App

DecisionVault integrations

Connect DecisionVault to any other app, or use it from your AI client over MCP. The DecisionVault portal makes intake effortless for law firms

Connects with an API keydecisionvault.com
2 triggers18 actions

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 DecisionVault?

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)
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)

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What your agent can do with DecisionVault

Triggers and actions 2 triggers · 18 actions

  • Trigger
    New Event

    Triggers when a new event happens in your firm, such as a client submitting a questionnaire.

  • Trigger
    New Matter

    Triggers when a new matter is created in your firm.

  • Action
    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.

  • Action
    Get Answers for Matter

    Returns the client's answers to custom questions on a matter, grouped by questionnaire page.

  • Action
    Get Assets for Matter

    Returns the assets the client entered on a matter.

  • Action
    Get Clients for Matter

    Returns the client(s) on a matter.

  • Action
    Get Contacts for Matter

    Returns the contacts on a matter.

  • Action
    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.

  • Action
    Get Documents for Matter

    Returns the documents the client uploaded to a matter.

  • Action
    Get Event

    Returns one event by ID.

  • Action
    Get Financial Documents for Matter

    Returns the financial documents the client uploaded during asset intake on a matter.

  • Action
    Get Matter

    Returns one matter by ID, including its questionnaire, main contact, spouse and representative.

  • Action
    Get Meeting Templates for Matter

    Returns the matter's meeting templates, filled with answers and role assignments.

  • Action
    Get Questionnaire

    Returns one questionnaire by ID.

  • Action
    Get Roles for Matter

    Returns the roles defined by the matter's questionnaire and the contacts assigned to each.

  • Action
    Get User

    Returns one user by ID.

  • Action
    List Financial Categories

    Returns the financial categories for your firm's questionnaires.

  • Action
    List Matters

    Returns the matters under your firm, with optional search and date filters.

  • Action
    List Questionnaires

    Returns the questionnaires under your firm.

  • Action
    PreCreate Matter

    Creates a matter and returns an invite link to send to the client.

Reviews

What our customers say

Questions

DecisionVault, answered

Is there a DecisionVault MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with DecisionVault. 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 DecisionVault actions on demand, or have APIANT build, test and run automations that use DecisionVault. Nothing to install.

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 DecisionVault?

Any of DecisionVault's 18 actions, including Create Matter and Invite Clients, Get Answers for Matter, Get Assets for Matter and Get Clients for Matter. Your agent maps the data both ways and tests every scenario before it ships.

Can I use DecisionVault directly from Claude, ChatGPT or Cursor?

Yes. Connect your AI client to APIANT once and it works with DecisionVault two ways. Ask it to do something in DecisionVault 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 DecisionVault API?

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

Which apps can DecisionVault connect to?

Any app in the catalog; the list on this page pairs DecisionVault 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.