--- title: "Concord CLM integrations and MCP server - APIANT.ai" description: "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..." canonical: "https://apiant.ai/connections/concord-clm" --- # 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 key [concordnow.com](https://concordnow.com/) **1** trigger **18** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with Concord CLM? 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)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Popular ## Concord CLM with the apps people pair it with most - [ **Concord CLM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/concord-clm-to-hubspot) - [ **Concord CLM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/concord-clm-to-salesforce) - [ **Concord CLM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/concord-clm-to-slack) - [ **Concord CLM to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/concord-clm-to-google-sheets) - [ **Concord CLM to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/concord-clm-to-gmail) - [ **Concord CLM to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/concord-clm-to-google-calendar) - [ **Concord CLM to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/concord-clm-to-google-drive) - [ **Concord CLM to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/concord-clm-to-mailchimp) Pair it ## Connect Concord CLM with another app - [ **Concord CLM to HubSpot**](https://apiant.ai/connect/concord-clm-to-hubspot) - [ **Concord CLM to Salesforce**](https://apiant.ai/connect/concord-clm-to-salesforce) - [ **Concord CLM to Slack**](https://apiant.ai/connect/concord-clm-to-slack) - [ **Concord CLM to Google Sheets**](https://apiant.ai/connect/concord-clm-to-google-sheets) - [ **Concord CLM to Gmail**](https://apiant.ai/connect/concord-clm-to-gmail) - [ **Concord CLM to Google Calendar**](https://apiant.ai/connect/concord-clm-to-google-calendar) - [ **Concord CLM to Google Drive**](https://apiant.ai/connect/concord-clm-to-google-drive) - [ **Concord CLM to Mailchimp**](https://apiant.ai/connect/concord-clm-to-mailchimp) - [ **Concord CLM to Stripe**](https://apiant.ai/connect/concord-clm-to-stripe) - [ **Concord CLM to Shopify**](https://apiant.ai/connect/concord-clm-to-shopify) - [ **Concord CLM to QuickBooks Online**](https://apiant.ai/connect/concord-clm-to-quickbooks-online) - [ **Concord CLM to Pipedrive**](https://apiant.ai/connect/concord-clm-to-pipedrive) - [ **ActiveCampaign to Concord CLM**](https://apiant.ai/connect/activecampaign-to-concord-clm) - [ **Concord CLM to Notion**](https://apiant.ai/connect/concord-clm-to-notion) - [ **Airtable to Concord CLM**](https://apiant.ai/connect/airtable-to-concord-clm) - [ **Concord CLM to Trello**](https://apiant.ai/connect/concord-clm-to-trello) - [ **Asana to Concord CLM**](https://apiant.ai/connect/asana-to-concord-clm) - [ **Concord CLM to JIRA**](https://apiant.ai/connect/concord-clm-to-jira) - [ **ClickUp to Concord CLM**](https://apiant.ai/connect/clickup-to-concord-clm) - [ **Concord CLM to Zoom**](https://apiant.ai/connect/concord-clm-to-zoom) - [ **Concord CLM to Discord**](https://apiant.ai/connect/concord-clm-to-discord) - [ **Concord CLM to Twilio**](https://apiant.ai/connect/concord-clm-to-twilio) - [ **Concord CLM to SendGrid**](https://apiant.ai/connect/concord-clm-to-sendgrid) - [ **Concord CLM to Outlook**](https://apiant.ai/connect/concord-clm-to-outlook) - [ **Concord CLM to Intercom**](https://apiant.ai/connect/concord-clm-to-intercom) - [ **Concord CLM to Freshdesk**](https://apiant.ai/connect/concord-clm-to-freshdesk) - [ **Concord CLM to Klaviyo**](https://apiant.ai/connect/concord-clm-to-klaviyo) - [ **Brevo to Concord CLM**](https://apiant.ai/connect/brevo-to-concord-clm) - [ **Concord CLM to Typeform**](https://apiant.ai/connect/concord-clm-to-typeform) - [ **Concord CLM to JotForm**](https://apiant.ai/connect/concord-clm-to-jotform) - [ **Calendly to Concord CLM**](https://apiant.ai/connect/calendly-to-concord-clm) - [ **Concord CLM to PandaDoc**](https://apiant.ai/connect/concord-clm-to-pandadoc) - [ **Concord CLM to Webflow**](https://apiant.ai/connect/concord-clm-to-webflow) - [ **Concord CLM to Wix**](https://apiant.ai/connect/concord-clm-to-wix) - [ **Concord CLM to LinkedIn**](https://apiant.ai/connect/concord-clm-to-linkedin) - [ **Concord CLM to Facebook**](https://apiant.ai/connect/concord-clm-to-facebook) - [ **Concord CLM to Instagram**](https://apiant.ai/connect/concord-clm-to-instagram) - [ **Concord CLM to OpenAI**](https://apiant.ai/connect/concord-clm-to-openai) - [ **Concord CLM to Anthropic**](https://apiant.ai/connect/concord-clm-to-anthropic) - [ **Concord CLM to OneDrive**](https://apiant.ai/connect/concord-clm-to-onedrive) - [ **Concord CLM to Google Docs**](https://apiant.ai/connect/concord-clm-to-google-docs) - [ **Concord CLM to Ontraport**](https://apiant.ai/connect/concord-clm-to-ontraport) - [ **Concord CLM to Freshworks CRM**](https://apiant.ai/connect/concord-clm-to-freshworks-crm) - [ **Concord CLM to GoHighLevel**](https://apiant.ai/connect/concord-clm-to-gohighlevel) - [ **Capsule CRM to Concord CLM**](https://apiant.ai/connect/capsule-crm-to-concord-clm) - [ **Concord CLM to Copper**](https://apiant.ai/connect/concord-clm-to-copper) - [ **Concord CLM to Streak**](https://apiant.ai/connect/concord-clm-to-streak) - [ **Concord CLM to NetHunt CRM**](https://apiant.ai/connect/concord-clm-to-nethunt-crm) - [ **Concord CLM to MINDBODY**](https://apiant.ai/connect/concord-clm-to-mindbody) - [ **Concord CLM to Supabase**](https://apiant.ai/connect/concord-clm-to-supabase) - [ **Concord CLM to PostgreSQL**](https://apiant.ai/connect/concord-clm-to-postgresql) - [ **Concord CLM to MySQL**](https://apiant.ai/connect/concord-clm-to-mysql) - [ **Concord CLM to Vercel**](https://apiant.ai/connect/concord-clm-to-vercel) - [ **Concord CLM to ElevenLabs**](https://apiant.ai/connect/concord-clm-to-elevenlabs) - [ **Concord CLM to PagerDuty**](https://apiant.ai/connect/concord-clm-to-pagerduty) - [ **Concord CLM to Pushover**](https://apiant.ai/connect/concord-clm-to-pushover) - [ **Concord CLM to Gravity Forms**](https://apiant.ai/connect/concord-clm-to-gravity-forms) - [ **Concord CLM to HubSpot Enterprise**](https://apiant.ai/connect/concord-clm-to-hubspot-enterprise) - [ **Concord CLM to Google Forms**](https://apiant.ai/connect/concord-clm-to-google-forms) - [ **Concord CLM to Facebook Lead Ads**](https://apiant.ai/connect/concord-clm-to-facebook-lead-ads) 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.