Integration
Connect Canopy Connect and MarketSharp
When Pull Completed fires in Canopy Connect, your agent runs Find Contacts in MarketSharp, or New or Updated Contact in MarketSharp 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 MarketSharp 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 MarketSharp can do together
From Canopy Connect to MarketSharp
When Pull Completed in Canopy Connect
then Find Contacts in MarketSharp
From MarketSharp 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 MarketSharp
Triggers and actions 3 triggers · 42 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
Triggers when a MarketSharp contact is created or modified.
- New or Updated Inquiry
Triggers when a MarketSharp inquiry (lead) is created or modified.
- Add calendar event
Creates a calendar event in MarketSharp, optionally emailing the event's resources.
- Create Activity
Creates an activity (task) on a MarketSharp contact.
- Create or Update Appointment
Creates an appointment on a MarketSharp inquiry, or updates an existing appointment.
- Create or Update Job
Creates a job and its contract for a MarketSharp contact, or updates an existing job.
- Delete calendar event
Deletes a calendar event, either a single occurrence or an entire recurring series.
- Delete opportunity note
Deletes a note from an opportunity (inquiry) in MarketSharp.
- Find Appointments
Returns appointments matching a modified-date range, appointment-date range, salesperson, or list of inquiries.
- Find Contacts
Searches MarketSharp contacts by name, business, email, phone or zip and returns the matches.
- Find Inquiries
Searches inquiries by name, business, address, email or phone and returns the matching inquiries.
- Get Appointment
Returns one MarketSharp appointment by its ID.
- Get Contact
Returns one MarketSharp contact by its ID, with name, address, emails and phones.
- Get Inquiry
Returns one MarketSharp inquiry (lead) by its ID.
- Get Job
Returns one MarketSharp job by its ID.
- List Contact Inquiries
Returns every inquiry (lead) on a MarketSharp contact.
- List Contact Notes
Returns the notes on a MarketSharp contact.
- List divisions
Returns all divisions defined for the connected MarketSharp company.
- List Employees
Returns the employees of the MarketSharp company.
- List pricebook items
Returns the company's pricebook: every product type with its product details, unit prices and units of measure.
- List Primary Lead Sources
Returns the company's active primary lead sources.
- List secondary lead sources
Returns the company's secondary lead sources, optionally including inactive ones.
- Result appointment
Records the result of an appointment, with an optional result reason, notes and resulting employee, and returns the updated appointment.
- Update calendar event
Updates an existing MarketSharp calendar event, optionally emailing the event's resources.
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 MarketSharp, 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 MarketSharp when something happens in Canopy Connect?
Any of MarketSharp's 22 actions, including Create Activity, Create or Update Appointment, Create or Update Job and Update calendar event. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from MarketSharp to Canopy Connect?
Yes. When something happens in MarketSharp, your agent can act in Canopy Connect too. This page covers both directions: MarketSharp's triggers and Canopy Connect's actions are listed here as well.
Do I have to build a connector for Canopy Connect or MarketSharp?
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 MarketSharp 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.