Integration
Connect Infinity and RiskAdvisor
When New Board fires in Infinity, your agent runs Add Notes in RiskAdvisor, or Call-In Quote Submitted in RiskAdvisor to Create a New Comment in Infinity. 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 Infinity 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 Infinity and RiskAdvisor can do together
From Infinity to RiskAdvisor
When New Board in Infinity
then Add Notes in RiskAdvisor
When New Folder in Infinity
then Create Client in RiskAdvisor
From RiskAdvisor to Infinity
When Call-In Quote Submitted in RiskAdvisor
then Create a New Comment in Infinity
When Custom QuoteForm Submitted in RiskAdvisor
then Update comment in Infinity
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 Infinity and RiskAdvisor
Triggers and actions 10 triggers · 38 actions
Trigger
New BoardTriggers when a new board is created in the selected Infinity workspace.
Trigger
New FolderTriggers when a new folder is created on an Infinity board.
Trigger
New MemberTriggers when a new member joins an Infinity workspace.
Action
Add attributeCreates a new attribute (column) on an Infinity board.
Action
Add boardCreates a new board in an Infinity workspace.
Action
Add referenceCreates a reference linking one item to another through a reference attribute on a board.
Action
Add time entryCreates a new time entry on an item's time tracking attribute in an Infinity board.
Action
Create a New CommentAdds a comment to an item on an Infinity board, optionally as a reply to another comment.
Action
Create a New FolderCreates a new folder on an Infinity board.
Action
Delete commentDeletes a comment from an item on an Infinity board.
Action
Delete folderDeletes a folder from an Infinity board.
Action
Delete itemDeletes an item from an Infinity board.
Action
File UploadUploads a file from a link into an Infinity workspace as an attachment and returns the stored attachment.
Action
Find a BoardFinds boards in an Infinity workspace whose name matches the given name.
Action
Find a FolderFinds folders on an Infinity board by name and returns the matching folder.
Action
Find a MemberFinds members of an Infinity workspace by email address or name.
Action
Find an ItemFinds items on a board whose text value matches the given text. Searches the 100 most recent items.
Action
Invite memberInvites a person by email to join an Infinity workspace and returns the invited user.
Action
List attributesReturns all attributes (fields) defined on an Infinity board.
Action
List commentsReturns the comments on an item in an Infinity board.
Action
List itemsReturns the items on an Infinity board, optionally limited to one folder and sorted by id or creation date.
Action
List workspacesReturns all workspaces that belong to the connected Infinity user.
Action
Update attributeUpdates an attribute (column) on an Infinity board, such as its name, type, default value or settings.
Action
Update commentUpdates the text of an existing comment on an Infinity item.
Action
Update folderUpdates an existing folder on an Infinity board, such as its name, color, position or visible attributes.
Trigger
Call-In Quote SubmittedTriggers when a call-in quote is submitted to the current RiskAdvisor team.
Trigger
Custom QuoteForm SubmittedTriggers when a custom quote form is submitted to the current RiskAdvisor team.
Trigger
New ClientTriggers when a new client is created in RiskAdvisor.
Trigger
New PolicyTriggers when a new policy-link result is captured in RiskAdvisor.
Trigger
New Risk ProfileTriggers when a new risk profile is created in RiskAdvisor.
Trigger
QuoteForm SubmittedTriggers when a quote form is submitted to the current RiskAdvisor team.
Trigger
Updated ClientTriggers when a client is created or updated in RiskAdvisor.
Action
Add NotesAppends notes to a RiskAdvisor risk profile; existing notes are kept.
Action
Archive ClientArchives a RiskAdvisor client together with its related risk profiles.
Action
Create ClientCreates a client on the connected user's current RiskAdvisor team.
Action
Create DriverAdds a driver to a risk profile that has auto insurance.
Action
Create Risk ProfileCreates a draft risk profile for an existing client on the current RiskAdvisor team.
Action
Create VehicleAdds a vehicle to a risk profile that has auto insurance.
Action
Find ClientFinds RiskAdvisor clients by exact email, or by a search over name, email and phone.
Action
Find PolicyFinds policy-link results by client email or client ID.
Action
Find Risk ProfileFinds risk profiles by the primary client's email, draft status or insurance type.
Action
Get ClientReturns one RiskAdvisor client by its ID, with name, contact details and lead source.
Action
Get current userReturns the RiskAdvisor user who owns the connected account's API token.
Action
List call-in quotesReturns the 20 newest call-in quote submissions for your current team, optionally limited to one client's email.
Action
List DriversReturns the drivers on a risk profile's auto insurance.
Action
List TeamsReturns the teams (agencies) the connected RiskAdvisor user belongs to.
Action
List VehiclesReturns the vehicles on a risk profile's auto insurance.
Action
Update ClientUpdates 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
Infinity and RiskAdvisor, answered
What can start an automation from Infinity?
Any of Infinity's 3 triggers in the catalog, including New Board, New Folder and New Member. Describe the moment in plain language and your agent picks the right one.
What can your agent do in RiskAdvisor when something happens in Infinity?
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 Infinity?
Yes. When something happens in RiskAdvisor, your agent can act in Infinity too. This page covers both directions: RiskAdvisor's triggers and Infinity's actions are listed here as well.
Do I have to build a connector for Infinity 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 Infinity 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.