Integration
Connect DecisionVault and Timely Time Tracking
When New Event fires in DecisionVault, your agent runs Create Task in Timely Time Tracking, or New Client in Timely Time Tracking to Get Clients 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 Timely Time Tracking 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 Timely Time Tracking can do together
From DecisionVault to Timely Time Tracking
When New Event in DecisionVault
then Create Task in Timely Time Tracking
From Timely Time Tracking 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 Timely Time Tracking
Triggers and actions 10 triggers · 37 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 Client
Triggered when a new client is created
- New or Updated Person
Triggered when a person is created or updated in Timely
- New or Updated Project
Triggers when a project is created or updated.
- New or Updated Time Entry
Triggers when time entries are created or updated.
- New Project
Triggered when a new project is created
- New Time Entry
Triggered when a new time entry is created
- New Workspace
Triggers when a workspace is created.
- Project Updated (Only Admin Users)
Triggers when any project is updated in Timely. Fires for ALL project changes (name, budget, rate, archive, labels, users, etc. Can only be used by Timely Admin users. WARNING: avoid chaining this trigger to actions that write back to the same project (e. g. via "Update Project Name") in the source system without a guard — that can create an infinite update loop.
- Add tag
Create a tag.
- Create Client
Creates a Client
- Create Person
Creates a new person in the workspace.
- Create Project
Creates a project.
- Create Task
Creates a task.
- Delete project
Delete a project.
- Delete time entry
Delete a time entry.
- Find Client
Returns the clients in a Timely workspace whose name matches the given text.
- Find Project
Returns the projects whose name contains the specified text.
- Find Tag List and Tag
Finds a tag list and a specific tag if specified.
- Find time entries by criteria
Search time entries by date range, user, project.
- Find User
Finds a User
- Get Task
Retrieves a single task (forecast) by its id.
- Log Time Entry
Logs a new time entry against a project.
- Start timer
Start the timer on a time entry.
- Stop timer
Stop the running timer on a time entry.
- Update client
Update a client.
- Update Project Name
Updates only the name of an existing project. Look up the project by Timely Project ID or by External ID (recommended when the source-of-truth system stores the Timely external_id, e.g. NetSuite).
- Update time entry
Update a logged time entry.
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
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More into Timely Time Tracking
Questions
DecisionVault and Timely Time Tracking, 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 Timely Time Tracking when something happens in DecisionVault?
Any of Timely Time Tracking's 19 actions, including Create Client, Create Person, Create Project and Create Task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Timely Time Tracking to DecisionVault?
Yes. When something happens in Timely Time Tracking, your agent can act in DecisionVault too. This page covers both directions: Timely Time Tracking's triggers and DecisionVault's actions are listed here as well.
Do I have to build a connector for DecisionVault or Timely Time Tracking?
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 Timely Time Tracking 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.