--- title: "Connect Concord CLM and OpenAI - APIANT.ai" description: "When \"New agreement\" fires in Concord CLM, your agent runs \"Create message\" in OpenAI." canonical: "https://apiant.ai/connect/concord-clm-to-openai" --- # Connect Concord CLM and OpenAI When **New agreement** fires in [Concord CLM](https://apiant.ai/connections/concord-clm), your agent runs **Create message** in [OpenAI](https://apiant.ai/connections/openai), or **New batch** in OpenAI 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 OpenAI **5** triggers OpenAI **69** 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 OpenAI 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 OpenAI can do together ### From Concord CLM to OpenAI - When **New agreement** in Concord CLM then **Create message** in OpenAI - When **New agreement** in Concord CLM then **Create assistant** in OpenAI ### From OpenAI to Concord CLM - When **New batch** in OpenAI then **Create a New Document From a Template** in Concord CLM - When **New file** in OpenAI 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 OpenAI ## Triggers and actions 6 triggers · 87 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 batch** List your organization's batches. - Trigger **New file** Returns a list of files. - Trigger **New model** Lists the currently available models. - Trigger **New vector store** Returns a list of vector stores. - Trigger **New video** List recently generated videos for the current project. - Action **Cancel batch** Cancels an in-progress batch. - Action **Cancel run** Cancels a run that is in_progress. - Action **Cancel vector store file batch** Cancel a vector store file batch. - Action **Content moderation** Classifies text for hate, harassment, self-harm, sexual, and violence categories using the Moderations API. - Action **Count input tokens** Returns input token counts of the request. - Action **Create assistant** Create an assistant with a model and instructions. - Action **Create chat completion** Sends a list of chat messages to a model via the Chat Completions API and returns the assistant's reply. - Action **Create completion** Creates a completion for the provided prompt and parameters. - Action **Create embedding** Generates a vector embedding for input text using an embeddings model (e.g. text-embedding-3-small). - Action **Create message** Create a message. - Action **Create run** Create a run. - Action **Creates and executes a batch from an uploaded file of requests** Creates and executes a batch from an uploaded file of requests - Action **Create thread** Create a thread. - Action **Create thread and run** Create a thread and run it in one request. - Action **Create vector store** Create a vector store. - Action **Create vector store file** Create a vector store file by attaching a File to a vector store. - Action **Create vector store file batch** Create a vector store file batch. - Action **Create video edit job** Create a new video generation job by editing a source or existing generated video. - Action **Create video extension** Create an extension of a completed video. - Action **Create video generation job** Create a new video generation job from a prompt and optional reference assets. - Action **Create video remix** Create a remix of a completed video using a refreshed prompt. - Action **Delete assistant** Delete an assistant. - Action **Delete eval run** Delete an eval run. - Action **Delete file** Delete a file and remove it from all vector stores. - Action **Delete message** Deletes a message. - Action **Delete thread** Delete a thread. - Action **Delete vector store** Delete a vector store. - Action **Delete vector store file** Delete a vector store file (removes from store, file itself not deleted). - Action **Delete video** Permanently delete a completed or failed video and its stored assets. - Action **Download video content** Download the generated video bytes or a derived preview asset. - Action **Edit image** Creates an edited or extended image given one or more source images and a prompt. - Action **Generate image** Generates an image from a text prompt using gpt-image-1 / DALL-E and returns the image URL or base64 data. - Action **Generate speech** Converts text into spoken audio using a TTS model and the selected voice. Returns audio bytes. - Action **Get assistant** Retrieves an assistant. - Action **Get batch** Retrieves a batch. - Action **Get file** Returns information about a specific file. - Action **Get file content** Returns the contents of the specified file. - Action **Get message** Retrieve a message. - Action **Get model** Retrieves a model instance. - Action **Get run** Retrieves a run. - Action **Get run step** Retrieves a run step. - Action **Get thread** Retrieves a thread. - Action **Get vector store** Retrieves a vector store. - Action **Get vector store file** Retrieves a vector store file. - Action **Get vector store file batch** Retrieves a vector store file batch. - Action **Get vector store file content** Retrieve the parsed contents of a vector store file. - Action **Get video** Fetch the latest metadata for a generated video. - Action **List conversation items** List all items for a conversation with the given ID. - Action **List files** Lists files that have been uploaded to your OpenAI account. - Action **List messages** Returns a list of messages for a given thread. - Action **List models** Lists the models currently available to your account. - Action **List runs** Returns a list of runs belonging to a thread. - Action **List run steps** Returns a list of run steps belonging to a run. - Action **List vector store file batch files** Returns a list of vector store files in a batch. - Action **List vector store files** Returns a list of vector store files. - Action **OpenAI agent message** Runs one AI agent turn on OpenAI and returns the model's reply. The turn is billed to the OpenAI account connected on this step, and the agent can call the account's AI tool automations. - Action **Retrieve response** Retrieves a previously created model response by its Response ID. - Action **Search vector store** Search a vector store for relevant chunks based on a query and filter. - Action **Send model a message** Sends a message to an OpenAI model via the Responses API and emits its response. Returns a Response ID usable as previous_response_id for multi-turn conversations. - Action **Submit tool outputs to run** Submit tool outputs when a run requires action. - Action **Transcribe audio** Transcribes audio into the input language. - Action **Translate audio** Translates audio into English. - Action **Update assistant** Modifies an assistant. - Action **Update message** Modifies a message. - Action **Update run** Modifies a run. - Action **Update thread** Modifies a thread. - Action **Update vector store** Modifies a vector store. - Action **Update vector store file attributes** Update attributes on a vector store file. - Action **Upload file** Upload a file that can be used across various endpoints. ## 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) - [ **OpenAI** OpenAI's platform for text generation (Responses + Chat Completions), image generation (gpt-image-1 /...](https://apiant.ai/connections/openai) 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 OpenAI - [ **Mailchimp to OpenAI** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-openai) - [ **ActiveCampaign to OpenAI** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-openai) - [ **Asana to OpenAI** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-openai) - [ **JIRA to OpenAI** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/jira-to-openai) - [ **Twilio to OpenAI** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/twilio-to-openai) - [ **Intercom to OpenAI** Intercom is a customer communications platform for support, engagement, and marketing.](https://apiant.ai/connect/intercom-to-openai) Questions ## Concord CLM and OpenAI, 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 OpenAI when something happens in Concord CLM? Any of OpenAI's 69 actions, including Create assistant, Create chat completion, Create completion and Create embedding. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from OpenAI to Concord CLM? Yes. When something happens in OpenAI, your agent can act in Concord CLM too. This page covers both directions: OpenAI's triggers and Concord CLM's actions are listed here as well. ### ### Do I have to build a connector for Concord CLM or OpenAI? 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 OpenAI 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.