--- title: "Connect Canopy Connect and Clearstream - APIANT.ai" description: "When \"Pull Completed\" fires in Canopy Connect, your agent runs \"Add Tag to Subscriber\" in Clearstream." canonical: "https://apiant.ai/connect/canopy-connect-to-clearstream" --- # Connect Canopy Connect and Clearstream When **Pull Completed** fires in [Canopy Connect](https://apiant.ai/connections/canopy-connect), your agent runs **Add Tag to Subscriber** in [Clearstream](https://apiant.ai/connections/clearstream), or **New Incoming Text** in Clearstream to **Create Monitoring** in Canopy Connect. Describe the whole flow and it is built, tested on every scenario and kept running. Canopy Connect **1** trigger Canopy Connect **20** actions Clearstream **2** triggers Clearstream **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Canopy Connect and Clearstream to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Canopy Connect and Clearstream can do together ### From Canopy Connect to Clearstream - When **Pull Completed** in Canopy Connect then **Add Tag to Subscriber** in Clearstream - When **Pull Completed** in Canopy Connect then **Create List** in Clearstream ### From Clearstream to Canopy Connect - When **New Incoming Text** in Clearstream then **Create Monitoring** in Canopy Connect - When **New Subscriber** in Clearstream then **Create Widget** in Canopy Connect 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 Canopy Connect and Clearstream ## Triggers and actions 3 triggers · 30 actions - Trigger **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. - Action **Create Monitoring** Starts monitoring a pull's insurance account so its data refreshes on a fixed interval. - Action **Create Widget** Creates a Canopy Connect link (widget) customers use to share their insurance. - Action **Delete Widget** Deletes a Canopy Connect link (widget). - Action **Get Carrier** Returns one insurance carrier Canopy Connect supports. - Action **Get Monitoring** Returns one monitoring of a connected insurance account. - Action **Get Pull** Returns one insurance pull with its policies, drivers, vehicles, dwellings and documents. - Action **Get Servicing Action** Returns one servicing action and its status. - Action **Get Team** Returns your Canopy Connect team's details. - Action **Get Widget** Returns one Canopy Connect link (widget). - Action **List Carriers** Returns the insurance carriers Canopy Connect can pull policies from. - Action **List Monitorings** Returns your team's monitorings, the ongoing refreshes of connected insurance accounts. - Action **List Pulls** Returns the insurance pulls (submitted insurance profiles) your team has received, newest first. - Action **List Servicing Actions** Returns your team's servicing actions (policy changes requested on a customer's behalf). - Action **List Widgets** Returns your team's Canopy Connect links (widgets) that customers use to share their insurance. - Action **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. - Action **Refresh Monitoring** Refreshes a monitored insurance account right away, creating a new pull. - Action **Run Policy Check** Runs a policy check on a pull against your team's saved policy check settings and returns the results. - Action **Stop Monitoring** Stops a monitoring so the insurance account is no longer refreshed. - Action **Update Monitoring** Changes a monitoring's refresh interval, next refresh date, stop date or status. - Action **Update Widget** Updates a Canopy Connect link (widget). - Trigger **New Incoming Text** Triggers when a new incoming text is received in your Clearstream account. - Trigger **New Subscriber** Triggers when a new subscriber is added to your Clearstream account. - Action **Add Tag to Subscriber** Adds a tag to a subscriber in your Clearstream account. - Action **Create List** Creates a new subscriber list in your Clearstream account. - Action **Create Tag** Creates a new tag in your Clearstream account. - Action **Get Subscriber** Returns one Clearstream subscriber, looked up by mobile number, with their lists and tags. - Action **List Lists** Returns the subscriber lists in your Clearstream account, optionally filtered by name or locked status. - Action **List Tags** Returns the tags in your Clearstream account, optionally filtered by name. - Action **Opt-Out Subscriber** Opts a subscriber out of your Clearstream account so they no longer receive texts. - Action **Remove Subscriber From List** Removes a subscriber from one of your Clearstream lists. The subscriber stays opted in to your account. - Action **Send Text to Number** Sends a one-to-one text message to a single mobile number from your Clearstream account. - Action **Update Subscriber** Updates an existing Clearstream subscriber's name, email, lists or tags. ## Each app on its own - [ **Canopy Connect** Canopy Connect is a 1-click solution that enables you to instantly receive Dec Pages and insurance...](https://apiant.ai/connections/canopy-connect) - [ **Clearstream** Clearstream is a two-way SMS communication tool for churches and non-profits.](https://apiant.ai/connections/clearstream) Reviews ## What our customers say ## More from Canopy Connect - [ **Canopy Connect to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/canopy-connect-to-hubspot) - [ **Canopy Connect to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/canopy-connect-to-salesforce) - [ **Canopy Connect to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/canopy-connect-to-slack) - [ **Canopy Connect to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/canopy-connect-to-google-sheets) - [ **Canopy Connect to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/canopy-connect-to-gmail) - [ **Canopy Connect to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/canopy-connect-to-google-calendar) ## More into Clearstream - [ **ActiveCampaign to Clearstream** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-clearstream) - [ **Airtable to Clearstream** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-clearstream) - [ **Asana to Clearstream** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-clearstream) - [ **Brevo to Clearstream** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-clearstream) - [ **Calendly to Clearstream** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-clearstream) - [ **Capsule CRM to Clearstream** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-clearstream) Questions ## Canopy Connect and Clearstream, answered ### ### What can start an automation from Canopy Connect? Any of Canopy Connect's 1 trigger in the catalog, including Pull Completed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Clearstream when something happens in Canopy Connect? Any of Clearstream's 10 actions, including Create List, Create Tag, Send Text to Number and Update Subscriber. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Clearstream to Canopy Connect? Yes. When something happens in Clearstream, your agent can act in Canopy Connect too. This page covers both directions: Clearstream's triggers and Canopy Connect's actions are listed here as well. ### ### Do I have to build a connector for Canopy Connect or Clearstream? 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 Canopy Connect and Clearstream 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.