Integration
Connect Canopy Connect and GoHighLevel
When Pull Completed fires in Canopy Connect, your agent runs Create contact in GoHighLevel, or New or updated contact in GoHighLevel 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 GoHighLevel 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 GoHighLevel can do together
From Canopy Connect to GoHighLevel
When Pull Completed in Canopy Connect
then Create contact in GoHighLevel
From GoHighLevel 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 GoHighLevel
Triggers and actions 2 triggers · 52 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 or updated contact
Triggered when a contact is created or updated in your HighLevel sub-account.
- Add or Remove Tags on Multiple Contacts
Adds or removes a list of tags on many contacts in one call. Choose add or remove, then supply the contact IDs and tags.
- Create appointment
Book a new calendar appointment.
- Create contact
Create a new contact in HighLevel.
- Create note
Add a note to a contact.
- Create opportunity
Creates a new opportunity for a contact in a pipeline. Unlike Upsert opportunity it never updates an existing one; whether HighLevel allows a second opportunity for the same contact in the same pipeline depends on the sub-account's duplicate-opportunity setting.
- Create task
Create a task on a contact.
- Delete appointment
Cancel/delete a calendar event or appointment.
- Delete contact
Delete a contact.
- Delete note
Delete a note from a contact.
- Delete task
Delete a task from a contact.
- Find contacts
Search contacts by name, email, phone, or other criteria.
- Find conversations
Search conversations by contact or other criteria.
- Find opportunities
Search opportunities by pipeline, stage, contact, or other criteria.
- Get appointment
Retrieve a single calendar appointment by ID.
- Get calendar
Retrieve a single calendar's configuration by ID.
- Get contact
Retrieve a single contact by ID.
- Get conversation
Retrieve a single conversation by ID.
- Get note
Retrieve a single note on a contact.
- Get opportunity
Retrieve a single opportunity by ID.
- List calendar events
List calendar events within a date range.
- List calendars
List all calendars for the location.
- List notes
List all notes on a contact.
- List tasks
List all tasks on a contact.
- Remove tags from contact
Remove one or more tags from a contact.
- Send a message
Send an SMS, email, or other conversation message to a contact.
- Update appointment
Update an existing calendar appointment.
- Update contact
Update an existing contact's fields.
- Update note
Update an existing note on a contact.
- Update opportunity
Update an existing opportunity's fields.
- Update task
Update an existing task on a contact.
- Upsert contact
Create a contact or update it if a matching contact already exists.
- Upsert opportunity
Create an opportunity or update it if a matching one already exists.
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 GoHighLevel, 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 GoHighLevel when something happens in Canopy Connect?
Any of GoHighLevel's 32 actions, including Create appointment, Create contact, Create note and Create opportunity. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from GoHighLevel to Canopy Connect?
Yes. When something happens in GoHighLevel, your agent can act in Canopy Connect too. This page covers both directions: GoHighLevel's triggers and Canopy Connect's actions are listed here as well.
Do I have to build a connector for Canopy Connect or GoHighLevel?
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 GoHighLevel 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.