Integration
Connect RiskAdvisor to HeySummit
When Call-In Quote Submitted fires in RiskAdvisor, your agent runs Add event in HeySummit. 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 HeySummit 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 HeySummit
When Call-In Quote Submitted in RiskAdvisor
then Add event in HeySummit
When Custom QuoteForm Submitted in RiskAdvisor
then Update event in HeySummit
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 HeySummit
Triggers and actions 7 triggers · 38 actions
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.
Action
Add attendeeRegisters a new attendee for a HeySummit event, optionally assigning a ticket, registration answers and email preferences. Returns the created attendee.
Action
Add attendee to talkAdds an existing event attendee to a talk, respecting ticket access and talk capacity, and returns the talk-attendee registration. Adding an attendee who is already on the talk returns the existing registration.
Action
Add couponCreates a discount coupon for a HeySummit event and returns the new coupon.
Action
Add eventCreates a new event in HeySummit and returns the created event.
Action
Add speakerCreates a speaker on a HeySummit event and returns the new speaker record.
Action
Add talkCreates a new talk in a HeySummit event and returns the created talk, including its id and page links.
Action
Attach ticket to attendeeAttaches a ticket to an existing attendee of an event and returns the updated attendee. If the attendee already holds the ticket, nothing changes.
Action
Delete attendeePermanently deletes an attendee from a HeySummit event.
Action
Get attendeeReturns the full details of a single attendee in a HeySummit event, including registration status, attended talks, registration answers and email preferences.
Action
Get eventReturns the details of a HeySummit event, including its title, dates, status and timezone.
Action
Get speakerReturns one speaker from a HeySummit event, including their name, company, bio, headshot and active status.
Action
Get talkReturns one talk from a HeySummit event, including its schedule, speakers, categories and video settings. An error occurs if the talk is not found.
Action
List couponsReturns the coupons set up for a HeySummit event, including each coupon's code, discount and availability.
Action
List eventsReturns the events you have access to in HeySummit, optionally narrowed to live, archived, evergreen, or open-for-registration events.
Action
List session submissionsReturns the submitted, approved and rejected session proposals for an event, including each proposal's details, review state and submitter information.
Action
List speakersReturns the speakers for a HeySummit event, including their names, company details, bios and active status.
Action
List talk attendeesReturns the attendees registered for talks in an event, optionally narrowed to one attendee or one talk.
Action
List talksReturns the talks scheduled for a HeySummit event, including their speakers, categories and broadcast details.
Action
List ticketsReturns the tickets for a HeySummit event, optionally narrowed to active, add-on or donation tickets.
Action
Update eventUpdates an existing HeySummit event's details, such as its title, company information, dates, visibility and site settings. Only the fields you fill in are changed.
Action
Update speakerUpdates a speaker on a HeySummit event and returns the updated speaker. Fields left blank keep their current values.
Action
Update talkUpdates an existing talk in a HeySummit event. Only the fields you fill in are changed, and the updated talk is returned.
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 RiskAdvisor
RiskAdvisor to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
RiskAdvisor to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
RiskAdvisor to StripeStripe is a payment processing platform for online businesses.
RiskAdvisor to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
RiskAdvisor to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
RiskAdvisor to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
More into HeySummit
HubSpot to HeySummitHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to HeySummitSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to HeySummitSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to HeySummitGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to HeySummitGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to HeySummitGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
RiskAdvisor and HeySummit, 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 HeySummit when something happens in RiskAdvisor?
Any of HeySummit's 22 actions, including Update event, Update speaker, Update talk and Add attendee. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from HeySummit to RiskAdvisor?
HeySummit has no triggers in the catalog today, so automations start in RiskAdvisor. If you need the other direction, ask: your agent reads HeySummit's API documentation and adds it.
Do I have to build a connector for RiskAdvisor or HeySummit?
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 HeySummit 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.