Integration
Connect DecisionVault and E-goi
When New Event fires in DecisionVault, your agent runs Add email campaign in E-goi, or New Subscriber in E-goi to Get Contacts for Matter in DecisionVault. 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 DecisionVault and E-goi 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 DecisionVault and E-goi can do together
From DecisionVault to E-goi
When New Event in DecisionVault
then Add email campaign in E-goi
From E-goi to DecisionVault
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 DecisionVault and E-goi
Triggers and actions 4 triggers · 38 actions
- New Event
Triggers when a new event happens in your firm, such as a client submitting a questionnaire.
- New Matter
Triggers when a new matter is created in your firm.
- Create Matter and Invite Clients
Creates a matter and emails an invite to up to two clients, who can then log in to fill out the questionnaire.
- Get Answers for Matter
Returns the client's answers to custom questions on a matter, grouped by questionnaire page.
- Get Assets for Matter
Returns the assets the client entered on a matter.
- Get Clients for Matter
Returns the client(s) on a matter.
- Get Contacts for Matter
Returns the contacts on a matter.
- Get Document
Returns one uploaded document by ID, with its download link. Client documents carry document_request; financial documents carry fin_item and fin_category.
- Get Documents for Matter
Returns the documents the client uploaded to a matter.
- Get Event
Returns one event by ID.
- Get Financial Documents for Matter
Returns the financial documents the client uploaded during asset intake on a matter.
- Get Matter
Returns one matter by ID, including its questionnaire, main contact, spouse and representative.
- Get Meeting Templates for Matter
Returns the matter's meeting templates, filled with answers and role assignments.
- Get Questionnaire
Returns one questionnaire by ID.
- Get Roles for Matter
Returns the roles defined by the matter's questionnaire and the contacts assigned to each.
- Get User
Returns one user by ID.
- List Financial Categories
Returns the financial categories for your firm's questionnaires.
- List Matters
Returns the matters under your firm, with optional search and date filters.
- List Questionnaires
Returns the questionnaires under your firm.
- PreCreate Matter
Creates a matter and returns an invite link to send to the client.
- New Subscriber
Triggers when a new contact is added to an E-goi list.
- New Unsubscriber
Triggers when a contact in an E-goi list stops receiving email (email channel turned off / unsubscribed).
- Add email campaign
Creates a new draft email campaign for a list, with content from HTML, a template, a web page or an uploaded archive.
- Add list
Creates a new contact list in E-goi and returns the created list.
- Add Tag
Attaches a tag to an existing contact in an E-goi list.
- Add/Update Subscriber
Adds a contact to an E-goi list, or updates the existing contact with the same email.
- Find contacts by email or field
Finds contacts in an E-goi list matching an email, name, phone or other contact field.
- Get contact
Returns a contact from an E-goi list, including base fields, extra (custom) fields, tags and engagement stats.
- List automations
Returns the automations in your E-goi account, optionally filtered by list, status or title.
- List campaigns
Returns the campaigns in your E-goi account, optionally filtered by channel, list, status, name, group or date ranges.
- List contacts
Returns the contacts in an E-goi list, optionally filtered by name, email, phone, birth date or language.
- List fields
Returns all base and extra (custom) fields defined on an E-goi contact list.
- List lists
Returns the contact lists in your E-goi account, optionally filtered by name or created/updated date.
- List segments
Returns the segments of an E-goi list, optionally filtered by segment type or name.
- List tags
Returns the tags defined in your E-goi account, with each tag's id, name and color.
- Remove Subscriber
Unsubscribes a contact from an E-goi list.
- Remove Tag
Removes a tag from an existing contact in an E-goi list.
- Search a Subscriber or Create
Finds contacts by email address across all your E-goi lists.
- Send email campaign
Sends (or schedules) an existing E-goi email campaign to a list, a segment, a tag or a single contact.
- Send SMS campaign
Sends (or schedules) an existing E-goi SMS campaign to a whole list, a single cellphone, or chosen segments or tags.
- Start Autobot
Starts an E-goi automation for a contact at the chosen action.
- Unsubscribe contact
Permanently unsubscribes a contact from an E-goi list. The contact cannot be reactivated through the API afterwards.
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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What our customers say
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Questions
DecisionVault and E-goi, answered
What can start an automation from DecisionVault?
Any of DecisionVault's 2 triggers in the catalog, including New Event and New Matter. Describe the moment in plain language and your agent picks the right one.
What can your agent do in E-goi when something happens in DecisionVault?
Any of E-goi's 20 actions, including Send email campaign, Send SMS campaign, Add email campaign and Add list. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from E-goi to DecisionVault?
Yes. When something happens in E-goi, your agent can act in DecisionVault too. This page covers both directions: E-goi's triggers and DecisionVault's actions are listed here as well.
Do I have to build a connector for DecisionVault or E-goi?
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 DecisionVault and E-goi 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.