Integration
Connect Canopy Connect to Direct Mail Manager
When Pull Completed fires in Canopy Connect, your agent runs Add address in Direct Mail Manager. 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 Direct Mail Manager 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 can start in Direct Mail Manager
When Pull Completed in Canopy Connect
then Add address in Direct Mail Manager
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 Direct Mail Manager
Triggers and actions 1 trigger · 32 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).
- Add address
Adds a new recipient address to your Direct Mail Manager account, optionally placing it on one or more mailing lists, and returns the new address's id and verification result.
- Add address to mailing list
Adds an existing address to a mailing list. An address can belong to any number of mailing lists.
- Add mailing list
Creates a new mailing list in Direct Mail Manager and returns its ID.
- Delete address
Deletes an address from your Direct Mail Manager account. The deletion is a soft delete, so the address can be restored later; suppressed or locked addresses cannot be deleted.
- Delete mailing list
Permanently deletes a mailing list. Addresses that were on the list are kept.
- Get address
Returns a single address from Direct Mail Manager, including its verification status, deliverability, mailing lists, metadata and custom field values.
- Get mailing list
Returns a single mailing list by its ID, including its name, address count and mailable count.
- List addresses
Returns the addresses in your Direct Mail Manager account, optionally narrowed by name, location, verification status, creation date or a search term.
- List mailing lists
Returns the mailing lists in your Direct Mail Manager account, with each list's name, address counts and dates. Optionally filter by name, search text or creation date.
- Suppress address
Suppresses an address so no postcards are sent to it, no matter how many mailing lists it belongs to. Returns the updated address.
- Update address
Updates an existing address in Direct Mail Manager, including its recipient name, street address, mailing lists, metadata and custom field values.
- Update mailing list
Renames an existing mailing list in Direct Mail Manager and returns the updated mailing list.
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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More into Direct Mail Manager
Questions
Canopy Connect and Direct Mail Manager, 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 Direct Mail Manager when something happens in Canopy Connect?
Any of Direct Mail Manager's 12 actions, including Update address, Update mailing list, Add address and Add address to mailing list. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Direct Mail Manager to Canopy Connect?
Direct Mail Manager has no triggers in the catalog today, so automations start in Canopy Connect. If you need the other direction, ask: your agent reads Direct Mail Manager's API documentation and adds it.
Do I have to build a connector for Canopy Connect or Direct Mail Manager?
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 Direct Mail Manager 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.