Integration
Connect Canopy Connect to EmailOctopus
When Pull Completed fires in Canopy Connect, your agent runs Add Tag to Contact in EmailOctopus. 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 EmailOctopus 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 EmailOctopus
When Pull Completed in Canopy Connect
then Add Tag to Contact in EmailOctopus
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 EmailOctopus
Triggers and actions 1 trigger · 38 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 field
Creates a new custom field on an EmailOctopus list, such as a text, number, date or choice field that contacts can hold a value for.
- Add list
Creates a new mailing list in EmailOctopus and returns the list's details.
- Add tag
Creates a new tag on an EmailOctopus list so it can be applied to contacts.
- Add Tag to Contact
Adds a tag to an existing contact in an EmailOctopus list, leaving the contact's other tags unchanged.
- Add/Update Contact
Creates a contact on an EmailOctopus list, or updates it if a contact with that email address already exists on the list.
- Delete contact
Permanently deletes a contact from an EmailOctopus list.
- Delete list
Deletes an EmailOctopus list, along with its contacts, fields and tags.
- Find Contact
Finds a contact on an EmailOctopus list by email address and returns its details, field values, tags and subscription status.
- Get campaign
Returns the details of an EmailOctopus campaign, including its status, subject, sender, recipient lists and HTML content.
- Get campaign summary report
Returns the summary report for an EmailOctopus campaign: how many contacts it was sent to, plus its bounce, open, click, complaint and unsubscribe counts.
- Get list
Returns the details of an EmailOctopus list, including its custom fields, tags and subscriber counts.
- List campaigns
Returns every campaign in your EmailOctopus account, including its status, subject, sender and the lists it was sent to.
- List lists
Returns all mailing lists in the EmailOctopus account, with each list's fields, tags, contact counts and dates.
- Remove Tag From Contact
Removes a tag from a contact on an EmailOctopus list, leaving the contact's other tags unchanged. Returns the updated contact.
- Start automation for contact
Starts an EmailOctopus automation for a contact. The automation must be one that is started through the API.
- Unsubscribe Contact
Unsubscribes a contact from an EmailOctopus list so they stop receiving campaigns, and returns the updated contact.
- Update Contact's Email Address
Changes the email address of an existing contact on an EmailOctopus list and returns the updated contact.
- Update list
Renames an existing EmailOctopus list and returns the updated 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
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More into EmailOctopus
Questions
Canopy Connect and EmailOctopus, 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 EmailOctopus when something happens in Canopy Connect?
Any of EmailOctopus's 18 actions, including Update Contact's Email Address, Update list, Add field and Add list. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from EmailOctopus to Canopy Connect?
EmailOctopus has no triggers in the catalog today, so automations start in Canopy Connect. If you need the other direction, ask: your agent reads EmailOctopus's API documentation and adds it.
Do I have to build a connector for Canopy Connect or EmailOctopus?
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 EmailOctopus 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.