Integration
Connect Canopy Connect to Vincere
When Pull Completed fires in Canopy Connect, your agent runs Add task in Vincere. 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 Vincere 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 Vincere
When Pull Completed in Canopy Connect
then Add task in Vincere
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 Vincere
Triggers and actions 1 trigger · 42 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 meeting
Creates a meeting activity in Vincere, linked to candidates, contacts, companies or jobs.
- Add note
Adds a new note to a candidate in Vincere.
- Add task
Creates a task in Vincere, optionally linked to candidates, contacts, companies, jobs or deals, and returns the new task's id.
- Create a New Contact in Vincere
Creates a contact at a company in Vincere and returns the new contact's ID.
- Create Candidate
Creates a candidate in Vincere and returns the new candidate's ID.
- Create Company
Creates a company in Vincere and returns the new company's ID.
- Create Job
Creates a job for a client contact in Vincere and returns the new job's ID.
- Create Job Application
Adds a candidate to a job in Vincere at the stage you choose and returns the application's ID.
- Find candidates by criteria
Searches Vincere candidates using search criteria and returns the matching candidates (up to 100).
- Find companies by criteria
Searches Vincere companies matching a search query and returns the matching companies with the fields you choose.
- Find contacts by criteria
Searches Vincere contacts matching the given criteria and returns up to 100 matches.
- Find job applications by criteria
Finds a job's applications that are currently in the stages you choose, such as Shortlisted or Placed.
- Find jobs by criteria
Searches Vincere jobs using search criteria and returns the matching jobs (up to 100).
- Get Candidate
Returns a Vincere candidate's details by its ID.
- Get Company
Returns a Vincere company's details by its ID.
- Get Contact
Returns a Vincere contact's details by its ID.
- Get Job
Returns a Vincere job's details by its ID.
- Get job application
Returns a job application, the record linking a candidate to a job, including its stage and status.
- Get placement
Returns the details of a Vincere placement by its ID.
- Update Candidate
Updates the fields you supply on an existing Vincere candidate.
- Update Contact
Updates the fields you supply on an existing Vincere contact.
- Update GDPR Details
Updates a Vincere candidate's GDPR consent-to-keep details.
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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More into Vincere
Questions
Canopy Connect and Vincere, 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 Vincere when something happens in Canopy Connect?
Any of Vincere's 22 actions, including Create a New Contact in Vincere, Create Candidate, Create Company and Create Job. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Vincere to Canopy Connect?
Vincere has no triggers in the catalog today, so automations start in Canopy Connect. If you need the other direction, ask: your agent reads Vincere's API documentation and adds it.
Do I have to build a connector for Canopy Connect or Vincere?
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 Vincere 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.