Integration
Connect 2Chat and RiskAdvisor
When Incoming Call Completed fires in 2Chat, your agent runs Add Notes in RiskAdvisor, or Call-In Quote Submitted in RiskAdvisor to Create Contact in 2Chat. 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 2Chat and RiskAdvisor 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 2Chat and RiskAdvisor can do together
From 2Chat to RiskAdvisor
When Incoming Call Completed in 2Chat
then Add Notes in RiskAdvisor
From RiskAdvisor to 2Chat
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 2Chat and RiskAdvisor
Triggers and actions 20 triggers · 17 actions
- Call Status Update
Triggers when a call changes state. E.g.: ringing, missed, answered, canceled, completed, etc.
- Incoming Call Completed
Triggers when an incoming phone call is completed (answered or missed).
- New WhatsApp Conversation
Triggers when a new WhatsApp conversation is started on your 2Chat connected number.
- New WhatsApp Message
Triggers when a new message is either sent or received on 2Chat. Works for messages sent by agents or sent by your users/customers.
- Outgoing Call Completed
Triggers when an outgoing phone call is completed (answered or canceled).
- Participant Joined a WhatsApp Group
Triggers when someone joins a WhatsApp Group
- Participant Left a WhatsApp Group
Triggers when someone leaves a WhatsApp Group
- Participant Was Removed From a WhatsApp Group
Triggers when someone is removed from a WhatsApp Group
- WhatsApp Audio Message Transcribed
Triggers when a new WhatsApp audio message is transcribed to text.
- WhatsApp Call Made
Triggers when a new WhatsApp call is made from your connected number.
- WhatsApp Call Received
Triggers when a new WhatsApp call is received on your connected number.
- WhatsApp Group Message Received
Triggers when a new WhatsApp Group Message is received
- WhatsApp Order Received
Triggers when a WhatsApp Order is received on your 2Chat connected number.
- Create Contact
Creates a Contact in 2Chat
- Call-In Quote Submitted
Triggers when a call-in quote is submitted to the current RiskAdvisor team.
- Custom QuoteForm Submitted
Triggers when a custom quote form is submitted to the current RiskAdvisor team.
- New Client
Triggers when a new client is created in RiskAdvisor.
- New Policy
Triggers when a new policy-link result is captured in RiskAdvisor.
- New Risk Profile
Triggers when a new risk profile is created in RiskAdvisor.
- QuoteForm Submitted
Triggers when a quote form is submitted to the current RiskAdvisor team.
- Updated Client
Triggers when a client is created or updated in RiskAdvisor.
- Add Notes
Appends notes to a RiskAdvisor risk profile; existing notes are kept.
- Archive Client
Archives a RiskAdvisor client together with its related risk profiles.
- Create Client
Creates a client on the connected user's current RiskAdvisor team.
- Create Driver
Adds a driver to a risk profile that has auto insurance.
- Create Risk Profile
Creates a draft risk profile for an existing client on the current RiskAdvisor team.
- Create Vehicle
Adds a vehicle to a risk profile that has auto insurance.
- Find Client
Finds RiskAdvisor clients by exact email, or by a search over name, email and phone.
- Find Policy
Finds policy-link results by client email or client ID.
- Find Risk Profile
Finds risk profiles by the primary client's email, draft status or insurance type.
- Get Client
Returns one RiskAdvisor client by its ID, with name, contact details and lead source.
- Get current user
Returns the RiskAdvisor user who owns the connected account's API token.
- List call-in quotes
Returns the 20 newest call-in quote submissions for your current team, optionally limited to one client's email.
- List Drivers
Returns the drivers on a risk profile's auto insurance.
- List Teams
Returns the teams (agencies) the connected RiskAdvisor user belongs to.
- List Vehicles
Returns the vehicles on a risk profile's auto insurance.
- Update Client
Updates an existing RiskAdvisor client; fields left blank stay unchanged.
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
2Chat and RiskAdvisor, answered
What can start an automation from 2Chat?
Any of 2Chat's 13 triggers in the catalog, including Incoming Call Completed, New WhatsApp Conversation, New WhatsApp Message and Outgoing Call Completed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in RiskAdvisor when something happens in 2Chat?
Any of RiskAdvisor's 16 actions, including Create Client, Create Driver, Create Risk Profile and Create Vehicle. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from RiskAdvisor to 2Chat?
Yes. When something happens in RiskAdvisor, your agent can act in 2Chat too. This page covers both directions: RiskAdvisor's triggers and 2Chat's actions are listed here as well.
Do I have to build a connector for 2Chat or RiskAdvisor?
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 2Chat and RiskAdvisor 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.