Integration
Connect RiskAdvisor to GoCardless
When Call-In Quote Submitted fires in RiskAdvisor, your agent runs Add customer in GoCardless. 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 GoCardless 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 GoCardless
When Call-In Quote Submitted in RiskAdvisor
then Add customer in GoCardless
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 GoCardless
Triggers and actions 7 triggers · 34 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 billing request
Creates a GoCardless billing request to collect a Direct Debit mandate, a one-off payment, or both from a customer.
- Add customer
Creates a new customer record in GoCardless with their name, contact details and address.
- Add customer bank account
Creates a bank account for an existing GoCardless customer, using local bank details or an IBAN.
- Cancel mandate
Cancels a Direct Debit mandate so no further payments can be collected against it, and returns the cancelled mandate.
- Cancel payment
Cancels a pending GoCardless payment so it is not collected, and returns the updated payment.
- Cancel subscription
Cancels a GoCardless subscription so no further payments are collected under it, and returns the cancelled subscription.
- Create Direct Debit Payment
Collects a one-off Direct Debit payment from a customer against their existing mandate.
- Create Instant Bank Payment
Creates a billing request for a one-off instant bank payment (Pay By Bank) for the given amount and currency.
- Create Mandate Authorisation Request
Creates a Direct Debit mandate request for a payer and returns a hosted authorisation link you can send them to set up the mandate.
- Create Subscription
Creates a recurring subscription that collects a fixed amount on a schedule against an existing GoCardless mandate.
- Get customer
Returns a single GoCardless customer by its ID, including contact details, address and metadata.
- Get mandate
Returns a single Direct Debit mandate, including its status, scheme, reference and linked customer bank account and creditor.
- Get payment
Returns a single GoCardless payment by its ID, including amount, status, charge date and linked mandate.
- Get subscription
Returns the details of a single GoCardless subscription, including its amount, schedule, status and upcoming payments.
- Retry payment
Retries a failed payment, resubmitting it for collection on the next available date or a date you choose.
- Search for a Billing Request
Searches billing requests, optionally filtered by customer, status and creation date, and returns the matches.
- Search for a Customer
Searches your GoCardless customers by email, company name, surname, currency or creation date and returns the matches.
- Update customer
Updates an existing GoCardless customer's name, contact details, address or metadata. Fields left blank are not changed.
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 GoCardless, 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 GoCardless when something happens in RiskAdvisor?
Any of GoCardless's 18 actions, including Create Direct Debit Payment, Create Instant Bank Payment, Create Mandate Authorisation Request and Create Subscription. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from GoCardless to RiskAdvisor?
GoCardless has no triggers in the catalog today, so automations start in RiskAdvisor. If you need the other direction, ask: your agent reads GoCardless's API documentation and adds it.
Do I have to build a connector for RiskAdvisor or GoCardless?
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 GoCardless 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.