Integration
Connect Concord CLM and Loop Returns
When New agreement fires in Concord CLM, your agent runs Create Allowlist Item in Loop Returns, or New Return Created in Loop Returns 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 Loop Returns to do together?
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Claude Code
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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 Loop Returns can do together
From Concord CLM to Loop Returns
When New agreement in Concord CLM
then Create Allowlist Item in Loop Returns
From Loop Returns 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 Loop Returns
Triggers and actions 3 triggers · 103 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.
- New Return Created
Triggers when a new return is created in Loop.
- Return Status Updated
Triggers when a Loop return changes state (for example open to closed or cancelled).
- Add Product to Collection
Attach a product to a collection.
- Add Product to Collection by External ID
Attach a product to a collection by commerce `external_id`.
- Advanced Shipping Notice
This endpoint will pull all packages by tracking statuses/timeframe. The ASN endpoint will return an array of
- Cancel Draft Return
Cancel a draft return.
- Cancel Return
Cancel a return in Loop. Canceling a return will allow a customer to make another return with the same
- Close Return
Close a return. Closing a return will not fulfill any outcomes such as exchanges or gift cards, and the
- Create Allowlist Item
Create an allowlist entry.
- Create Blocklist Item
Create a blocklist entry.
- Create Bulk Operation
Uploads a JSONL file of order, product or other jobs and starts a Loop bulk operation that runs them.
- Create Destination
Create a destination.
- Create Fraud Report
Attach a fraud report to a return.
- Create Return Note
Post a new note to a return.
- Delete Allowlist Item
Delete an allowlist entry.
- Delete Blocklist Item
Delete a blocklist entry.
- Delete Collection
Delete a collection.
- Delete Collection by External ID
Delete a collection by its commerce `external_id`.
- Delete Customer
Delete a customer.
- Delete Customer by External ID
Delete a customer by its commerce `external_id`.
- Delete Destination
Delete a destination.
- Delete Inventory
Delete an inventory.
- Delete Inventory by External IDs
Delete an inventory record identified by the product variant's `external_id` and the location's `external_id`. If more than one product variant in the shop shares the same `external_id`, this request returns `409 Conflict`.
- Delete Location
Delete a location.
- Delete Location by External ID
Delete a location by its commerce `external_id`.
- Delete Order
Delete a specific order.
- Delete Order by External ID
Delete a specific order by its commerce `external_id`.
- Delete Product by External ID
Delete a product by its commerce `external_id`.
- Delete Product from Collection
Delete a product from a collection.
- Delete Product from Collection by External ID
Delete a product from a collection by commerce `external_id`.
- Delete Product Variant
Delete a product variant.
- Delete Product Variant by External ID
Delete a product variant by the parent product's commerce `external_id` and the variant's commerce `external_id`.
- Detailed Returns List
Pull a detailed list of returns created within a given timeframe.
- Finalize Items
Finalizes the returning items and cart items of the draft return.
- Flag Return
Flag a return in Loop for review. This will prevent automated processing and will require a human to go
- Get All Destinations
Retrieve all destinations.
- Get Allowlist Item
Retrieve an allowlist entry.
- Get Blocklist Item
Retrieve a blocklist entry.
- Get Bulk Operation
Get the details about a specific bulk operation.
- Get Collection
Get details about a single collection.
- Get Collection by External ID
Get details about a single collection by its commerce `external_id`.
- Get Customer
Get details about a single customer.
- Get Customer by External ID
Get details about a single customer by its commerce `external_id`.
- Get Destination Details
Get details for a single destination.
- Get Draft Return
Retrieves the details of a draft return, including its current state, returning items, cart items, and
- Get Inventory
Get inventory details for a product variant by location.
- Get Inventory by External IDs
Get inventory details for a product variant at a location, identified by the variant's `external_id` and the location's `external_id`. If more than one product variant in the shop shares the same `external_id`, this request returns `409 Conflict`.
- Get Location
Get the details about a single location.
- Get Location by External ID
Get the details about a single location by its commerce `external_id`.
- Get Order
Get details about a specific order.
- Get Order by External ID
Get details about a specific order by its commerce `external_id`.
- Get Product by External ID
Get the details about a single product by its commerce `external_id`.
- Get Product Variant
Get the details about a single product variant.
- Get Product Variant by External ID
Get the details about a single product variant by the parent product's commerce `external_id` and the variant's commerce `external_id`.
- Get Return Details
Get the details of a specific return based on a return's ID,
- Get Return Notes
Get notes on a specific return using the return's ID.
- Get Shipment Information
Get high level information from a Happy Returns shipment.
- Get Shipment Items
Get all items for a Happy Returns shipment.
- Get Shipments
Get information about all Happy Returns shipments created within a given timeframe.
- List Allowlist Items
Retrieve a list of paginated allowlist entries.
- List Blocklist Items
Retrieve a list of paginated blocklist entries.
- List Bulk Operation Jobs
Retrieve a list of bulk operation jobs.
- List Bulk Operations
Retrieve a list of bulk operations. The list can be sorted and paginated using the parameters below.
- List Collections
Retrieve a list of collections. The list can be filtered, sorted, and paginated using the parameters below.
- List Customers
Retrieve a list of customers. The list can be filtered, sorted, and paginated using the parameters below.
- List Inventories
Retrieve a list of inventories. The list can be filtered, sorted, and paginated using the parameters below.
- List Locations
Retrieve a list of locations. The list can be filtered, sorted, and paginated using the parameters below.
- List Orders
List all orders.
- List Products
Retrieve a list of products. The list can be filtered, sorted, and paginated using the body parameters below.
- List Product Variants
Retrieve a list of product variants. The list can be filtered, sorted, and paginated using the body parameters below.
- Look Up Order Return Eligibility by Order Name
Report per-line-item return eligibility for an order, by its order name, without starting a return.
- Process Return
Process a return in Loop based on the return ID. Processing a return will archive it in Loop and
- Remove Cart Item
Removes a specific item from the draft return's cart.
- Remove Line Items
Remove one or more line items from an open return.
- Remove Returning Item
Removes a specific item from the draft return's ReturningItems.
- Set Address
Sets the return shipping address for the draft return.
- Set Credit Type
Sets the credit type for the draft return.
- Set Customer
Sets the customer information for the draft return.
- Set Processing Type
Sets the processing type (`regular` or `instant`) of the draft return.
- Set Returning Item Return Type
Sets the return type for a specific returning item.
- Submit Draft Return
Submits the draft return.
- Unfinalize Items
Reopens the returning items and cart items of the draft return for modification.
- Update Destination
Update a destination.
- Upsert Inventory
Upsert inventory details for a product variant by location. If the inventory exists, it will be updated; if it doesn't exist, it will be created.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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Questions
Concord CLM and Loop Returns, 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 Loop Returns when something happens in Concord CLM?
Any of Loop Returns's 82 actions, including Create Allowlist Item, Create Blocklist Item, Create Bulk Operation and Create Destination. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Loop Returns to Concord CLM?
Yes. When something happens in Loop Returns, your agent can act in Concord CLM too. This page covers both directions: Loop Returns's triggers and Concord CLM's actions are listed here as well.
Do I have to build a connector for Concord CLM or Loop Returns?
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 Loop Returns 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.