Integration
Connect DecisionVault and Stora
When New Event fires in DecisionVault, your agent runs Create Timeline Event in Stora, or Completed Task in Stora 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 Stora 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 Stora can do together
From DecisionVault to Stora
When New Event in DecisionVault
then Create Timeline Event in Stora
From Stora 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 Stora
Triggers and actions 12 triggers · 34 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 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.
- Completed Task
Triggers when a task is completed.
- Finalized Order
Triggers when an order is finalized (ready for payment).
- New Contact
Fires when a contact is created in Stora.
- New Note
Triggers when a new note is created.
- New Order
Triggers when a new order is created.
- New Task
Triggers when a new task is created.
- Reopened Task
Triggers when a completed task is reopened.
- Updated Contact
Triggers when a contact is updated.
- Updated Note
Triggers when a note is updated.
- Updated Task
Triggers when a task is updated.
- Complete Task
Marks a Stora task as complete.
- Create Contact
Creates a new contact.
- Create Note
Create a note attached to a contact, unit, subscription or task in Stora.
- Create Task
Creates a new task.
- Create Timeline Event
Creates a new timeline event.
- Delete Contact
deletes a contact by id (scope public.contact:write). Only lead contacts without invoices can be deleted; others return 409.
- Find Contact
Returns the contacts that match the given email, name/phone search or filters. The first match is also returned on its own.
- Find Order
Finds orders matching the given contact, site, status, source, billing period or date criteria and returns the matches plus the first match.
- Find Site
Find self-storage sites by name, optionally narrowed by creation or update date.
- Find Staff Member
Finds Stora staff members by name or email.
- Find Task
Find tasks in Stora by related record, assignee, status or date range.
- Find Unit
Finds a unit by ID, reference ID, unit type, or site.
- Find Unit Type
Finds unit types whose name contains the text you give, optionally narrowed to a site and a created/updated date range.
- Reopen Task
Mark a completed Stora task as open again.
- Update Contact
Update an existing Stora contact. Only the fields you fill in are changed.
- Update Note
Update an existing note in Stora: change its text, move it to a different contact, unit, subscription or task, or replace its metadata. Fields left blank are not changed.
- Update Task
Update an existing Stora task's title, description, due date, site, assignee, related record or metadata. Fields left blank are not 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 Stora, 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 Stora when something happens in DecisionVault?
Any of Stora's 17 actions, including Create Contact, Create Note, Create Task and Create Timeline Event. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Stora to DecisionVault?
Yes. When something happens in Stora, your agent can act in DecisionVault too. This page covers both directions: Stora's triggers and DecisionVault's actions are listed here as well.
Do I have to build a connector for DecisionVault or Stora?
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 Stora 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.