Integration
Connect Convenia and RiskAdvisor
When New Admission fires in Convenia, your agent runs Add Notes in RiskAdvisor, or Call-In Quote Submitted in RiskAdvisor to Create Cost Center in Convenia. 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 Convenia 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 Convenia and RiskAdvisor can do together
From Convenia to RiskAdvisor
When New Admission in Convenia
then Add Notes in RiskAdvisor
From RiskAdvisor to Convenia
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 Convenia and RiskAdvisor
Triggers and actions 11 triggers · 31 actions
- New Admission
Triggers when a new employee is admitted in Convenia.
- New Dismissal
Triggers when an employee is dismissed in Convenia.
- New Salary Change
Triggers when a new salary history entry is added for an employee.
- New Vacation Approved
Triggers when a new vacation request appears for an employee.
- Create Cost Center
Creates a cost center.
- Create Department
Creates a department.
- Create Job
Creates a job position with its CBO occupation code.
- Delete Department
Deletes a department and moves its employees to another department.
- Dismiss Employee
Starts the dismissal process for an employee in Convenia.
- Get Employee
Returns one employee's profile by ID.
- Get Employee Salary History
Returns an employee's salary history entries.
- List Cost Centers
Returns the company's cost centers.
- List Departments
Returns the company's departments.
- List Dismissed Employees
Returns dismissed employees with their dismissal details, optionally limited to a date range.
- List Employees
Returns the company's employees, with their department, job and cost center.
- List Employee Vacation Requests
Returns an employee's vacation requests and their approval status.
- List Jobs
Returns the company's job positions with their CBO codes.
- Update Department
Renames a department.
- Update Employee
Updates an employee's name, registration number, corporate email or social name.
- 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
More from Convenia
Convenia to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Convenia to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Convenia to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Convenia to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Convenia to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Convenia to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into RiskAdvisor
Google Drive to RiskAdvisorGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to RiskAdvisorMailchimp marketing automation and email platform.
Questions
Convenia and RiskAdvisor, answered
What can start an automation from Convenia?
Any of Convenia's 4 triggers in the catalog, including New Admission, New Dismissal, New Salary Change and New Vacation Approved. Describe the moment in plain language and your agent picks the right one.
What can your agent do in RiskAdvisor when something happens in Convenia?
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 Convenia?
Yes. When something happens in RiskAdvisor, your agent can act in Convenia too. This page covers both directions: RiskAdvisor's triggers and Convenia's actions are listed here as well.
Do I have to build a connector for Convenia 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 Convenia 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.