Integration
Connect awork and RiskAdvisor
When New Client fires in awork, your agent runs Create Client in RiskAdvisor, or Call-In Quote Submitted in RiskAdvisor to Create Project Task in awork. 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 awork and RiskAdvisor to do together?
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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 awork and RiskAdvisor can do together
From awork to RiskAdvisor
When New Client in awork
then Create Client in RiskAdvisor
When New Project in awork
then Add Notes in RiskAdvisor
From RiskAdvisor to awork
When Call-In Quote Submitted in RiskAdvisor
then Create Project Task in awork
When Custom QuoteForm Submitted in RiskAdvisor
then Update Project Task in awork
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 awork and RiskAdvisor
Triggers and actions 15 triggers · 37 actions
Trigger
New ClientFires when a new company/client is created in awork. Poll/webhook on companies resource creation event.
Trigger
New ProjectTriggers when a new project is created.
Trigger
New TaskTriggers when a new task is created. The trigger only fires for tasks with a project assigned, not for private tasks.
Trigger
New Time EntryTriggers when a new time entry is created.
Trigger
Updated ClientFires when an existing company/client is updated in awork. Poll/webhook on companies resource update event.
Trigger
Updated ProjectFires when a project is updated in the awork workspace.
Trigger
Updated TaskTriggers when a task is updated. The trigger only fires for tasks with a project assigned, not for private tasks.
Trigger
Updated Time EntryTriggers when a time entry is updated.
Action
Create ClientCreates a client (company) in awork and returns the created company.
Action
Create ProjectCreates a new project.
Action
Create Project TaskCreates a task in an awork project.
Action
Create Time EntryCreates a time entry for a user, optionally against a project/task, using startDateUtc+duration or startDateUtc+endDateUtc.
Action
Delete ClientDeletes a client (company) in awork, optionally moving, detaching or deleting its linked projects and tasks.
Action
Delete ProjectDeletes an awork project and its tasks, optionally deleting its time entries too.
Action
Delete Project TaskDeletes an awork task by id.
Action
Delete Time EntryDeletes a time entry in awork.
Action
Find Project Tasks by criteriaReturns up to 100 tasks of a project that match the specified filter criteria.
Action
Find Time Entries by criteriaReturns up to 100 time entries in the workspace that match the specified filter criteria.
Action
Get Client by IDFinds a client by id
Action
Get Project by IDFinds a project by id
Action
Get Task by IDReturns a single awork task (project or private task) by its id, including status, assignees, project, tags, lists and custom field values.
Action
Get Time EntryReturns a single awork time entry by its id, including its task, project, user, type of work and breaks.
Action
Search ClientsReturns up to 100 clients (companies) whose name contains the specified text.
Action
Search ProjectsReturns up to 100 projects whose name contains the specified text, optionally narrowed by an additional filter.
Action
Search Users by EmailReturns the awork users whose contact information includes the specified email address.
Action
Update ClientUpdates an existing client (company) by ID. Fields left blank keep their current values.
Action
Update ProjectUpdates fields (name, status, workflow, etc) on an existing awork project.
Action
Update Project TaskUpdates fields (name, status, assignee, due date, etc) on an existing awork task.
Action
Update Time EntryUpdates an existing awork time entry: its times or duration, type of work, project, task, note and billing flags.
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
Reviews
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Questions
awork and RiskAdvisor, answered
What can start an automation from awork?
Any of awork's 8 triggers in the catalog, including New Client, New Project, New Task and New Time Entry. Describe the moment in plain language and your agent picks the right one.
What can your agent do in RiskAdvisor when something happens in awork?
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 awork?
Yes. When something happens in RiskAdvisor, your agent can act in awork too. This page covers both directions: RiskAdvisor's triggers and awork's actions are listed here as well.
Do I have to build a connector for awork 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 awork 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.