Integration
Connect Canopy Connect and SendApp
When Pull Completed fires in Canopy Connect, your agent runs Create Contact in SendApp, or New Contact in SendApp 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 SendApp 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 SendApp can do together
From Canopy Connect to SendApp
When Pull Completed in Canopy Connect
then Create Contact in SendApp
When Pull Completed in Canopy Connect
then Send Message in SendApp
From SendApp to Canopy Connect
When New Contact in SendApp
then Create Monitoring in Canopy Connect
When New Contact in SendApp
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 SendApp
Triggers and actions 2 triggers · 34 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).
Trigger
New ContactTriggers when a new contact is added to SendApp.
Action
Create ContactCreates a contact in SendApp, or merges into the existing contact with the same phone or email. Phone or email is required.
Action
Delete ContactDeletes a SendApp contact by its ID.
Action
Find ContactsFinds SendApp contacts matching a name, phone or email search, optionally filtered by tag.
Action
Get Account InfoReturns your SendApp account details, plan, subscription and usage.
Action
Get ContactReturns one SendApp contact by its ID.
Action
Get Message StatusReturns the delivery status (sent, delivered, read or failed) of a WhatsApp message sent in the last 7 days.
Action
List Account TokensLists the account tokens (AI models and channels) in your SendApp account; other actions take one of these tokens.
Action
List AutomationsLists SendApp automations that can be started from another system.
Action
List BookingsLists bookings in SendApp, optionally within a date range or by status.
Action
List WhatsApp TemplatesLists the WhatsApp message templates on one of your SendApp accounts.
Action
Remove Tags from ContactRemoves tags from a SendApp contact.
Action
Send MessageSends a WhatsApp text message (optionally with media) through your SendApp WhatsApp account. Only works within 24 hours of the customer's last message; otherwise use Send WhatsApp Template.
Action
Send SMSSends an SMS through your SendApp SMS gateway or bulk SMS credits.
Action
Update ContactUpdates a SendApp contact. Only the fields you fill in are changed; Tags replaces the whole tag set.
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 SendApp, 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 SendApp when something happens in Canopy Connect?
Any of SendApp's 14 actions, including Create Contact, Send Message, Send SMS and Update Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SendApp to Canopy Connect?
Yes. When something happens in SendApp, your agent can act in Canopy Connect too. This page covers both directions: SendApp's triggers and Canopy Connect's actions are listed here as well.
Do I have to build a connector for Canopy Connect or SendApp?
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 SendApp 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.