Integration
Connect ManyContacts and RiskAdvisor
When Contact Created fires in ManyContacts, your agent runs Add Notes in RiskAdvisor, or Call-In Quote Submitted in RiskAdvisor to Add Contact Custom Field in ManyContacts. 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 ManyContacts and RiskAdvisor to do together?
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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 ManyContacts and RiskAdvisor can do together
From ManyContacts to RiskAdvisor
When Contact Created in ManyContacts
then Add Notes in RiskAdvisor
From RiskAdvisor to ManyContacts
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 ManyContacts and RiskAdvisor
Triggers and actions 8 triggers · 45 actions
- Contact Created
Triggers when a new contact appears in ManyContacts.
- Add Contact Custom Field
Creates or updates one custom field value on a ManyContacts contact.
- Add Contact Tag
Adds a tag to a ManyContacts contact and returns the contact with its tags.
- Add Contact Tag by Name
Adds a tag by name to the ManyContacts contact with a phone number, creating the tag and the contact if they do not exist.
- Add Contact to Team
Adds a ManyContacts contact to a team and returns the contact.
- Add Internal Note Contact
Adds an internal note to a contact's conversation in ManyContacts; the note is not sent to the customer.
- Assign Contact
Assigns a ManyContacts contact to a user (agent) and returns the updated contact.
- Close Conversation
Closes a ManyContacts contact's conversation and returns the updated contact.
- Contact Create or Update
Creates a ManyContacts contact for a phone number, or updates the existing one's name, email, notes and conversation status.
- Create Contact
Creates a ManyContacts contact from a phone number, or returns the existing contact with that number.
- Create Tag
Creates a ManyContacts tag with a name and optional color.
- Delete Tag
Deletes a ManyContacts tag.
- Find Contact by Phone
Finds a ManyContacts contact by phone number. Returns empty fields when no contact has that number.
- Get Contact
Returns a ManyContacts contact by its ID, including name, phone number, email, conversation status, custom fields and tags.
- List Contacts
Returns ManyContacts contacts, optionally filtered by assignment, closed status, assigned users or tags.
- List Tags
Returns ManyContacts tags, optionally filtered by part of the name.
- List Teams
Returns the ManyContacts organization's teams with their members.
- List Templates
Returns the approved, visible WhatsApp templates in ManyContacts.
- List Users
Returns the ManyContacts organization's users (agents), including whether each is an AI agent.
- Move Contact to Stage
Moves the ManyContacts contact with a phone number to a stage of the default pipeline, by the stage's position.
- Open Conversation
Reopens a ManyContacts contact's conversation and returns the updated contact.
- Remove Contact from Team
Removes a ManyContacts contact from a team and returns the contact.
- Remove Contact Tag
Removes a tag from a ManyContacts contact and returns the contact with its remaining tags.
- Send Interactive Message
Sends a WhatsApp message with 1-3 reply buttons, or an option list for 4-10 choices, to a contact who wrote within the last 24 hours.
- Send Template Message
Sends a Meta-approved WhatsApp template to a phone number, filling its header, body and button variables.
- Send WhatsApp Message
Sends a WhatsApp text message to a contact by phone number or contact ID. A contact is created if the number is new.
- Start Chatbot
Sends the chatbot's first message to a ManyContacts contact.
- Unassign Contact
Removes the user assignment from a ManyContacts contact and returns the updated contact.
- Update Contact
Updates a ManyContacts contact's name, phone number, email, notes, conversation status or lock.
- Update Tag
Renames or recolors a ManyContacts tag.
- 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
ManyContacts and RiskAdvisor, answered
What can start an automation from ManyContacts?
Any of ManyContacts's 1 trigger in the catalog, including Contact Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in RiskAdvisor when something happens in ManyContacts?
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 ManyContacts?
Yes. When something happens in RiskAdvisor, your agent can act in ManyContacts too. This page covers both directions: RiskAdvisor's triggers and ManyContacts's actions are listed here as well.
Do I have to build a connector for ManyContacts 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 ManyContacts 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.