Integration
Connect Contractbook and Paymo
When New Draft fires in Contractbook, your agent runs Create Task List in Paymo, or New Client in Paymo 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 Paymo 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)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 Paymo can do together
From Contractbook to Paymo
When New Draft in Contractbook
then Create Task List in Paymo
From Paymo to 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 Paymo
Triggers and actions 19 triggers · 10 actions
- Draft Edited
Triggers when a draft document in Contractbook is edited.
- New Draft
Triggers when a new draft document is created in Contractbook.
- New Template
Triggers when a new template is added to your Contractbook account.
- Create Contract
Creates a new contract document in Contractbook from one of your templates, optionally overriding its title, parties, data fields and other settings.
- Create Contract With Custom Parties
Creates a new contract from a Contractbook template, with the parties and signees you specify.
- Create Draft
Creates a new draft document from a Contractbook template, without sending it for signature.
- Create Draft With Custom Parties
Creates a draft document from a template with the parties and signees you specify, without sending it for signature.
- Get Document
Returns a Contractbook document (draft or contract) by its ID, including its parties, signees, data fields, state and events.
- New Client
Triggers when a new client is created in Paymo.
- New Client Contact
Triggers when a new client contact is created in Paymo.
- New Estimate
Triggers when a new estimate is created in Paymo.
- New Expense
Triggers when a new expense is created in Paymo.
- New Invoice
Triggers when a new invoice is created in Paymo.
- New Project
Triggers when a new project is created in Paymo.
- New Report
Triggers when a new report is created in Paymo.
- New Task
Triggers when a new task is created in Paymo.
- New Task List
Triggers when a new task list is created in Paymo.
- New Time Entry
Triggers when a new time entry is logged in Paymo (entries from the last 30 days are checked).
- Timer Started
Triggers when someone starts a timer in Paymo.
- Timer Stopped
Triggers when a timer is stopped in Paymo, delivering the finished time entry (timers from the last 7 days are checked).
- Updated Client
Triggers when a client is updated in Paymo.
- Updated Project
Triggers when a project is updated in Paymo.
- Updated Task
Triggers when a task is updated in Paymo.
- Updated Time Entry
Triggers when a time entry is updated in Paymo.
- Create Client
Creates a new client in Paymo.
- Create Task List
Creates a new task list in a Paymo project.
- Create Time Entry
Logs a new time entry against a Paymo task.
- Find Client by Email
Finds a Paymo client by email address.
- Find Task
Finds a Paymo task by name, optionally within one project.
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
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Questions
Contractbook and Paymo, 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 Paymo when something happens in Contractbook?
Any of Paymo's 5 actions, including Create Client, Create Task List, Create Time Entry and Find Client by Email. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Paymo to Contractbook?
Yes. When something happens in Paymo, your agent can act in Contractbook too. This page covers both directions: Paymo's triggers and Contractbook's actions are listed here as well.
Do I have to build a connector for Contractbook or Paymo?
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 Paymo 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.