Integration
Connect AgencyBloc and Authorize.net
When Group Created fires in AgencyBloc, your agent runs Create a Subscription from a Customer Profile in Authorize.net, or New Transaction in Authorize.net to Get Individual by Email and Name in AgencyBloc. 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 AgencyBloc and Authorize.net 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 AgencyBloc and Authorize.net can do together
From AgencyBloc to Authorize.net
When Group Created in AgencyBloc
then Create a Subscription from a Customer Profile in Authorize.net
From Authorize.net to AgencyBloc
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 AgencyBloc and Authorize.net
Triggers and actions 7 triggers · 43 actions
- Group Created
Triggers when a new group is added to your AgencyBloc account.
- Group Updated
Triggers when a group in your AgencyBloc account is added or changed.
- Individual Created
Triggers when a new individual is added to your AgencyBloc account.
- Individual Updated
Triggers when an individual in your AgencyBloc account is added or changed.
- Policy Created
Triggers when a new policy is added to your AgencyBloc account.
- Policy Updated
Triggers when a policy in your AgencyBloc account is added or changed.
- Create Activity
Logs a new activity (call, email, task) on an individual, group, agent or carrier in AgencyBloc and returns its activity ID.
- Create Group
Creates a new group (employer or business client) in your AgencyBloc account and returns its group ID.
- Create Individual
Creates a new individual (client) in your AgencyBloc account and returns its individual ID.
- Create Policy
Creates a new insurance policy for an individual or group in your AgencyBloc account and returns its policy ID.
- Get Activity by ID
Returns one AgencyBloc activity by ID, with its subject, notes, status, type and follow-up details.
- Get Group by ID
Returns the full detail of one AgencyBloc group by ID, including contact info, addresses and custom fields.
- Get Individual by Date of Birth and Name
Finds an AgencyBloc individual matching a first name, last name and date of birth.
- Get Individual by Email and Name
Finds an AgencyBloc individual matching a first name, last name and email address.
- Get Individual by ID
Returns the full detail of one AgencyBloc individual by ID, including contact info, addresses, policies and custom fields.
- Get Individual by Phone Number and Name
Finds an AgencyBloc individual matching a first name, last name and any of their phone numbers.
- Get Policy by ID
Returns the full detail of one AgencyBloc policy by ID, including holder, carrier, agent, dates and premium.
- New Transaction
Triggers when a new transaction (charge, authorization, refund or void) is submitted.
- Authorize a Credit Card
Authorizes an amount on a credit card without capturing it. Capture it later with Capture a Previously Authorized Amount.
- Cancel a Subscription
Cancels a subscription. No further payments are charged.
- Capture a Previously Authorized Amount
Captures funds from a transaction that was authorized earlier.
- Charge a Credit Card
Charges a credit card in one step (authorize and capture) and returns the transaction result.
- Charge a Customer Profile
Charges a saved customer payment profile.
- Create a Subscription
Creates a recurring-billing subscription charged to a credit card.
- Create a Subscription from a Customer Profile
Creates a recurring-billing subscription charged to a saved customer payment profile.
- Create Customer Payment Profile
Saves a credit card on an existing customer profile.
- Create Customer Profile
Creates a customer profile, optionally with a saved card and billing address.
- Create Customer Profile from a Transaction
Saves the customer, card and addresses from an existing transaction as a new customer profile.
- Create Customer Shipping Address
Adds a shipping address to a customer profile.
- Credit a Bank Account
Sends money to a bank account by eCheck (ACH), as a refund of an earlier bank debit or as a standalone credit.
- Debit a Bank Account
Charges a bank account by eCheck (ACH).
- Delete Customer Payment Profile
Deletes a saved payment profile.
- Delete Customer Profile
Deletes a customer profile and everything saved on it.
- Delete Customer Shipping Address
Deletes a shipping address from a customer profile.
- Get Customer Payment Profile
Returns one saved payment profile.
- Get Customer Profile
Returns a customer profile with its payment profiles and shipping addresses. Look it up by profile ID, your customer ID, or email.
- Get Customer Shipping Address
Returns one shipping address from a customer profile.
- Get Subscription
Returns a subscription's details, including its status.
- Get Transaction Details
Returns the full details of one transaction by its transaction ID.
- List Customer Profile IDs
Returns the IDs of every customer profile in the account.
- List Settled Batches
Returns settlement batches within a date range (up to 31 days).
- List Subscriptions
Returns subscriptions by status: active, expiring this month, card expiring this month, or past due (cardExpiringThisMonth, subscriptionActive, subscriptionInactive, subscriptionExpiringThisMonth).
- List Transactions in a Settled Batch
Returns the transactions in one settlement batch.
- List Unsettled Transactions
Returns transactions that have not settled yet, newest first.
- Refund a Transaction
Refunds a settled credit card transaction, in full or in part.
- Update a Subscription
Changes a subscription's name, amount, number of payments, card or billing address. Fields left blank keep their current values.
- Update Customer Payment Profile
Replaces a saved payment profile's card and billing address. Fields left blank are cleared.
- Update Customer Profile
Updates a customer profile's ID, description or email. Fields left blank are cleared.
- Update Customer Shipping Address
Replaces a shipping address on a customer profile. Fields left blank are cleared.
- Void a Transaction
Cancels an unsettled transaction so it is never submitted for settlement.
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
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Questions
AgencyBloc and Authorize.net, answered
What can start an automation from AgencyBloc?
Any of AgencyBloc's 6 triggers in the catalog, including Group Created, Group Updated, Individual Created and Individual Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Authorize.net when something happens in AgencyBloc?
Any of Authorize.net's 32 actions, including Create a Subscription, Create a Subscription from a Customer Profile, Create Customer Payment Profile and Create Customer Profile. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Authorize.net to AgencyBloc?
Yes. When something happens in Authorize.net, your agent can act in AgencyBloc too. This page covers both directions: Authorize.net's triggers and AgencyBloc's actions are listed here as well.
Do I have to build a connector for AgencyBloc or Authorize.net?
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 AgencyBloc and Authorize.net 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.