Integration
Connect Concord CLM and Dropbox
When New agreement fires in Concord CLM, your agent runs Upload file in Dropbox, or New File in Folder in Dropbox to Add folder 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 Dropbox 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 Concord CLM and Dropbox can do together
From Concord CLM to Dropbox
When New agreement in Concord CLM
then Upload file in Dropbox
When New agreement in Concord CLM
then Upload File from URL in Dropbox
From Dropbox to Concord CLM
When New File in Folder in Dropbox
then Add folder in Concord CLM
When New File in Folder in Dropbox
then Create a New Document From a Template 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 Dropbox
Triggers and actions 2 triggers · 39 actions
Trigger
New agreementTriggers when a new agreement appears in the selected Concord organization.
Action
Add agreementCreates 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 attachmentUploads a file and attaches it to a Concord agreement, and returns the ID of the new attachment.
Action
Add folderCreates a new folder inside an existing folder of a Concord organization and returns the new folder.
Action
Add member to agreementInvites 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 TemplateCreates a new Concord document from an automated template, filling in its variables and optionally inviting people to it.
Action
Create an Executed DocumentCreates 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 ApprovedCreates a Concord webhook integration that calls the given URL when an agreement is fully approved.
Action
Create webhook - Document Fully SignedCreates a Concord webhook integration that calls the given address when an agreement is fully signed.
Action
Create webhook - Signature ProvidedCreates a Concord webhook integration that calls the given address whenever a new signature is added to an agreement.
Action
Delete agreementPermanently deletes an agreement from a Concord organization.
Action
Get agreementReturns 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 agreementsReturns the agreements in a Concord organization's inbox, filtered by stage and optionally by creator, tags, dates, parties and search text.
Action
List automated templatesReturns the automated templates available in a Concord organization, with each template's id, title and description.
Action
List foldersReturns the folder tree of a Concord organization: the root folder with its nested subfolders, access settings and document counts.
Action
List organizationsReturns every Concord organization the connected user belongs to, including each organization's name, subscription, and the user's role in it.
Action
Move agreementMoves an agreement into a different folder in a Concord organization.
Action
Request signatureRequests 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 agreementUpdates the status of an existing Concord agreement, setting it to Signing or Broken.
Trigger
New File in FolderTriggers when a new file appears in the folder you choose.
Action
Add folder memberInvites one or more people or groups to a Dropbox shared folder with the access level you choose. The caller must be an owner or editor of the shared folder.
Action
Copy File or FolderCopy a file or folder from one path to another.
Action
Create FolderCreate a folder at the given path.
Action
Create Shared LinkCreate a shareable link for a file or folder.
Action
Delete File or FolderDelete a file or folder at the given path.
Action
Download fileDownload a file from the connected Dropbox account.
Action
Get Current AccountGet information about the connected Dropbox account.
Action
Get File MetadataGet metadata for a file or folder.
Action
Get space usageReturns the connected Dropbox account's storage usage and allocation.
Action
Get Temporary LinkGet a temporary direct-download link for a file (valid ~4 hours).
Action
List file revisionsLists the revisions of a Dropbox file, newest first, by file path or file id.
Action
List FolderList the contents of a folder.
Action
List Folder MembersReturns the members of a shared folder: users, groups and pending invitees with their access levels.
Action
List Shared LinksList shared links for the account, optionally filtered by path.
Action
Move File or FolderMove a file or folder from one path to another.
Action
Restore fileRestores a specific earlier revision of a file to the given path in Dropbox.
Action
Revoke shared linkRevoke a Dropbox shared link so it no longer grants access.
Action
Search FilesSearch for files and folders matching a query.
Action
Share folderShare a Dropbox folder so collaborators can be added to it. Creates the folder if the path does not exist yet.
Action
Upload fileUploads a file (up to 150 MiB) to a path in the connected Dropbox account.
Action
Upload File from URLSave a file from a public URL directly into Dropbox at the given path.
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
Concord CLM and Dropbox, 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 Dropbox when something happens in Concord CLM?
Any of Dropbox's 21 actions, including Create Folder, Create Shared Link, Upload file and Upload File from URL. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Dropbox to Concord CLM?
Yes. When something happens in Dropbox, your agent can act in Concord CLM too. This page covers both directions: Dropbox's triggers and Concord CLM's actions are listed here as well.
Do I have to build a connector for Concord CLM or Dropbox?
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 Dropbox 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.