Integration
Connect Orderry and RiskAdvisor
When Ad Campaigns fires in Orderry, your agent runs Add Notes in RiskAdvisor, or Call-In Quote Submitted in RiskAdvisor to Add Order Comment in Orderry. 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 Orderry 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 Orderry and RiskAdvisor can do together
From Orderry to RiskAdvisor
When Ad Campaigns in Orderry
then Add Notes in RiskAdvisor
From RiskAdvisor to Orderry
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 Orderry and RiskAdvisor
Triggers and actions 13 triggers · 45 actions
- Ad Campaigns
Triggers when a new ad campaign is added in Orderry.
- Clients List
Triggers when a new client is added in Orderry.
- Employees List
Triggers when a new employee is added to the Orderry account.
- Lead Types
Triggers when a new lead type is added to your Orderry account.
- Locations
Triggers when a new location (branch) is added to the Orderry account.
- Order Custom Fields
Triggers when a new custom field is defined for orders in Orderry.
- Add Booking Item
Adds a product or service line item to an existing booking.
- Add Order Comment
Adds a comment to an order in Orderry, optionally marked as private.
- Add Task Comment
Adds a comment to an existing task in Orderry, optionally marked as private.
- Changing Order Status
Changes the status of an Orderry order, optionally with a comment explaining the change.
- Create a Client
Creates a new client (person contact) in Orderry with name, contact details, phones, tags and custom field values.
- Create a Lead
Creates a new lead (inquiry) in Orderry for a location, with optional contact, client, asset and custom field details.
- Create an Order
Creates a new order in Orderry at the chosen location with the chosen order type, optionally linking a client, asset and assignee.
- Create an Order Item
Adds a product or service line item to an existing Orderry order.
- Create an Order or Estimate
Creates a new estimate in Orderry for a location and order type, optionally with client, asset, schedule, notes and custom field values.
- Create a Payment
Records a payment (income or expense transaction) in an Orderry finance account, optionally linked to a client, order or sale.
- Create Booking
Creates a new booking (appointment) for a client at a location, assigned to an employee for a scheduled time window.
- Create Product
Creates a new product in your Orderry catalog with its category, unit of measure, prices and other details.
- Create Service
Creates a new service in your Orderry service catalog.
- Create Task
Creates a task in Orderry with a title, due date and assigned employees, optionally linked to an order, inquiry, client, task or invoice.
- Create Update_booking
Updates an existing booking's location, status, assignee, client, schedule, resource or comment.
- Find Service
Finds catalog services by name, barcode or category and returns the matching services.
- Get Assets
Returns the assets (devices, vehicles and other client or company equipment) in your account, optionally filtered by ID, serial number, warehouse or owner.
- Get Client by ID
Returns a single client record, including its contact details and custom field values, by its ID.
- Get Estimate
Returns a single estimate with its client, status, dates, totals and custom field values. Line items are not included.
- Get Estimate by Id
Returns a single estimate by its ID with its client, status, totals and custom field values. Line items are not included.
- Get Lead
Returns a single lead by its ID, including contact details, status and custom field values.
- Get Orders
Returns a list of orders, optionally filtered by type, location, status, manager, client, asset or date ranges.
- Get Task
Returns a single task by its ID.
- Search for Clients
Searches clients (people) by name, phone, email, manager, tag or creation/modification date and returns the matching client records.
- Update an Order Item
Updates an existing item (product or service line) on an Orderry order, such as its quantity, price, cost, discount, warranty, taxes or assignee.
- Update an Order or Estimate
Updates an existing order estimate in Orderry, changing only the fields you fill in.
- Update_booking_item
Updates the quantity, price, cost, discount, warranty, taxes or comment of an item already added to a booking.
- Update Client
Updates an existing client (person) in Orderry. Only the fields you fill in are changed.
- Update Product
Updates an existing product in the Orderry catalog. Only the fields you fill in are changed.
- 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
Orderry and RiskAdvisor, answered
What can start an automation from Orderry?
Any of Orderry's 6 triggers in the catalog, including Ad Campaigns, Clients List, Employees List and Lead Types. Describe the moment in plain language and your agent picks the right one.
What can your agent do in RiskAdvisor when something happens in Orderry?
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 Orderry?
Yes. When something happens in RiskAdvisor, your agent can act in Orderry too. This page covers both directions: RiskAdvisor's triggers and Orderry's actions are listed here as well.
Do I have to build a connector for Orderry 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 Orderry 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.