Integration
Connect Canopy Connect and OwnerRez
When Pull Completed fires in Canopy Connect, your agent runs Add message in OwnerRez, or New inquiry in OwnerRez 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 OwnerRez 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 OwnerRez can do together
From Canopy Connect to OwnerRez
When Pull Completed in Canopy Connect
then Add message in OwnerRez
From OwnerRez 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 OwnerRez
Triggers and actions 3 triggers · 37 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 inquiry
Triggers when a new inquiry is received in OwnerRez.
- New payment
Triggers when a new payment is recorded on a booking in OwnerRez.
- Add booking
Creates a new booking, blocked-off time, or owner stay on an OwnerRez property and returns the created booking.
- Add guest
Creates a new guest in OwnerRez with their name, contact details and marketing preferences.
- Add message
Posts a new message to an existing OwnerRez guest message thread, optionally with an image attachment.
- Add quote
Creates a quote for a guest's stay at a property, with optional charge generation, date hold and guest email.
- Add Tag
Adds a tag to a booking, guest, property, quote, inquiry, owner or blocked-off time in OwnerRez.
- Booking Lookup
Returns a single OwnerRez booking by its ID, including dates, guest, property, charges, totals, tags and custom field values.
- Create Guest Updated Webhook Subscription
Subscribes a URL to receive a webhook whenever a guest (contact) is updated in OwnerRez.
- Delete guest
Removes a guest from your OwnerRez account.
- Guest Lookup
Finds guests matching a search term (name, email or phone), optionally narrowed by created date or stay dates.
- List bookings
Returns bookings matching your filters — by property, stay dates, status, or bookings changed since a given time.
- List inquiries
Returns the inquiries in your OwnerRez account, optionally filtered to specific properties or to inquiries created or changed since a date.
- List payments
Returns the payments recorded in your OwnerRez account, optionally only those for one booking or those created or changed since a given date.
- List properties
Returns the properties in your OwnerRez account, optionally filtered by status, availability dates or payment method.
- Modify Booking
Updates an existing OwnerRez booking — dates, guest counts, check-in/out times, guest, property, notes and type. Only the fields you fill in are changed.
- Property Lookup
Returns a single OwnerRez property by its ID, including its address, capacity, rules, tags and custom field values.
- Remove Tag
Removes a tag, by name, from an OwnerRez booking, guest, property or other record.
- Update guest
Updates an existing guest in OwnerRez, changing only the details you fill in.
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 OwnerRez, 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 OwnerRez when something happens in Canopy Connect?
Any of OwnerRez's 17 actions, including Create Guest Updated Webhook Subscription, Update guest, Add booking and Add guest. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from OwnerRez to Canopy Connect?
Yes. When something happens in OwnerRez, your agent can act in Canopy Connect too. This page covers both directions: OwnerRez's triggers and Canopy Connect's actions are listed here as well.
Do I have to build a connector for Canopy Connect or OwnerRez?
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 OwnerRez 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.