Integration
Connect Redash and RiskAdvisor
When New Dashboard fires in Redash, your agent runs Add Notes in RiskAdvisor, or Call-In Quote Submitted in RiskAdvisor to Create Alert in Redash. 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 Redash 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 Redash and RiskAdvisor can do together
From Redash to RiskAdvisor
When New Dashboard in Redash
then Add Notes in RiskAdvisor
When New Query in Redash
then Create Client in RiskAdvisor
From RiskAdvisor to Redash
When Call-In Quote Submitted in RiskAdvisor
then Create Alert in Redash
When Custom QuoteForm Submitted in RiskAdvisor
then Create Dashboard in Redash
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 Redash and RiskAdvisor
Triggers and actions 9 triggers · 35 actions
Trigger
New DashboardTriggers when a new dashboard is created in your Redash site.
Trigger
New QueryTriggers when a new saved query is created in your Redash site.
Action
Archive DashboardArchives a dashboard.
Action
Archive QueryArchives a saved query so it no longer appears in lists.
Action
Create AlertCreates an alert that fires when a query result column meets a condition.
Action
Create DashboardCreates an empty dashboard with the given name.
Action
Create QueryCreates a saved query on one of your Redash data sources.
Action
Delete AlertDeletes an alert.
Action
Get AlertReturns one alert with its condition and current state.
Action
Get DashboardReturns one dashboard and its widgets.
Action
Get JobReturns the status of a query execution job and its result ID once it finishes.
Action
Get QueryReturns one saved query, including its text, data source and latest result ID.
Action
Get Query Cached ResultReturns the latest cached result rows of a query that has no parameters.
Action
Get Query ResultReturns the rows and columns of a query result.
Action
List AlertsReturns every alert in your Redash site with its state.
Action
List DashboardsReturns a page of the dashboards in your Redash site, optionally filtered by search text.
Action
List Data SourcesReturns the data sources your Redash queries can run on.
Action
List QueriesReturns a page of the saved queries in your Redash site, optionally filtered by search text.
Action
Refresh Query ResultsStarts running a saved query, or returns its cached result when a fresh enough one exists.
Action
Update DashboardUpdates a dashboard's name or tags.
Action
Update QueryUpdates the name, text or description of a saved query.
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 Redash
Redash to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Redash to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Redash to StripeStripe is a payment processing platform for online businesses.
Redash to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Redash to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Redash to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
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
Redash and RiskAdvisor, answered
What can start an automation from Redash?
Any of Redash's 2 triggers in the catalog, including New Dashboard and New Query. Describe the moment in plain language and your agent picks the right one.
What can your agent do in RiskAdvisor when something happens in Redash?
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 Redash?
Yes. When something happens in RiskAdvisor, your agent can act in Redash too. This page covers both directions: RiskAdvisor's triggers and Redash's actions are listed here as well.
Do I have to build a connector for Redash 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 Redash 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.