Integration
Connect airfocus and RiskAdvisor
When New Item fires in airfocus, your agent runs Add Notes in RiskAdvisor, or Call-In Quote Submitted in RiskAdvisor to Create Item in airfocus. 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 airfocus 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 airfocus and RiskAdvisor can do together
From airfocus to RiskAdvisor
When New Item in airfocus
then Add Notes in RiskAdvisor
When New or Updated Item in airfocus
then Create Client in RiskAdvisor
From RiskAdvisor to airfocus
When Call-In Quote Submitted in RiskAdvisor
then Create Item in airfocus
When Custom QuoteForm Submitted in RiskAdvisor
then Update Item in airfocus
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 airfocus and RiskAdvisor
Triggers and actions 10 triggers · 28 actions
Trigger
New ItemTriggers when a new item is created in an airfocus workspace.
Trigger
New or Updated ItemTriggers when an item is created or updated in an airfocus workspace.
Trigger
Updated ItemTriggers when an existing item is updated in an airfocus workspace.
Action
Create ItemCreates a new item in an airfocus workspace with a name and optional Markdown description.
Action
Delete documentDeletes an airfocus document along with its workspace link, item links and comments.
Action
Delete ItemDeletes an item from an airfocus workspace.
Action
Delete workspaceDeletes an airfocus workspace and everything in it.
Action
Find documentsFinds airfocus documents whose title contains the given text, optionally limited to a workspace or a linked item.
Action
Find fieldsReturns the custom fields in your airfocus team, optionally narrowed to specific workspaces, team fields, or required fields.
Action
Find ItemFinds items in an airfocus workspace whose name contains the given text.
Action
Find workspacesReturns the airfocus workspaces whose name contains the given text.
Action
Get documentReturns an airfocus document by its ID, including its content, workspace and linked items.
Action
Get workspaceReturns a single airfocus workspace by its ID, including its name, alias, item type, statuses, fields and item counts.
Action
Update ItemUpdates an airfocus item's name or status.
Action
Update workspaceUpdates an airfocus workspace's name, description, alias, item color, item type, default permission or progress mode. Blank fields are left unchanged.
Trigger
Call-In Quote SubmittedTriggers when a call-in quote is submitted to the current RiskAdvisor team.
Trigger
Custom QuoteForm SubmittedTriggers when a custom quote form is submitted to the current RiskAdvisor team.
Trigger
New ClientTriggers when a new client is created in RiskAdvisor.
Trigger
New PolicyTriggers when a new policy-link result is captured in RiskAdvisor.
Trigger
New Risk ProfileTriggers when a new risk profile is created in RiskAdvisor.
Trigger
QuoteForm SubmittedTriggers when a quote form is submitted to the current RiskAdvisor team.
Trigger
Updated ClientTriggers when a client is created or updated in RiskAdvisor.
Action
Add NotesAppends notes to a RiskAdvisor risk profile; existing notes are kept.
Action
Archive ClientArchives a RiskAdvisor client together with its related risk profiles.
Action
Create ClientCreates a client on the connected user's current RiskAdvisor team.
Action
Create DriverAdds a driver to a risk profile that has auto insurance.
Action
Create Risk ProfileCreates a draft risk profile for an existing client on the current RiskAdvisor team.
Action
Create VehicleAdds a vehicle to a risk profile that has auto insurance.
Action
Find ClientFinds RiskAdvisor clients by exact email, or by a search over name, email and phone.
Action
Find PolicyFinds policy-link results by client email or client ID.
Action
Find Risk ProfileFinds risk profiles by the primary client's email, draft status or insurance type.
Action
Get ClientReturns one RiskAdvisor client by its ID, with name, contact details and lead source.
Action
Get current userReturns the RiskAdvisor user who owns the connected account's API token.
Action
List call-in quotesReturns the 20 newest call-in quote submissions for your current team, optionally limited to one client's email.
Action
List DriversReturns the drivers on a risk profile's auto insurance.
Action
List TeamsReturns the teams (agencies) the connected RiskAdvisor user belongs to.
Action
List VehiclesReturns the vehicles on a risk profile's auto insurance.
Action
Update ClientUpdates 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
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Questions
airfocus and RiskAdvisor, answered
What can start an automation from airfocus?
Any of airfocus's 3 triggers in the catalog, including New Item, New or Updated Item and Updated Item. Describe the moment in plain language and your agent picks the right one.
What can your agent do in RiskAdvisor when something happens in airfocus?
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 airfocus?
Yes. When something happens in RiskAdvisor, your agent can act in airfocus too. This page covers both directions: RiskAdvisor's triggers and airfocus's actions are listed here as well.
Do I have to build a connector for airfocus 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 airfocus 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.