Integration
Connect BackNine Insurance to Allo
When Case Created or Updated fires in BackNine Insurance, your agent runs Add Tag to Conversation Item in Allo. 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 BackNine Insurance and Allo 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 BackNine Insurance can start in Allo
When Case Created or Updated in BackNine Insurance
then Add Tag to Conversation Item in Allo
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 BackNine Insurance and Allo
Triggers and actions 3 triggers · 36 actions
- Case Created or Updated
Triggers when a BackNine case is created or updated.
- Quote and Apply Application Created With Insured
Triggers when a Quote & Apply application first has the insured's contact email.
- Quote and Apply Application Updated
Triggers when a Quote & Apply application is created or updated.
- Get Appointment
Returns one carrier appointment with its advisor, carrier and status.
- Get Approved Domain
Returns one Quote & Apply website (approved domain) and its settings.
- Get Case
Returns one BackNine case with its insured, carrier, product, premium and status details.
- Get eApp
Returns one Quote & Apply application with its insured, product, agent and status.
- Get Pay Period
Returns one commission pay period with its amount and payee.
- Get Product
Returns one insurance product with its carrier and details.
- List Agencies
Returns a page of agencies you can access, optionally filtered by name or email.
- List Agents
Returns a page of agents you can access, optionally filtered by name or email.
- List Appointments
Returns a page of carrier appointments, optionally filtered by status group or carrier.
- List Approved Domains
Returns a page of your Quote & Apply websites (approved domains).
- List Cases
Returns a page of BackNine cases, optionally filtered by status or policy number.
- List eApps
Returns a page of Quote & Apply applications (eApps), optionally filtered by insured email or completion.
- List Payments
Returns a page of commission payments.
- List Pay Periods
Returns a page of commission pay periods.
- List Products
Returns a page of insurance products available in BackNine.
- Add Tag to Conversation Item
Adds a tag to a call or SMS.
- Add Thread Comment
Adds a comment to an internal discussion thread.
- Get Company
Returns one company from the Allo CRM.
- Get Conversation Item
Returns one call or SMS, including its summary and transcript.
- Get Deal
Returns one deal from the Allo CRM.
- Get Person
Returns one person from the Allo CRM.
- Get User
Returns one user on your Allo team.
- List Conversation Notes
Returns the notes on the conversation with a contact number.
- List Conversations
Returns conversations grouped by contact number, with their latest activity.
- List Phone Numbers
Returns the Allo phone numbers on your team.
- List Tags
Returns the tags in your Allo workspace.
- List Threads
Returns internal discussion threads.
- List Users
Returns the users on your Allo team.
- Search Companies
Returns companies in the Allo CRM matching the given filters.
- Search Conversation Items
Returns calls, SMS and other conversation items matching the given filters.
- Search Deals
Returns deals in the Allo CRM matching the given filters.
- Search People
Returns people in the Allo CRM matching the given filters.
- Send Fax
Sends a PDF document as a fax from one of your Allo numbers.
- Send SMS
Sends an SMS from one of your Allo numbers.
- Update Company
Updates a company in the Allo CRM.
- Update Person
Updates a person in the Allo CRM.
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
BackNine Insurance and Allo, answered
What can start an automation from BackNine Insurance?
Any of BackNine Insurance's 3 triggers in the catalog, including Case Created or Updated, Quote and Apply Application Created With Insured and Quote and Apply Application Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Allo when something happens in BackNine Insurance?
Any of Allo's 21 actions, including Send Fax, Send SMS, Update Company and Update Person. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Allo to BackNine Insurance?
Allo has no triggers in the catalog today, so automations start in BackNine Insurance. If you need the other direction, ask: your agent reads Allo's API documentation and adds it.
Do I have to build a connector for BackNine Insurance or Allo?
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 BackNine Insurance and Allo 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.