add folderCreates a new folder inside an existing folder of a Concord organization and returns the new folder.
Action
Add member to agreementInvites 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.
Action
Create a New Document From a TemplateCreates a new Concord document from an automated template, filling in its variables and optionally inviting people to it.
Action
Create an Executed DocumentCreates an agreement in Concord with the status of an executed contract, rather than a draft or template. Returns the new agreement's identifiers.
Action
Create webhook - Document Fully ApprovedCreates a Concord webhook integration that calls the given URL when an agreement is fully approved.
Action
Create webhook - Document Fully SignedCreates a Concord webhook integration that calls the given address when an agreement is fully signed.
Action
Create webhook - Signature ProvidedCreates a Concord webhook integration that calls the given address whenever a new signature is added to an agreement.
Action
Delete agreementPermanently deletes an agreement from a Concord organization.
Action
Get agreementReturns 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.
Action
Get agreement PDFDownloads the PDF of a Concord agreement.
Action
List agreementsReturns the agreements in a Concord organization's inbox, filtered by stage and optionally by creator, tags, dates, parties and search text.
Action
List automated templatesReturns the automated templates available in a Concord organization, with each template's id, title and description.
Action
List foldersReturns the folder tree of a Concord organization: the root folder with its nested subfolders, access settings and document counts.
Action
List organizationsReturns every Concord organization the connected user belongs to, including each organization's name, subscription, and the user's role in it.
Action
Move agreementMoves an agreement into a different folder in a Concord organization.
Action
Request signatureRequests 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.
Action
Update agreementUpdates the status of an existing Concord agreement, setting it to Signing or Broken.
Action
Update agreement metadataUpdates 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
Bind ERP and Concord CLM, answered
What can start an automation from Bind ERP?
Any of Bind ERP's 6 triggers in the catalog, including New Activity, New Invoice, New Product and New Prospect. 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 Bind ERP?
Any of Concord CLM's 21 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 Bind ERP?
Yes. When something happens in Concord CLM, your agent can act in Bind ERP too. This page covers both directions: Concord CLM's triggers and Bind ERP's actions are listed here as well.
Do I have to build a connector for Bind ERP 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 Bind ERP 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.