# Connect Chaport and Contractbook When **Chat Stage Updated (instant)** fires in [Chaport](https://apiant.ai/connections/chaport), your agent runs **Get Document** in [Contractbook](https://apiant.ai/connections/contractbook), or **New Draft** in Contractbook to **Send a Message** in Chaport. Describe the whole flow and it is built, tested on every scenario and kept running. Chaport **8** triggers Chaport **12** actions Contractbook **3** triggers Contractbook **5** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Chaport and Contractbook 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 Chaport and Contractbook can do together ### From Chaport to Contractbook - When **Chat Stage Updated (instant)** in Chaport then **Get Document** in Contractbook - When **New Chat Started** in Chaport then **Create Contract** in Contractbook ### From Contractbook to Chaport - When **New Draft** in Contractbook then **Send a Message** in Chaport - When **New Template** in Contractbook then **Create an Operator** in Chaport 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 Chaport and Contractbook ## Triggers and actions 11 triggers · 17 actions - Trigger **Chat Closed (instant)** Fires when a chat is closed. Webhook event: chat.closed. - Trigger **Chat Finished** Triggers when chat is finished. - Trigger **Chat Stage Updated (instant)** Fires when a chat's stage changes. Webhook event: chat.stageUpdated. - Trigger **Message Read (instant)** Fires when a message is read. Webhook event: message.read. - Trigger **New Chat Started** Triggers when chat is started. - Trigger **New Message Sent (instant)** Fires when a new message is sent in a chat. Webhook event: message.sent. - Trigger **New Visitor (instant)** Fires when a new visitor is created. Webhook event: visitor.created. - Trigger **Visitor Updated** Triggers when visitor data is updated. - Action **Create an Operator** Adds a new operator to your Chaport account and returns the created operator. - Action **Delete a Message** Deletes one message from a Chaport chat. Identify the visitor and the message you want removed. - Action **Delete an Operator** Removes an operator from your Chaport account. - Action **List Operators** Returns every operator in your Chaport account, with each operator's name, email, role and status. - Action **List Visitors** Returns the visitors in your Chaport account, one page at a time. - Action **Retrieve an Operator** Returns one Chaport operator with their name, email, role, job title and current status. - Action **Retrieve a Visitor** Returns one Chaport visitor with their name, contact details, notes and any custom data held about them. - Action **Retrieve Last Visitor Chat** Returns a visitor's most recent Chaport chat, including its stage, operators and — when asked for — the transcript. - Action **Send a Message** Posts a message into a Chaport visitor's chat, starting a chat if there isn't one open. - Action **Update an Operator** Updates a Chaport operator's details. Anything you leave blank keeps its current value. - Action **Update a Visitor** Updates an existing Chaport visitor's contact details, notes and custom data. Only the fields you fill in are changed; blank fields are left untouched. - Action **Update Operator Status** Sets a Chaport operator's availability status, such as online or offline, optionally for a limited time. - Trigger **Draft Edited** Triggers when a draft document in Contractbook is edited. - Trigger **New Draft** Triggers when a new draft document is created in Contractbook. - Trigger **New Template** Triggers when a new template is added to your Contractbook account. - Action **Create Contract** Creates 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 Parties** Creates a new contract from a Contractbook template, with the parties and signees you specify. - Action **Create Draft** Creates a new draft document from a Contractbook template, without sending it for signature. - Action **Create Draft With Custom Parties** Creates a draft document from a template with the parties and signees you specify, without sending it for signature. - Action **Get Document** Returns a Contractbook document (draft or contract) by its ID, including its parties, signees, data fields, state and events. ## Each app on its own - [ **Chaport** Chaport is a live chat for websites designed as a modern messenger.](https://apiant.ai/connections/chaport) - [ **Contractbook** Contractbook is an easy signing and simple contract management tool for modern businesses.](https://apiant.ai/connections/contractbook) Reviews ## What our customers say ## More from Chaport - [ **Chaport to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/chaport-to-stripe) - [ **Chaport to Chatrace** Omnichannel chatbot platform for automating customer support and sales via WhatsApp, SMS, Messenger...](https://apiant.ai/connect/chaport-to-chatrace) - [ **Chaport to keycdn IP Location Finder** Get the IP geolocation data through the simple REST API. All the responses are JSON encoded](https://apiant.ai/connect/chaport-to-keycdn-ip-location-finder) - [ **Chaport to ProxiedMail** ProxiedMail provides creating email addresses, forwarding and receiving emails with full context.](https://apiant.ai/connect/chaport-to-proxiedmail) - [ **Chaport to Publica** With Publica, you can sell, share and consume all kinds of digital content directly through a reliable and...](https://apiant.ai/connect/chaport-to-publica) - [ **Chaport to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/chaport-to-hubspot) ## More into Contractbook - [ **ActiveCampaign to Contractbook** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-contractbook) - [ **Airtable to Contractbook** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-contractbook) - [ **Asana to Contractbook** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-contractbook) - [ **ClickUp to Contractbook** 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-contractbook) - [ **Brevo to Contractbook** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-contractbook) - [ **Calendly to Contractbook** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-contractbook) Questions ## Chaport and Contractbook, answered ### ### What can start an automation from Chaport? Any of Chaport's 8 triggers in the catalog, including Chat Stage Updated (instant), New Chat Started, New Message Sent (instant) and New Visitor (instant). Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Contractbook when something happens in Chaport? 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 Chaport? Yes. When something happens in Contractbook, your agent can act in Chaport too. This page covers both directions: Contractbook's triggers and Chaport's actions are listed here as well. ### ### Do I have to build a connector for Chaport 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 Chaport 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.