Integration
Connect Contractbook and Fellow
When New Draft fires in Contractbook, your agent runs Complete Action Item in Fellow, or New recording in Fellow to Get Document in Contractbook. 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 Contractbook and Fellow to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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 Contractbook and Fellow can do together
From Contractbook to Fellow
When New Draft in Contractbook
then Complete Action Item in Fellow
When New Template in Contractbook
then Get action item in Fellow
From Fellow to Contractbook
When New recording in Fellow
then Get Document in Contractbook
When New recording in Fellow
then Create Contract in Contractbook
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 Fellow
Triggers and actions 4 triggers · 15 actions
Trigger
Draft EditedTriggers when a draft document in Contractbook is edited.
Trigger
New DraftTriggers when a new draft document is created in Contractbook.
Trigger
New TemplateTriggers when a new template is added to your Contractbook account.
Action
Create ContractCreates 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 PartiesCreates a new contract from a Contractbook template, with the parties and signees you specify.
Action
Create DraftCreates a new draft document from a Contractbook template, without sending it for signature.
Action
Create Draft With Custom PartiesCreates a draft document from a template with the parties and signees you specify, without sending it for signature.
Action
Get DocumentReturns a Contractbook document (draft or contract) by its ID, including its parties, signees, data fields, state and events.
Trigger
New recordingTriggers when a new meeting recording is created in Fellow.
Action
Add Talking PointAdds a talking point to the end of a Fellow meeting note's agenda, leaving the existing agenda content in place.
Action
Archive action itemArchives a Fellow action item by marking it as won't do, and returns the updated action item.
Action
Complete Action ItemMarks a Fellow action item as complete, or reopens it as incomplete, and returns the updated action item.
Action
Delete notePermanently deletes a Fellow meeting note. Requires an API key with super admin (privileged) access.
Action
Delete recordingDeletes a Fellow meeting recording by its ID. Requires an API key with super admin privileges.
Action
Get action itemReturns a single Fellow action item by its ID, including its text, status, due date, assignees and the note it belongs to.
Action
Get AI NoteReturns a Fellow meeting note by its ID, including its title, meeting details, attendees, linked recordings and the note content as markdown.
Action
Get recordingReturns a Fellow meeting recording, including its transcript, AI notes and the note it belongs to.
Action
List notesReturns the meeting notes you can access in Fellow, optionally filtered by meeting, channel, title, attendees, or created/updated dates, with optional note content.
Action
List recordingsReturns the meeting recordings in your Fellow workspace, optionally filtered by calendar event, channel, title or created/updated dates, with transcripts and AI notes on request.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Contractbook
Contractbook to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Contractbook to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Contractbook to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Contractbook to Google SheetsGoogle Sheets
Contractbook to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Contractbook to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Fellow
ActiveCampaign to FellowActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to FellowOrganize anything with Airtable, a modern database created for everyone.
Asana to FellowAsana is a collaborative information manager for workspace.
ClickUp to FellowClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Discord to FellowDiscord is an all-in-one voice and text chat for gamers.
Brevo to FellowBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Questions
Contractbook and Fellow, 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 Fellow when something happens in Contractbook?
Any of Fellow's 10 actions, including Add Talking Point, Complete Action Item, Get action item and Get AI Note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Fellow to Contractbook?
Yes. When something happens in Fellow, your agent can act in Contractbook too. This page covers both directions: Fellow's triggers and Contractbook's actions are listed here as well.
Do I have to build a connector for Contractbook or Fellow?
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 Fellow 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.