# Connect Contractbook and HelpSpace When **New Draft** fires in [Contractbook](https://apiant.ai/connections/contractbook), your agent runs **Add task** in [HelpSpace](https://apiant.ai/connections/helpspace), or **New Customer** in HelpSpace 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 HelpSpace **1** trigger HelpSpace **15** 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 HelpSpace to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 HelpSpace can do together ### From Contractbook to HelpSpace - When **New Draft** in Contractbook then **Add task** in HelpSpace - When **New Template** in Contractbook then **Add task comment** in HelpSpace ### From HelpSpace to Contractbook - When **New Customer** in HelpSpace then **Get Document** in Contractbook - When **New Customer** in HelpSpace 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 HelpSpace ## Triggers and actions 4 triggers · 20 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 Customer** Triggers when a new customer is created. - Action **Add organization** Create an organization. - Action **Add task** Create a task. - Action **Add task comment** Add a comment to a task. - Action **Customer Create** Creates a new Customer - Action **Customer Delete** Deletes a Customer - Action **Customer Update** Updates a Customer - Action **Delete organization** Delete an organization. - Action **Delete task** Delete a task. - Action **Get customer** Get a customer by id. - Action **Get organization** Get an organization by id. - Action **List customers** List all customers. - Action **List organizations** List all organizations. - Action **List tasks** List tasks. - Action **Update organization** Update an organization. - Action **Update task** Update a task. ## Each app on its own - [ **Contractbook** Contractbook is an easy signing and simple contract management tool for modern businesses.](https://apiant.ai/connections/contractbook) - [ **HelpSpace** HelpSpace is a well-rounded customer service tool including a team inbox, intuitive interface, self-service...](https://apiant.ai/connections/helpspace) 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 HelpSpace - [ **Google Sheets to HelpSpace** Google Sheets](https://apiant.ai/connect/google-sheets-to-helpspace) - [ **Gmail to HelpSpace** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-helpspace) - [ **Google Calendar to HelpSpace** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-helpspace) - [ **Google Drive to HelpSpace** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-helpspace) - [ **ActiveCampaign to HelpSpace** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-helpspace) - [ **Airtable to HelpSpace** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-helpspace) Questions ## Contractbook and HelpSpace, 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 HelpSpace when something happens in Contractbook? Any of HelpSpace's 15 actions, including Update organization, Update task, Add organization and Add task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from HelpSpace to Contractbook? Yes. When something happens in HelpSpace, your agent can act in Contractbook too. This page covers both directions: HelpSpace's triggers and Contractbook's actions are listed here as well. ### ### Do I have to build a connector for Contractbook or HelpSpace? 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. ### ### 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.