Integration
Connect Canopy Connect and Senta
When Pull Completed fires in Canopy Connect, your agent runs Create a New Client in Senta, or Job Completed in Senta 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 Senta 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 Senta can do together
From Canopy Connect to Senta
When Pull Completed in Canopy Connect
then Create a New Client in Senta
When Pull Completed in Canopy Connect
then Create a New Note in Senta
From Senta to Canopy Connect
When Job Completed in Senta
then Create Monitoring in Canopy Connect
When Job Created in Senta
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 Senta
Triggers and actions 7 triggers · 27 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
Job Becomes OverdueTriggers when a job in Senta becomes overdue, optionally only for one client or one job template.
Trigger
Job Becomes ReadyTriggers when a job in Senta becomes ready, optionally only for one client or job template.
Trigger
Job CancelledTriggers when a job in Senta is cancelled, optionally limited to one client or job template.
Trigger
Job CompletedTriggers when a job in Senta is completed, optionally only for one client or job template.
Trigger
Job CreatedTriggers when a new job is created in Senta, optionally only for a specific client or job template.
Trigger
Job UpdatedTriggers when a job is updated in Senta, firing once for each change to a job's details.
Action
Create a New ClientCreates a new client company in your Senta practice and returns its id.
Action
Create a New NoteCreates a note on a Senta client company, optionally linked to one of its jobs, and returns the new note.
Action
Delete clientDeletes a client from your Senta practice by its ID.
Action
Find a ClientReturns the Senta clients whose details match the keywords you search for, with each client's id and name.
Action
Get clientReturns one client company by its ID, including the fields your practice has customised and the client's contacts.
Action
List jobsReturns the jobs in your Senta practice, optionally narrowed to one client, one job template or one job status.
Action
Update a ClientUpdates an existing client company in Senta, changing only the details you fill in and adding or updating its contacts. Returns the client's full record after the update.
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 Senta, 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 Senta when something happens in Canopy Connect?
Any of Senta's 7 actions, including Create a New Client, Create a New Note, Update a Client and Find a Client. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Senta to Canopy Connect?
Yes. When something happens in Senta, your agent can act in Canopy Connect too. This page covers both directions: Senta's triggers and Canopy Connect's actions are listed here as well.
Do I have to build a connector for Canopy Connect or Senta?
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 Senta 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.