Integration
Connect Cling and IntelligenceBank
When New Document fires in Cling, your agent runs Add Record Multi-Upload Field File or URL in IntelligenceBank, or New Database Record in IntelligenceBank to Add project in Cling. 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 Cling and IntelligenceBank 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Cling and IntelligenceBank can do together
From Cling to IntelligenceBank
When New Document in Cling
then Add Record Multi-Upload Field File or URL in IntelligenceBank
From IntelligenceBank to Cling
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 Cling and IntelligenceBank
Triggers and actions 18 triggers · 43 actions
- Document Accepted
Triggers when a Cling document is fully accepted (signed by all clients).
- Document Denied
Triggers when a client denies a Cling document.
- Document Expired
Triggers when a Cling document passes its expiration date.
- Document Sent
Triggers when a Cling document is sent to its clients.
- New Document
Triggers when a new document is created in Cling.
- Add project
Creates a new project in Cling to group documents.
- Add template
Creates a new document template in your Cling company.
- Create Client
Creates a new client (end customer) in Cling that documents can be sent to.
- Create Document
Creates a new Cling document from a template for one signing client. The document is created as a draft; use Send Document to deliver it.
- Delete client
Deletes a client (end customer) from your Cling account.
- Delete Document
Deletes a Cling document by its ID.
- Delete project
Deletes a project in Cling by its ID.
- Delete template
Deletes a template from your Cling account.
- Get client
Returns a single client (end customer) by its ID, including contact details, addresses and notes.
- Get Document
Returns one Cling document by its ID, including its status and dates.
- Get project
Returns a single Cling project by its ID, including its status, totals, clients and main document summary.
- Get template
Returns a single Cling template by its ID.
- List Clients
Returns the clients (end customers) in your Cling account.
- List documents
Returns documents in your Cling account, optionally filtered by status or an advanced filter and sorted.
- List projects
Returns the projects in your Cling account, optionally filtered and sorted.
- List Templates
Returns the document templates in your Cling account.
- Send Document
Sends an existing Cling document to its clients for signing.
- Update client
Updates an existing client's details in Cling, such as name, contact information and addresses. Fields left blank are not changed.
- Update document
Updates a Cling document's status or assigned company user. Only the values you fill in are changed.
- Update project
Updates an existing project's name or status in Cling.
- Update template
Renames an existing Cling template.
- New Database Record
Triggers when a new record is added to a chosen database.
- New Folder
Triggers when a new resource folder is added, at the root or inside a chosen folder.
- New Markup Comment
Triggers when a new markup comment is added to a resource, record or workflow request.
- New or Updated Database Record
Triggers when a record in the chosen IntelligenceBank database is created or updated.
- New or Updated Record File
Triggers when a file attached to a database record is added or updated.
- New or Updated Resource
Triggers when a resource (file, URL or other asset) is created or updated in IntelligenceBank.
- New or Updated User
Triggers when a user is created or updated in IntelligenceBank.
- New Permission Group
Triggers when a new permission group is added.
- New Record File Revision
Triggers when a new file or file revision is uploaded to a database record.
- New Resource
Triggers when a new resource (file, URL or other asset) is added in IntelligenceBank.
- New User
Triggers when a new user is added to IntelligenceBank.
- Updated Resource
Triggers when an existing resource (file, URL or other asset) is updated in IntelligenceBank.
- Updated User
Triggers when a user in IntelligenceBank is updated.
- Add Record Multi-Upload Field File or URL
Appends file or URL attachments to a multiple-upload field on an existing database record.
- Create Compliance Risk Review
Starts a compliance risk review of text or an uploaded file and returns the new review's id.
- Create Database Record
Creates a new record in an IntelligenceBank database, filling in its form fields.
- Create Folder
Creates a resource folder or sub-folder with a name and optional description.
- Create Markup Comment
Creates a markup comment on a workflow request, database record or record file you participate in.
- Create Permission Group
Creates a permission group, optionally copying another group's permissions.
- Create Record File Workflow Request
Creates an approval workflow request for a file attached to a database record's multi-upload field.
- Create Resource
Creates a new file resource in a folder, attaching a previously uploaded file along with its name, description, keywords and metadata.
- Delete Database Record
Deletes a database record.
- Delete Markup Comment
Deletes a markup comment by its ID.
- Get Compliance Risk Review Details
Returns the status and results of a compliance risk review, including findings once the review has completed.
- Search Database Records
Searches records in one database and returns the matches.
- Search Folders
Searches resource folders by keyword or parent folder and returns the matching folders.
- Search Markup Comments
Returns markup comments whose text contains the given keywords, optionally limited to comments made on one item.
- Search Permission Groups
Searches permission groups by name and returns the matching groups.
- Search Users
Searches IntelligenceBank users by keyword or email and returns the matching users.
- Update Permission Group
Updates the name or description of an existing multi-user permission group.
- Update Resource Metadata
Updates the metadata of an existing resource, such as its name, description, keywords, dates, ownership details, filters and custom upload fields.
- View a Record
Returns all details of one database record.
- View Filter
Returns a single filter and its values, as set up under Admin > Filters.
- View Group
Returns the details of one permission group.
- View Resource Details
Returns all details of one resource.
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
Cling and IntelligenceBank, answered
What can start an automation from Cling?
Any of Cling's 5 triggers in the catalog, including New Document, Document Accepted, Document Denied and Document Expired. Describe the moment in plain language and your agent picks the right one.
What can your agent do in IntelligenceBank when something happens in Cling?
Any of IntelligenceBank's 22 actions, including Create Compliance Risk Review, Create Database Record, Create Folder and Create Markup Comment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from IntelligenceBank to Cling?
Yes. When something happens in IntelligenceBank, your agent can act in Cling too. This page covers both directions: IntelligenceBank's triggers and Cling's actions are listed here as well.
Do I have to build a connector for Cling or IntelligenceBank?
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 Cling and IntelligenceBank 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.