Integration
Connect DecisionVault and Freelo
When New Event fires in DecisionVault, your agent runs Add task in Freelo, or New project in Freelo 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 Freelo 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 Freelo can do together
From DecisionVault to Freelo
When New Event in DecisionVault
then Add task in Freelo
From Freelo 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 Freelo
Triggers and actions 3 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 project
Triggered when a new project is created
- Add comment
Add a comment to a task.
- Add project
Create a new project.
- Add task
Create a new task in a tasklist.
- Add tasklist
Create a new tasklist within a project.
- Add work report
Logs a finished work report (time entry) directly on a Freelo task, for example to record hours after the fact.
- Delete project
Soft-delete a project.
- Delete task
Deletes a Freelo task (soft-delete); its subtasks are hidden too.
- Delete tasklist
Soft-delete a tasklist.
- Find tasks
Returns tasks whose name matches the search text, optionally narrowed by project, tasklist, assignee, state, labels, priority and date ranges.
- Get project
Get a single project's detail by ID.
- Get task
Get a single task's detail by ID.
- Get tasklist
Get a single tasklist's detail by ID.
- List projects
Lists the active projects owned by the connected user, each with its active tasklists. Projects you were only invited to, and archived or template projects, are not included.
- List tasks
Lists the active (unfinished) tasks in a Freelo tasklist.
- List users
Lists the coworkers who share at least one active project with you.
- Start time tracking
Starts a time tracking timer for the connected Freelo user, optionally on a specific task. Only one timer can run at a time.
- Stop time tracking
Stops your currently running Freelo timer and turns it into a work report.
- Update project
Renames a Freelo project and/or changes its deadline. Fields left blank are not changed.
- Update task
Updates an existing Freelo task. Only the values you fill in are changed; blank fields keep their current value.
- Update tasklist
Edit a tasklist's fields.
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
DecisionVault and Freelo, 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 Freelo when something happens in DecisionVault?
Any of Freelo's 20 actions, including Update project, Update task, Update tasklist and Add comment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Freelo to DecisionVault?
Yes. When something happens in Freelo, your agent can act in DecisionVault too. This page covers both directions: Freelo's triggers and DecisionVault's actions are listed here as well.
Do I have to build a connector for DecisionVault or Freelo?
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 Freelo 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.