# Connect Contractbook to Call Rounded

When **New Draft** fires in [Contractbook](https://apiant.ai/connections/contractbook), your agent runs **Add post-call question** in [Call Rounded](https://apiant.ai/connections/call-rounded). Describe the whole flow and it is built, tested on every scenario and kept running.

Contractbook **3** triggers Contractbook **5** actions Call Rounded **9** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want Contractbook and Call Rounded 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 Contractbook can start in Call Rounded

- When **New Draft** in Contractbook then **Add post-call question** in Call Rounded
- When **New Template** in Contractbook then **Update post-call question** in Call Rounded

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 Contractbook and Call Rounded

## Triggers and actions 3 triggers · 14 actions

- Trigger

**Draft Edited**

Triggers when a draft document in Contractbook is edited.

- Trigger

**New Draft**

Triggers when a new draft document is created in Contractbook.

- Trigger

**New Template**

Triggers when a new template is added to your Contractbook account.

- Action

**Create Contract**

Creates a new contract document in Contractbook from one of your templates, optionally overriding its title, parties, data fields and other settings.

- Action

**Create Contract With Custom Parties**

Creates a new contract from a Contractbook template, with the parties and signees you specify.

- Action

**Create Draft**

Creates a new draft document from a Contractbook template, without sending it for signature.

- Action

**Create Draft With Custom Parties**

Creates a draft document from a template with the parties and signees you specify, without sending it for signature.

- Action

**Get Document**

Returns a Contractbook document (draft or contract) by its ID, including its parties, signees, data fields, state and events.

- Action

**Add agent**

Create a voice agent.

- Action

**Add post-call question**

Adds one post-call question to a Rounded agent. Post-call questions collect structured answers (text, yes/no, number, single or multiple choice) from each call after it ends.

- Action

**Delete agent**

Permanently deletes a Rounded agent and all its configuration.

- Action

**Delete post-call question**

Delete (or deactivate) a post-call question on a Rounded agent so its responses stop being generated in post-call analysis.

- Action

**Deploy agent**

Deploys a specific configuration version, or the latest draft, of a Rounded agent so it becomes the live configuration for the agent's phone and web calls.

- Action

**Get agent**

Retrieve the configuration of a Rounded agent by its ID, optionally at a specific configuration version.

- Action

**List agent versions**

Lists all configuration versions (draft and published) of a Rounded agent.

- Action

**Update agent**

Update agent.

- Action

**Update post-call question**

Updates an existing post-call question on a Rounded agent. Rounded only applies changes to the question's description (prompt); name and type must still be supplied.

## Each app on its own

- [ **Contractbook** Contractbook is an easy signing and simple contract management tool for modern businesses.](https://apiant.ai/connections/contractbook)
- [ **Call Rounded** Rounded builds and deploys AI voice agents to automate phone calls.](https://apiant.ai/connections/call-rounded)

Reviews

## What our customers say

## More from Contractbook

- [ **Contractbook to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/contractbook-to-hubspot)
- [ **Contractbook to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/contractbook-to-salesforce)
- [ **Contractbook to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/contractbook-to-slack)
- [ **Contractbook to Google Sheets** Google Sheets](https://apiant.ai/connect/contractbook-to-google-sheets)
- [ **Contractbook to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/contractbook-to-gmail)
- [ **Contractbook to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/contractbook-to-google-calendar)

## More into Call Rounded

- [ **HubSpot to Call Rounded** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-call-rounded)
- [ **Salesforce to Call Rounded** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-call-rounded)
- [ **Slack to Call Rounded** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-call-rounded)
- [ **Google Sheets to Call Rounded** Google Sheets](https://apiant.ai/connect/google-sheets-to-call-rounded)
- [ **Gmail to Call Rounded** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-call-rounded)
- [ **Google Calendar to Call Rounded** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-call-rounded)

Questions

## Contractbook and Call Rounded, answered

###

### What can start an automation from Contractbook?

Any of Contractbook's 3 triggers in the catalog, including New Draft, New Template and Draft Edited. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Call Rounded when something happens in Contractbook?

Any of Call Rounded's 9 actions, including Update agent, Update post-call question, Add agent and Add post-call question. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Call Rounded to Contractbook?

Call Rounded has no triggers in the catalog today, so automations start in Contractbook. If you need the other direction, ask: your agent reads Call Rounded's API documentation and adds it.

###

### Do I have to build a connector for Contractbook or Call Rounded?

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 Contractbook and Call Rounded 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.
