Integration
Connect Listrak and RiskAdvisor
When New Contact fires in Listrak, your agent runs Add Notes in RiskAdvisor, or Call-In Quote Submitted in RiskAdvisor to Send message in Listrak. 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 Listrak 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 Listrak and RiskAdvisor can do together
From Listrak to RiskAdvisor
When New Contact in Listrak
then Add Notes in RiskAdvisor
From RiskAdvisor to Listrak
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 Listrak and RiskAdvisor
Triggers and actions 9 triggers · 32 actions
- New Contact
Triggers when a contact subscribes to a Listrak list.
- New Message
Triggers when a new message is sent on a Listrak list.
- Add campaign
Creates a new campaign on a Listrak list.
- Add event
Creates a new event on a Listrak list.
- Add list
Creates a new email list in your Listrak account.
- Add profile field
Creates a new profile field in a profile field group on a Listrak list.
- Delete list
Deletes a Listrak email list.
- Get Contact
Returns one contact on a Listrak list, looked up by email address or email key.
- Get List
Returns one Listrak email list by its ID.
- Get message
Returns a sent or scheduled email message on a Listrak list, including its subject, sender, body and status.
- List campaigns
Returns all campaigns associated with a Listrak list.
- List Contacts
Returns contacts on a Listrak list, optionally filtered by subscription state or a subscribe-date range.
- List events
Returns all events defined on a Listrak list, with each event's name, group and status.
- List Lists
Returns all email lists in the Listrak account.
- List messages
Returns the email messages sent or scheduled for a Listrak list, optionally filtered by send date range.
- List profile fields
Returns all profile fields in a profile field group on a Listrak list.
- Send message
Sends a new email message to the contacts on a Listrak list, optionally as a test or review send or scheduled for later.
- Update list
Updates the name, sender defaults, bounce handling and feature settings of an existing Listrak email list.
- 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
Listrak and RiskAdvisor, answered
What can start an automation from Listrak?
Any of Listrak's 2 triggers in the catalog, including New Contact and New Message. Describe the moment in plain language and your agent picks the right one.
What can your agent do in RiskAdvisor when something happens in Listrak?
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 Listrak?
Yes. When something happens in RiskAdvisor, your agent can act in Listrak too. This page covers both directions: RiskAdvisor's triggers and Listrak's actions are listed here as well.
Do I have to build a connector for Listrak 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 Listrak 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.