Integration
Connect CMS Max and RiskAdvisor
When New Form Submission fires in CMS Max, your agent runs Add Notes in RiskAdvisor, or Call-In Quote Submitted in RiskAdvisor to Create Blog Post in CMS Max. 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 CMS Max and RiskAdvisor 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 CMS Max and RiskAdvisor can do together
From CMS Max to RiskAdvisor
When New Form Submission in CMS Max
then Add Notes in RiskAdvisor
From RiskAdvisor to CMS Max
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 CMS Max and RiskAdvisor
Triggers and actions 11 triggers · 92 actions
- New Form Submission
Triggers when a new form submission is created in CMS Max.
- New Order
Triggers when a new order is created in CMS Max.
- New Product
Triggers when a new product is created in CMS Max.
- New User
Triggers when a new user is created in CMS Max.
- Add Variant Option
Add a new option to a variant.
- Archive Blog Post
Archive (soft delete) a blog.
- Archive Event
Archive (soft delete) an event and its occurrences.
- Archive Page
Archive (soft delete) a page.
- Archive Product
Archive (soft delete) a product.
- Count Orders
Get the count of all orders for the tenant.
- Count Products
Get total count of products with optional filtering.
- Create Blog Post
Create a new blog.
- Create Category
Create a new category.
- Create Coupon
Create a new coupon.
- Create Event Category
Create an event category.
- Create Event Location
Create an event venue.
- Create Gift Card
Create a gift card.
- Create Page
Create a new page.
- Create Product
Create a new product.
- Create User
Create a new user.
- Create Variant
Create a new variant.
- Delete Brand
Delete a brand (soft delete).
- Delete Category
Delete a category (soft delete).
- Delete File
Delete a file.
- Delete Image
Delete an image.
- Delete Product Variation
Delete a product variation.
- Delete Redirect
Delete a redirect.
- Delete User
Delete a user.
- Delete Variant
Delete a variant.
- Delete Variant Option
Delete a variant option.
- Get Blog Post
Get a single blog by ID.
- Get Brand
Get a single brand by ID.
- Get Category
Get a single category by ID.
- Get Form
Get a single form by ID.
- Get Form Submission
Get a single form submission by ID.
- Get Page
Get a single page by ID.
- Get Product
Get a single product by ID.
- Get Product Variation
Get a single product variation.
- Get Redirect
Get a single redirect.
- Get User
Get a single user.
- Get Variant
Get a single variant by ID.
- List Blog Posts
Get paginated list of blogs with optional filtering.
- List Brands
Get paginated list of brands with optional filtering.
- List Categories
Get paginated list of categories with optional filtering.
- List Event Categories
Get paginated list of event categories.
- List Event Locations
Get paginated list of event venues.
- List Events
Get paginated list of events with optional filtering.
- List Forms
Get paginated list of forms.
- List Form Submissions
Get paginated list of form submissions.
- List Fulfillment Methods
Get list of available fulfillment methods.
- List GTIN Types
Get list of available GTIN types.
- List Orders
Get paginated list of orders with optional filtering.
- List Pages
Get paginated list of pages with optional filtering.
- List Product Option Configurations
List a product's option configurations and their prices.
- List Products
Get paginated list of products with optional filtering.
- List Product Variations
List all variations for a specific product.
- List Redirects
List redirects, newest first.
- List Users
List all users.
- List Variants
List all variants with their options.
- Unarchive Blog Post
Unarchive (restore) a soft deleted blog.
- Unarchive Brand
Unarchive (restore) a soft deleted brand.
- Unarchive Category
Unarchive (restore) a soft deleted category.
- Unarchive Event
Unarchive (restore) a soft deleted event.
- Unarchive Page
Unarchive (restore) a soft deleted page.
- Unarchive Product
Unarchive (restore) a soft deleted product.
- Update Blog Post
Update an existing blog.
- Update Brand
Update an existing brand.
- Update Category
Update an existing category.
- Update Coupon
Update a coupon, including its applicability criteria.
- Update Order Status
Update an order's status.
- Update Page
Update an existing page.
- Update Product Option Configuration Prices
Change the prices of a product's option configurations.
- Update Product Variation
Update a product variation.
- Update Redirect
Change where a redirect points.
- Update User
Update a user.
- Update Variant
Update an existing variant.
- Update Variant Option
Update a variant option.
- Upload File
Upload a file.
- Upload Image
Store a new image.
- Upload Image From URL
Store a new image from a URL.
- Call-In Quote Submitted
Triggers when a call-in quote is submitted to the current RiskAdvisor team.
- Custom QuoteForm Submitted
Triggers when a custom quote form is submitted to the current RiskAdvisor team.
- New Client
Triggers when a new client is created in RiskAdvisor.
- New Policy
Triggers when a new policy-link result is captured in RiskAdvisor.
- New Risk Profile
Triggers when a new risk profile is created in RiskAdvisor.
- QuoteForm Submitted
Triggers when a quote form is submitted to the current RiskAdvisor team.
- Updated Client
Triggers when a client is created or updated in RiskAdvisor.
- Add Notes
Appends notes to a RiskAdvisor risk profile; existing notes are kept.
- Archive Client
Archives a RiskAdvisor client together with its related risk profiles.
- Create Client
Creates a client on the connected user's current RiskAdvisor team.
- Create Driver
Adds a driver to a risk profile that has auto insurance.
- Create Risk Profile
Creates a draft risk profile for an existing client on the current RiskAdvisor team.
- Create Vehicle
Adds a vehicle to a risk profile that has auto insurance.
- Find Client
Finds RiskAdvisor clients by exact email, or by a search over name, email and phone.
- Find Policy
Finds policy-link results by client email or client ID.
- Find Risk Profile
Finds risk profiles by the primary client's email, draft status or insurance type.
- Get Client
Returns one RiskAdvisor client by its ID, with name, contact details and lead source.
- Get current user
Returns the RiskAdvisor user who owns the connected account's API token.
- List call-in quotes
Returns the 20 newest call-in quote submissions for your current team, optionally limited to one client's email.
- List Drivers
Returns the drivers on a risk profile's auto insurance.
- List Teams
Returns the teams (agencies) the connected RiskAdvisor user belongs to.
- List Vehicles
Returns the vehicles on a risk profile's auto insurance.
- Update Client
Updates an existing RiskAdvisor client; fields left blank stay unchanged.
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
CMS Max and RiskAdvisor, answered
What can start an automation from CMS Max?
Any of CMS Max's 4 triggers in the catalog, including New Form Submission, New Order, New Product and New User. Describe the moment in plain language and your agent picks the right one.
What can your agent do in RiskAdvisor when something happens in CMS Max?
Any of RiskAdvisor's 16 actions, including Create Client, Create Driver, Create Risk Profile and Create Vehicle. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from RiskAdvisor to CMS Max?
Yes. When something happens in RiskAdvisor, your agent can act in CMS Max too. This page covers both directions: RiskAdvisor's triggers and CMS Max's actions are listed here as well.
Do I have to build a connector for CMS Max or RiskAdvisor?
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 CMS Max and RiskAdvisor 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.