Integration
Connect DecisionVault and Exercise.com
When New Event fires in DecisionVault, your agent runs Create Staff Task in Exercise.com, or New Client in Exercise.com to Get Clients 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 Exercise.com to do together?
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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 Exercise.com can do together
From DecisionVault to Exercise.com
When New Event in DecisionVault
then Create Staff Task in Exercise.com
From Exercise.com 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 Exercise.com
Triggers and actions 8 triggers · 32 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.
- List Staff
Triggers when a new staff member becomes available to be assigned tasks.
- New Client
Triggers when a new user (client) is created in Exercise.com.
- New Invoice
Triggers when a new invoice is created.
- New Plan Purchased
Triggers when a member purchases a package or plan.
- New Staff Task
Triggers when a new staff task is created.
- Session Booked
Triggers when a member books a session (a new visit appears).
- Add Workout to Calendar
Schedules a workout on the member's calendar for a given date.
- Create Staff Task
Creates a staff task assigned to a staff member, optionally about a member or staff user.
- Delete Staff Task
Deletes a staff task.
- Find User
Finds an Exercise.com user by user ID and returns the profile, or nothing when no user matches.
- Get Staff Task
Returns one staff task with its assignee, status and due time.
- Get User
Returns one Exercise.com user's profile: name, contact details, address and body measurements.
- List Invoices
Lists invoices, optionally for one user or filtered by status or overdue.
- List Packages
Lists the packages (memberships and service bundles) you sell.
- List Staff Tasks
Lists staff tasks, optionally filtered by assignee, status or due-date range.
- List User Packages
Lists the packages members hold, with status, billing and renewal dates.
- List Users
Lists Exercise.com users, newest first, optionally filtered by creation date, IDs or location.
- List Visits
Lists member visits (bookings and check-ins), optionally for one user or a date range.
- Update Staff Task
Updates a staff task; only the fields you supply change.
- Update User
Updates a user's profile; only the fields you supply change. Email cannot be changed.
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
DecisionVault and Exercise.com, 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 Exercise.com when something happens in DecisionVault?
Any of Exercise.com's 14 actions, including Create Staff Task, Update Staff Task, Update User and Add Workout to Calendar. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Exercise.com to DecisionVault?
Yes. When something happens in Exercise.com, your agent can act in DecisionVault too. This page covers both directions: Exercise.com's triggers and DecisionVault's actions are listed here as well.
Do I have to build a connector for DecisionVault or Exercise.com?
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 Exercise.com 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.