Integration
Connect RiskAdvisor to Rezdy
When Call-In Quote Submitted fires in RiskAdvisor, your agent runs Add customer in Rezdy. 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 Rezdy 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 Rezdy
When Call-In Quote Submitted in RiskAdvisor
then Add customer in Rezdy
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 Rezdy
Triggers and actions 7 triggers · 31 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 availability
Creates a new availability session for a Rezdy product at a specific start time, with its seat count and optional price overrides. Returns the created session.
- Add booking
Creates a new booking in Rezdy for one or more products and returns its order number.
- Add customer
Creates a new customer in your Rezdy account and returns the created customer record.
- Delete booking
Cancels an existing Rezdy booking and returns the cancelled booking. Rezdy notifies the customer unless notifications are turned off, and refunds Automated Payment bookings.
- Find availability
Returns the sessions of one or more products in a date range, with seats available and pricing for each session.
- Find bookings
Returns the bookings that match your search, such as a customer name, order status, product, tour date or creation date.
- Find customers
Returns customers whose first or last name, company name or email match the search text.
- Find products
Returns your Rezdy products whose name, product code or internal code match the search text, or all your products when the search is left blank.
- Find vouchers
Returns the gift card vouchers in your Rezdy account whose voucher code matches the search text.
- Get booking
Returns one Rezdy booking by its order number, including the customer, booked items, participants, payments and booking fields.
- Get customer
Returns a customer by their Rezdy ID, including contact details, address and marketing preferences. An error occurs if the customer is not found.
- Get product
Returns one Rezdy product by its product code, including its price options, images, extras and booking fields.
- Update availability
Updates one session of a product, identified by its local start time, changing its total seats, seats available, or session prices. Returns the updated session.
- Update booking
Updates an existing booking's customer, booking fields, participant details, pickup location and reseller details. Details you leave blank keep their current values.
- Update product
Updates an existing Rezdy product's details, booking fields and price options, and returns the updated product.
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 Rezdy, 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 Rezdy when something happens in RiskAdvisor?
Any of Rezdy's 15 actions, including Update availability, Update booking, Update product and Add availability. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Rezdy to RiskAdvisor?
Rezdy has no triggers in the catalog today, so automations start in RiskAdvisor. If you need the other direction, ask: your agent reads Rezdy's API documentation and adds it.
Do I have to build a connector for RiskAdvisor or Rezdy?
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 Rezdy 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.