Integration
Connect Canopy Connect to Project Broadcast
When Pull Completed fires in Canopy Connect, your agent runs Add broadcast message in Project Broadcast. 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 Project Broadcast 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 Project Broadcast
When Pull Completed in Canopy Connect
then Add broadcast message in Project Broadcast
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 Project Broadcast
Triggers and actions 1 trigger · 39 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 broadcast message
Creates a broadcast message sent to a set of contacts, either immediately or at a scheduled time.
- Add smart list
Creates a new smart list in Project Broadcast with the given name.
- Add tag to contacts
Adds a tag to one or more contacts. The tag is created if it does not already exist.
- Add to Campaign
Adds a contact to a campaign, optionally with the contact's event date for event campaigns.
- Apply Keyword
Applies a keyword to a contact, triggering that keyword's actions for them, and returns the updated contact.
- Create Contact
Creates a new contact in Project Broadcast with a phone number and optional details, tags and custom field values.
- Delete contact
Permanently deletes a contact from your Project Broadcast account.
- Find campaigns
Searches your Project Broadcast campaigns by name and returns the matching campaigns.
- Find Contact
Searches contacts by a search term and optional filters such as tags, campaign or opt-in status, and returns the matching contacts.
- Find keywords
Searches your Project Broadcast keywords by term and returns the matching keywords.
- Find smart lists
Searches smart lists by name and returns the matching lists.
- Find templates
Searches your Project Broadcast templates by name or content, optionally filtered by content type, and returns the matching templates.
- Get campaign
Returns a single campaign's details (id, name and type) by its ID.
- Get contact
Returns a contact's details, looked up by contact ID, phone number or email address.
- Remove contact from campaign
Removes a contact from a Project Broadcast campaign and returns the campaign.
- Remove contacts from smart list
Removes one or more contacts from a Project Broadcast smart list.
- Remove tag from contacts
Removes a tag from one or more contacts.
- Send Message
Sends a text message to a Project Broadcast contact, either now or at a scheduled time, using your own text or a saved template.
- Update Contact
Updates an existing Project Broadcast contact's details, tags, flags and custom field values. Fields left blank are not changed.
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 Project Broadcast
Questions
Canopy Connect and Project Broadcast, 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 Project Broadcast when something happens in Canopy Connect?
Any of Project Broadcast's 19 actions, including Create Contact, Send Message, Update Contact and Add broadcast message. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Project Broadcast to Canopy Connect?
Project Broadcast has no triggers in the catalog today, so automations start in Canopy Connect. If you need the other direction, ask: your agent reads Project Broadcast's API documentation and adds it.
Do I have to build a connector for Canopy Connect or Project Broadcast?
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 Project Broadcast 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.