Integration
Connect RiskAdvisor to Everfit
When Call-In Quote Submitted fires in RiskAdvisor, your agent runs Add Clients to Recipe Book in Everfit. 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 Everfit 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 Everfit
When Call-In Quote Submitted in RiskAdvisor
then Add Clients to Recipe Book in Everfit
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 Everfit
Triggers and actions 7 triggers · 54 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.
- Add Clients to Recipe Book
Gives one or more clients access to a recipe book. Returns which clients were added and which were rejected, with the reason.
- Archive Client
Archives a client so they no longer count toward your subscription. You choose which of the client's assigned content to keep.
- Assign Clients to Autoflow
Assigns one or more clients to an autoflow. Returns which clients were assigned and which were rejected, with the reason.
- Assign Clients to Onboarding Flow
Assigns one or more clients to an onboarding flow. Returns which clients were assigned and which were rejected, with the reason.
- Assign Client to Group
Adds a client to a client group.
- Assign Client to Program
Assigns a library program to one or more clients, syncing its workouts to their training calendars. Returns the program instances created.
- Assign Client to Resource Collection
Gives one or more clients access to a resource collection on their on-demand screen.
- Assign Client to Studio Program
Gives a client access to a studio program, which they can start any time.
- Assign Client to Workout Collection
Gives a client access to an on-demand workout collection.
- Get Assigned Client List of Resource Collection
Returns the clients assigned to a resource collection.
- Get Assigned Program of Client
Returns the programs assigned to a client, including each program instance ID needed to unassign it.
- Get Assigned Studio Program List of Client
Returns the studio programs assigned to a client, one page at a time.
- Get Assigned Workout Collection List of Client
Returns the on-demand workout collections assigned to a client, one page at a time.
- Get Autoflow List
Returns the autoflows in your Everfit library, with their type, length and client counts.
- Get Clients by Emails
Returns client details (ID, name, email, archived status, trainer) for a list of email addresses.
- Get Client's Detailed Information
Returns a client's details: name, email, archived status and trainer name.
- Get Client's ID
Returns the ID of the client with the given email address.
- Get Client's Last Activity
Returns the date and time of a client's last activity in Everfit.
- Get Coach ID by Email
Returns the ID of the coach in your workspace with the given email address.
- Get Forum List
Returns the community forums in your Everfit workspace.
- Get Group List
Returns the client groups in your Everfit workspace, with each group's ID and name.
- Get Participant List of Forum
Returns the members of a community forum.
- Get Program List
Returns the programs in your Everfit library.
- Get Resource Collection List
Returns the resource collections in your Everfit workspace, one page at a time.
- Get Studio Program List
Returns the studio programs in your Everfit workspace, one page at a time, optionally only published ones.
- Get Workout Collection List
Returns the on-demand workout collections in your Everfit workspace, one page at a time.
- Invite New Client
Adds a new client to your Everfit workspace under a coach, optionally emailing them an invitation. Returns the new client and their invitation link.
- Register Client by Public Invite Link
Registers a client account in your workspace with a password and assigns them to a coach. Returns the new client.
- Remove Clients From Recipe Book
Removes one or more clients' access to a recipe book. Returns which clients were removed and which were rejected, with the reason.
- Search Client by Email
Finds every client matching an email address and returns each one's ID and name.
- Unarchive Client
Reactivates an archived client so they can resume training.
- Unassign Client From Autoflow
Removes one or more clients from an autoflow, along with the autoflow's assigned content. Returns which clients were removed and which were rejected.
- Unassign Client From Group
Removes a client from a client group.
- Unassign Client From List of Program
Unassigns several assigned programs at once; their workouts from today onward are removed from the clients' calendars. Use Get Assigned Program of Client for the instance IDs.
- Unassign Client From Program
Unassigns one assigned program from a client; its workouts from today onward are removed from the client's calendar. Use Get Assigned Program of Client for the instance ID.
- Unassign Client From Resource Collection
Removes one or more clients' access to a resource collection.
- Unassign Client From Studio Program
Removes a client's access to a studio program.
- Unassign Client From Workout Collection
Removes a client's access to an on-demand workout collection.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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Questions
RiskAdvisor and Everfit, 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 Everfit when something happens in RiskAdvisor?
Any of Everfit's 38 actions, including Add Clients to Recipe Book, Assign Clients to Autoflow, Assign Clients to Onboarding Flow and Assign Client to Group. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Everfit to RiskAdvisor?
Everfit has no triggers in the catalog today, so automations start in RiskAdvisor. If you need the other direction, ask: your agent reads Everfit's API documentation and adds it.
Do I have to build a connector for RiskAdvisor or Everfit?
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 Everfit 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.