Integration
Connect Contractbook and Simplicate
When New Draft fires in Contractbook, your agent runs Update Contact in Simplicate, or New Companies in Simplicate 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 Simplicate 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 Simplicate can do together
From Contractbook to Simplicate
When New Draft in Contractbook
then Update Contact in Simplicate
When New Template in Contractbook
then Find Contact by Email in Simplicate
From Simplicate to Contractbook
When New Companies in Simplicate
then Get Document in Contractbook
When New Contacts in Simplicate
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 Simplicate
Triggers and actions 22 triggers · 15 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
Invoices PaidTriggers when a payment is registered against an invoice in Simplicate.
Trigger
Invoices SentTriggers when an invoice moves to the Sent status in Simplicate.
Trigger
New CompaniesTriggers when a new company is created in Simplicate.
Trigger
New ContactsTriggers when a new contact is created in Simplicate.
Trigger
New EmployeesTriggers when a new employee is created in Simplicate.
Trigger
New HoursTriggers when a new hours registration is created in Simplicate.
Trigger
New or Updated CompaniesTriggers when a company is created or updated in Simplicate.
Trigger
New or Updated ContactsTriggers when a contact is created or updated in Simplicate.
Trigger
New or Updated EmployeesTriggers when a employee is created or updated in Simplicate.
Trigger
New or Updated ProjectsTriggers when a project is created or updated in Simplicate.
Trigger
New or Updated SalesTriggers when a sale is created or updated in Simplicate.
Trigger
New ProjectsTriggers when a new project is created in Simplicate.
Trigger
New SalesTriggers when a new sale is created in Simplicate.
Trigger
New ServicesTriggers when a new project service is created in Simplicate.
Trigger
New Timeline NotesTriggers when a new timeline note is created in Simplicate.
Trigger
Quotes SentTriggers when a quote is sent in a Simplicate sales process.
Trigger
Sales AcceptedTriggers when a sale is marked accepted in Simplicate.
Trigger
Updated HoursTriggers when a hours registration is created or updated in Simplicate.
Trigger
Updated ServicesTriggers when a project service is created or updated in Simplicate.
Action
Find Company by IDReturns one company by its Simplicate ID.
Action
Find Company by NameFinds the first company whose name matches, and returns it.
Action
Find Contact by EmailFinds the first contact whose email matches, and returns it.
Action
Find Contact by IDReturns one contact by its Simplicate ID.
Action
Find Project by IDReturns one project by its Simplicate ID.
Action
Find Sales by IDReturns one sale by its Simplicate ID.
Action
Update CompanyUpdates an existing company in Simplicate; only the fields you fill in change.
Action
Update ContactUpdates an existing contact in Simplicate; only the fields you fill in change.
Action
Update ProjectUpdates an existing project in Simplicate; only the fields you fill in change.
Action
Update SalesUpdates an existing sale in Simplicate; only the fields you fill in change.
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
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Questions
Contractbook and Simplicate, 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 Simplicate when something happens in Contractbook?
Any of Simplicate's 10 actions, including Update Company, Update Contact, Update Project and Update Sales. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Simplicate to Contractbook?
Yes. When something happens in Simplicate, your agent can act in Contractbook too. This page covers both directions: Simplicate's triggers and Contractbook's actions are listed here as well.
Do I have to build a connector for Contractbook or Simplicate?
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 Simplicate 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.