Integration
Connect Canopy Connect and LeanKit
When Pull Completed fires in Canopy Connect, your agent runs Add Card Connections in LeanKit, or New board in LeanKit 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 LeanKit 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 LeanKit can do together
From Canopy Connect to LeanKit
When Pull Completed in Canopy Connect
then Add Card Connections in LeanKit
From LeanKit 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 LeanKit
Triggers and actions 4 triggers · 57 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 board
Polling trigger: fires when a new board is created.
- New card
Polling trigger: fires when a new card is added to the specified board.
- New card in lane
Polling trigger: fires when a new card is added to the specified lane in the specified board.
- Add Card Connections
Create parent and child connections — LeanKit AgilePlace v2 API (connections/create)
- Add Comment
Create a comment — LeanKit AgilePlace v2 API (comment/create)
- Archive a board
Archive a board — LeanKit AgilePlace v2 API (board/archive)
- Assign or unassign one or more users or teams to cards
Assign or unassign one or more users or teams to cards — LeanKit AgilePlace v2 API (card/assign-members)
- Create a card
Create a card — LeanKit AgilePlace v2 API (card/create)
- Create an attachment
Create an attachment — LeanKit AgilePlace v2 API (attachment/create)
- Create a new board
Create a new board — LeanKit AgilePlace v2 API (board/create)
- Create a new planning increment
Create a new planning increment — LeanKit AgilePlace v2 API (planning-series/create-increment)
- Create a new planning series
Create a new planning series — LeanKit AgilePlace v2 API (planning-series/create-series)
- Create a team
Create a team — LeanKit AgilePlace v2 API (team/create)
- Create dependencies
Create dependencies — LeanKit AgilePlace v2 API (dependencies/create)
- Delete a board
Delete a board — LeanKit AgilePlace v2 API (board/delete)
- Delete an attachment
Delete an attachment — LeanKit AgilePlace v2 API (attachment/delete)
- Delete a planning increment by id
Delete a planning increment by id — LeanKit AgilePlace v2 API (planning-series/delete-increment)
- Delete a team
Delete a team — LeanKit AgilePlace v2 API (team/delete)
- Delete Card
Delete a card by id — LeanKit AgilePlace v2 API (card/delete)
- Delete multiple cards
Delete multiple cards — LeanKit AgilePlace v2 API (card/delete-many)
- Get a list of attachments for a card
Get a list of attachments for a card — LeanKit AgilePlace v2 API (attachment/list)
- Get a list of cards
Get a list of cards — LeanKit AgilePlace v2 API (card/list)
- Get a list of leaf lanes for a board (lanes that can hold cards)
Get a list of leaf lanes for a board (lanes that can hold cards) — LeanKit AgilePlace v2 API (board/leaf-lanes)
- Get a list of parent cards
Get a list of parent cards — LeanKit AgilePlace v2 API (connections/parents)
- Get a list of planning series for an account
Get a list of planning series for an account — LeanKit AgilePlace v2 API (planning-series/list-series)
- Get a list of tags on a board
Get a list of tags on a board — LeanKit AgilePlace v2 API (tags/list)
- Get a list of task cards for a card
Get a list of task cards for a card — LeanKit AgilePlace v2 API (card/list-tasks)
- Get an attachment's contents
Get an attachment's contents — LeanKit AgilePlace v2 API (attachment/get)
- Get a specified planning series
Get a specified planning series — LeanKit AgilePlace v2 API (planning-series/get-series)
- Get Board
Retrieve a board by ID, including its lanes.
- Get Card
Get card details by card id — LeanKit AgilePlace v2 API (card/get)
- Get User
Retrieve a user by ID.
- List Boards
List boards on the account.
- List Board Users
List board users — LeanKit AgilePlace v2 API (board/user-roles)
- List Comments
List comments on a card.
- List Users
List users on the account.
- Move Card
Move a card — LeanKit AgilePlace v2 API (card/move)
- Search Cards
Search cards on a board with filters.
- Unarchive a board
Unarchive a board — LeanKit AgilePlace v2 API (board/unarchive)
- Update Card
Update a card — LeanKit AgilePlace v2 API (card/update)
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 LeanKit, 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 LeanKit when something happens in Canopy Connect?
Any of LeanKit's 37 actions, including Create a card, Create an attachment, Create a new board and Create a new planning increment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from LeanKit to Canopy Connect?
Yes. When something happens in LeanKit, your agent can act in Canopy Connect too. This page covers both directions: LeanKit's triggers and Canopy Connect's actions are listed here as well.
Do I have to build a connector for Canopy Connect or LeanKit?
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 LeanKit 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.