Integration
Connect Apizeal to Microsoft Teams
When Contact Created fires in Apizeal, your agent runs Update Channel Message in Microsoft Teams. 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 Apizeal and Microsoft Teams 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 Apizeal can start in Microsoft Teams
When Contact Created in Apizeal
then Update Channel Message in Microsoft Teams
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 Apizeal and Microsoft Teams
Triggers and actions 6 triggers · 44 actions
- Contact Created
Triggers when a new contact (not a lead) is added in Apizeal.
- Lead Created
Triggers when a new lead is added in Apizeal.
- Policy Created
Triggers when a new insurance policy is added in Apizeal.
- Policy Status Updated
Triggers when a policy's status changes in Apizeal.
- Task Created
Triggers when a new task is added in Apizeal.
- Task Status Updated
Triggers when a task's status changes in Apizeal.
- Find Contact
Finds contacts and leads by name, email, phone or creation date.
- Find Task
Finds tasks by status, related contact or policy, or due date range.
- Get Contact
Returns one contact (or lead) by its ID, with address, employment and agent.
- Get Medical Appointment
Returns one of a contact's medical appointments by its ID.
- Get Policy
Returns one insurance policy by its ID, with its carrier, plan, premium and holder.
- Get Policy Members
Returns the members (holder, applicants and dependents) of a policy.
- Get Task
Returns one task by its ID, with its status, due date and assignees.
- List Carriers
Returns the insurance carriers defined in your Apizeal organization, each with its ID and name.
- List Contact Notes
Lists the notes on a contact.
- List Contact Policies
Lists the policies a contact holds or belongs to.
- List Contact Reminders
Lists the reminders on a contact.
- List Medical Appointments
Lists a contact's medical appointments.
- List Policies
Lists insurance policies, optionally filtered by code, effective date or submitted date.
- List Policy Notes
Lists the notes on a policy.
- List Policy Reminders
Lists the reminders on a policy.
- List Policy Statuses
Returns the policy statuses defined in your Apizeal organization, each with its ID and name.
- List Product Types
Returns the product types defined in your Apizeal organization, each with its ID and name.
- Add Member To Team
Tool to add a user to a microsoft teams team. use when granting or updating membership for a user.
- Archive Team
Tool to archive a microsoft teams team. use after confirming the team id; returns 202 if accepted.
- Chats Get All Chats
Retrieves all microsoft teams chats a specified user is part of, supporting filtering, property selection, and pagination.
- Chats Get All Messages
Retrieves all messages from a specified microsoft teams chat using the microsoft graph api, automatically handling pagination; ensure `chat id` is valid and odata expressions in `filter` or `select` are correct.
- Create Meeting
Use to schedule a new standalone microsoft teams online meeting, i.e., one not linked to any calendar event.
- Create Team
Tool to create a new microsoft teams team. use when you need to provision a team with optional template, channels, and members.
- Delete Team
Tool to delete a microsoft teams team. use after confirming the target team id.
- Get Channel
Tool to get a specific channel in a team. use after obtaining valid team and channel ids to fetch channel details.
- Get Chat Message
Tool to get a specific chat message. use after confirming chat id and message id.
- Get Team
Tool to get a specific team. use when full details of one team by id are needed.
- List Message Replies
Tool to list replies to a channel message. use after obtaining team, channel, and message ids.
- List Team Members
Tool to list members of a microsoft teams team. use when you need to retrieve the members of a specific team, for auditing or notifications.
- List Users
Tool to list all users in the organization. use when you need to retrieve directory users with filtering, pagination, and field selection.
- Teams Create Channel
Creates a new 'standard', 'private', or 'shared' channel within a specified microsoft teams team.
- Teams Create Chat
Creates a new chat; if a 'oneonone' chat with the specified members already exists, its details are returned, while 'group' chats are always newly created.
- Teams Get Message
Retrieves a specific message from a microsoft teams channel using its team, channel, and message ids.
- Teams List
Retrieves microsoft teams accessible by the authenticated user, allowing filtering, property selection, and pagination.
- Teams List Channels
Retrieves channels for a specified microsoft teams team id (must be valid and for an existing team), with options to include shared channels, filter results, and select properties.
- Teams List Chat Messages
Retrieves messages (newest first) from an existing and accessible microsoft teams one-on-one chat, group chat, or channel thread, specified by `chat id`.
- Teams List People
Retrieves a list of people relevant to a specified user from microsoft graph, noting the `search` parameter is only effective if `user id` is 'me'.
- Teams Post Channel Message
Posts a new text or html message to a specified channel in a microsoft teams team.
- Teams Post Chat Message
Sends a non-empty message (text or html) to a specified, existing microsoft teams chat; content must be valid html if `content type` is 'html'.
- Teams Post Message Reply
Sends a reply to an existing message, identified by `message id`, within a specific `channel id` of a given `team id` in microsoft teams.
- Unarchive Team
Tool to unarchive a microsoft teams team. use when you need to restore an archived team to active state.
- Update Channel Message
Tool to update a message in a channel. use when you need to modify an existing channel message after confirming channel and message ids.
- Update Chat Message
Tool to update a specific message in a chat. use when you need to correct or modify a sent chat message.
- Update Team
Tool to update the properties of a team. use when you need to modify team settings such as member, messaging, or fun settings.
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
Apizeal and Microsoft Teams, answered
What can start an automation from Apizeal?
Any of Apizeal's 6 triggers in the catalog, including Contact Created, Lead Created, Policy Created and Policy Status Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Microsoft Teams when something happens in Apizeal?
Any of Microsoft Teams's 27 actions, including Create Meeting, Create Team, Update Channel Message and Update Chat Message. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Microsoft Teams to Apizeal?
Microsoft Teams has no triggers in the catalog today, so automations start in Apizeal. If you need the other direction, ask: your agent reads Microsoft Teams's API documentation and adds it.
Do I have to build a connector for Apizeal or Microsoft Teams?
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 Apizeal and Microsoft Teams 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.