--- title: "Connect Contractbook and Finolog - APIANT.ai" description: "When \"New Draft\" fires in Contractbook, your agent runs \"Add order\" in Finolog, or \"New Account\" in Finolog to \"Get Document\" in Contractbook." canonical: "https://apiant.ai/connect/contractbook-to-finolog" --- # Connect Contractbook and Finolog When **New Draft** fires in [Contractbook](https://apiant.ai/connections/contractbook), your agent runs **Add order** in [Finolog](https://apiant.ai/connections/finolog), or **New Account** in Finolog to **Get Document** in Contractbook. Describe the whole flow and it is built, tested on every scenario and kept running. Contractbook **3** triggers Contractbook **5** actions Finolog **7** triggers Finolog **31** 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 Finolog 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 and Finolog can do together ### From Contractbook to Finolog - When **New Draft** in Contractbook then **Add order** in Finolog - When **New Template** in Contractbook then **Add comment** in Finolog ### From Finolog to Contractbook - When **New Account** in Finolog then **Get Document** in Contractbook - When **New Category** in Finolog 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 Finolog ## Triggers and actions 10 triggers · 36 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. - Trigger **New Account** Triggers when a new account is created. - Trigger **New Category** Triggers when a new category is created. - Trigger **New Company** Triggers when new company was created. - Trigger **New Contractor** Triggers when new contractor is created. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Requisite** Triggers when a new requisite is created. - Trigger **New Transaction** Triggers when a new transaction is created. - Action **Add comment** /v1/biz/{biz_id}/comment - add a comment to an entity - Action **Add order** /v1/biz/{biz_id}/orders/order - Action **Add project** /v1/biz/{biz_id}/project - Action **Add requisite** /v1/biz/{biz_id}/requisite - Action **Create Account** Creates an Account - Action **Create Category** Creates a Category - Action **Create Company** Creates a Company - Action **Create Contractor** Creates a Contractor - Action **Create Transaction** Creates a Transaction - Action **Delete account** /v1/biz/{biz_id}/account/{id} - Action **Delete contractor** /v1/biz/{biz_id}/contractor/{id} - Action **Delete transaction** /v1/biz/{biz_id}/transaction/{id} - Action **Find Contractor by Query** FInd contractor by name or his requisites - Action **Find Contractor Requisites** Finds a Requisites that blongs to a Contractor - Action **Find Transaction by Query** Find transaction by contractor name, account name, details or sum - Action **Get account** /v1/biz/{biz_id}/account/{id} - Action **Get contractor** /v1/biz/{biz_id}/contractor/{id} - Action **Get transaction** /v1/biz/{biz_id}/transaction/{id} - Action **List accounts** /v1/biz/{biz_id}/account - Action **List businesses** /v1/biz - Action **List categories** /v1/biz/{biz_id}/category - Action **List comments** Lists the comments on a record. - Action **List companies** /v1/biz/{biz_id}/company - Action **List orders** /v1/biz/{biz_id}/orders/order - Action **List projects** /v1/biz/{biz_id}/project - Action **Update account** /v1/biz/{biz_id}/account/{id} - Action **Update category** /v1/biz/{biz_id}/category/{id} - Action **Update company** /v1/biz/{biz_id}/company/{id} - Action **Update contractor** /v1/biz/{biz_id}/contractor/{id} - Action **Update project** /v1/biz/{biz_id}/project/{id} - Action **Update transaction** /v1/biz/{biz_id}/transaction/{id} ## Each app on its own - [ **Contractbook** Contractbook is an easy signing and simple contract management tool for modern businesses.](https://apiant.ai/connections/contractbook) - [ **Finolog** Finolog is a money accounting app for small and medium businesses.](https://apiant.ai/connections/finolog) 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 Finolog - [ **ActiveCampaign to Finolog** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-finolog) - [ **Airtable to Finolog** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-finolog) - [ **Asana to Finolog** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-finolog) - [ **ClickUp to Finolog** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-finolog) - [ **Discord to Finolog** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-finolog) - [ **Brevo to Finolog** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-finolog) Questions ## Contractbook and Finolog, 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 Finolog when something happens in Contractbook? Any of Finolog's 31 actions, including Create Account, Create Category, Create Company and Create Contractor. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Finolog to Contractbook? Yes. When something happens in Finolog, your agent can act in Contractbook too. This page covers both directions: Finolog's triggers and Contractbook's actions are listed here as well. ### ### Do I have to build a connector for Contractbook or Finolog? 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 Finolog 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.