Integration
Connect Canopy Connect and OfficeRnD
When Pull Completed fires in Canopy Connect, your agent runs Add ticket in OfficeRnD, or New Booking in OfficeRnD 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 OfficeRnD 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 OfficeRnD can do together
From Canopy Connect to OfficeRnD
When Pull Completed in Canopy Connect
then Add ticket in OfficeRnD
From OfficeRnD 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 OfficeRnD
Triggers and actions 11 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 Booking
Triggers when a new booking is added.
- New Company
Triggers when a new company is added.
- New Contract
Triggers when a new contract is added.
- New Event
Triggers when a new event is added.
- New Invoice
Triggers when a new invoice is added.
- New Member/Member Status Updated
Triggers when a new member is added or a member's status changes.
- New Membership
Triggers when a new membership is added.
- New Opportunity
Triggers when a new opportunity is added.
- New Post
Triggers when a new community post is added.
- New Visitor Check-In
Triggers when a visitor checks in.
- Add ticket
Creates a new help-desk ticket in OfficeRnD on behalf of a member.
- Add ticket comment
Adds a comment to an existing OfficeRnD ticket on behalf of a member.
- Add visit
Records a new visit by a visitor at one of your locations, optionally hosted by a member.
- Check in member
Checks a member in to a location in OfficeRnD, returning the new check-in.
- Create Booking
Creates a booking of a room, desk or other resource.
- Create Company
Creates a new company at a location.
- Create Event
Creates a community event at a location.
- Create Member
Creates a new member at a location.
- Create Membership
Creates a membership on a plan for a member or company.
- Create One-Off Fee
Creates a one-off fee for a member or company.
- Create Opportunity
Creates a sales opportunity for a member or company.
- Create Post
Publishes a community post to one or more locations.
- Create Visitor
Registers a new visitor.
- Delete member
Deletes a member from your OfficeRnD organization and returns the deleted member's details.
- Find Booking
Finds a booking by ID or reference and returns the first match.
- Find Company
Finds a company by ID, name or email and returns the first match.
- Find Location
Finds a location by ID or name and returns the first match.
- Find Member
Finds a member by ID, name or email and returns the first match.
- Find opportunities
Returns the opportunities that match the filters you give — by opportunity, company, member, or created/modified date.
- Find payments
Finds invoices, credit notes and overpayments matching filters such as member, company, number, status or date range.
- Find plans
Finds billing plans by name, code, ID, location or date, returning the matching plans.
- Find resources
Finds rooms, desks and other space resources by name, ID, location or type.
- Find tickets
Returns support tickets matching the filters you give, such as status, company, member or location.
- Find visitors
Finds visitors in your OfficeRnD organization by ID, name, email or visitor type, returning up to 50 matches.
- Terminate contract
Terminates a signed contract in OfficeRnD as of the given date. Only signed contracts that are not already terminated or expired can be terminated.
- Update Booking
Updates the time, resource or details of an existing booking.
- Update company
Updates an existing company in OfficeRnD, such as its name, contact details, address, billing details or custom properties.
- Update event
Updates the title or venue of an existing community event in OfficeRnD.
- Update member
Updates an existing member's details, such as name, email, phone, address, billing details, portal privacy, social profiles, tags and custom properties.
- Update membership
Updates an existing membership's price, start date, end date or custom properties.
- Update opportunity
Updates an existing opportunity's name, start date, status or custom properties in OfficeRnD.
- Update ticket
Updates an existing support ticket's subject, message, severity, priority or 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
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Questions
Canopy Connect and OfficeRnD, 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 OfficeRnD when something happens in Canopy Connect?
Any of OfficeRnD's 32 actions, including Create Booking, Create Company, Create Event and Create Member. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from OfficeRnD to Canopy Connect?
Yes. When something happens in OfficeRnD, your agent can act in Canopy Connect too. This page covers both directions: OfficeRnD's triggers and Canopy Connect's actions are listed here as well.
Do I have to build a connector for Canopy Connect or OfficeRnD?
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 OfficeRnD 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.