Integration
Connect Assignar and Canopy Connect
When New Activity fires in Assignar, your agent runs Create Monitoring in Canopy Connect, or Pull Completed in Canopy Connect to Update Contact in Assignar. 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 Assignar and Canopy Connect 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 Assignar and Canopy Connect can do together
From Assignar to Canopy Connect
When New Activity in Assignar
then Create Monitoring in Canopy Connect
From Canopy Connect to Assignar
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 Assignar and Canopy Connect
Triggers and actions 19 triggers · 54 actions
- New Activity
Triggers when a new activity is created.
- New Asset
Triggers when a new asset is created.
- New Charge Code
Triggers when a new charge code is created.
- New Client
Triggers when a new client is created.
- New Contact
Triggers when a new contact is created.
- New Digital Docket
Triggers when a new digital docket is submitted.
- New Order
Triggers when a new work order is created.
- New Order Task
Triggers when a task is added to a work order.
- New Project
Triggers when a new project is created.
- New Site Diary
Triggers when a new site diary is created.
- New Skill
Triggers when a new skill is created.
- New Supplier
Triggers when a new supplier is created.
- New Task
Triggers when a new task is created.
- New Timesheet
Triggers when a new timesheet is created.
- New User
Triggers when a new user is created.
- Updated Order
Triggers when a work order is created or changed.
- Updated Project
Triggers when a project is created or changed.
- Updated User
Triggers when a user is created or changed.
- Create User Competency
Gives a user an existing competency.
- Create User Induction
Records an induction for a user.
- Find Activity
Returns activities matching the values you give.
- Find Asset
Returns assets matching the values you give.
- Find Asset by Id
Returns one asset by its Assignar ID.
- Find Charge Code
Returns charge codes matching the values you give.
- Find Charge Items
Returns charge items matching the values you give.
- Find Client
Returns clients matching the values you give.
- Find Competency
Returns competencies matching the values you give.
- Find Contact
Returns contacts matching the values you give.
- Find Digital Docket
Returns one digital docket by its ID.
- Find Induction
Returns inductions matching the values you give.
- Find Order
Returns one work order by its ID.
- Find Order Charge Items
Returns the charge items on a work order.
- Find Order Tasks
Returns the tasks on a work order.
- Find Project
Returns projects matching the values you give.
- Find Relational Contact
Returns the contacts linked to a client.
- Find Supplier
Returns suppliers matching the values you give.
- Find Tag
Returns tags matching the values you give.
- Find Task
Returns tasks matching the values you give.
- Find Timesheet
Returns one timesheet with its full details.
- Find User
Returns users matching the values you give.
- Find User Competency
Returns a user's competencies.
- Find User Induction
Returns a user's inductions.
- Update Activity
Updates an activity.
- Update Charge Code
Updates a charge code.
- Update Client
Updates a client.
- Update Contact
Updates a contact.
- Update Order
Updates a work order.
- Update Project
Updates a project.
- Update Supplier
Updates a supplier.
- Update Task
Updates a task.
- Update User Competency
Updates a user's competency.
- Update User Induction
Updates a user's induction.
- Pull Completed
Triggers when a new insurance pull arrives on your team — a prospect has submitted through Canopy Connect and their insurance profile has been processed.
- Create Monitoring
Starts monitoring a pull's insurance account so its data refreshes on a fixed interval.
- Create Widget
Creates a Canopy Connect link (widget) customers use to share their insurance.
- Delete Widget
Deletes a Canopy Connect link (widget).
- Get Carrier
Returns one insurance carrier Canopy Connect supports.
- Get Monitoring
Returns one monitoring of a connected insurance account.
- Get Pull
Returns one insurance pull with its policies, drivers, vehicles, dwellings and documents.
- Get Servicing Action
Returns one servicing action and its status.
- Get Team
Returns your Canopy Connect team's details.
- Get Widget
Returns one Canopy Connect link (widget).
- List Carriers
Returns the insurance carriers Canopy Connect can pull policies from.
- List Monitorings
Returns your team's monitorings, the ongoing refreshes of connected insurance accounts.
- List Pulls
Returns the insurance pulls (submitted insurance profiles) your team has received, newest first.
- List Servicing Actions
Returns your team's servicing actions (policy changes requested on a customer's behalf).
- List Widgets
Returns your team's Canopy Connect links (widgets) that customers use to share their insurance.
- Look Up Property Data
Looks up property details (structure, year built, square footage and more) for an address. Requires a Canopy plan with property data lookups.
- Refresh Monitoring
Refreshes a monitored insurance account right away, creating a new pull.
- Run Policy Check
Runs a policy check on a pull against your team's saved policy check settings and returns the results.
- Stop Monitoring
Stops a monitoring so the insurance account is no longer refreshed.
- Update Monitoring
Changes a monitoring's refresh interval, next refresh date, stop date or status.
- Update Widget
Updates a Canopy Connect link (widget).
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
Assignar and Canopy Connect, answered
What can start an automation from Assignar?
Any of Assignar's 18 triggers in the catalog, including New Activity, New Asset, New Charge Code and New Client. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Canopy Connect when something happens in Assignar?
Any of Canopy Connect's 20 actions, including Create Monitoring, Create Widget, Update Monitoring and Update Widget. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Canopy Connect to Assignar?
Yes. When something happens in Canopy Connect, your agent can act in Assignar too. This page covers both directions: Canopy Connect's triggers and Assignar's actions are listed here as well.
Do I have to build a connector for Assignar or Canopy Connect?
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 Assignar and Canopy Connect 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.