Integration
Connect RiskAdvisor to Piriod
When Call-In Quote Submitted fires in RiskAdvisor, your agent runs Add contact in Piriod. 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 Piriod 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 Piriod
When Call-In Quote Submitted in RiskAdvisor
then Add contact in Piriod
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 Piriod
Triggers and actions 7 triggers · 39 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 contact
Creates a contact person in Piriod, optionally linked to a customer, who can receive invoice emails and collection reminders.
- Add coupon
Creates a discount coupon in Piriod that can be applied to invoices or invoice lines.
- Add credit note
Creates a draft credit note that adjusts an existing invoice.
- Add customer
Creates a customer in Piriod with their name, address, country and billing preferences.
- Add invoice
Creates a draft invoice for a customer with the given lines. Totals are computed by Piriod; finalize it separately to issue it.
- Add payment
Creates a payment in Piriod, optionally applied to an invoice, customer or subscription.
- Add product
Creates a product in Piriod, which plans can then be priced under.
- Add subscription
Creates a recurring subscription for a customer, billing one or more plans on a schedule.
- Add usage
Records a usage quantity against a metered subscription line in Piriod.
- Cancel subscription
Cancels a Piriod subscription. A subscription with no finalized invoices is deleted outright instead.
- Delete customer
Deletes a customer, or archives it when it has invoices, subscriptions or payment history.
- Finalize invoice
Finalizes a draft or pending invoice, submitting it to the tax agency where applicable and locking it. Returns the finalized invoice.
- Get coupon
Returns a single coupon by its id, including its discount amount, duration and status.
- Get credit note
Returns a single credit note, including its lines, amounts and status.
- Get customer
Returns a single customer by its id, including address, tax details, contacts, payment sources and balance totals.
- Get invoice
Returns a single invoice by its id, including its lines, totals, status and linked payments.
- Get subscription
Returns a subscription by its id, including its customer, plan lines, addons, billing dates and status.
- List payments
Returns a page of payments in your Piriod workspace, optionally filtered by customer, invoice, status, amount, currency or date.
- List products
Returns the products in your Piriod workspace, optionally filtered by name or plan.
- List usages
Returns usage records posted against metered subscription lines, optionally filtered by subscription line, date-time or quantity.
- Update customer
Updates an existing Piriod customer, changing only the details you fill in.
- Update invoice
Updates a draft invoice: change its customer, dates, collection method, lines, discounts or notes. Only draft invoices can be updated.
- Update subscription
Updates an existing Piriod subscription, such as its customer, plans, billing dates, collection method or coupon. Only the fields you fill in are 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
Reviews
What our customers say
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Questions
RiskAdvisor and Piriod, 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 Piriod when something happens in RiskAdvisor?
Any of Piriod's 23 actions, including Update customer, Update invoice, Update subscription and Add contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Piriod to RiskAdvisor?
Piriod has no triggers in the catalog today, so automations start in RiskAdvisor. If you need the other direction, ask: your agent reads Piriod's API documentation and adds it.
Do I have to build a connector for RiskAdvisor or Piriod?
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 Piriod 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.