Integration
Connect Canopy Connect to ManyRequests
When Pull Completed fires in Canopy Connect, your agent runs Add invoice in ManyRequests. 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 ManyRequests 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 ManyRequests
When Pull Completed in Canopy Connect
then Add invoice in ManyRequests
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 ManyRequests
Triggers and actions 1 trigger · 47 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 invoice
Adds a new invoice for a client from catalog services, pricing variations or custom line items, and returns the new invoice's id. The invoice is emailed to the client unless it is created as a draft.
- Add organization
Creates a new organization in your ManyRequests portal along with its owner client user. Returns the organization that was added.
- Add organization member
Adds a member to an organization, creating a new client user if no user with that email exists yet.
- Add subscription to organization
Adds a recurring service subscription to a client organization and returns the new subscription.
- Add time entry
Logs time worked on a request for a team member, from a start time to an end time.
- Cancel Client Subscription
Cancels an active recurring service subscription belonging to a client organization.
- Create Client
Creates a client user in a ManyRequests organization. If a user with the email already exists, they are added to the organization.
- Create Comment
Adds a comment to a request, posted as the chosen user, optionally internal-only or scheduled for later delivery.
- Create organization brand
Creates a new brand within an organization.
- Create Request
Creates a new service request for a client under one of your services, with an optional description, priority, status, due date, brand, assignees and tags.
- Delete client
Deletes a client and removes them from their organization. A client who is the sole owner of an organization with active subscriptions cannot be deleted.
- Delete organization
Deletes an organization and all of its members from your ManyRequests portal.
- Delete request
Deletes a request in ManyRequests.
- Find Comments for Request
Returns the comments on a ManyRequests request, optionally limited to internal or non-internal comments.
- Find Organization
Finds organizations whose name, owner name or owner email matches the search text, optionally narrowed by tags or subscription status.
- Find Request
Returns the service requests that match your search text or filters, such as status, priority, client, organization, assignee or request number.
- Get client
Returns a single client by ID, including their name, email and organization.
- Get invoice
Returns a single invoice with its status, number, notes, payment details and dates, optionally with its line items, taxes, client, coupon and payment gateway.
- Get organization
Returns a single organization by its ID, with its name, logo and dates, plus any related records you ask to include. An error occurs if the organization is not found.
- Get request
Returns a single service request by its ID or slug, with optional related records such as status, client, service, tags and form fields.
- List clients
Returns the clients in your ManyRequests portal, with optional search, organization filter and sorting.
- List services
Returns the services offered in your ManyRequests portal, optionally filtered by search text, type, allocation or sale status.
- List team members
Returns the portal admins, admins and team members in your ManyRequests portal, optionally filtered by email or role.
- Update client
Updates a client's name and/or email address.
- Update organization
Updates the name of an existing organization and returns the updated organization.
- Update Request
Updates an existing request's title, description, priority, status, due date, brand, assignees, tags or form fields.
- Update Request Status
Moves a ManyRequests request to a different status.
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
More from Canopy Connect
Canopy Connect to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Canopy Connect to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Canopy Connect to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Canopy Connect to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Canopy Connect to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Canopy Connect to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into ManyRequests
Questions
Canopy Connect and ManyRequests, 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 ManyRequests when something happens in Canopy Connect?
Any of ManyRequests's 27 actions, including Create Client, Create Comment, Create organization brand and Create Request. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ManyRequests to Canopy Connect?
ManyRequests has no triggers in the catalog today, so automations start in Canopy Connect. If you need the other direction, ask: your agent reads ManyRequests's API documentation and adds it.
Do I have to build a connector for Canopy Connect or ManyRequests?
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 ManyRequests 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.