--- title: "Connect Clearstream and Contractbook - APIANT.ai" description: "When \"New Incoming Text\" fires in Clearstream, your agent runs \"Get Document\" in Contractbook." canonical: "https://apiant.ai/connect/clearstream-to-contractbook" --- # Connect Clearstream and Contractbook When **New Incoming Text** fires in [Clearstream](https://apiant.ai/connections/clearstream), your agent runs **Get Document** in [Contractbook](https://apiant.ai/connections/contractbook), or **New Draft** in Contractbook to **Add Tag to Subscriber** in Clearstream. Describe the whole flow and it is built, tested on every scenario and kept running. Clearstream **2** triggers Clearstream **10** 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 Clearstream 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 Clearstream and Contractbook can do together ### From Clearstream to Contractbook - When **New Incoming Text** in Clearstream then **Get Document** in Contractbook - When **New Subscriber** in Clearstream then **Create Contract** in Contractbook ### From Contractbook to Clearstream - When **New Draft** in Contractbook then **Add Tag to Subscriber** in Clearstream - When **New Template** in Contractbook then **Create List** in Clearstream 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 Clearstream and Contractbook ## Triggers and actions 5 triggers · 15 actions - Trigger **New Incoming Text** Triggers when a new incoming text is received in your Clearstream account. - Trigger **New Subscriber** Triggers when a new subscriber is added to your Clearstream account. - Action **Add Tag to Subscriber** Adds a tag to a subscriber in your Clearstream account. - Action **Create List** Creates a new subscriber list in your Clearstream account. - Action **Create Tag** Creates a new tag in your Clearstream account. - Action **Get Subscriber** Returns one Clearstream subscriber, looked up by mobile number, with their lists and tags. - Action **List Lists** Returns the subscriber lists in your Clearstream account, optionally filtered by name or locked status. - Action **List Tags** Returns the tags in your Clearstream account, optionally filtered by name. - Action **Opt-Out Subscriber** Opts a subscriber out of your Clearstream account so they no longer receive texts. - Action **Remove Subscriber From List** Removes a subscriber from one of your Clearstream lists. The subscriber stays opted in to your account. - Action **Send Text to Number** Sends a one-to-one text message to a single mobile number from your Clearstream account. - Action **Update Subscriber** Updates an existing Clearstream subscriber's name, email, lists or tags. - 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 - [ **Clearstream** Clearstream is a two-way SMS communication tool for churches and non-profits.](https://apiant.ai/connections/clearstream) - [ **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 Clearstream - [ **Clearstream to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/clearstream-to-hubspot) - [ **Clearstream to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/clearstream-to-salesforce) - [ **Clearstream to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/clearstream-to-slack) - [ **Clearstream to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/clearstream-to-google-sheets) - [ **Clearstream to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/clearstream-to-gmail) - [ **Clearstream to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/clearstream-to-google-calendar) ## More into Contractbook - [ **Capsule CRM to Contractbook** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-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) Questions ## Clearstream and Contractbook, answered ### ### What can start an automation from Clearstream? Any of Clearstream's 2 triggers in the catalog, including New Incoming Text and New Subscriber. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Contractbook when something happens in Clearstream? 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 Clearstream? Yes. When something happens in Contractbook, your agent can act in Clearstream too. This page covers both directions: Contractbook's triggers and Clearstream's actions are listed here as well. ### ### Do I have to build a connector for Clearstream 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 Clearstream 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.