Integration
Connect Pneumatic and RiskAdvisor
When Task Completed fires in Pneumatic, your agent runs Add Notes in RiskAdvisor, or Call-In Quote Submitted in RiskAdvisor to Update Task in Pneumatic. 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 Pneumatic 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 Pneumatic and RiskAdvisor can do together
From Pneumatic to RiskAdvisor
When Task Completed in Pneumatic
then Add Notes in RiskAdvisor
When Workflow Completed in Pneumatic
then Create Client in RiskAdvisor
From RiskAdvisor to Pneumatic
When Call-In Quote Submitted in RiskAdvisor
then Update Task in Pneumatic
When Custom QuoteForm Submitted in RiskAdvisor
then Get Task in Pneumatic
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 Pneumatic and RiskAdvisor
Triggers and actions 11 triggers · 23 actions
Trigger
Task CompletedTriggers when some task is completed.
Trigger
Task ReturnedTriggers when a process is returned to this task.
Trigger
Workflow CompletedTriggers when a workflow is completed.
Trigger
Workflow StartedTriggers when a new workflow is started.
Action
Get TaskGet a single task by id.
Action
Get TemplateGet a specific workflow template by id.
Action
List TasksList tasks in the account.
Action
List TemplatesList all workflow templates in the account.
Action
List UsersList users in the account.
Action
Run WorkflowRun a New Workflow
Action
Update TaskComplete a task.
Trigger
Call-In Quote SubmittedTriggers when a call-in quote is submitted to the current RiskAdvisor team.
Trigger
Custom QuoteForm SubmittedTriggers when a custom quote form is submitted to the current RiskAdvisor team.
Trigger
New ClientTriggers when a new client is created in RiskAdvisor.
Trigger
New PolicyTriggers when a new policy-link result is captured in RiskAdvisor.
Trigger
New Risk ProfileTriggers when a new risk profile is created in RiskAdvisor.
Trigger
QuoteForm SubmittedTriggers when a quote form is submitted to the current RiskAdvisor team.
Trigger
Updated ClientTriggers when a client is created or updated in RiskAdvisor.
Action
Add NotesAppends notes to a RiskAdvisor risk profile; existing notes are kept.
Action
Archive ClientArchives a RiskAdvisor client together with its related risk profiles.
Action
Create ClientCreates a client on the connected user's current RiskAdvisor team.
Action
Create DriverAdds a driver to a risk profile that has auto insurance.
Action
Create Risk ProfileCreates a draft risk profile for an existing client on the current RiskAdvisor team.
Action
Create VehicleAdds a vehicle to a risk profile that has auto insurance.
Action
Find ClientFinds RiskAdvisor clients by exact email, or by a search over name, email and phone.
Action
Find PolicyFinds policy-link results by client email or client ID.
Action
Find Risk ProfileFinds risk profiles by the primary client's email, draft status or insurance type.
Action
Get ClientReturns one RiskAdvisor client by its ID, with name, contact details and lead source.
Action
Get current userReturns the RiskAdvisor user who owns the connected account's API token.
Action
List call-in quotesReturns the 20 newest call-in quote submissions for your current team, optionally limited to one client's email.
Action
List DriversReturns the drivers on a risk profile's auto insurance.
Action
List TeamsReturns the teams (agencies) the connected RiskAdvisor user belongs to.
Action
List VehiclesReturns the vehicles on a risk profile's auto insurance.
Action
Update ClientUpdates 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
More from Pneumatic
Pneumatic to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Pneumatic to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Pneumatic to StripeStripe is a payment processing platform for online businesses.
Pneumatic to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Pneumatic to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Pneumatic to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
More into RiskAdvisor
HubSpot to RiskAdvisorHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to RiskAdvisorGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to RiskAdvisorGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to RiskAdvisorGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to RiskAdvisorGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to RiskAdvisorMailchimp marketing automation and email platform.
Questions
Pneumatic and RiskAdvisor, answered
What can start an automation from Pneumatic?
Any of Pneumatic's 4 triggers in the catalog, including Task Completed, Workflow Completed, Task Returned and Workflow Started. Describe the moment in plain language and your agent picks the right one.
What can your agent do in RiskAdvisor when something happens in Pneumatic?
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 Pneumatic?
Yes. When something happens in RiskAdvisor, your agent can act in Pneumatic too. This page covers both directions: RiskAdvisor's triggers and Pneumatic's actions are listed here as well.
Do I have to build a connector for Pneumatic 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 Pneumatic 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.