--- title: "Connect Contractbook and Mendato - APIANT.ai" description: "When \"New Draft\" fires in Contractbook, your agent runs \"Add order\" in Mendato, or \"New Employee\" in Mendato to \"Get Document\" in Contractbook." canonical: "https://apiant.ai/connect/contractbook-to-mendato" --- # Connect Contractbook and Mendato When **New Draft** fires in [Contractbook](https://apiant.ai/connections/contractbook), your agent runs **Add order** in [Mendato](https://apiant.ai/connections/mendato), or **New Employee** in Mendato 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 Mendato **2** triggers Mendato **25** 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 Mendato 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 Mendato can do together ### From Contractbook to Mendato - When **New Draft** in Contractbook then **Add order** in Mendato - When **New Template** in Contractbook then **Add ticket** in Mendato ### From Mendato to Contractbook - When **New Employee** in Mendato then **Get Document** in Contractbook - When **New Subcontractor** in Mendato 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 Mendato ## Triggers and actions 5 triggers · 30 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 Employee** Triggers when a new employee is added in Mendato. Optional filters limit which employees fire the trigger. - Trigger **New Subcontractor** Triggers when a new subcontractor is added in Mendato. - Action **Add employee** Creates a new employee in Mendato. - Action **Add material** GraphQL mutation createMaterial. - Action **Add object** GraphQL mutation createObject (cleaning object/property). - Action **Add order** Creates a new order (Auftrag) for an object, with the services to perform, and optionally the materials used and the employees or subcontractors assigned. - Action **Add prospect** Creates a new prospect (potential customer) in Mendato, optionally with contact persons and a first prospect object. - Action **Add quote** GraphQL mutation createQuote. - Action **Add supplier** GraphQL mutation createSupplier. - Action **Add ticket** Creates a ticket (a complaint, extra request, material demand or damage report) for an object in Mendato. - Action **Add time record** Creates a time record for an employee in Mendato, with start and end time, optional journey start, break duration and the object (site) worked at. - Action **Create Credit Note** Creates a credit note (Gutschrift) for a subcontractor in Mendato, with its line items, dates and texts. - Action **Create Customer** Creates a new customer (person or company) in Mendato with address, contact and billing details. - Action **Create Estimate** Creates a new estimate - Action **Create Invoice** Creates an invoice for a customer in Mendato, with its line items, dates and texts, optionally completing and sending it right away. - Action **Create Subcontractor** Creates a new subcontractor - Action **Find Customer** Returns up to 100 customers whose number, name, email address or contact person matches the search text. - Action **Find employees by criteria** Returns the employees that match the given criteria, such as name or personnel number, status, city or ZIP, supervisor or driving licence. - Action **Find invoices by criteria** Returns up to 100 invoices that match the search text, statuses, date ranges, payment state, customer, order, service or object you specify. - Action **Find Subcontractor** Returns up to 100 subcontractors whose number, name or other details match the search text. - Action **Get customer** Returns a single customer by id, including contact details, address, email addresses, tax details, note and tags. - Action **Get order** Returns a single order (Auftrag) by its id, including its object, status, dates, staffing requirements and services. - Action **Get prospect** Returns a single prospect (lead) by its id, with address, contact details, outcome and contact persons. - Action **Get Quote** Returns a single quote (Angebot) by its id, including its number, status, dates, customer or prospect, texts and line items. - Action **Get Supplier** Returns a single supplier (Lieferant) by its id, with name, address, contact and tax details. - Action **Get time record** Returns a single time record by its id, including its date, start and end times, breaks, employee and object. - Action **Update customer** Updates an existing customer's name, address, contact details and email addresses. Fields left blank keep their current values. ## Each app on its own - [ **Contractbook** Contractbook is an easy signing and simple contract management tool for modern businesses.](https://apiant.ai/connections/contractbook) - [ **Mendato** Mendato is a cloud-based software for cleaning companies that manages staff, shifts, time tracking, and...](https://apiant.ai/connections/mendato) 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 Mendato - [ **HubSpot to Mendato** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-mendato) - [ **Google Sheets to Mendato** Google Sheets](https://apiant.ai/connect/google-sheets-to-mendato) - [ **Gmail to Mendato** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-mendato) - [ **Google Calendar to Mendato** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-mendato) - [ **Google Drive to Mendato** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-mendato) - [ **Mailchimp to Mendato** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-mendato) Questions ## Contractbook and Mendato, 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 Mendato when something happens in Contractbook? Any of Mendato's 25 actions, including Create Credit Note, Create Customer, Create Estimate and Create Invoice. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Mendato to Contractbook? Yes. When something happens in Mendato, your agent can act in Contractbook too. This page covers both directions: Mendato's triggers and Contractbook's actions are listed here as well. ### ### Do I have to build a connector for Contractbook or Mendato? 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 Mendato 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.