--- title: "DecisionVault integrations and MCP server - APIANT.ai" description: "Connect DecisionVault to any other app, or use it from your AI client over MCP. The DecisionVault portal makes intake effortless for law firms" canonical: "https://apiant.ai/connections/decisionvault" --- # 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 key [decisionvault.com](https://decisionvault.com/) **2** triggers **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 DecisionVault? 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) ### 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)](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 ## DecisionVault with the apps people pair it with most - [ **DecisionVault to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/decisionvault-to-hubspot) - [ **DecisionVault to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/decisionvault-to-salesforce) - [ **DecisionVault to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/decisionvault-to-slack) - [ **DecisionVault to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/decisionvault-to-google-sheets) - [ **DecisionVault to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/decisionvault-to-gmail) - [ **DecisionVault to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/decisionvault-to-google-calendar) - [ **DecisionVault to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/decisionvault-to-google-drive) - [ **DecisionVault to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/decisionvault-to-mailchimp) Pair it ## Connect DecisionVault with another app - [ **DecisionVault to HubSpot**](https://apiant.ai/connect/decisionvault-to-hubspot) - [ **DecisionVault to Salesforce**](https://apiant.ai/connect/decisionvault-to-salesforce) - [ **DecisionVault to Slack**](https://apiant.ai/connect/decisionvault-to-slack) - [ **DecisionVault to Google Sheets**](https://apiant.ai/connect/decisionvault-to-google-sheets) - [ **DecisionVault to Gmail**](https://apiant.ai/connect/decisionvault-to-gmail) - [ **DecisionVault to Google Calendar**](https://apiant.ai/connect/decisionvault-to-google-calendar) - [ **DecisionVault to Google Drive**](https://apiant.ai/connect/decisionvault-to-google-drive) - [ **DecisionVault to Mailchimp**](https://apiant.ai/connect/decisionvault-to-mailchimp) - [ **DecisionVault to Stripe**](https://apiant.ai/connect/decisionvault-to-stripe) - [ **DecisionVault to Shopify**](https://apiant.ai/connect/decisionvault-to-shopify) - [ **DecisionVault to QuickBooks Online**](https://apiant.ai/connect/decisionvault-to-quickbooks-online) - [ **DecisionVault to Pipedrive**](https://apiant.ai/connect/decisionvault-to-pipedrive) - [ **ActiveCampaign to DecisionVault**](https://apiant.ai/connect/activecampaign-to-decisionvault) - [ **DecisionVault to Notion**](https://apiant.ai/connect/decisionvault-to-notion) - [ **Airtable to DecisionVault**](https://apiant.ai/connect/airtable-to-decisionvault) - [ **DecisionVault to Trello**](https://apiant.ai/connect/decisionvault-to-trello) - [ **Asana to DecisionVault**](https://apiant.ai/connect/asana-to-decisionvault) - [ **DecisionVault to JIRA**](https://apiant.ai/connect/decisionvault-to-jira) - [ **ClickUp to DecisionVault**](https://apiant.ai/connect/clickup-to-decisionvault) - [ **DecisionVault to Zoom**](https://apiant.ai/connect/decisionvault-to-zoom) - [ **DecisionVault to Discord**](https://apiant.ai/connect/decisionvault-to-discord) - [ **DecisionVault to Twilio**](https://apiant.ai/connect/decisionvault-to-twilio) - [ **DecisionVault to SendGrid**](https://apiant.ai/connect/decisionvault-to-sendgrid) - [ **DecisionVault to Outlook**](https://apiant.ai/connect/decisionvault-to-outlook) - [ **DecisionVault to Intercom**](https://apiant.ai/connect/decisionvault-to-intercom) - [ **DecisionVault to Freshdesk**](https://apiant.ai/connect/decisionvault-to-freshdesk) - [ **DecisionVault to Klaviyo**](https://apiant.ai/connect/decisionvault-to-klaviyo) - [ **Brevo to DecisionVault**](https://apiant.ai/connect/brevo-to-decisionvault) - [ **DecisionVault to Typeform**](https://apiant.ai/connect/decisionvault-to-typeform) - [ **DecisionVault to JotForm**](https://apiant.ai/connect/decisionvault-to-jotform) - [ **Calendly to DecisionVault**](https://apiant.ai/connect/calendly-to-decisionvault) - [ **DecisionVault to PandaDoc**](https://apiant.ai/connect/decisionvault-to-pandadoc) - [ **DecisionVault to Webflow**](https://apiant.ai/connect/decisionvault-to-webflow) - [ **DecisionVault to Wix**](https://apiant.ai/connect/decisionvault-to-wix) - [ **DecisionVault to LinkedIn**](https://apiant.ai/connect/decisionvault-to-linkedin) - [ **DecisionVault to Facebook**](https://apiant.ai/connect/decisionvault-to-facebook) - [ **DecisionVault to Instagram**](https://apiant.ai/connect/decisionvault-to-instagram) - [ **DecisionVault to OpenAI**](https://apiant.ai/connect/decisionvault-to-openai) - [ **DecisionVault to Anthropic**](https://apiant.ai/connect/decisionvault-to-anthropic) - [ **DecisionVault to OneDrive**](https://apiant.ai/connect/decisionvault-to-onedrive) - [ **DecisionVault to Google Docs**](https://apiant.ai/connect/decisionvault-to-google-docs) - [ **DecisionVault to Ontraport**](https://apiant.ai/connect/decisionvault-to-ontraport) - [ **DecisionVault to Freshworks CRM**](https://apiant.ai/connect/decisionvault-to-freshworks-crm) - [ **DecisionVault to GoHighLevel**](https://apiant.ai/connect/decisionvault-to-gohighlevel) - [ **Capsule CRM to DecisionVault**](https://apiant.ai/connect/capsule-crm-to-decisionvault) - [ **Copper to DecisionVault**](https://apiant.ai/connect/copper-to-decisionvault) - [ **DecisionVault to Streak**](https://apiant.ai/connect/decisionvault-to-streak) - [ **DecisionVault to NetHunt CRM**](https://apiant.ai/connect/decisionvault-to-nethunt-crm) - [ **DecisionVault to MINDBODY**](https://apiant.ai/connect/decisionvault-to-mindbody) - [ **DecisionVault to Supabase**](https://apiant.ai/connect/decisionvault-to-supabase) - [ **DecisionVault to PostgreSQL**](https://apiant.ai/connect/decisionvault-to-postgresql) - [ **DecisionVault to MySQL**](https://apiant.ai/connect/decisionvault-to-mysql) - [ **DecisionVault to Vercel**](https://apiant.ai/connect/decisionvault-to-vercel) - [ **DecisionVault to ElevenLabs**](https://apiant.ai/connect/decisionvault-to-elevenlabs) - [ **DecisionVault to PagerDuty**](https://apiant.ai/connect/decisionvault-to-pagerduty) - [ **DecisionVault to Pushover**](https://apiant.ai/connect/decisionvault-to-pushover) - [ **DecisionVault to Gravity Forms**](https://apiant.ai/connect/decisionvault-to-gravity-forms) - [ **DecisionVault to HubSpot Enterprise**](https://apiant.ai/connect/decisionvault-to-hubspot-enterprise) - [ **DecisionVault to Google Forms**](https://apiant.ai/connect/decisionvault-to-google-forms) - [ **DecisionVault to Facebook Lead Ads**](https://apiant.ai/connect/decisionvault-to-facebook-lead-ads) 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.