Integration
Connect Breeze and Canopy Connect
When New Project fires in Breeze, your agent runs Create Monitoring in Canopy Connect, or Pull Completed in Canopy Connect to Create New Task in Breeze. 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 Breeze 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 Breeze and Canopy Connect can do together
From Breeze to Canopy Connect
When New Project in Breeze
then Create Monitoring in Canopy Connect
When New Task in Breeze
then Create Widget in Canopy Connect
From Canopy Connect to Breeze
When Pull Completed in Canopy Connect
then Create New Task in Breeze
When Pull Completed in Canopy Connect
then Add comment in Breeze
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 Breeze and Canopy Connect
Triggers and actions 7 triggers · 50 actions
Trigger
New ProjectTriggers when a new project is created in Breeze.
Trigger
New TaskTriggers when a new task is created in the selected Breeze project.
Trigger
Project RenamedTriggers when a Breeze project is given a new name.
Trigger
Tag Added to TaskTriggers when a tag is added to a task in the selected Breeze project.
Trigger
Task MovedTriggers when a task is moved to a different list in the selected Breeze project.
Trigger
Task Status UpdatedTriggers when a task's status changes in the selected Breeze project.
Action
Add commentAdds a comment to a task in a Breeze project. Returns the comment that was created.
Action
Add listAdds a new list to a Breeze project. Returns the list that was created.
Action
Add time entryLogs a time entry against a task in a Breeze project. Returns the time entry that was created.
Action
Add todoAdds a checklist item to a task in a Breeze project. Returns the checklist item that was created.
Action
Create New ProjectCreates a new project in Breeze. Returns the project that was created.
Action
Create New TaskCreates a new task (card) in a Breeze project. Returns the task that was created.
Action
Delete cardDeletes a task (card) from a Breeze project.
Action
Delete commentDeletes a comment from a task in a Breeze project.
Action
Delete listDeletes a list from a Breeze project.
Action
Delete projectDeletes a project from Breeze.
Action
Delete time entryDeletes a time entry from a task in a Breeze project.
Action
Delete todoDeletes a checklist item from a task in a Breeze project.
Action
Find ProjectReturns the Breeze projects whose name contains the text you supply.
Action
Generate time tracking reportGenerates a time tracking report for a date range, optionally limited to certain projects, people, lists or tags.
Action
Get cardReturns a single task (card) from a Breeze project, including its checklists, comments count, time entries and custom field values.
Action
Get projectReturns a single Breeze project, including its budget, members and tracked time.
Action
List cardsReturns the tasks (cards) in a Breeze project, 100 per page.
Action
List commentsReturns the comments on a task in a Breeze project.
Action
List listsReturns the lists in a Breeze project.
Action
List projectsReturns all active projects in the Breeze account.
Action
List time entriesReturns the time entries logged against a task in a Breeze project.
Action
List todosReturns the items on a checklist of a task in a Breeze project.
Action
List usersReturns the people on your Breeze team.
Action
Move cardMoves a task to another list, or to another position within its list.
Action
Update cardUpdates a task in a Breeze project. Only the values you supply are changed. Returns the updated task.
Action
Update commentChanges the text of a comment on a task in a Breeze project. Returns the updated comment.
Action
Update listRenames a list in a Breeze project. Returns the updated list.
Action
Update projectUpdates a Breeze project. Only the values you supply are changed. Returns the updated project.
Action
Update time entryUpdates a time entry on a task in a Breeze project. Only the values you supply are changed. Returns the updated time entry.
Action
Update todoUpdates a checklist item on a task in a Breeze project. Only the values you supply are changed. Returns the updated item.
Trigger
Pull CompletedTriggers when a new insurance pull arrives on your team — a prospect has submitted through Canopy Connect and their insurance profile has been processed.
Action
Create MonitoringStarts monitoring a pull's insurance account so its data refreshes on a fixed interval.
Action
Create WidgetCreates a Canopy Connect link (widget) customers use to share their insurance.
Action
Delete WidgetDeletes a Canopy Connect link (widget).
Action
Get CarrierReturns one insurance carrier Canopy Connect supports.
Action
Get MonitoringReturns one monitoring of a connected insurance account.
Action
Get PullReturns one insurance pull with its policies, drivers, vehicles, dwellings and documents.
Action
Get Servicing ActionReturns one servicing action and its status.
Action
Get TeamReturns your Canopy Connect team's details.
Action
Get WidgetReturns one Canopy Connect link (widget).
Action
List CarriersReturns the insurance carriers Canopy Connect can pull policies from.
Action
List MonitoringsReturns your team's monitorings, the ongoing refreshes of connected insurance accounts.
Action
List PullsReturns the insurance pulls (submitted insurance profiles) your team has received, newest first.
Action
List Servicing ActionsReturns your team's servicing actions (policy changes requested on a customer's behalf).
Action
List WidgetsReturns your team's Canopy Connect links (widgets) that customers use to share their insurance.
Action
Look Up Property DataLooks up property details (structure, year built, square footage and more) for an address. Requires a Canopy plan with property data lookups.
Action
Refresh MonitoringRefreshes a monitored insurance account right away, creating a new pull.
Action
Run Policy CheckRuns a policy check on a pull against your team's saved policy check settings and returns the results.
Action
Stop MonitoringStops a monitoring so the insurance account is no longer refreshed.
Action
Update MonitoringChanges a monitoring's refresh interval, next refresh date, stop date or status.
Action
Update WidgetUpdates 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
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Questions
Breeze and Canopy Connect, answered
What can start an automation from Breeze?
Any of Breeze's 6 triggers in the catalog, including New Project, New Task, Tag Added to Task and Task Moved. 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 Breeze?
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 Breeze?
Yes. When something happens in Canopy Connect, your agent can act in Breeze too. This page covers both directions: Canopy Connect's triggers and Breeze's actions are listed here as well.
Do I have to build a connector for Breeze 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 Breeze 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.