Integration
Connect DecisionVault to ZOKO
When New Event fires in DecisionVault, your agent runs Add Customer Tag in ZOKO. 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 ZOKO 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 can start in ZOKO
When New Event in DecisionVault
then Add Customer Tag in ZOKO
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 ZOKO
Triggers and actions 2 triggers · 54 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.
- Add Customer Tag
Create Customer Tag.
- Assign Customer
Assigns a customer to an agent or team.
- Create Customer Property
Create Customer Property.
- Create Group
Creates a WhatsApp group.
- Delete Customer Messages
Delete all messages for a customer.
- Delete Customer Property
Deletes a property from a Zoko customer.
- Delete Customer Tag
Delete tag of a customer.
- Delete Group
Deletes a WhatsApp group.
- Delete Message
Delete a message.
- Delete Messages (Bulk)
Deletes a set of messages.
- Get Agent Details
Retrieve agent details.
- Get Agents
Retrieve agents list.
- Get Customer
Retrieve customer details.
- Get Customer Properties List
List all properties of a customer.
- Get Customer Property
Get customer property details.
- Get Customers List
Retrieve customer list.
- Get Group
Returns a WhatsApp group's details.
- Get Group Invitation Template
Returns the invitation template set on a group.
- Get Group Invite Link
Returns a group's invite link.
- Get Group Join Requests
Returns pending join requests for a group.
- Get Message
Retrieve message details.
- Get Message History
Retrieve message delivery history.
- Get Teams
Retrieve teams list.
- Get Templates
Returns the WhatsApp message templates approved for your Zoko account.
- Handle Group Join Requests
Approves or rejects group join requests.
- Invite Group Members
Invites phone numbers to a group.
- List Customer Tags
List all tags of a customer.
- List Groups
Returns the WhatsApp groups on the account.
- Remove Group Participants
Removes participants from a group.
- Reset Group Invite Link
Resets a group's invite link.
- Send Reaction
Sends an emoji reaction to a message.
- Set Group Auto Approval
Turns automatic join approval on or off for a group.
- Set Group Invitation Template
Sets the invitation template for a group.
- Update Agent
Update an existing agent's role and availability.
- Update Customer Property
Updates a property on a Zoko customer.
- Update Customer Tags
Update all tags of a customer. Replaces the existing list of tags with the provided list.
- Update Group Settings
Updates a group's subject and settings.
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 ZOKO, 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 ZOKO when something happens in DecisionVault?
Any of ZOKO's 37 actions, including Create Customer Property, Create Group, Send Reaction and Update Agent. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ZOKO to DecisionVault?
ZOKO has no triggers in the catalog today, so automations start in DecisionVault. If you need the other direction, ask: your agent reads ZOKO's API documentation and adds it.
Do I have to build a connector for DecisionVault or ZOKO?
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 ZOKO 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.