Integration
Connect BONZO and Contractbook
When New People From Campaigns fires in BONZO, your agent runs Get Document in Contractbook, or New Draft in Contractbook to Add prospect to do-not-contact list in BONZO. 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 BONZO and Contractbook 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 BONZO and Contractbook can do together
From BONZO to Contractbook
When New People From Campaigns in BONZO
then Get Document in Contractbook
When New People From Campaigns in BONZO
then Create Contract in Contractbook
From Contractbook to BONZO
When New Draft in Contractbook
then Add prospect to do-not-contact list in BONZO
When New Template in Contractbook
then Add task in BONZO
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 BONZO and Contractbook
Triggers and actions 4 triggers · 21 actions
Trigger
New People From CampaignsTriggers when a new person (prospect) is added to the selected Bonzo campaign.
Action
Add noteAdds a note to a prospect in Bonzo.
Action
Add prospect to do-not-contact listAdds a prospect to the do-not-contact (DNC) list so they are no longer contacted, and returns the updated prospect.
Action
Add taskCreates a task in Bonzo, optionally linked to a prospect and assigned to a team member.
Action
Change Prospects AssigneeChanges which team member a prospect is assigned to.
Action
Create Prospect in Pipeline StageCreates a new prospect in Bonzo and places them in the chosen pipeline stage.
Action
Delete prospectDeletes a prospect from Bonzo.
Action
Find ProspectFinds prospects whose email address matches the one you supply and returns the matching prospect records.
Action
Get prospectReturns the full details of a Bonzo prospect by ID, including contact info, campaigns, pipeline stage and custom field values.
Action
List campaignsReturns the campaigns in your Bonzo account, including each campaign's name, prospect count and sequence.
Action
List pipelinesReturns the pipelines in your Bonzo account, each with its stages.
Action
Move Prospect to CampaignMoves an existing prospect into the chosen campaign and returns the updated prospect.
Action
Move Prospect to Pipeline StageMoves a prospect into a chosen pipeline stage in Bonzo.
Action
Send emailSends an email to a Bonzo prospect and returns the resulting message record.
Action
Send SMSSends an SMS (or MMS with an attachment) to a Bonzo prospect.
Action
Update ProspectUpdates an existing Bonzo prospect's contact details, address, assignee, tags and co-borrower information.
Action
Update taskUpdates an existing task in Bonzo, such as its title, type, due date, assignee or completion state.
Trigger
Draft EditedTriggers when a draft document in Contractbook is edited.
Trigger
New DraftTriggers when a new draft document is created in Contractbook.
Trigger
New TemplateTriggers when a new template is added to your Contractbook account.
Action
Create ContractCreates a new contract document in Contractbook from one of your templates, optionally overriding its title, parties, data fields and other settings.
Action
Create Contract With Custom PartiesCreates a new contract from a Contractbook template, with the parties and signees you specify.
Action
Create DraftCreates a new draft document from a Contractbook template, without sending it for signature.
Action
Create Draft With Custom PartiesCreates a draft document from a template with the parties and signees you specify, without sending it for signature.
Action
Get DocumentReturns a Contractbook document (draft or contract) by its ID, including its parties, signees, data fields, state and events.
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
What our customers say
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Questions
BONZO and Contractbook, answered
What can start an automation from BONZO?
Any of BONZO's 1 trigger in the catalog, including New People From Campaigns. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Contractbook when something happens in BONZO?
Any of Contractbook's 5 actions, including Create Contract, Create Contract With Custom Parties, Create Draft and Create Draft With Custom Parties. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Contractbook to BONZO?
Yes. When something happens in Contractbook, your agent can act in BONZO too. This page covers both directions: Contractbook's triggers and BONZO's actions are listed here as well.
Do I have to build a connector for BONZO or Contractbook?
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 BONZO and Contractbook 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.