Integration
Connect Outline and RiskAdvisor
When New Collection fires in Outline, your agent runs Add Notes in RiskAdvisor, or Call-In Quote Submitted in RiskAdvisor to Create Document in Outline. 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 Outline 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 Outline and RiskAdvisor can do together
From Outline to RiskAdvisor
When New Collection in Outline
then Add Notes in RiskAdvisor
From RiskAdvisor to Outline
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 Outline and RiskAdvisor
Triggers and actions 10 triggers · 48 actions
- New Collection
Triggers when a new collection is created in Outline.
- New Comment
Triggers when a new comment is added in Outline, optionally on one document or collection.
- New Document
Triggers when a new document is published in Outline, optionally within one collection.
- Add group
Creates a new group in Outline that can be used to organize users and grant collection access.
- Add group member
Adds a user to a group in Outline, optionally as a group admin.
- Add share
Creates a share link for an Outline document or collection, returning the share's URL and settings.
- Archive Document
Archives an Outline document so it leaves the active collection.
- Create Collection
Creates a collection in Outline to group documents.
- Create Document
Creates a document in an Outline collection and returns its ID and link.
- Delete Collection
Deletes an Outline collection and all of its documents.
- Delete comment
Deletes a comment, including all of its replies when it is a top-level comment.
- Delete Document
Deletes an Outline document, moving it to trash or removing it permanently.
- Delete group
Deletes a group. Its members lose access to any collections the group had been added to.
- Duplicate document
Duplicates an existing document, optionally with its child documents, into the same or another collection.
- Find documents by title
Returns documents whose titles match the search keywords you provide.
- Get Collection
Returns an Outline collection's name, description and link.
- Get comment
Returns a single comment on an Outline document, including its author, document and resolution status.
- Get Document
Returns an Outline document with its title and Markdown text.
- Get group
Returns a group's details, including its name, description and member count.
- Get User
Returns an Outline user's name, email and role.
- Invite users
Invites one or more people to join the Outline workspace by email, with a chosen role for each.
- List Collections
Lists the collections in the Outline workspace.
- List comments
Returns comments in your Outline workspace, optionally limited to one document or collection.
- List Documents
Lists Outline documents, most recently updated first, optionally within one collection.
- List groups
Returns the groups in the Outline workspace, optionally filtered by member, external ID or name search.
- List revisions
Returns the revision history of an Outline document, newest snapshots with who created them and when.
- List Users
Lists users in the Outline workspace, optionally filtered by name or email.
- Move document
Moves a document to a different collection or under a different parent document. With no parent document given, it lands at the collection root.
- Restore document
Restores an archived or deleted document, optionally to a previous revision or into a different collection.
- Search Documents
Searches Outline documents by keyword and returns matching documents with a context snippet.
- Update Collection
Updates an Outline collection's name, description or color.
- Update comment
Updates the body of an existing comment on an Outline document.
- Update Document
Updates the title or text of an Outline document.
- Update group
Updates an existing group's name, icon or color in Outline.
- Update user
Updates a user's name, avatar, language or sidebar preferences in Outline. Updates the connected user when no user is given.
- 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
Outline and RiskAdvisor, answered
What can start an automation from Outline?
Any of Outline's 3 triggers in the catalog, including New Collection, New Comment and New Document. Describe the moment in plain language and your agent picks the right one.
What can your agent do in RiskAdvisor when something happens in Outline?
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 Outline?
Yes. When something happens in RiskAdvisor, your agent can act in Outline too. This page covers both directions: RiskAdvisor's triggers and Outline's actions are listed here as well.
Do I have to build a connector for Outline 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 Outline 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.