--- title: "Connect Concord CLM to iClosed - APIANT.ai" description: "When \"New agreement\" fires in Concord CLM, your agent runs \"Add deal\" in iClosed." canonical: "https://apiant.ai/connect/concord-clm-to-iclosed" --- # Connect Concord CLM to iClosed When **New agreement** fires in [Concord CLM](https://apiant.ai/connections/concord-clm), your agent runs **Add deal** in [iClosed](https://apiant.ai/connections/iclosed). Describe the whole flow and it is built, tested on every scenario and kept running. Concord CLM **1** trigger Concord CLM **18** actions iClosed **25** 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 iClosed 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 can start in iClosed - When **New agreement** in Concord CLM then **Add deal** in iClosed - When **New agreement** in Concord CLM then **Create Contact** in iClosed 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 iClosed ## Triggers and actions 1 trigger · 43 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. - Action **Add Call Outcome** Records the outcome of a scheduled iClosed call (won, no sale, approved or rejected), with optional notes, objection, no-sale reason and deal details for a won call. - Action **Add custom field** Creates a new custom field on iClosed contacts, calls, events, deals, users or iScores, and returns the created field. - Action **Add deal** Creates a new deal from an iClosed call booking, with an optional product, value, and linked transactions. - Action **Add product** Creates a new product in your iClosed account and returns the created product. - Action **Cancel Call** Cancels a scheduled iClosed call, optionally recording the reason. Invitees lose the booking. - Action **Create Contact** Creates a new contact in iClosed, or updates the existing contact with the same email or phone number. - Action **Create Note** Adds a note to an existing contact in iClosed. - Action **Create Transaction** Creates a transaction (a payment or sale) in iClosed with its value and the buyer's contact details. - Action **Delete transaction** Permanently deletes a transaction by its ID. This cannot be undone. - Action **Get event** Returns one iClosed event, including its settings, hosts, invitee questions and routing rules, looked up by event ID or booking link prefix. - Action **List contact notes** Returns the notes recorded on an iClosed contact, optionally only those written by a specific user. - Action **List deals** Returns the deals in the iClosed account, with their contact, assigned user, product and event, optionally filtered by contact, user, product, event, type, contact status, search text or time range. - Action **List events** Returns the events (booking pages) in the iClosed account, optionally narrowed by search text, host or event type. - Action **List products** Returns the products in the iClosed account, with optional filtering by name, parent product and date range, and optional sorting. - Action **Search Call** Returns scheduled calls that match the search text and filters you specify, such as invitee email, contact, closer, event, outcome or date range. - Action **Search Contact** Searches contacts by name, email or phone number, with optional filters for owner, status, event and join date. Returns up to 100 matching contacts. - Action **Search Custom Fields** Searches the custom fields defined for one iClosed object type (contacts, calls, events, deals, users or iScore), optionally filtered by name, input type or identifier. - Action **Search Transaction** Searches transactions by name, email, phone number or value, with optional filters for source, sync status and creation date. - Action **Search Users** Finds users in your iClosed account whose name or email matches the search text, including removed users. - Action **Update call** Updates a scheduled call's date and time, and optionally its assigned closer, reason, notes and additional guests. Returns the updated call. - Action **Update Contact** Updates an existing iClosed contact's name, emails, phone numbers, status or referrer URL. Only the fields you fill in are changed. - Action **Update Contact Custom Field** Sets or replaces the value of one custom field on an iClosed contact. Choose the field by its id or its identifier. - Action **Update deal** Updates an existing deal's value, product, closer, time, transaction type and linked transactions, and returns the updated deal. - Action **Update product** Updates an existing product's name or description in iClosed and returns the updated product. - Action **Update transaction** Updates an existing iClosed transaction's name, contact details, description, value or source, and returns the updated transaction. ## 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) - [ **iClosed** iClosed is a sales analytics & scheduler platform that helps you scale your business.](https://apiant.ai/connections/iclosed) 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 iClosed - [ **HubSpot to iClosed** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-iclosed) - [ **Salesforce to iClosed** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-iclosed) - [ **Slack to iClosed** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-iclosed) - [ **Google Sheets to iClosed** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-iclosed) - [ **Gmail to iClosed** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-iclosed) - [ **Google Calendar to iClosed** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-iclosed) Questions ## Concord CLM and iClosed, 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 iClosed when something happens in Concord CLM? Any of iClosed's 25 actions, including Create Contact, Create Note, Create Transaction and Update call. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from iClosed to Concord CLM? iClosed has no triggers in the catalog today, so automations start in Concord CLM. If you need the other direction, ask: your agent reads iClosed's API documentation and adds it. ### ### Do I have to build a connector for Concord CLM or iClosed? 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 iClosed 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.