Integration
Connect DecisionVault and Parallel
When New Event fires in DecisionVault, your agent runs Add contact in Parallel, or Parallel Event in Parallel to Get Event in DecisionVault. 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 Parallel 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 and Parallel can do together
From DecisionVault to Parallel
When New Event in DecisionVault
then Add contact in Parallel
From Parallel to DecisionVault
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 Parallel
Triggers and actions 3 triggers · 35 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.
- Parallel Event
Triggers when a new parallel is created.
- Add contact
Creates a contact in your Parallel organization.
- Comment on a Parallel
Posts a general comment on a parallel.
- Create Draft
Creates a draft parallel from a template.
- Delete parallel
Deletes a parallel, optionally even when it is shared with other users.
- Delete profile
Permanently deletes a profile. The profile must already be closed or scheduled for deletion.
- Export Parallel
Exports a parallel's replies and returns a temporary download link.
- Find a Parallel
Returns a parallel by its ID.
- Get contact
Returns a contact's details, including name and email.
- List contacts
Returns the contacts in your Parallel organization.
- List parallel recipients
Returns the recipients a parallel has been sent to, with each recipient's contact, status and reminder details.
- List profiles
Returns the profiles in your Parallel organization, optionally filtered by name, profile type or status.
- List templates
Returns the list of Parallel templates you have access to, optionally filtered by tags.
- List users
Returns the members (users) of your Parallel organization.
- Remind parallel recipient
Sends a reminder email to a recipient of a parallel asking them to complete it, optionally with a custom message.
- Rename Parallel
Renames a parallel.
- Send a Parallel
Sends a parallel to one recipient by email.
- Send Multiple
Sends a parallel to several recipients at once.
- Tag Parallel
Adds a tag to a parallel.
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
What our customers say
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Questions
DecisionVault and Parallel, 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 Parallel when something happens in DecisionVault?
Any of Parallel's 18 actions, including Create Draft, Send a Parallel, Send Multiple and Add contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Parallel to DecisionVault?
Yes. When something happens in Parallel, your agent can act in DecisionVault too. This page covers both directions: Parallel's triggers and DecisionVault's actions are listed here as well.
Do I have to build a connector for DecisionVault or Parallel?
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 Parallel 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.