Integration
Connect Pelcro and RiskAdvisor
When Customer Created fires in Pelcro, your agent runs Add Notes in RiskAdvisor, or Call-In Quote Submitted in RiskAdvisor to Create Customer in Pelcro. 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 Pelcro 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 Pelcro and RiskAdvisor can do together
From Pelcro to RiskAdvisor
When Customer Created in Pelcro
then Add Notes in RiskAdvisor
From RiskAdvisor to Pelcro
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 Pelcro and RiskAdvisor
Triggers and actions 12 triggers · 28 actions
- Customer Created
Triggers when a user registers via the Pelcro Platform. This means that a customer record exists in Pelcro and has a unique email address, password, and customer ID associated to it.
- Customer Updated
Triggers when a customer is updated in Pelcro.
- Newsletter Created
Triggers when a new newsletter subscription is created in Pelcro.
- Newsletter Updated
Triggers when an existing Pelcro newsletter subscription is updated, such as a change to the subscriber's mailing lists or consent.
- Subscription Created
Triggers when a new subscription is created in Pelcro.
- Add address
Creates a new shipping, billing or primary address for a Pelcro customer.
- Add coupon
Creates a new discount coupon on your Pelcro site, with either a fixed amount or a percentage off.
- Create Customer
Creates a new customer on your Pelcro site.
- Create Newsletter
Creates a newsletter subscriber in Pelcro with their email, signup source and optional consent details.
- Create Plan
Creates a new pricing plan under a Pelcro product, setting its price, currency, billing interval and subscription behavior.
- Create Product
Creates a product in your Pelcro site. Plans and their prices are added under a product.
- Create Subscription
Creates a subscription for a Pelcro customer on a plan, optionally with a coupon, trial period or gift details.
- Get coupon
Returns a single coupon by id, including its code, discount, duration, redemption count and expiration.
- Get newsletter
Returns a single newsletter subscriber by id, including their email, name, lists and consent details.
- List newsletters
Returns newsletter subscribers on your Pelcro site, optionally filtered by exact email address.
- Update customer
Updates an existing Pelcro customer's profile, such as contact details, marketing preferences, password and metadata. Fields left blank are left unchanged.
- Update Newsletter
Updates an existing newsletter subscriber's email, signup source, name, lists and consent details.
- 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
Pelcro and RiskAdvisor, answered
What can start an automation from Pelcro?
Any of Pelcro's 5 triggers in the catalog, including Customer Created, Customer Updated, Newsletter Created and Newsletter Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in RiskAdvisor when something happens in Pelcro?
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 Pelcro?
Yes. When something happens in RiskAdvisor, your agent can act in Pelcro too. This page covers both directions: RiskAdvisor's triggers and Pelcro's actions are listed here as well.
Do I have to build a connector for Pelcro 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 Pelcro 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.