--- title: "Connect Cartes and Concord CLM - APIANT.ai" description: "When \"New marker\" fires in Cartes, your agent runs \"Create a New Document From a Template\" in Concord CLM." canonical: "https://apiant.ai/connect/cartes-to-concord-clm" --- # Connect Cartes and Concord CLM When **New marker** fires in [Cartes](https://apiant.ai/connections/cartes), your agent runs **Create a New Document From a Template** in [Concord CLM](https://apiant.ai/connections/concord-clm), or **New agreement** in Concord CLM to **Add map** in Cartes. Describe the whole flow and it is built, tested on every scenario and kept running. Cartes **1** trigger Cartes **11** actions Concord CLM **1** trigger Concord CLM **18** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Cartes and Concord CLM to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Cartes and Concord CLM can do together ### From Cartes to Concord CLM - When **New marker** in Cartes then **Create a New Document From a Template** in Concord CLM - When **New marker** in Cartes then **Create an Executed Document** in Concord CLM ### From Concord CLM to Cartes - When **New agreement** in Concord CLM then **Add map** in Cartes - When **New agreement** in Concord CLM then **Add marker** in Cartes 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 Cartes and Concord CLM ## Triggers and actions 2 triggers · 29 actions - Trigger **New marker** Triggers when a new marker is added to a Cartes map. - Action **Add map** Creates a new map on Cartes.io and returns it, including the one-time map token needed to edit or delete it. - Action **Add marker** Adds a marker at a latitude and longitude on a Cartes.io map, in an existing or new category. - Action **Delete map** Deletes a map from Cartes.io. - Action **Delete marker** Deletes a marker from a Cartes.io map. - Action **Find maps by keyword** Returns public Cartes.io maps that match a keyword. - Action **Get map** Returns a single Cartes.io map, including its title, description, privacy setting and categories. - Action **List categories** Returns all marker categories available on Cartes.io. - Action **List maps** Returns the public maps on Cartes.io, optionally filtered by ID, category or query. - Action **List markers** Returns all markers on a Cartes.io map, optionally including expired ones. - Action **Update map** Updates the title, description, privacy or marker-creation setting of an existing Cartes.io map. - Action **Update marker** Updates a marker on a Cartes.io map: change its description, or (as the map owner) flag it as spam. - Trigger **New agreement** Triggers when a new agreement appears in the selected Concord organization. - Action **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. - Action **Add attachment** Uploads a file and attaches it to a Concord agreement, and returns the ID of the new attachment. - Action **Add folder** Creates a new folder inside an existing folder of a Concord organization and returns the new folder. - Action **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. - Action **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. - Action **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. - Action **Create webhook - Document Fully Approved** Creates a Concord webhook integration that calls the given URL when an agreement is fully approved. - Action **Create webhook - Document Fully Signed** Creates a Concord webhook integration that calls the given address when an agreement is fully signed. - Action **Create webhook - Signature Provided** Creates a Concord webhook integration that calls the given address whenever a new signature is added to an agreement. - Action **Delete agreement** Permanently deletes an agreement from a Concord organization. - Action **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. - Action **List agreements** Returns the agreements in a Concord organization's inbox, filtered by stage and optionally by creator, tags, dates, parties and search text. - Action **List automated templates** Returns the automated templates available in a Concord organization, with each template's id, title and description. - Action **List folders** Returns the folder tree of a Concord organization: the root folder with its nested subfolders, access settings and document counts. - Action **List organizations** Returns every Concord organization the connected user belongs to, including each organization's name, subscription, and the user's role in it. - Action **Move agreement** Moves an agreement into a different folder in a Concord organization. - Action **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. - Action **Update agreement** Updates the status of an existing Concord agreement, setting it to Signing or Broken. ## Each app on its own - [ **Cartes** Open-source platform for creating live, community-driven, anonymous maps with custom markers via API.](https://apiant.ai/connections/cartes) - [ **Concord CLM** Concord is a full contract lifecycle management platform with drafting, approvals, e-signature and storage -...](https://apiant.ai/connections/concord-clm) Reviews ## What our customers say ## More from Cartes - [ **Cartes to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/cartes-to-hubspot) - [ **Cartes to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/cartes-to-salesforce) - [ **Cartes to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/cartes-to-slack) - [ **Cartes to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/cartes-to-google-sheets) - [ **Cartes to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/cartes-to-gmail) - [ **Cartes to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/cartes-to-google-calendar) ## More into Concord CLM - [ **ActiveCampaign to Concord CLM** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-concord-clm) - [ **Airtable to Concord CLM** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-concord-clm) - [ **Asana to Concord CLM** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-concord-clm) - [ **ClickUp to Concord CLM** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-concord-clm) - [ **Brevo to Concord CLM** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-concord-clm) - [ **Calendly to Concord CLM** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-concord-clm) Questions ## Cartes and Concord CLM, answered ### ### What can start an automation from Cartes? Any of Cartes's 1 trigger in the catalog, including New marker. 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 Cartes? 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 Cartes? Yes. When something happens in Concord CLM, your agent can act in Cartes too. This page covers both directions: Concord CLM's triggers and Cartes's actions are listed here as well. ### ### Do I have to build a connector for Cartes 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 Cartes 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.