--- title: "Connect Canopy Connect and PostgreSQL - APIANT.ai" description: "When \"Pull Completed\" fires in Canopy Connect, your agent runs \"Add Row\" in PostgreSQL." canonical: "https://apiant.ai/connect/canopy-connect-to-postgresql" --- # Connect Canopy Connect and PostgreSQL When **Pull Completed** fires in [Canopy Connect](https://apiant.ai/connections/canopy-connect), your agent runs **Add Row** in [PostgreSQL](https://apiant.ai/connections/postgresql), or **New or Updated Row** in PostgreSQL to **Create Monitoring** in Canopy Connect. Describe the whole flow and it is built, tested on every scenario and kept running. Canopy Connect **1** trigger Canopy Connect **20** actions PostgreSQL **4** triggers PostgreSQL **6** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Canopy Connect and PostgreSQL to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Canopy Connect and PostgreSQL can do together ### From Canopy Connect to PostgreSQL - When **Pull Completed** in Canopy Connect then **Add Row** in PostgreSQL - When **Pull Completed** in Canopy Connect then **Update Row** in PostgreSQL ### From PostgreSQL to Canopy Connect - When **New or Updated Row** in PostgreSQL then **Create Monitoring** in Canopy Connect - When **New Row** in PostgreSQL then **Create Widget** in 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 PostgreSQL ## Triggers and actions 5 triggers · 26 actions - Trigger **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. - Action **Create Monitoring** Starts monitoring a pull's insurance account so its data refreshes on a fixed interval. - Action **Create Widget** Creates a Canopy Connect link (widget) customers use to share their insurance. - Action **Delete Widget** Deletes a Canopy Connect link (widget). - Action **Get Carrier** Returns one insurance carrier Canopy Connect supports. - Action **Get Monitoring** Returns one monitoring of a connected insurance account. - Action **Get Pull** Returns one insurance pull with its policies, drivers, vehicles, dwellings and documents. - Action **Get Servicing Action** Returns one servicing action and its status. - Action **Get Team** Returns your Canopy Connect team's details. - Action **Get Widget** Returns one Canopy Connect link (widget). - Action **List Carriers** Returns the insurance carriers Canopy Connect can pull policies from. - Action **List Monitorings** Returns your team's monitorings, the ongoing refreshes of connected insurance accounts. - Action **List Pulls** Returns the insurance pulls (submitted insurance profiles) your team has received, newest first. - Action **List Servicing Actions** Returns your team's servicing actions (policy changes requested on a customer's behalf). - Action **List Widgets** Returns your team's Canopy Connect links (widgets) that customers use to share their insurance. - Action **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. - Action **Refresh Monitoring** Refreshes a monitored insurance account right away, creating a new pull. - Action **Run Policy Check** Runs a policy check on a pull against your team's saved policy check settings and returns the results. - Action **Stop Monitoring** Stops a monitoring so the insurance account is no longer refreshed. - Action **Update Monitoring** Changes a monitoring's refresh interval, next refresh date, stop date or status. - Action **Update Widget** Updates a Canopy Connect link (widget). - Trigger **New or Updated Row** Triggers when a new row is added or modified. - Trigger **New or Updated Row (Custom Query)** Fires for each new or changed row returned by a SELECT statement you write against the connected PostgreSQL database. - Trigger **New Row** Triggers when you add a new row. - Trigger **New Table** Fires when a new table appears in the connected PostgreSQL database. - Action **Add Row** Adds a new row. - Action **Delete Row** Delete the rows in a table whose chosen column equals a value. - Action **Find Row** Finds a row in a table via a lookup column. - Action **Find Rows via Custom Query** Runs a SELECT statement you write against the connected PostgreSQL database and returns every row it matches. - Action **Find Row via Custom Query** Runs a SELECT statement you write against the connected PostgreSQL database and returns the first row it matches. - Action **Update Row** Updates an existing row. ## Each app on its own - [ **Canopy Connect** Canopy Connect is a 1-click solution that enables you to instantly receive Dec Pages and insurance...](https://apiant.ai/connections/canopy-connect) - [ **PostgreSQL** Connect directly to a PostgreSQL database and run SQL statements from your automations.](https://apiant.ai/connections/postgresql) Reviews ## What our customers say ## More from Canopy Connect - [ **Canopy Connect to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/canopy-connect-to-hubspot) - [ **Canopy Connect to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/canopy-connect-to-salesforce) - [ **Canopy Connect to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/canopy-connect-to-slack) - [ **Canopy Connect to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/canopy-connect-to-google-sheets) - [ **Canopy Connect to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/canopy-connect-to-gmail) - [ **Canopy Connect to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/canopy-connect-to-google-calendar) ## More into PostgreSQL - [ **Form Io to PostgreSQL** Form-builder platform that auto-generates REST APIs for form submissions, data validation, and workflow...](https://apiant.ai/connect/form-io-to-postgresql) - [ **Google Sheets to PostgreSQL** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-postgresql) - [ **Google Calendar to PostgreSQL** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-postgresql) - [ **Google Drive to PostgreSQL** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-postgresql) - [ **Mailchimp to PostgreSQL** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-postgresql) - [ **Stripe to PostgreSQL** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-postgresql) Questions ## Canopy Connect and PostgreSQL, 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 PostgreSQL when something happens in Canopy Connect? Any of PostgreSQL's 6 actions, including Update Row, Add Row, Find Row and Find Rows via Custom Query. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from PostgreSQL to Canopy Connect? Yes. When something happens in PostgreSQL, your agent can act in Canopy Connect too. This page covers both directions: PostgreSQL's triggers and Canopy Connect's actions are listed here as well. ### ### Do I have to build a connector for Canopy Connect or PostgreSQL? 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 PostgreSQL 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.