Integration
Connect Canopy Connect and SureCart
When Pull Completed fires in Canopy Connect, your agent runs Add Customer in SureCart, or Affiliation Request Created in SureCart 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 SureCart 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 SureCart can do together
From Canopy Connect to SureCart
When Pull Completed in Canopy Connect
then Add Customer in SureCart
From SureCart to 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 SureCart
Triggers and actions 45 triggers · 67 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).
- Affiliation Request Approved
Triggers when a affiliation request is approved.
- Affiliation Request Created
Triggers when a affiliation request is created.
- Affiliation Request Denied
Triggers when a new affiliation request is denied.
- Cancellation Act Created
Triggers when a cancellation act is created.
- Cancellation Act Updated
Triggers when a cancellation act is updated.
- Customer Created
Triggers when a customer is created.
- Customer Updated
Triggers when a customer is updated.
- Fulfillment Created
Triggers when a fulfillment is created.
- Fulfillment Deleted
Triggers when a fulfillment is deleted.
- Fulfillment Updated
Triggers when a fulfillment is updated.
- Order Created
Triggers when a order is created.
- Order Delivered
Triggers when a order is delivered.
- Order Fulfilled
Triggers when a order is fulfilled.
- Order Paid
Triggers when a order is paid.
- Order Partially Fulfilled
Triggers when a order is partially fulfilled.
- Order Partially Shipped
Triggers when a order is partially shipped.
- Order Payment Failed
Triggers when a order payment fails.
- Order Processing
Triggers when a order becomes processing.
- Order Shipped
Triggers when a order is shipped.
- Order Unfulfilled
Triggers when a order is unfulfilled.
- Order Voided
Triggers when a order is voided.
- Payout Completed
Triggers when a payout is completed.
- Purchase Created
Triggers when a purchase is created.
- Purchase Invoked
Triggers when a purchase is invoked.
- Purchase Revoked
Triggers when a purchase is revoked.
- Purchase Updated
Triggers when a purchase is updated.
- Referral Approved
Triggers when a referral is approved.
- Referral Created
Triggers when a referral is created.
- Refund Created
Triggers when a refund is created.
- Refund Succeeded
Triggers when a refund succeeds.
- Return Request Completed
Triggers when a return request is completed.
- Return Request Created
Triggers when a return request is created.
- Return Request Deleted
Triggers when a return request is deleted.
- Return Request Opened
Triggers when a return request is opened.
- Return Request Updated
Triggers when a return request is updated.
- Subscription Active
Triggers when a subscription becomes active.
- Subscription Canceled
Triggers when a subscription is canceled.
- Subscription Completed
Triggers when a subscription is completed.
- Subscription Created
Triggers when a subscription is created.
- Subscription Past Due
Triggers when a subscription becomes past due.
- Subscription Renewed
Triggers when a subscription is renewed.
- Subscription Set to Cancel
Triggers when a subscription is set to cancel.
- Subscription Trialing
Triggers when a subscription becomes trialing.
- Subscription Updated
Triggers when a subscription is updated.
- Add Affiliation Request
Creates a pending affiliate application in your SureCart store.
- Add Customer
Creates a customer in your SureCart store.
- Add Payout
Creates a payout for an affiliate covering their approved, unpaid referral commissions up to an end date.
- Approve Affiliation Request
Approves a pending affiliate application, turning the applicant into an affiliate.
- Approve Referral
Approves a referral that is under review.
- Cancel Checkout
Cancels a checkout; its associated order and invoice are voided.
- Cancel Subscription
Cancels a subscription, either immediately or at the end of the current billing period.
- Complete Payout
Marks a processing affiliate payout as completed (paid).
- Complete Return Request
Marks an open return request as completed.
- Complete Subscription
Completes a fixed-length (finite) subscription immediately.
- Delete Fulfillment
Deletes a fulfillment, returning its order items to unfulfilled.
- Delete Return Request
Deletes a return request.
- Deny Affiliation Request
Denies a pending affiliate application.
- Finalize Checkout
Finalizes a draft checkout so it can be paid.
- Find Affiliation
Find an existing affiliation by ID.
- Find Affiliation Request
Find an existing affiliation request by ID.
- Find Cancellation Act
Find an existing cancellation act by ID.
- Find Checkout
Find an existing checkout by ID.
- Find Click
Find an existing click by ID.
- Find Coupon
Find an existing coupon by ID.
- Find Customer
Find an existing customer by ID.
- Find Fulfillment
Find an existing fulfillment by ID.
- Find Fulfillment Item
Find an existing fulfillment item by ID.
- Find Line Item
Find an existing line item by ID.
- Find Order
Find an existing order by ID.
- Find Payment Intent
Find an existing payment intent by ID.
- Find Payment Method
Find an existing payment method by ID.
- Find Payout
Find an existing payout by ID.
- Find Payout Group
Find an existing payout group by ID.
- Find Price
Find an existing price by ID.
- Find Product
Find an existing product by ID.
- Find Promotion
Find an existing promotion by ID.
- Find Purchase
Find an existing purchase by ID.
- Find Referral
Find an existing referral by ID.
- Find Referral Item
Find an existing referral item by ID.
- Find Refund
Find an existing refund by ID.
- Find Return Item
Find an existing return item by ID.
- Find Return Request
Find an existing return request by ID.
- Find Subscription
Find an existing subscription by ID.
- Find Tracking
Find an existing tracking by ID.
- Invoke Purchase
Re-activates a revoked purchase, restoring the customer's access to the product.
- Manually Pay Checkout
Marks a finalized checkout as paid outside SureCart, creating its paid order.
- Open Return Request
Re-opens a completed return request.
- Preserve Subscription
Records that a customer who started to cancel a subscription chose to keep it.
- Revoke Purchase
Revokes a customer's purchase, removing their access to the product.
- Update Customer
Updates an existing customer's name, email or phone in your SureCart store.
- Update Purchase
Schedules when a customer's purchase will be automatically revoked.
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
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Questions
Canopy Connect and SureCart, 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 SureCart when something happens in Canopy Connect?
Any of SureCart's 47 actions, including Update Customer, Update Purchase, Add Affiliation Request and Add Customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SureCart to Canopy Connect?
Yes. When something happens in SureCart, your agent can act in Canopy Connect too. This page covers both directions: SureCart's triggers and Canopy Connect's actions are listed here as well.
Do I have to build a connector for Canopy Connect or SureCart?
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 SureCart 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.