Integration
Connect DecisionVault to InfoLobby
When New Event fires in DecisionVault, your agent runs Add Task in InfoLobby. 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 InfoLobby 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 can start in InfoLobby
When New Event in DecisionVault
then Add Task in InfoLobby
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 InfoLobby
Triggers and actions 2 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.
- Add File
Uploads a file (base64 content) and appends it to a file field on an InfoLobby record. Existing attachments on the field are kept.
- Add Table
Create a new table in a space.
- Add Task
Creates a task attached to a record in an InfoLobby table.
- Create Comment
Posts a comment on an InfoLobby record, optionally with file attachments and without notifying the record's followers.
- Create Record
Creates a new record in an InfoLobby table.
- Delete a Record
Deletes a record from an InfoLobby table.
- Delete File
Removes one attachment from a file field on a record. Other attachments on the field and on other file fields are untouched.
- Filter Table Records
Returns the records in an InfoLobby table that match the given filters, search term or saved view.
- Get Record
Fetches a record by ID from an InfoLobby table. An error occurs if the record is not found.
- Get Table
Returns a table's metadata and its field definitions (schema).
- List Spaces
Lists every workspace (space) the connected API key has access to.
- List Tables
Returns all tables in an InfoLobby workspace (space).
- Query Table Records
Query and filter the records of an InfoLobby table, returning one page of up to 100 matching rows.
- Update a Record
Updates an existing record in an InfoLobby table by ID. Only the fields you supply are 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
Reviews
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Questions
DecisionVault and InfoLobby, 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 InfoLobby when something happens in DecisionVault?
Any of InfoLobby's 14 actions, including Create Comment, Create Record, Update a Record and Add File. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from InfoLobby to DecisionVault?
InfoLobby has no triggers in the catalog today, so automations start in DecisionVault. If you need the other direction, ask: your agent reads InfoLobby's API documentation and adds it.
Do I have to build a connector for DecisionVault or InfoLobby?
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 InfoLobby 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.