Integration
Connect Cirqll and Concord CLM
When New Note Event fires in Cirqll, your agent runs Create a New Document From a Template in Concord CLM, or New agreement in Concord CLM to Create Contact in Cirqll. 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 Cirqll and Concord CLM to do together?
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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 Cirqll and Concord CLM can do together
From Cirqll to Concord CLM
When New Note Event in Cirqll
then Create a New Document From a Template in Concord CLM
From Concord CLM to Cirqll
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 Cirqll and Concord CLM
Triggers and actions 3 triggers · 41 actions
- New Note Event
Triggers when a note is created, updated or deleted.
- New Task Event
Triggers when a task is created, updated or deleted.
- Create Appointment
Creates a new appointment.
- Create Assignment
Creates a new assignment.
- Create Chance
Creates a new chance.
- Create Contact
Creates a new contact.
- Create Contract
Create a new contract and associate it with a customer.
- Create Customer
Creates a new customer.
- Create Email
Logs an email in Cirqll and associates it with a customer.
- Create Note
Creates a new note.
- Create Task
Creates a new task.
- Find Appointment
Returns up to 100 appointments that match the specified filter.
- Find Assignment
Returns up to 100 assignments that match the specified Cirqll filter.
- Find Chance
Find chances (sales opportunities) in Cirqll matching a filter. Returns up to 100 matches, the first match, and the total count.
- Find Contact
Finds Cirqll contacts matching a filter and returns the matches, the first match, and whether any matched.
- Find Contract
Find contracts in Cirqll that match a filter. Returns up to 100 matches plus the first match.
- Find Customer
Searches for an existing customer.
- Find Email
Find emails tracked in Cirqll that match a filter. Returns up to 100 matches plus the first match.
- Find Field
Find custom field definitions in Cirqll by a filter (name, type, category and so on).
- Find Note
Searches for an existing note.
- Find Task
Finds tasks in Cirqll that match a filter, returning up to 100 matches and the first match.
- Find User
Find users in your Cirqll organisation that match a filter, such as a name or email address.
- Update Appointment
Update an existing appointment's time, participants, or details.
- Update Chance
Update a chance.
- Update User
Updates a Cirqll user's name, email, two-factor mode or language.
- 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 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.
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
Cirqll and Concord CLM, answered
What can start an automation from Cirqll?
Any of Cirqll's 2 triggers in the catalog, including New Note Event and New Task Event. 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 Cirqll?
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 Cirqll?
Yes. When something happens in Concord CLM, your agent can act in Cirqll too. This page covers both directions: Concord CLM's triggers and Cirqll's actions are listed here as well.
Do I have to build a connector for Cirqll 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 Cirqll 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.