Integration
Connect Canopy Connect and Credly
When Pull Completed fires in Canopy Connect, your agent runs Issue Badge in Credly, or New issued badge in Credly 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 Credly 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 Canopy Connect and Credly can do together
From Canopy Connect to Credly
When Pull Completed in Canopy Connect
then Issue Badge in Credly
When Pull Completed in Canopy Connect
then Add badge template in Credly
From Credly to Canopy Connect
When New issued badge in Credly
then Create Monitoring in Canopy Connect
When New issued badge in Credly
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 Credly
Triggers and actions 2 triggers · 38 actions
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).
Trigger
New issued badgeTriggers when a new badge is issued by your Credly organization.
Action
Add badge templateCreates a new badge template in your Credly organization and returns its id.
Action
Add employeeAdds an employee to your Credly Workforce organization and returns the new employee record.
Action
Delete badge templateDeletes a badge template from the Credly organization.
Action
Delete employeeDeletes an employee from your Credly Workforce organization.
Action
Get badge templateReturns a single badge template from your Credly organization, including its description, skills, criteria, state and visibility.
Action
Get employeeReturns a single employee in your Credly organization, looked up by email address, Credly id or your own external id.
Action
Get issued badgeReturns the details of a single issued badge, including its recipient, state, badge template and evidence.
Action
Get organizationReturns the details of the Credly organization this account is connected to.
Action
Issue BadgeIssues a new badge from one of your badge templates to a recipient by email.
Action
List badge templatesReturns the badge templates of your Credly organization, optionally filtered by name, state, skills, dates and more.
Action
List employeesReturns the employees in your Credly organization, optionally filtered by name or email, connection status or badge level.
Action
List endorsementsReturns the endorsements your organization holds on a badge template, including their competencies, credits and validity dates.
Action
List issued badgesReturns the badges your Credly organization has issued, with optional filters by recipient, badge template, state and dates, and a choice of sort order.
Action
List organizationsReturns the Credly organizations visible to the connected account.
Action
Replace issued badgeReplaces an issued badge with a new badge, optionally changing its template, recipient details, dates and evidence. Returns the new replacement badge.
Action
Revoke issued badgeRevokes an issued badge, removing it from the earner's wallet and public profile, and returns the updated badge.
Action
Update badge templateUpdates an existing badge template in your Credly organization. Only the values you fill in are changed.
Action
Update employeeUpdates an existing employee in your Credly organization, identified by email or your own employee ID. Fields left blank are not changed.
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 Credly, 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 Credly when something happens in Canopy Connect?
Any of Credly's 18 actions, including Update badge template, Update employee, Add badge template and Add employee. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Credly to Canopy Connect?
Yes. When something happens in Credly, your agent can act in Canopy Connect too. This page covers both directions: Credly's triggers and Canopy Connect's actions are listed here as well.
Do I have to build a connector for Canopy Connect or Credly?
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 Credly 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.