--- title: "Connect Contractbook to Dreamdata - APIANT.ai" description: "When \"New Draft\" fires in Contractbook, your agent runs \"Group User\" in Dreamdata." canonical: "https://apiant.ai/connect/contractbook-to-dreamdata" --- # Connect Contractbook to Dreamdata When **New Draft** fires in [Contractbook](https://apiant.ai/connections/contractbook), your agent runs **Group User** in [Dreamdata](https://apiant.ai/connections/dreamdata). Describe the whole flow and it is built, tested on every scenario and kept running. Contractbook **3** triggers Contractbook **5** actions Dreamdata **5** 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 Dreamdata 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 Dreamdata - When **New Draft** in Contractbook then **Group User** in Dreamdata - When **New Template** in Contractbook then **Identify User** in Dreamdata 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 Dreamdata ## Triggers and actions 3 triggers · 10 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 **Group User** Associates a user with different properties, such as company name and size. - Action **Identify User** Identifies user by traits. - Action **Track and Identify** Tracks an event and identifies the user. - Action **Track Event** Tracks a custom event. - Action **Track Page View** Sends a "page" message to Dreamdata's batch ingestion endpoint to record a page view. Fields: userId or anonymousId (required, one of), category (optional), name (optional), properties (optional dict — url, title, referrer, etc.), context, timestamp. Distinct from the existing Track Event op — "page" is its own message type alongside identify/track/group/alias per Dreamdata's tracking API spec. ## Each app on its own - [ **Contractbook** Contractbook is an easy signing and simple contract management tool for modern businesses.](https://apiant.ai/connections/contractbook) - [ **Dreamdata** Dreamdata is a B2B revenue attribution platform.](https://apiant.ai/connections/dreamdata) 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 Dreamdata - [ **OpenAI to Dreamdata** OpenAI's platform for text generation (Responses + Chat Completions), image generation (gpt-image-1 /...](https://apiant.ai/connect/openai-to-dreamdata) - [ **Attio to Dreamdata** Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.](https://apiant.ai/connect/attio-to-dreamdata) - [ **HubSpot to Dreamdata** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-dreamdata) - [ **Salesforce to Dreamdata** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-dreamdata) - [ **Slack to Dreamdata** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-dreamdata) - [ **Google Sheets to Dreamdata** Google Sheets](https://apiant.ai/connect/google-sheets-to-dreamdata) Questions ## Contractbook and Dreamdata, 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 Dreamdata when something happens in Contractbook? Any of Dreamdata's 5 actions, including Group User, Identify User, Track and Identify and Track Event. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Dreamdata to Contractbook? Dreamdata has no triggers in the catalog today, so automations start in Contractbook. If you need the other direction, ask: your agent reads Dreamdata's API documentation and adds it. ### ### Do I have to build a connector for Contractbook or Dreamdata? 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 Dreamdata 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.