Integration
Connect Benetics and RiskAdvisor
When New Project fires in Benetics, your agent runs Add Notes in RiskAdvisor, or Call-In Quote Submitted in RiskAdvisor to Add Task in Benetics. 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 Benetics and RiskAdvisor 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 Benetics and RiskAdvisor can do together
From Benetics to RiskAdvisor
When New Project in Benetics
then Add Notes in RiskAdvisor
From RiskAdvisor to Benetics
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 Benetics and RiskAdvisor
Triggers and actions 11 triggers · 41 actions
- New Project
Triggers when a new project is created.
- New Task
Triggers when a new task is created.
- Updated Project
Triggers when a project is updated.
- Updated Task
Triggers when a task is updated.
- Add Plan Version
Upload a new version of a plan.
- Add Project Member
Add a member to a project.
- Add Task
Create a new task on a project.
- Create Project
Creates a new project.
- Delete Document
Delete a document.
- Delete Plan
Delete a plan.
- Delete Plan Version
Remove one version of a plan from a project.
- Delete Project
Delete a project.
- Delete Project Member
Remove a member from a project.
- Delete Task
Delete a task.
- Document Upload
Upload a document
- Get Project
Get a single project by id.
- Get Report
Get a single report by id.
- Get Task
Get a single task by id.
- List Members
List members of the organization.
- List Project Members
List members assigned to a project.
- List Projects
List projects in the organization.
- List Reports
List reports for a project.
- List Tasks
List tasks for a project.
- Plan Upload
Upload a plan
- Update Document
Update a document's fields.
- Update Plan
Update a plan's fields.
- Update Project
Update a project's fields.
- Update Task
Update a task's fields.
- Upload File
Uploads a file to Benetics and returns its file upload id, ready to attach to a plan version or a document.
- Call-In Quote Submitted
Triggers when a call-in quote is submitted to the current RiskAdvisor team.
- Custom QuoteForm Submitted
Triggers when a custom quote form is submitted to the current RiskAdvisor team.
- New Client
Triggers when a new client is created in RiskAdvisor.
- New Policy
Triggers when a new policy-link result is captured in RiskAdvisor.
- New Risk Profile
Triggers when a new risk profile is created in RiskAdvisor.
- QuoteForm Submitted
Triggers when a quote form is submitted to the current RiskAdvisor team.
- Updated Client
Triggers when a client is created or updated in RiskAdvisor.
- Add Notes
Appends notes to a RiskAdvisor risk profile; existing notes are kept.
- Archive Client
Archives a RiskAdvisor client together with its related risk profiles.
- Create Client
Creates a client on the connected user's current RiskAdvisor team.
- Create Driver
Adds a driver to a risk profile that has auto insurance.
- Create Risk Profile
Creates a draft risk profile for an existing client on the current RiskAdvisor team.
- Create Vehicle
Adds a vehicle to a risk profile that has auto insurance.
- Find Client
Finds RiskAdvisor clients by exact email, or by a search over name, email and phone.
- Find Policy
Finds policy-link results by client email or client ID.
- Find Risk Profile
Finds risk profiles by the primary client's email, draft status or insurance type.
- Get Client
Returns one RiskAdvisor client by its ID, with name, contact details and lead source.
- Get current user
Returns the RiskAdvisor user who owns the connected account's API token.
- List call-in quotes
Returns the 20 newest call-in quote submissions for your current team, optionally limited to one client's email.
- List Drivers
Returns the drivers on a risk profile's auto insurance.
- List Teams
Returns the teams (agencies) the connected RiskAdvisor user belongs to.
- List Vehicles
Returns the vehicles on a risk profile's auto insurance.
- Update Client
Updates 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
What our customers say
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Questions
Benetics and RiskAdvisor, answered
What can start an automation from Benetics?
Any of Benetics's 4 triggers in the catalog, including New Project, New Task, Updated Project and Updated Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in RiskAdvisor when something happens in Benetics?
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 Benetics?
Yes. When something happens in RiskAdvisor, your agent can act in Benetics too. This page covers both directions: RiskAdvisor's triggers and Benetics's actions are listed here as well.
Do I have to build a connector for Benetics 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 Benetics 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.