Integration
Connect RiskAdvisor to ServiceTrade
When Call-In Quote Submitted fires in RiskAdvisor, your agent runs Create Contact in ServiceTrade. 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 ServiceTrade 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 ServiceTrade
When Call-In Quote Submitted in RiskAdvisor
then Create Contact in ServiceTrade
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 ServiceTrade
Triggers and actions 7 triggers · 47 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 Asset to Location
Creates a new asset (equipment or system) at a ServiceTrade location.
- Add Attachment to Job
Uploads a file from a URL and attaches it to a ServiceTrade job.
- Add Comment to Job
Adds a comment to a ServiceTrade job, with optional visibility, author and pinning.
- Add Comment to Location
Adds a comment to a ServiceTrade location.
- Add Tag
Creates a tag, or attaches a new or existing tag to a ServiceTrade record such as a job, location or company.
- Create Appointment
Creates a new appointment on a ServiceTrade job, optionally assigning services and technicians.
- Create Contact
Creates a contact in ServiceTrade and optionally assigns it to companies and locations.
- Create Invoice
Creates an invoice or vendor bill in ServiceTrade for a customer, optionally linked to a job, with line items.
- Create Job
Creates a new job (work order) at a ServiceTrade location.
- Create Job Item
Adds a part, labor, service or other item to an existing ServiceTrade job.
- Create Location
Creates a new location (a site where work is performed) for a ServiceTrade company.
- Create Quote
Creates a new quote in ServiceTrade for work at a location, covering one or more services.
- Find Asset by Search
Finds assets whose text fields or properties match a search term, optionally narrowed by location, job, appointment, type, status or dates.
- Find Company
Searches ServiceTrade companies by name, with optional filters for type, status, location and tags, and returns the matching companies.
- Find Company by External ID
Finds a ServiceTrade company by the ID it carries in an external system, and returns the full company record.
- Find Contact
Finds contacts by name, phone number or email address, optionally narrowed by company, location, contact type or dates.
- Find Contract by Name
Finds ServiceTrade contracts whose name contains the text you supply, optionally narrowed by customer, vendor, location, tag or dates.
- Find Deficiency by Deficiency Number
Finds deficiencies whose reference number exactly matches the one you supply, optionally narrowed by status, severity, location, company and other filters.
- Find Job by Job ID
Returns a single ServiceTrade job by its ID, including its customer, location, service requests, appointments and scheduling comments.
- Find Job by Job Number
Finds jobs by their job number and returns the first match plus all matching jobs.
- Find Location
Finds locations whose name or store number contains the text you give, optionally narrowed by company, status, region, office or tags.
- Find Location by External ID
Finds a ServiceTrade location by its ID in an external system and returns the full location record.
- Find Quote by Quote Number
Finds a quote by its exact quote number (reference number) and returns the matching quote.
- Remove Tag
Removes a tag from a ServiceTrade record (job, location, company, etc.), or deletes the tag from every record when no record is given.
- Update Appointment
Updates an existing ServiceTrade appointment's status, time window, assigned technicians, services, or release state.
- Update Company
Updates an existing ServiceTrade company's name, address, status, roles and other details. Fields left blank are not changed.
- Update Contact
Updates an existing ServiceTrade contact's name, phone numbers, email, status, contact types, and company or location assignments.
- Update Invoice
Updates an existing ServiceTrade invoice's status, numbering, notes, dates, terms and assignment.
- Update Job Item
Updates an existing job item (material, part, labor or service on a job) in ServiceTrade. Only the fields you fill in are changed.
- Update Location
Updates an existing ServiceTrade location's name, address, contact details, status, tax and office settings.
- Upload File to Bulk Import
Creates a bulk import of the chosen type in ServiceTrade and uploads the CSV file to it, which starts processing the import.
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 ServiceTrade, 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 ServiceTrade when something happens in RiskAdvisor?
Any of ServiceTrade's 31 actions, including Create Appointment, Create Contact, Create Invoice and Create Job. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ServiceTrade to RiskAdvisor?
ServiceTrade has no triggers in the catalog today, so automations start in RiskAdvisor. If you need the other direction, ask: your agent reads ServiceTrade's API documentation and adds it.
Do I have to build a connector for RiskAdvisor or ServiceTrade?
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 ServiceTrade 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.