Integration
Connect DecisionVault to Markbase
When New Event fires in DecisionVault, your agent runs Aggregate trademark counts in Markbase. 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 Markbase 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 Markbase
When New Event in DecisionVault
then Aggregate trademark counts in Markbase
When New Matter in DecisionVault
then Check trademark clearance in Markbase
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 Markbase
Triggers and actions 2 triggers · 25 actions
Trigger
New EventTriggers when a new event happens in your firm, such as a client submitting a questionnaire.
Trigger
New MatterTriggers when a new matter is created in your firm.
Action
Create Matter and Invite ClientsCreates a matter and emails an invite to up to two clients, who can then log in to fill out the questionnaire.
Action
Get Answers for MatterReturns the client's answers to custom questions on a matter, grouped by questionnaire page.
Action
Get Assets for MatterReturns the assets the client entered on a matter.
Action
Get Clients for MatterReturns the client(s) on a matter.
Action
Get Contacts for MatterReturns the contacts on a matter.
Action
Get DocumentReturns one uploaded document by ID, with its download link. Client documents carry document_request; financial documents carry fin_item and fin_category.
Action
Get Documents for MatterReturns the documents the client uploaded to a matter.
Action
Get EventReturns one event by ID.
Action
Get Financial Documents for MatterReturns the financial documents the client uploaded during asset intake on a matter.
Action
Get MatterReturns one matter by ID, including its questionnaire, main contact, spouse and representative.
Action
Get Meeting Templates for MatterReturns the matter's meeting templates, filled with answers and role assignments.
Action
Get QuestionnaireReturns one questionnaire by ID.
Action
Get Roles for MatterReturns the roles defined by the matter's questionnaire and the contacts assigned to each.
Action
Get UserReturns one user by ID.
Action
List Financial CategoriesReturns the financial categories for your firm's questionnaires.
Action
List MattersReturns the matters under your firm, with optional search and date filters.
Action
List QuestionnairesReturns the questionnaires under your firm.
Action
PreCreate MatterCreates a matter and returns an invite link to send to the client.
Action
Aggregate trademark countsAggregate trademark counts across the corpus by facet.
Action
Check trademark clearanceRun a trademark clearance / similarity check against the corpus.
Action
Find trademarks by criteriaSearch trademarks by keyword/filters.
Action
Find trademarks by ownerList all trademarks for a given owner.
Action
Get trademarkGet a single trademark by serial number.
Action
Get trademark timelineGet prosecution timeline for a trademark.
Action
Suggest trademarksAutocomplete suggestions for trademark search terms.
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
More from DecisionVault
DecisionVault to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
DecisionVault to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
DecisionVault to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
DecisionVault to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
DecisionVault to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
DecisionVault to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Markbase
HubSpot to MarkbaseHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to MarkbaseSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to MarkbaseSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to MarkbaseGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to MarkbaseGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to MarkbaseGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
DecisionVault and Markbase, 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 Markbase when something happens in DecisionVault?
Any of Markbase's 7 actions, including Aggregate trademark counts, Check trademark clearance, Find trademarks by criteria and Find trademarks by owner. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Markbase to DecisionVault?
Markbase has no triggers in the catalog today, so automations start in DecisionVault. If you need the other direction, ask: your agent reads Markbase's API documentation and adds it.
Do I have to build a connector for DecisionVault or Markbase?
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 Markbase 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.