Integration
Connect Contractbook and Nutshell
When New Draft fires in Contractbook, your agent runs Create Lead in Nutshell, or New Activity in Nutshell 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 Nutshell to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Nutshell can do together
From Contractbook to Nutshell
When New Draft in Contractbook
then Create Lead in Nutshell
When New Template in Contractbook
then Update Lead in Nutshell
From Nutshell to Contractbook
When New Activity in Nutshell
then Get Document in Contractbook
When New Company in Nutshell
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 Nutshell
Triggers and actions 9 triggers · 17 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
Activity LoggedTriggers when an Activity is logged.
Trigger
Lead WonTriggers when a lead is won.
Trigger
New ActivityTriggers when new Activity is created.
Trigger
New CompanyTriggers when new Company is created.
Trigger
New LeadTriggers when a new Lead is created.
Trigger
New PersonTriggers when new Person is created.
Action
Create CompanyCreates a new Company.
Action
Create LeadCreates a new Lead.
Action
Create PersonCreates a new Person.
Action
Find CompanyFinds an existing company.
Action
Find LeadFinds an existing lead by a particular field. Defaults to searching open leads, falls back to all leads.
Action
Find PersonFinds an existing person.
Action
Find UserFinds an existing User.
Action
Log ActivityCreates and logs a new Activity.
Action
Update CompanyUpdates an existing Company.
Action
Update LeadUpdates an existing Lead.
Action
Update Lead OutcomeUpdates a Lead Outcome.
Action
Update PersonUpdates an existing Person.
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 Nutshell
HubSpot to NutshellHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to NutshellGoogle Sheets
Gmail to NutshellGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to NutshellGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to NutshellGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Shopify to NutshellShopify is a commerce platform for online stores and retail point-of-sale.
Questions
Contractbook and Nutshell, 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 Nutshell when something happens in Contractbook?
Any of Nutshell's 12 actions, including Create Company, Create Lead, Create Person and Log Activity. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Nutshell to Contractbook?
Yes. When something happens in Nutshell, your agent can act in Contractbook too. This page covers both directions: Nutshell's triggers and Contractbook's actions are listed here as well.
Do I have to build a connector for Contractbook or Nutshell?
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.