Integration
Connect RiskAdvisor to Microsoft Teams
When Call-In Quote Submitted fires in RiskAdvisor, your agent runs Update Channel Message in Microsoft Teams. 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 Microsoft Teams to do together?
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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 Microsoft Teams
When Call-In Quote Submitted in RiskAdvisor
then Update Channel Message in Microsoft Teams
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 Microsoft Teams
Triggers and actions 7 triggers · 43 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 Member To Team
Tool to add a user to a microsoft teams team. use when granting or updating membership for a user.
- Archive Team
Tool to archive a microsoft teams team. use after confirming the team id; returns 202 if accepted.
- Chats Get All Chats
Retrieves all microsoft teams chats a specified user is part of, supporting filtering, property selection, and pagination.
- Chats Get All Messages
Retrieves all messages from a specified microsoft teams chat using the microsoft graph api, automatically handling pagination; ensure `chat id` is valid and odata expressions in `filter` or `select` are correct.
- Create Meeting
Use to schedule a new standalone microsoft teams online meeting, i.e., one not linked to any calendar event.
- Create Team
Tool to create a new microsoft teams team. use when you need to provision a team with optional template, channels, and members.
- Delete Team
Tool to delete a microsoft teams team. use after confirming the target team id.
- Get Channel
Tool to get a specific channel in a team. use after obtaining valid team and channel ids to fetch channel details.
- Get Chat Message
Tool to get a specific chat message. use after confirming chat id and message id.
- Get Team
Tool to get a specific team. use when full details of one team by id are needed.
- List Message Replies
Tool to list replies to a channel message. use after obtaining team, channel, and message ids.
- List Team Members
Tool to list members of a microsoft teams team. use when you need to retrieve the members of a specific team, for auditing or notifications.
- List Users
Tool to list all users in the organization. use when you need to retrieve directory users with filtering, pagination, and field selection.
- Teams Create Channel
Creates a new 'standard', 'private', or 'shared' channel within a specified microsoft teams team.
- Teams Create Chat
Creates a new chat; if a 'oneonone' chat with the specified members already exists, its details are returned, while 'group' chats are always newly created.
- Teams Get Message
Retrieves a specific message from a microsoft teams channel using its team, channel, and message ids.
- Teams List
Retrieves microsoft teams accessible by the authenticated user, allowing filtering, property selection, and pagination.
- Teams List Channels
Retrieves channels for a specified microsoft teams team id (must be valid and for an existing team), with options to include shared channels, filter results, and select properties.
- Teams List Chat Messages
Retrieves messages (newest first) from an existing and accessible microsoft teams one-on-one chat, group chat, or channel thread, specified by `chat id`.
- Teams List People
Retrieves a list of people relevant to a specified user from microsoft graph, noting the `search` parameter is only effective if `user id` is 'me'.
- Teams Post Channel Message
Posts a new text or html message to a specified channel in a microsoft teams team.
- Teams Post Chat Message
Sends a non-empty message (text or html) to a specified, existing microsoft teams chat; content must be valid html if `content type` is 'html'.
- Teams Post Message Reply
Sends a reply to an existing message, identified by `message id`, within a specific `channel id` of a given `team id` in microsoft teams.
- Unarchive Team
Tool to unarchive a microsoft teams team. use when you need to restore an archived team to active state.
- Update Channel Message
Tool to update a message in a channel. use when you need to modify an existing channel message after confirming channel and message ids.
- Update Chat Message
Tool to update a specific message in a chat. use when you need to correct or modify a sent chat message.
- Update Team
Tool to update the properties of a team. use when you need to modify team settings such as member, messaging, or fun settings.
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 Microsoft Teams, 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 Microsoft Teams when something happens in RiskAdvisor?
Any of Microsoft Teams's 27 actions, including Create Meeting, Create Team, Update Channel Message and Update Chat Message. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Microsoft Teams to RiskAdvisor?
Microsoft Teams has no triggers in the catalog today, so automations start in RiskAdvisor. If you need the other direction, ask: your agent reads Microsoft Teams's API documentation and adds it.
Do I have to build a connector for RiskAdvisor or Microsoft Teams?
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 Microsoft Teams 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.