Integration
Connect BackNine Insurance and Captivated
When Case Created or Updated fires in BackNine Insurance, your agent runs Create or Update Contact in Captivated, or New or Updated Contact in Captivated to Get Appointment in BackNine Insurance. 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 Captivated 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 and Captivated can do together
From BackNine Insurance to Captivated
When Case Created or Updated in BackNine Insurance
then Create or Update Contact in Captivated
From Captivated to BackNine Insurance
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 Captivated
Triggers and actions 6 triggers · 35 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.
- New or Updated Contact
Triggers when a contact is created or updated in Captivated.
- New Tag
Triggers when a new contact tag is created.
- New Template
Triggers when a new message template is created.
- Create or Update Contact
Creates a contact, or updates the matching one, in Captivated.
- Create Tag
Creates a contact tag.
- Create Template
Creates a message template.
- Delete Contact
Deletes a contact.
- Delete Tag
Deletes a tag.
- Get Bulk Job Status
Returns the status and results of a bulk message job.
- Get Contact
Returns one contact by its ID.
- Get Message
Returns one message and its delivery state.
- Get Tag
Returns one tag by its ID.
- Get Template
Returns one message template by its ID.
- Get User
Returns one Captivated user by ID.
- List Contacts
Returns a page of contacts, optionally only those updated since a time.
- List Conversation Messages
Returns the messages in one conversation.
- List Tags
Returns a page of contact tags.
- List Templates
Returns a page of message templates.
- Send Bulk Messages
Queues a batch of text messages and returns the bulk job ID.
- Send Message
Sends a text message from one of your Captivated numbers to a recipient.
- Update Contact
Updates the fields you supply on an existing contact.
- Update Tag
Renames or recolors a tag.
- Update Template
Updates a message template's name or text.
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 Captivated, 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 Captivated when something happens in BackNine Insurance?
Any of Captivated's 20 actions, including Create or Update Contact, Create Tag, Create Template and Send Bulk Messages. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Captivated to BackNine Insurance?
Yes. When something happens in Captivated, your agent can act in BackNine Insurance too. This page covers both directions: Captivated's triggers and BackNine Insurance's actions are listed here as well.
Do I have to build a connector for BackNine Insurance or Captivated?
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 Captivated 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.