Integration
Connect Canopy Connect to Prospeo
When Pull Completed fires in Canopy Connect, your agent runs Account Information in Prospeo. 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 Prospeo 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 Prospeo
When Pull Completed in Canopy Connect
then Account Information in Prospeo
When Pull Completed in Canopy Connect
then Bulk enrich companies in Prospeo
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 Prospeo
Triggers and actions 1 trigger · 30 actions
Trigger
Pull CompletedTriggers 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 MonitoringStarts monitoring a pull's insurance account so its data refreshes on a fixed interval.
Action
Create WidgetCreates a Canopy Connect link (widget) customers use to share their insurance.
Action
Delete WidgetDeletes a Canopy Connect link (widget).
Action
Get CarrierReturns one insurance carrier Canopy Connect supports.
Action
Get MonitoringReturns one monitoring of a connected insurance account.
Action
Get PullReturns one insurance pull with its policies, drivers, vehicles, dwellings and documents.
Action
Get Servicing ActionReturns one servicing action and its status.
Action
Get TeamReturns your Canopy Connect team's details.
Action
Get WidgetReturns one Canopy Connect link (widget).
Action
List CarriersReturns the insurance carriers Canopy Connect can pull policies from.
Action
List MonitoringsReturns your team's monitorings, the ongoing refreshes of connected insurance accounts.
Action
List PullsReturns the insurance pulls (submitted insurance profiles) your team has received, newest first.
Action
List Servicing ActionsReturns your team's servicing actions (policy changes requested on a customer's behalf).
Action
List WidgetsReturns your team's Canopy Connect links (widgets) that customers use to share their insurance.
Action
Look Up Property DataLooks up property details (structure, year built, square footage and more) for an address. Requires a Canopy plan with property data lookups.
Action
Refresh MonitoringRefreshes a monitored insurance account right away, creating a new pull.
Action
Run Policy CheckRuns a policy check on a pull against your team's saved policy check settings and returns the results.
Action
Stop MonitoringStops a monitoring so the insurance account is no longer refreshed.
Action
Update MonitoringChanges a monitoring's refresh interval, next refresh date, stop date or status.
Action
Update WidgetUpdates a Canopy Connect link (widget).
Action
Account InformationReturns your Prospeo account's current plan, remaining and used credits, team size, and next quota renewal date.
Action
Bulk enrich companiesEnriches up to 50 companies in one request, returning the full company record for each match plus the identifiers that could not be matched.
Action
Bulk enrich peopleEnriches up to 50 people at once with verified emails, mobile numbers and B2B profile data, returning the matched person and company records plus the identifiers that did not match.
Action
Enrich CompanyEnriches a company with Prospeo's B2B data (industry, size, location, funding, technologies, social profiles and more) matched from its website, LinkedIn URL, name or Prospeo company ID.
Action
Enrich PersonEnriches a person with their B2B profile, verified work email and optionally their mobile number, plus details of their current company. Identify the person by LinkedIn URL, work email, Prospeo person ID, or a name together with a company.
Action
Find companiesSearches Prospeo's company database with your filters (industry, headcount, location, funding, technologies, company names or websites and more) and returns the matching companies.
Action
Find peopleSearches Prospeo's people database with your filters (job title, seniority, location, company and more) and returns the matching people with their current company. Emails and mobiles are not revealed; use Enrich Person for those.
Action
Find search suggestionsReturns the exact filter values Prospeo accepts in Search Person and Search Company, such as locations, job titles, technologies, industries, NAICS/SIC codes and company filter values, for a partial search term.
Action
Find Verified Mobile NumberFinds a person's verified mobile phone number from their name and company, LinkedIn profile, work email or Prospeo person ID. Returns a result only when the person has a verified mobile, along with their profile and current company.
Action
Find Verified Work EmailFinds a person's verified work email address from their name and company, LinkedIn profile, or Prospeo person ID. Only returns a result when the email is verified, and also returns the matched person and their current company.
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
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Questions
Canopy Connect and Prospeo, 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 Prospeo when something happens in Canopy Connect?
Any of Prospeo's 10 actions, including Account Information, Bulk enrich companies, Bulk enrich people and Enrich Company. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Prospeo to Canopy Connect?
Prospeo has no triggers in the catalog today, so automations start in Canopy Connect. If you need the other direction, ask: your agent reads Prospeo's API documentation and adds it.
Do I have to build a connector for Canopy Connect or Prospeo?
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 Prospeo 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.