Integration
Connect DecisionVault and Postalytics
When New Event fires in DecisionVault, your agent runs Update Contact in Postalytics, or New Campaign Event in Postalytics 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 Postalytics 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 Postalytics can do together
From DecisionVault to Postalytics
When New Event in DecisionVault
then Update Contact in Postalytics
From Postalytics 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 Postalytics
Triggers and actions 3 triggers · 31 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 Campaign Event
Triggers when a mail piece in a Postalytics campaign has a new delivery or online response event, such as delivered, returned or a page view.
- Delete Contact
Deletes a Postalytics contact.
- Enroll a Contact Into a Flow
Enrolls a contact into a Postalytics Flow, which sends a series of postcards or letters with delivery and response tracking.
- Get Campaign
Returns one Postalytics campaign's details: name, status, contact list and endpoint.
- Get Contact
Returns one Postalytics contact by its ID.
- List Campaigns
Returns all of your Postalytics campaigns with their delivery and response stats.
- List Contact Lists
Returns all of your Postalytics contact lists with their contact counts.
- List Contacts on a List
Returns the contacts on one Postalytics contact list.
- List Flows
Returns all of your Postalytics Flows, including each Flow's endpoint ID used to enroll contacts.
- List Suppression Lists
Returns all of your Postalytics suppression lists.
- List Templates
Returns all of your Postalytics postcard and letter templates.
- Send and Track a Postcard or Letter
Sends a postcard or letter to one recipient through a Postalytics triggered campaign, with delivery and response tracking.
- Unenroll a Contact From a Flow
Removes a contact from a Postalytics Flow so it gets no further mailings.
- Update Contact
Updates a contact's name, address or email on a Postalytics contact list.
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 Postalytics, 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 Postalytics when something happens in DecisionVault?
Any of Postalytics's 13 actions, including Send and Track a Postcard or Letter, Update Contact, Enroll a Contact Into a Flow and Get Campaign. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Postalytics to DecisionVault?
Yes. When something happens in Postalytics, your agent can act in DecisionVault too. This page covers both directions: Postalytics's triggers and DecisionVault's actions are listed here as well.
Do I have to build a connector for DecisionVault or Postalytics?
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 Postalytics 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.