Integration
Connect Concord CLM and Flashquotes
When New agreement fires in Concord CLM, your agent runs Get Invoices in Flashquotes, or Updated Event Staff in Flashquotes 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.
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 Flashquotes 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 Flashquotes can do together
From Concord CLM to Flashquotes
When New agreement in Concord CLM
then Get Invoices in Flashquotes
From Flashquotes 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 Flashquotes
Triggers and actions 3 triggers · 27 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 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.
- 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.
- Updated Event Staff
Triggers when the staff assigned to an event change. Returns the event and its current staff.
- Updated Event Timeline
Triggers when an event's timeline changes, including its service or shift times and its prep, travel, setup, cleanup or unload durations.
- Get Event
Returns a single Flashquotes event by its id, optionally including related details such as its location, staff, services, checklists and booking.
- Get Form Response
Returns the answers submitted on a Flashquotes form response, keyed by each question's title.
- Get Invoices
Returns all invoices for a booking, including each invoice's number, status, due date, amounts and viewing link.
- Get quote
Returns a quote by ID with its live total price, dates, status details and event information, plus any related records you ask to include. An error occurs if the quote is not found.
- Get resource
Returns a single Flashquotes resource, such as a piece of equipment or a bookable item, by its ID, including its name, category, status and location.
- Get staff member
Returns one staff member by ID, including their contact details, role and status. Inactive staff are returned too.
- List Events
Returns your company's Flashquotes events, newest first, optionally narrowed by service start time, creation date, location or booking.
- List quotes
Returns quote summaries for your company with live totals, newest first, optionally filtered by contact, location, booking, event type or date range.
- List resources
Returns the resources for your company, newest first, optionally only those at one location.
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 Flashquotes, 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 Flashquotes when something happens in Concord CLM?
Any of Flashquotes's 9 actions, including Get Event, Get Form Response, Get Invoices and Get quote. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Flashquotes to Concord CLM?
Yes. When something happens in Flashquotes, your agent can act in Concord CLM too. This page covers both directions: Flashquotes's triggers and Concord CLM's actions are listed here as well.
Do I have to build a connector for Concord CLM or Flashquotes?
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 Flashquotes 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.