Integration
Connect DecisionVault and Recharge
When New Event fires in DecisionVault, your agent runs Create Customer in Recharge, or New Address Created in Recharge 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 Recharge 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 Recharge can do together
From DecisionVault to Recharge
When New Event in DecisionVault
then Create Customer in Recharge
From Recharge 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 Recharge
Triggers and actions 9 triggers · 55 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.
- Customer Status Change
Triggers when a Recharge customer becomes active (gains an active subscription) or inactive (no active subscriptions left).
- New Address Created
Triggers when a new address is added for a customer.
- New Cancelled Subscription
Triggers when a subscription is cancelled.
- New Charge Created
Triggers when a new charge is created in Recharge.
- New Customer
Triggers when a new customer is added to your Recharge store.
- New Order
Triggers when a new order is created in Recharge.
- New Subscription
Triggers when a new subscription is created.
- Activate Subscription
Reactivates a cancelled subscription.
- Cancel Subscription
Cancels an active subscription with a reason.
- Change Next Charge Date
Changes the next charge date of a subscription.
- Change Subscription Address
Moves a subscription to another of the customer's addresses.
- Create Address
Creates a shipping address for a Recharge customer.
- Create Customer
Creates a customer in Recharge and returns the new customer's ID.
- Create Discount Codes
Creates a discount code in Recharge.
- Create One Time Charge
Adds a one-time product to an address's upcoming charge.
- Create Subscription
Creates a recurring subscription on a customer's address.
- Delete Address
Deletes a Recharge address that has no active subscriptions.
- Delete Customer
Deletes a Recharge customer, which also cancels and deletes their subscriptions and addresses.
- Delete One Time Charge
Deletes an unprocessed one-time product.
- Delete Order
Deletes a queued (scheduled) order.
- Delete Subscription
Permanently deletes a subscription.
- Find a Charge
Returns one charge by ID, with its status, schedule and total.
- Find an Address
Finds Recharge addresses by customer, address ID, discount, active status or date range.
- Find a Subscription
Finds subscriptions matching a customer, address, product variant, status or ID, and returns the first match plus the full list.
- Find Customer
Finds a Recharge customer by email or ecommerce customer ID.
- List Addresses
Returns addresses, optionally for one customer.
- List Charges
Returns charges, optionally filtered by customer or status.
- List Customers
Returns a list of customers in your Recharge store.
- List One-Time Charges
Returns one-time products, optionally for one customer or address.
- List Orders
Returns orders, optionally filtered by customer or status.
- List Subscriptions
Returns subscriptions, optionally filtered by customer or status.
- Process Charge
Processes a queued charge immediately (Recharge Plus plan).
- Retrieve Address
Returns one Recharge address by ID.
- Retrieve Customer
Returns one Recharge customer by ID, with their name, email, phone and active subscription count.
- Retrieve Discount
Returns one discount by ID.
- Retrieve One-Time Charge
Returns one one-time product by ID.
- Retrieve Order
Returns one Recharge order by ID, including its line items.
- Skip Charge
Skips an upcoming charge.
- Unskip Charge
Unskips a previously skipped charge.
- Update Address
Updates a Recharge shipping address.
- Update Customer
Updates a Recharge customer's name, email or phone.
- Update One-Time Charge
Updates a one-time product's quantity, price or charge date.
- Update Order Line Items
Replaces the line items on an existing Recharge order and returns the updated order.
- Update Subscription
Updates a subscription's quantity, price or delivery frequency.
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 Recharge
Google Drive to RechargeGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to RechargeMailchimp marketing automation and email platform.
Questions
DecisionVault and Recharge, 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 Recharge when something happens in DecisionVault?
Any of Recharge's 37 actions, including Create Address, Create Customer, Create Discount Codes and Create One Time Charge. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Recharge to DecisionVault?
Yes. When something happens in Recharge, your agent can act in DecisionVault too. This page covers both directions: Recharge's triggers and DecisionVault's actions are listed here as well.
Do I have to build a connector for DecisionVault or Recharge?
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 Recharge 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.