Integration
Connect DecisionVault and Willo
When New Event fires in DecisionVault, your agent runs Add department in Willo, or List Users in Willo 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 Willo 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 Willo can do together
From DecisionVault to Willo
When New Event in DecisionVault
then Add department in Willo
From Willo 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 Willo
Triggers and actions 3 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.
- List Users
Triggers when a new user is added to your Willo account.
- Accept Candidate
Marks a participant in a Willo interview as Accepted and returns the updated participant. Can also update the participant's name, phone number and custom ID in the same step.
- Add department
Creates a new department in your Willo organisation and returns the department, including its key and branding.
- Add interview from template
Creates a new interview in Willo from one of your interview templates and returns the new interview.
- Create Company
Creates a new company as a child organisation under your Willo organisation, with the owner you name.
- Create Interview
Creates a new video interview in Willo with its questions, department, message templates and settings.
- Delete interview
Deletes an interview from your Willo account.
- Delete participant
Deletes a participant from Willo. Returns whether the deletion was confirmed.
- Get interview
Returns a Willo interview by its key, including its questions, owner, department, reviewers, message templates and settings. An error occurs if the interview is not found.
- Get participant
Returns a Willo participant (candidate) with their contact details, status, interview, department, scores and answers.
- Get user
Returns a Willo user's details, including email, full name, phone, role and status.
- Invite Someone
Invites a person to a Willo interview as a participant and returns the new participant with their invite link.
- List departments
Returns the departments in your Willo organisation, optionally filtered by name, owner email or owner.
- List interviews
Returns the interviews in your Willo account, optionally narrowed by department, owner or a search term, and sorted the way you choose.
- List message templates
Returns the message templates (email and SMS) in your Willo account, optionally filtered by title, type or trigger.
- List participants
Returns the participants in your Willo account, optionally narrowed to an interview, department or owner, or by a text search.
- List users
Returns the users in your Willo account with their key, email and full name.
- Reject Candidate
Rejects a candidate by setting the participant's status to Rejected, optionally updating their name, phone or custom ID.
- Update interview
Updates an existing interview's details, questions, reviewers, message templates and settings, changing only the values you provide. Returns the updated interview.
- Update participant
Updates a participant's name, phone, status (Accepted or Rejected) or your own reference ID.
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 Willo, 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 Willo when something happens in DecisionVault?
Any of Willo's 19 actions, including Create Company, Create Interview, Update interview and Update participant. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Willo to DecisionVault?
Yes. When something happens in Willo, your agent can act in DecisionVault too. This page covers both directions: Willo's triggers and DecisionVault's actions are listed here as well.
Do I have to build a connector for DecisionVault or Willo?
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 Willo 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.