Integration
Connect Canopy Connect to TeamUp
When Pull Completed fires in Canopy Connect, your agent runs Create Customer Membership in TeamUp. 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 TeamUp 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 can start in TeamUp
When Pull Completed in Canopy Connect
then Create Customer Membership in TeamUp
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 TeamUp
Triggers and actions 1 trigger · 44 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 event
Creates a new class (event) on the TeamUp calendar at a venue, with its instructors, offering type and times.
- Add instructor
Creates a new instructor (staff member) in your TeamUp business with a name, email, description and staff permissions.
- Add interaction
Logs a CRM interaction (call, email, meeting or contact) against a customer.
- Add membership
Creates a new membership offering (a pack, prepaid plan or recurring plan) that customers can buy.
- Add venue
Creates a venue (a physical location or an online venue) in your TeamUp business.
- Cancel customer membership
Cancels a customer's membership, optionally setting an explicit expiration date. Returns the updated customer membership.
- Create Customer Membership
Gives a TeamUp customer one of the business's membership plans, optionally from a chosen start date.
- Get Customer
Returns one TeamUp customer by ID, including name, email and status.
- Get Customer Membership
Returns one customer membership by ID, including its plan, dates and status.
- Get Event
Returns one TeamUp class or appointment by ID, including its times, venue and occupancy.
- Get invoice
Returns a single invoice, including its status, due date, amount due, payer and receipt link.
- List Attendances
Returns up to 100 class and appointment registrations per page, optionally for one customer or one event.
- List Customer Memberships
Returns up to 100 customer memberships per page, optionally only those held by one customer.
- List Customers
Returns up to 100 TeamUp customers per page, optionally filtered by a name or email search.
- List Events
Returns up to 100 TeamUp classes and appointments per page, optionally within a start-time window.
- List instructors
Returns the business's instructors, optionally filtered by name, offering type or event.
- List invoices
Returns the invoices in your TeamUp business, optionally filtered by status, customer membership or store order.
- List Memberships
Returns up to 100 of the membership plans the business offers per page.
- List Venues
Returns up to 100 of the business's venues per page.
- Mark attendee no-show
Marks a customer's attendance at an event (class or appointment) as a no-show and returns the updated attendance.
- Register customer for event
Registers a customer for an event (class or appointment) and returns the new attendance.
- Unregister customer from event
Removes a customer from an event (class or appointment) in TeamUp, optionally as a late cancellation.
- Update customer
Updates an existing customer's name, lead source, participation or visibility.
- Update event
Updates an existing class or event in TeamUp — its name, times, venue, instructors, capacity, description and more. Only the fields you fill in are 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
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Questions
Canopy Connect and TeamUp, 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 TeamUp when something happens in Canopy Connect?
Any of TeamUp's 24 actions, including Create Customer Membership, Update customer, Update event and Add event. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from TeamUp to Canopy Connect?
TeamUp has no triggers in the catalog today, so automations start in Canopy Connect. If you need the other direction, ask: your agent reads TeamUp's API documentation and adds it.
Do I have to build a connector for Canopy Connect or TeamUp?
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 TeamUp 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.