Integration
Connect Birdview PSA and Canopy Connect
When New Project fires in Birdview PSA, your agent runs Create Monitoring in Canopy Connect, or Pull Completed in Canopy Connect to Post Activity Message in Birdview PSA. 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 Birdview PSA 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)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 Birdview PSA and Canopy Connect can do together
From Birdview PSA to Canopy Connect
When New Project in Birdview PSA
then Create Monitoring in Canopy Connect
From Canopy Connect to Birdview PSA
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 Birdview PSA and Canopy Connect
Triggers and actions 3 triggers · 27 actions
- New Project
Triggers when a new project is created in Birdview.
- Updated Project
Triggers when a project is updated in Birdview PSA, returning the latest version of the project.
- Create Activity
Creates a new activity (task) in a Birdview project and returns the created activity.
- Create Project
Creates a new project in Birdview PSA and returns the created project record.
- Create Project (With Custom Fields)
Creates a project in Birdview PSA, including values for your account's custom project fields.
- Find Project
Finds projects in Birdview by name and other filters, returning the matching projects and the first match.
- Post Activity Message
Posts a message to an activity (task) in Birdview, optionally requesting approval from users and attaching existing files.
- Post Project Message
Posts a message to a Birdview project's discussion, optionally requesting approval from users or attaching files.
- Update Activity
Updates an existing activity (task) in Birdview PSA. Fields left blank keep their current values.
- 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
Birdview PSA and Canopy Connect, answered
What can start an automation from Birdview PSA?
Any of Birdview PSA's 2 triggers in the catalog, including New Project and Updated Project. 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 Birdview PSA?
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 Birdview PSA?
Yes. When something happens in Canopy Connect, your agent can act in Birdview PSA too. This page covers both directions: Canopy Connect's triggers and Birdview PSA's actions are listed here as well.
Do I have to build a connector for Birdview PSA 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 Birdview PSA 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.