Integration
Connect RiskAdvisor to Dex
When Call-In Quote Submitted fires in RiskAdvisor, your agent runs Create or Update Contact in Dex. 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 RiskAdvisor and Dex 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 RiskAdvisor can start in Dex
When Call-In Quote Submitted in RiskAdvisor
then Create or Update Contact in Dex
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 RiskAdvisor and Dex
Triggers and actions 7 triggers · 45 actions
- 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.
- Create Group
Creates a group in Dex for organizing contacts, optionally nested under a parent group and seeded with starter members.
- Create Note
Creates a note in Dex, optionally linked to one or more contacts, and returns the created note.
- Create or Update Contact
Updates the Dex contact with the given email address, or creates a new contact if none has that address.
- Create Reminder
Creates a reminder in Dex, optionally linked to contacts, with a due date, time and recurrence.
- Create Tag
Creates a tag in Dex that can be assigned to contacts. If a tag with the same name already exists, the existing tag is returned.
- Delete company
Permanently deletes a company from a Dex workspace. Its contacts are kept, but their roles at the company are removed.
- Delete Contact
Permanently deletes a contact from Dex.
- Delete note
Deletes a note from your Dex timeline.
- Delete reminder
Permanently deletes a reminder in Dex. Deleting a recurring reminder cancels all of its future occurrences.
- Delete tag
Permanently deletes a tag by its ID and removes it from every contact it was assigned to. This cannot be undone.
- Find Contact
Finds contacts whose full name matches the text you enter and returns the matching contacts.
- Find Group
Finds groups in Dex whose name matches the search text.
- Find notes by keyword
Returns the notes whose text, or the names of their linked contacts, match a keyword, most recent first. Can be narrowed by contact, group, meeting type and date range.
- Find Tag
Finds tags in Dex whose names match the search text and returns them, with the first match separately.
- Get company
Returns one company in a Dex workspace by its id, including archived companies, with its details, tags and custom field values.
- Get contact
Returns one Dex contact by its id, including its email addresses, phone numbers and custom field values. An error occurs if the contact is not found.
- Get note
Returns a single Dex note by its ID, including the contacts it is linked to and its attachments.
- Get reminder
Returns a single Dex reminder by its ID, including its due date, completion status and recurrence. An error occurs if the reminder is not found.
- Get tag
Returns a single Dex tag by its ID, optionally with the number of contacts carrying it.
- List companies
Returns the companies in a Dex workspace, optionally filtered to archived companies or by owner.
- List contacts
Returns the contacts in your Personal Dex or in a chosen workspace.
- List groups
Returns the groups in your Dex account, optionally filtered by name, parent/subgroup status or archived state, and sorted by name or contact count.
- List reminders
Returns the reminders in your Dex account, optionally filtered by completion, overdue status, text, assignee, contact, tag, company, due date or creation date.
- List tags
Returns all tags in your Dex account, optionally with how many contacts carry each tag.
- Tag Contact
Assigns an existing tag to a contact in Dex.
- Update Contact
Updates an existing Dex contact's details, social profiles, emails, phones, groups, tags and custom field values. Only the fields you fill in are changed.
- Update note
Updates an existing Dex note. Only the fields you fill in are changed.
- Update reminder
Updates an existing Dex reminder: change its text, due date, completion, repeat schedule, contacts, assignee or tags. Fields left blank are not changed.
- Update tag
Renames an existing tag in Dex.
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
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Questions
RiskAdvisor and Dex, answered
What can start an automation from RiskAdvisor?
Any of RiskAdvisor's 7 triggers in the catalog, including Call-In Quote Submitted, Custom QuoteForm Submitted, New Client and New Policy. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Dex when something happens in RiskAdvisor?
Any of Dex's 29 actions, including Create Group, Create Note, Create or Update Contact and Create Reminder. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Dex to RiskAdvisor?
Dex has no triggers in the catalog today, so automations start in RiskAdvisor. If you need the other direction, ask: your agent reads Dex's API documentation and adds it.
Do I have to build a connector for RiskAdvisor or Dex?
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 RiskAdvisor and Dex 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.