Integration
Connect RiskAdvisor to Pylon
When Call-In Quote Submitted fires in RiskAdvisor, your agent runs Create Call Recording in Pylon. 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 Pylon 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 Pylon
When Call-In Quote Submitted in RiskAdvisor
then Create Call Recording in Pylon
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 Pylon
Triggers and actions 7 triggers · 44 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 internal note to issue
Adds an internal note to a Pylon issue. Internal notes are not visible to the requester.
- Add tag
Creates a new tag in Pylon that can be applied to accounts, articles or issues.
- Add task
Creates a task in Pylon with a title and optional details such as assignee, due date, account, project and status. Returns the new task.
- Create Account
Creates a new customer account in Pylon with its name, domains, owner, tags and other details.
- Create Account Activity
Creates a custom activity on a Pylon account's timeline.
- Create Call Recording
Creates a call recording in Pylon from your own call recorder, including its transcript, and returns the new recording. Requires the Custom Call Recorder integration to be enabled in Pylon.
- Create Contact
Creates a new contact in Pylon with a name and optional email, account, phone numbers and portal role.
- Create Issue
Creates a new issue in Pylon with its first message, either as an internal note or delivered to the customer over a channel you choose. Returns the created issue.
- Delete account
Permanently deletes a Pylon account by its ID or external ID.
- Delete issue
Permanently deletes an issue in Pylon.
- Find Account by Name
Finds Pylon accounts by name, by exact or partial match, returning the matching accounts.
- Find contacts by criteria
Returns the contacts that match the specified search text and/or filter.
- Find issues by criteria
Returns Pylon issues matching a text search and/or a filter on fields such as state, assignee, account, tags or dates.
- Get account
Returns a single Pylon account by its ID or external ID, including its domains, owner, tags, channels and custom fields.
- Get contact
Returns a single contact, including its emails, phone numbers, account and custom field values, by its ID or external ID.
- Get issue
Returns a single Pylon issue by its ID or issue number, including its custom field values. An error occurs if the issue is not found.
- Get user
Returns a single Pylon team member by ID, including their name, email addresses, status, and assigned roles.
- Get Users
Returns the users in your Pylon organization, optionally including deactivated users.
- List accounts
Returns all accounts in your Pylon organization, including their domains, owner, tags and custom field values.
- List contacts
Returns all contacts in the Pylon organization, including their emails, phone numbers, account and custom field values.
- List issues
Returns the issues created within a time range of up to 365 days, newest first.
- List tags
Returns all tags in the Pylon organization, with each tag's name, color and the type of object it applies to.
- List teams
Returns all teams in the Pylon organization, with their members, how each team assigns issues, and any recurring assignment schedule.
- Reply to issue
Sends a customer-facing reply on a Pylon issue, continuing an existing conversation or thread. Returns the ID of the new message and its issue.
- Update Account
Updates an existing Pylon account. Only the fields you fill in are changed.
- Update contact
Updates an existing Pylon contact by its ID or external ID. Only the fields you fill in are changed.
- Update issue
Updates an existing Pylon issue — its title, state, assignee, team, account, requester, tags, type, portal visibility and custom fields. Only the fields you fill in are changed.
- Update Issue Followers
Adds or removes users and contacts as followers of a Pylon issue, and returns the issue's resulting followers.
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 Pylon, 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 Pylon when something happens in RiskAdvisor?
Any of Pylon's 28 actions, including Create Account, Create Account Activity, Create Call Recording and Create Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Pylon to RiskAdvisor?
Pylon has no triggers in the catalog today, so automations start in RiskAdvisor. If you need the other direction, ask: your agent reads Pylon's API documentation and adds it.
Do I have to build a connector for RiskAdvisor or Pylon?
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 Pylon 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.