Integration
Connect RiskAdvisor to Sequenzy
When Call-In Quote Submitted fires in RiskAdvisor, your agent runs Trigger Event for Subscriber in Sequenzy. 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 Sequenzy 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 Sequenzy
When Call-In Quote Submitted in RiskAdvisor
then Trigger Event for Subscriber in Sequenzy
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 Sequenzy
Triggers and actions 7 triggers · 29 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 subscriber to list
Adds one or more subscribers to a Sequenzy list by email address, creating any subscriber that does not exist yet.
- Add tag
Adds a tag to a subscriber, creating the subscriber and the tag if they don't exist yet. Adding a tag can start any sequence set to begin when that tag is added.
- Add Tag to Subscriber
Adds a tag to a subscriber, creating the subscriber and the tag if they don't exist yet. Adding a tag can start any sequence set to begin when that tag is added.
- Create or Update Subscriber
Creates a subscriber in Sequenzy, or updates the existing subscriber with the same email, external ID or phone. Returns the subscriber and whether it was created, updated or skipped.
- Delete Subscriber
Permanently deletes a subscriber by email address. Sequenzy later erases the subscriber's recorded activity and attributes.
- Find Subscriber
Returns the subscribers that match a search term: a whole email address finds that one contact, anything shorter searches email, external ID, name and tags. Results can be narrowed by status, tags, list, segment, custom attribute or opt-out date.
- Get subscriber
Returns a subscriber by email address, including tags, custom attributes, notes, list memberships, sequence enrollments, email engagement stats and recent activity.
- List lists
Returns every subscriber list in your Sequenzy account, with each list's name, description, privacy setting and subscriber counts.
- List subscribers
Returns subscribers in your Sequenzy account, optionally filtered by status, search text, tags, list, segment, custom attribute or opt-out date.
- List tags
Returns every tag defined in your Sequenzy account, with each tag's id, name, color and whether it is a system tag.
- Remove subscriber from list
Removes one or more subscribers from a subscriber list by email address or subscriber ID. The subscribers themselves are kept; only their list membership is removed.
- Remove tag from subscriber
Removes a tag from a Sequenzy subscriber, identified by email or external ID. Returns the subscriber and whether the tag was removed.
- Trigger Event for Subscriber
Records an event for a subscriber in Sequenzy, creating the subscriber if needed, which can start event-triggered sequences and apply sync rules.
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 Sequenzy, 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 Sequenzy when something happens in RiskAdvisor?
Any of Sequenzy's 13 actions, including Create or Update Subscriber, Add subscriber to list, Add tag and Add Tag to Subscriber. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sequenzy to RiskAdvisor?
Sequenzy has no triggers in the catalog today, so automations start in RiskAdvisor. If you need the other direction, ask: your agent reads Sequenzy's API documentation and adds it.
Do I have to build a connector for RiskAdvisor or Sequenzy?
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 Sequenzy 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.