Integration
Connect Canopy Connect and FreeScout
When Pull Completed fires in Canopy Connect, your agent runs Create Customer in FreeScout, or Conversation Created in FreeScout 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 FreeScout 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 FreeScout can do together
From Canopy Connect to FreeScout
When Pull Completed in Canopy Connect
then Create Customer in FreeScout
From FreeScout 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 FreeScout
Triggers and actions 4 triggers · 45 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).
- Conversation Created
Triggers when a new conversation is created in FreeScout.
- New Customer
Triggers when a new customer is created in FreeScout.
- New or Updated Conversation
Triggers when a FreeScout conversation is created or updated.
- Create Customer
Creates a FreeScout customer. If a customer with the email already exists, none is created.
- Create Thread
Adds a customer reply, agent reply or internal note to a FreeScout conversation.
- Create Timelog
Logs a finished time entry of the given duration on a FreeScout conversation (Time Tracking module).
- Create User
Creates a regular FreeScout user (no invitation email; no mailbox access by default).
- Delete Conversation
Deletes a FreeScout conversation permanently.
- Delete User
Deletes a FreeScout user.
- Get Conversation
Returns one FreeScout conversation by ID, with its threads and tags.
- Get Current User
Returns the FreeScout user who owns the API key (works only with a per-user API key).
- Get Customer
Returns one FreeScout customer by ID, with their name, company, emails and phones.
- Get Report
Returns metrics and chart data for a FreeScout report (conversations, productivity, satisfaction or time); requires the Reports module.
- Get User
Returns one FreeScout user by ID.
- List Conversations
Returns FreeScout conversations matching the filters you give, newest first.
- List Conversation Timelogs
Returns the time-tracking entries logged on a FreeScout conversation (Time Tracking module).
- List Customers
Returns FreeScout customers matching the filters you give, such as email or name.
- List Mailbox Custom Fields
Returns the custom fields defined for a FreeScout mailbox.
- List Mailboxes
Returns the FreeScout mailboxes, optionally only those a given user can access.
- List Mailbox Folders
Returns the folders of a FreeScout mailbox with their conversation counts.
- List Tags
Returns FreeScout tags, optionally only the tags on one conversation.
- List Timelogs
Returns FreeScout time-tracking entries, optionally filtered by conversation, user and date range.
- List Users
Returns FreeScout users, optionally looked up by email.
- Update Conversation
Changes a FreeScout conversation's status, assignee, mailbox, customer or subject.
- Update Conversation Custom Fields
Sets one custom field value on a FreeScout conversation. For a dropdown field, pass the option's ID.
- Update Conversation Tags
Replaces all tags on a FreeScout conversation with the list you give; missing tags are created, and an empty list removes all tags.
- Update Customer
Updates a FreeScout customer's name, contact details, company or notes.
- Update Customer Fields
Sets one customer field value on a FreeScout customer (Customer Fields module).
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 FreeScout, 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 FreeScout when something happens in Canopy Connect?
Any of FreeScout's 25 actions, including Create Customer, Create Thread, Create Timelog and Create User. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from FreeScout to Canopy Connect?
Yes. When something happens in FreeScout, your agent can act in Canopy Connect too. This page covers both directions: FreeScout's triggers and Canopy Connect's actions are listed here as well.
Do I have to build a connector for Canopy Connect or FreeScout?
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 FreeScout 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.