Integration
Connect Contractbook and Magentrix
When New Draft fires in Contractbook, your agent runs Create Entity Record in Magentrix, or Entity Records Updated in Magentrix 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 Magentrix 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Magentrix can do together
From Contractbook to Magentrix
When New Draft in Contractbook
then Create Entity Record in Magentrix
When New Template in Contractbook
then Update Entity Record in Magentrix
From Magentrix to Contractbook
When Entity Records Updated in Magentrix
then Get Document in Contractbook
When New Document Added in Magentrix
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 Magentrix
Triggers and actions 6 triggers · 12 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
Entity Records UpdatedTriggers when a record in the entity of your choice is updated.
Trigger
New Document AddedTriggers when a new document is added to the Magentrix document library.
Trigger
New Entity Records AddedTriggers when a new record is added to the entity of your choice.
Action
Create Entity RecordCreates a new record of your chosen Entity Type (for example a Contact or Account) and returns its ID.
Action
Delete Entity RecordDeletes a record of your chosen Entity Type. Native Magentrix records go to the recycle bin for 30 days.
Action
Get Entity RecordReturns one record of your chosen Entity Type by its ID.
Action
Update an Existing FileUpdates an existing document, attachment or Salesforce file — its details, or a new version from a public download link.
Action
Update Entity RecordUpdates fields on an existing record of your chosen Entity Type.
Action
Upload a New FileUploads a new file to the Magentrix document library, as a record attachment, or as a Salesforce file, from a public download link.
Action
Upsert Entity RecordCreates a record of your chosen Entity Type, or updates the existing one whose match field (such as Email) has the same value.
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 FrenetShipping API for Brazilian e-commerce that provides real-time freight quotes and package tracking across...
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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Contractbook to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
More into Magentrix
HubSpot to MagentrixHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to MagentrixGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to MagentrixGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to MagentrixGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to MagentrixGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
ActiveCampaign to MagentrixActiveCampaign is a marketing automation, email marketing, and CRM platform.
Questions
Contractbook and Magentrix, 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 Magentrix when something happens in Contractbook?
Any of Magentrix's 7 actions, including Create Entity Record, Update an Existing File, Update Entity Record and Upload a New File. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Magentrix to Contractbook?
Yes. When something happens in Magentrix, your agent can act in Contractbook too. This page covers both directions: Magentrix's triggers and Contractbook's actions are listed here as well.
Do I have to build a connector for Contractbook or Magentrix?
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 Magentrix 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.