Integration
Connect Call Loop 2.0 and RiskAdvisor
When Contact Added to List fires in Call Loop 2.0, your agent runs Add Notes in RiskAdvisor, or Call-In Quote Submitted in RiskAdvisor to Add Contact to List in Call Loop 2.0. 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 Call Loop 2.0 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 Call Loop 2.0 and RiskAdvisor can do together
From Call Loop 2.0 to RiskAdvisor
When Contact Added to List in Call Loop 2.0
then Add Notes in RiskAdvisor
When Contact Created or Updated in Call Loop 2.0
then Create Client in RiskAdvisor
From RiskAdvisor to Call Loop 2.0
When Call-In Quote Submitted in RiskAdvisor
then Add Contact to List in Call Loop 2.0
When Custom QuoteForm Submitted in RiskAdvisor
then Create (Update) Contact in Call Loop 2.0
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 Call Loop 2.0 and RiskAdvisor
Triggers and actions 10 triggers · 32 actions
Trigger
Contact Added to ListTriggers when a contact is added to the selected Call Loop list.
Trigger
Contact Created or UpdatedTriggers when a contact is created or updated in Call Loop.
Trigger
Contact UnsubscribedTriggers when a contact unsubscribes from SMS messages, either as a hard or a soft unsubscribe.
Action
Add Contact to ListAdds one or more contacts to one or more Call Loop lists and returns Call Loop's confirmation message.
Action
Add listCreates a new contact list in Call Loop and returns the created list.
Action
Create (Update) ContactCreates a contact, or updates the existing contact with the same phone number, and returns the saved contact.
Action
Delete contactPermanently deletes one or more contacts by ID and returns a confirmation with the number deleted.
Action
Find contacts by search termReturns the Call Loop contacts that match a search term, optionally narrowed by status and subscription state.
Action
Get contactReturns one Call Loop contact by its ID, including its status, subscription state, lists, custom field values and messaging activity. An error occurs if the contact is not found.
Action
Get messageReturns a message's current delivery status and details, looked up by its ID or state UUID. An error occurs if the message is not found.
Action
List contactsReturns the contacts in your Call Loop organization, optionally filtered by status, search text or subscription state. Deleted contacts are not included.
Action
List listsReturns the contact lists in your Call Loop organization, with each list's name, creation date, web forms, keywords and contact counts.
Action
Remove Contact From ListRemoves one or more contacts from the chosen Call Loop lists, either by contact ID or by an audience filter. Returns Call Loop's confirmation message.
Action
Send Ringless VoicemailQueues a ringless voicemail drop to a phone number using an audio file already in your Call Loop account. Returns the queued message and its delivery state.
Action
Send SMS / MMS MessageQueues one SMS or MMS message to a phone number from a number on your Call Loop account, and returns the queued message with its status.
Action
Send Voice BroadcastQueues one outbound voice call to a phone number, playing an uploaded audio file on live answer, as a voicemail, or both. Returns the queued message and its status.
Action
Update contactUpdates an existing Call Loop contact by ID, changing only the fields you fill in, and returns the saved contact.
Action
Update listRenames an existing contact list and returns the updated list.
Action
Update Opt-In StatusSets whether one contact is subscribed to text messages and to calls and ringless voicemail. No message is sent.
Trigger
Call-In Quote SubmittedTriggers when a call-in quote is submitted to the current RiskAdvisor team.
Trigger
Custom QuoteForm SubmittedTriggers when a custom quote form is submitted to the current RiskAdvisor team.
Trigger
New ClientTriggers when a new client is created in RiskAdvisor.
Trigger
New PolicyTriggers when a new policy-link result is captured in RiskAdvisor.
Trigger
New Risk ProfileTriggers when a new risk profile is created in RiskAdvisor.
Trigger
QuoteForm SubmittedTriggers when a quote form is submitted to the current RiskAdvisor team.
Trigger
Updated ClientTriggers when a client is created or updated in RiskAdvisor.
Action
Add NotesAppends notes to a RiskAdvisor risk profile; existing notes are kept.
Action
Archive ClientArchives a RiskAdvisor client together with its related risk profiles.
Action
Create ClientCreates a client on the connected user's current RiskAdvisor team.
Action
Create DriverAdds a driver to a risk profile that has auto insurance.
Action
Create Risk ProfileCreates a draft risk profile for an existing client on the current RiskAdvisor team.
Action
Create VehicleAdds a vehicle to a risk profile that has auto insurance.
Action
Find ClientFinds RiskAdvisor clients by exact email, or by a search over name, email and phone.
Action
Find PolicyFinds policy-link results by client email or client ID.
Action
Find Risk ProfileFinds risk profiles by the primary client's email, draft status or insurance type.
Action
Get ClientReturns one RiskAdvisor client by its ID, with name, contact details and lead source.
Action
Get current userReturns the RiskAdvisor user who owns the connected account's API token.
Action
List call-in quotesReturns the 20 newest call-in quote submissions for your current team, optionally limited to one client's email.
Action
List DriversReturns the drivers on a risk profile's auto insurance.
Action
List TeamsReturns the teams (agencies) the connected RiskAdvisor user belongs to.
Action
List VehiclesReturns the vehicles on a risk profile's auto insurance.
Action
Update ClientUpdates 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
Call Loop 2.0 and RiskAdvisor, answered
What can start an automation from Call Loop 2.0?
Any of Call Loop 2.0's 3 triggers in the catalog, including Contact Added to List, Contact Created or Updated and Contact Unsubscribed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in RiskAdvisor when something happens in Call Loop 2.0?
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 Call Loop 2.0?
Yes. When something happens in RiskAdvisor, your agent can act in Call Loop 2.0 too. This page covers both directions: RiskAdvisor's triggers and Call Loop 2.0's actions are listed here as well.
Do I have to build a connector for Call Loop 2.0 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 Call Loop 2.0 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.