Integration
Connect DecisionVault and Teachworks
When New Event fires in DecisionVault, your agent runs Add payment allocation in Teachworks, or Lesson Completed in Teachworks 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 Teachworks to do together?
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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 Teachworks can do together
From DecisionVault to Teachworks
When New Event in DecisionVault
then Add payment allocation in Teachworks
From Teachworks 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 Teachworks
Triggers and actions 20 triggers · 45 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.
- Lesson Completed
Triggers when a lesson is marked completed in Teachworks.
- New Availability
Triggers when a new availability block is added for a teacher or employee.
- New Cost Premium
Triggers when a new cost premium is created in Teachworks.
- New Customer
Triggers when a new customer (family or independent student) is added in Teachworks.
- New Employee
Triggers when a new employee (teacher or staff member) is added in Teachworks.
- New Invoice
Triggers when a new invoice is created in Teachworks.
- New Lesson
Triggers when a new lesson is scheduled in Teachworks.
- New Lesson Participant
Triggers when a student is added to a lesson as a new lesson participant.
- New Location
Triggers when a new location (or sub-location) is added in Teachworks.
- New Other Event
Triggers when a new other event (such as an open house or staff meeting) is added to the Teachworks calendar.
- New Package Balance Alert
Triggers when a customer's package balance is created or recalculated in Teachworks (for example after lessons use package units).
- New Payment
Triggers when a new payment is recorded in Teachworks.
- New Refund
Triggers when a new refund is recorded against a customer's payment in Teachworks.
- New Service
Triggers when a new service is created in Teachworks.
- New Student
Triggers when a new student is added in Teachworks.
- New Unavailability
Triggers when a new unavailability (time off) is added for an employee in Teachworks.
- New Wage Payment
Triggers when a new wage payment to an employee is recorded in Teachworks.
- New Wage Tier
Triggers when a new wage tier is created in Teachworks.
- Add location
Creates a new location in your Teachworks account.
- Add payment allocation
Allocates part or all of a payment to an invoice.
- Add profile note
Creates a profile note on a customer (family) or student.
- Add student to lesson
Adds a student to an existing scheduled lesson and returns the updated lesson with its participants.
- Add wage payment
Creates a wage payment for an employee in Teachworks.
- Complete lesson
Completes a Teachworks lesson: sets attendance status for the lesson or each participant, and records charges and lesson notes.
- Create Child Student
Creates a child student who belongs to a family, with their fees billed to that family.
- Create Employee
Creates a new employee (teacher or staff member) in Teachworks.
- Create Family
Creates a family customer in Teachworks. Families are billed for the lessons of their child students.
- Create Independent Student
Creates an independent student in Teachworks: a directly billed customer together with its associated student record.
- Create Lesson
Creates a single lesson in Teachworks with a teacher, service, students, location and start/end date and time.
- Create Payment
Creates a payment received from a customer (family or independent student).
- Find Child Student
Finds child students (students belonging to a family) matching the name, email, phone or other details you supply.
- Find Customer
Finds customers (families and independent students) matching name, email, phone, address, type or status, and returns the first match plus all matches.
- Find Employee
Finds employees (teachers and staff) matching the name, email, location, status or subject you give, and returns the first match plus the full list.
- Find Family
Finds family customers in Teachworks matching the name, email, phone, address or status you supply, returning the first match and the full list.
- Find Independent Student (Full Details)
Finds independent-student customers matching the search criteria and returns their full customer profile, including the student details and custom fields.
- Find Independent Student (Student Details)
Finds independent students matching name, email, phone, school, status or other criteria and returns their student details.
- Find Payment
Finds payments by customer and/or payment date, returning the first match and the full list of matching payments.
- Get lesson
Returns a single lesson, including its time, teacher, service, location and participants.
- List lessons
Returns lessons in your Teachworks account, optionally filtered by teacher, student, location, service, status or date range.
- Update customer
Updates an existing customer in Teachworks — a family or an independent student — including contact details, status, notification preferences and invoice schedules.
- Update Customer Custom Field Values
Sets the values of up to 10 custom profile fields on a Teachworks customer.
- Update employee
Updates an existing employee's profile, wage settings and user permissions in Teachworks.
- Update lesson
Updates an existing lesson's details, schedule, cost override and participants, and returns the updated lesson.
- Update payment
Updates an existing payment's customer, date, amount, description, payment method or Stripe transaction ID.
- Update student
Updates an existing child student in Teachworks, such as their name, contact details, status, billing and default teachers.
- Update Student Custom Field Values
Sets the values of up to 10 custom profile fields on a Teachworks student.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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Questions
DecisionVault and Teachworks, 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 Teachworks when something happens in DecisionVault?
Any of Teachworks's 28 actions, including Create Child Student, Create Employee, Create Family and Create Independent Student. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Teachworks to DecisionVault?
Yes. When something happens in Teachworks, your agent can act in DecisionVault too. This page covers both directions: Teachworks's triggers and DecisionVault's actions are listed here as well.
Do I have to build a connector for DecisionVault or Teachworks?
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 Teachworks 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.