App

Concord CLM integrations

Connect Concord CLM to any other app, or use it from your AI client over MCP. Concord is a full contract lifecycle management platform with drafting, approvals, e-signature and storage - all in one place.

Connects with an API keyconcordnow.com

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 to automate with Concord CLM?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

One 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.ai

Start 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)
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)

Pair it

Connect Concord CLM with another app

What your agent can do with Concord CLM

Triggers and actions 1 trigger · 18 actions

  • Trigger
    New agreement

    Triggers when a new agreement appears in the selected Concord organization.

  • Action
    Add agreement

    Creates a new agreement in a Concord organization, either as a blank draft, template or contract, or from an existing template or contract. Returns the new agreement's identifiers.

  • Action
    Add attachment

    Uploads a file and attaches it to a Concord agreement, and returns the ID of the new attachment.

  • Action
    Add folder

    Creates a new folder inside an existing folder of a Concord organization and returns the new folder.

  • Action
    Add member to agreement

    Invites a person to an agreement by email with the chosen permission level and sends them an invitation message. Returns the agreement's id, unique identifier and status.

  • Action
    Create a New Document From a Template

    Creates a new Concord document from an automated template, filling in its variables and optionally inviting people to it.

  • Action
    Create an Executed Document

    Creates an agreement in Concord with the status of an executed contract, rather than a draft or template. Returns the new agreement's identifiers.

  • Action
    Create webhook - Document Fully Approved

    Creates a Concord webhook integration that calls the given URL when an agreement is fully approved.

  • Action
    Create webhook - Document Fully Signed

    Creates a Concord webhook integration that calls the given address when an agreement is fully signed.

  • Action
    Create webhook - Signature Provided

    Creates a Concord webhook integration that calls the given address whenever a new signature is added to an agreement.

  • Action
    Delete agreement

    Permanently deletes an agreement from a Concord organization.

  • Action
    Get agreement

    Returns one Concord agreement by its UID, including its title, status, folder, tags, permission and creation details. An error occurs if the agreement is not found.

  • Action
    List agreements

    Returns the agreements in a Concord organization's inbox, filtered by stage and optionally by creator, tags, dates, parties and search text.

  • Action
    List automated templates

    Returns the automated templates available in a Concord organization, with each template's id, title and description.

  • Action
    List folders

    Returns the folder tree of a Concord organization: the root folder with its nested subfolders, access settings and document counts.

  • Action
    List organizations

    Returns every Concord organization the connected user belongs to, including each organization's name, subscription, and the user's role in it.

  • Action
    Move agreement

    Moves an agreement into a different folder in a Concord organization.

  • Action
    Request signature

    Requests signatures on an agreement from its signers. Colleagues are added to the agreement, external signers are emailed an invitation, and when a signing order is enabled the request goes to the next signer in that order.

  • Action
    Update agreement

    Updates the status of an existing Concord agreement, setting it to Signing or Broken.

Reviews

What our customers say

Questions

Concord CLM, answered

Is there a Concord CLM MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Concord CLM. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Concord CLM actions on demand, or have APIANT build, test and run automations that use Concord CLM. Nothing to install.

What can start an automation from Concord CLM?

Any of Concord CLM's 1 trigger in the catalog, including New agreement. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Concord CLM?

Any of Concord CLM's 18 actions, including Create a New Document From a Template, Create an Executed Document, Create webhook - Document Fully Approved and Create webhook - Document Fully Signed. Your agent maps the data both ways and tests every scenario before it ships.

Can I use Concord CLM directly from Claude, ChatGPT or Cursor?

Yes. Connect your AI client to APIANT once and it works with Concord CLM two ways. Ask it to do something in Concord CLM 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 on its own. A one-off action uses your plan's tasks the same way an automation step does.

Do I need to write code against the Concord CLM API?

No. APIANT connects to the Concord CLM API for you, with your Concord CLM API key. Describe what you want in plain language and your agent builds it on the Concord CLM triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Concord CLM API documentation and adds it.

Which apps can Concord CLM connect to?

Any app in the catalog; the list on this page pairs Concord CLM with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

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.