Integration
Connect Concord CLM and CONSENSUS
When New agreement fires in Concord CLM, your agent runs Create Lead in CONSENSUS, or New Lead in CONSENSUS to Add comment in Concord CLM. 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 Concord CLM and CONSENSUS to do together?
Ask the assistant
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 Concord CLM and CONSENSUS can do together
From Concord CLM to CONSENSUS
When New agreement in Concord CLM
then Create Lead in CONSENSUS
From CONSENSUS to Concord CLM
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 Concord CLM and CONSENSUS
Triggers and actions 3 triggers · 36 actions
- 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 comment
Adds a comment to an agreement, or updates an existing one, and returns the agreement's new version and amendment numbers.
- 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.
- Get agreement PDF
Downloads the PDF of a Concord agreement.
- 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.
- Update agreement metadata
Updates an agreement's title, description, tags and inbox, bookmark, trash and track-changes flags.
- Demo Watched
Triggers when a demo you sent from Sales Accelerator is watched again (its view count goes up).
- New Lead
Triggers when a new lead is captured in Consensus, such as a viewer filling out a demo's lead form.
- Create Demo Link
Creates a marketing share link for a demo.
- Create Lead
Creates a lead in Consensus from a contact's name, email and company.
- Create Mail Merge Link
Creates a mail merge link for a demo using your email platform's merge tags.
- Delete Recipient
Deletes a demo recipient and their data by email address.
- Find Leads
Returns leads captured by your demos, optionally filtered by email address or date range.
- Find Recipient
Finds a demo recipient by email address.
- Find Sent Demos
Returns the demos your team has sent to prospects, with their view counts and recipients.
- Get Current User
Returns the Consensus user this connection acts as and their organization.
- Get Demo by Link Hash
Returns the demo that a Consensus share link points to.
- Get Mail Merge Link
Returns one mail merge link.
- List Mail Merge Links
Returns your mail merge links.
- List Mail Merge Platforms
Returns the email platforms you can build mail merge links for.
- Search Demos
Returns the demos whose title matches your search text, with their preview links and owners.
- Send Demo
Sends a demo to a prospect contact and returns the personal share link.
- Update Sent Demo
Updates the company or opportunity on a demo you sent.
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
Reviews
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Questions
Concord CLM and CONSENSUS, answered
What can start an automation from Concord CLM?
Any of Concord CLM's 1 trigger in the catalog, including New agreement. Describe the moment in plain language and your agent picks the right one.
What can your agent do in CONSENSUS when something happens in Concord CLM?
Any of CONSENSUS's 15 actions, including Create Demo Link, Create Lead, Create Mail Merge Link and Send Demo. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from CONSENSUS to Concord CLM?
Yes. When something happens in CONSENSUS, your agent can act in Concord CLM too. This page covers both directions: CONSENSUS's triggers and Concord CLM's actions are listed here as well.
Do I have to build a connector for Concord CLM or CONSENSUS?
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 Concord CLM and CONSENSUS 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.