--- title: "Connect Concord CLM and Cursion - APIANT.ai" description: "When \"New agreement\" fires in Concord CLM, your agent runs \"Create Page\" in Cursion." canonical: "https://apiant.ai/connect/concord-clm-to-cursion" --- # Connect Concord CLM and Cursion When **New agreement** fires in [Concord CLM](https://apiant.ai/connections/concord-clm), your agent runs **Create Page** in [Cursion](https://apiant.ai/connections/cursion), or **New Flow** in Cursion to **Create a New Document From a Template** in Concord CLM. Describe the whole flow and it is built, tested on every scenario and kept running. Concord CLM **1** trigger Concord CLM **18** actions Cursion **5** triggers Cursion **17** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Concord CLM and Cursion 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 Concord CLM and Cursion can do together ### From Concord CLM to Cursion - When **New agreement** in Concord CLM then **Create Page** in Cursion - When **New agreement** in Concord CLM then **Add case** in Cursion ### From Cursion to Concord CLM - When **New Flow** in Cursion then **Create a New Document From a Template** in Concord CLM - When **New Page** in Cursion then **Create an Executed Document** in 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 Cursion ## Triggers and actions 6 triggers · 35 actions - Trigger **New agreement** Triggers when a new agreement appears in the selected Concord organization. - Action **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. - Action **Add attachment** Uploads a file and attaches it to a Concord agreement, and returns the ID of the new attachment. - Action **Add folder** Creates a new folder inside an existing folder of a Concord organization and returns the new folder. - Action **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. - Action **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. - Action **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. - Action **Create webhook - Document Fully Approved** Creates a Concord webhook integration that calls the given URL when an agreement is fully approved. - Action **Create webhook - Document Fully Signed** Creates a Concord webhook integration that calls the given address when an agreement is fully signed. - Action **Create webhook - Signature Provided** Creates a Concord webhook integration that calls the given address whenever a new signature is added to an agreement. - Action **Delete agreement** Permanently deletes an agreement from a Concord organization. - Action **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. - Action **List agreements** Returns the agreements in a Concord organization's inbox, filtered by stage and optionally by creator, tags, dates, parties and search text. - Action **List automated templates** Returns the automated templates available in a Concord organization, with each template's id, title and description. - Action **List folders** Returns the folder tree of a Concord organization: the root folder with its nested subfolders, access settings and document counts. - Action **List organizations** Returns every Concord organization the connected user belongs to, including each organization's name, subscription, and the user's role in it. - Action **Move agreement** Moves an agreement into a different folder in a Concord organization. - Action **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. - Action **Update agreement** Updates the status of an existing Concord agreement, setting it to Signing or Broken. - Trigger **New Flow** Triggers when a new Flow is created in your Cursion account. - Trigger **New Page** Triggers when a new page is added to a Cursion site. - Trigger **New Scan** Triggers when a new Scan is created for the selected Cursion page. - Trigger **New Site** Triggers when a new site is added to your Cursion account. - Trigger **New Test** Triggers when a new Test (a comparison of two scans) is created for a page. - Action **Add case** Generates a new test case for a site from a plain-language prompt and returns the process tracking its creation. - Action **Add flow** Creates a Flow in Cursion — a named sequence of steps (scans, cases, alerts) that FlowRuns execute. - Action **Create CaseRun** Runs a saved Case against a Site, creating a CaseRun that executes in the background and returns immediately. - Action **Create FlowRun** Runs a Flow against a Site and returns the new FlowRun, which completes asynchronously. - Action **Create Page** Creates a Page under a Cursion Site and, unless skipped, starts its initial baseline Scan. - Action **Create Scan** Starts a new Scan of a Site's pages in Cursion. The scan runs in the background and may take several minutes to complete. - Action **Create Site** Creates a Site in Cursion for a domain, then crawls it for pages and runs initial baseline scans in the background. - Action **Delete site** Deletes a site and, with it, all of the site's scans, tests, schedules and alerts. - Action **Get FlowRun** Returns a single FlowRun — the result of running a Flow against a Site — including its nodes, status and logs. - Action **Get scan** Returns a single Cursion scan with its HTML, logs, Lighthouse and security scores, and screenshots. - Action **Get site** Returns a single Cursion site with its URL, tags, crawl times and latest scan and test summary. - Action **Get test** Returns a single Test, the comparison of two scans of a page, with its scores, status and deltas. - Action **List flows** Returns the flows in your Cursion account, including each flow's steps (nodes) and connections (edges). - Action **List pages** Returns the pages that belong to a Cursion site, with each page's URL, tags and latest scan and test results. - Action **List scans** Returns the scans captured for a Cursion page, ordered by creation time. - Action **List sites** Returns the sites in your Cursion account, newest first, with each site's URL, tags and latest scan and test details. - Action **List tests** Returns the Tests run against a Cursion Page, ordered by creation time. ## Each app on its own - [ **Concord CLM** Concord is a full contract lifecycle management platform with drafting, approvals, e-signature and storage -...](https://apiant.ai/connections/concord-clm) - [ **Cursion** Cursion is a website testing platform that helps dev teams easily test and monitor their web apps.](https://apiant.ai/connections/cursion) Reviews ## What our customers say ## More from Concord CLM - [ **Concord CLM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/concord-clm-to-hubspot) - [ **Concord CLM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/concord-clm-to-salesforce) - [ **Concord CLM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/concord-clm-to-slack) - [ **Concord CLM to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/concord-clm-to-google-sheets) - [ **Concord CLM to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/concord-clm-to-gmail) - [ **Concord CLM to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/concord-clm-to-google-calendar) ## More into Cursion - [ **ActiveCampaign to Cursion** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-cursion) - [ **Airtable to Cursion** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-cursion) - [ **Asana to Cursion** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-cursion) - [ **ClickUp to Cursion** 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-cursion) - [ **Brevo to Cursion** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-cursion) - [ **Calendly to Cursion** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-cursion) Questions ## Concord CLM and Cursion, 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 Cursion when something happens in Concord CLM? Any of Cursion's 17 actions, including Create CaseRun, Create FlowRun, Create Page and Create Scan. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Cursion to Concord CLM? Yes. When something happens in Cursion, your agent can act in Concord CLM too. This page covers both directions: Cursion's triggers and Concord CLM's actions are listed here as well. ### ### Do I have to build a connector for Concord CLM or Cursion? 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 Cursion 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.