Integration
Connect Canopy Connect and ClickMeeting
When Pull Completed fires in Canopy Connect, your agent runs Add or Update Contact in ClickMeeting, or New Attendee in ClickMeeting to Create Monitoring in Canopy Connect. 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 Canopy Connect and ClickMeeting 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 Canopy Connect and ClickMeeting can do together
From Canopy Connect to ClickMeeting
When Pull Completed in Canopy Connect
then Add or Update Contact in ClickMeeting
From ClickMeeting to 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 ClickMeeting
Triggers and actions 5 triggers · 36 actions
- 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).
- New Attendee
Triggers when a new attendee appears in a ClickMeeting event session.
- New Recording
Triggers when a new event recording is available in your ClickMeeting account.
- New Registrant
Triggers when a person registers for the chosen ClickMeeting event.
- New Upcoming Event
Triggers when a new active meeting or webinar room appears in your ClickMeeting account.
- Add New Registrant
Registers a person for a ClickMeeting event and returns their personal entry URL.
- Add or Update Contact
Adds a contact to your ClickMeeting account, or updates it if the email address already exists.
- Create Auto-Login Hash
Creates an auto-login hash that lets a person enter a ClickMeeting room directly; append it to the room URL as ?l=hash.
- Create New Event
Creates a new ClickMeeting meeting or webinar room and returns its ID and room URL.
- Delete Event
Permanently deletes a ClickMeeting meeting or webinar room.
- Delete recording
Deletes a single recording from a ClickMeeting event room.
- Generate Access Tokens
Generates single-use access tokens for a token-protected ClickMeeting room.
- Get Event
Returns one ClickMeeting meeting or webinar room by its ID.
- Get session
Returns the details of one session of an event room, including its attendees, visitor counts and PDF report links.
- List events
Returns the meeting and webinar rooms in your ClickMeeting account, either the active or the inactive ones.
- List files
Returns every file in your ClickMeeting file library, with each file's name, type, conversion status and download link.
- List recordings
Returns the recordings of a ClickMeeting event room, with each recording's duration, size, start time and download URL.
- List registrations
Returns the people registered for an event room, either all registrations or only active ones.
- List session attendees
Returns every attendee of a session in a ClickMeeting event room, with their email, nickname, role, device, rating and poll answers.
- List sessions
Returns every session held in a ClickMeeting event room, with start and end times and visitor counts.
- Update Event
Updates the settings of an existing ClickMeeting meeting or webinar room.
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
Canopy Connect and ClickMeeting, 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 ClickMeeting when something happens in Canopy Connect?
Any of ClickMeeting's 16 actions, including Create Auto-Login Hash, Create New Event, Update Event and Add New Registrant. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ClickMeeting to Canopy Connect?
Yes. When something happens in ClickMeeting, your agent can act in Canopy Connect too. This page covers both directions: ClickMeeting's triggers and Canopy Connect's actions are listed here as well.
Do I have to build a connector for Canopy Connect or ClickMeeting?
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 ClickMeeting 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.