Integration
Connect RiskAdvisor and Speak Ai
When Call-In Quote Submitted fires in RiskAdvisor, your agent runs Update Text Note in Speak Ai, or New Magic Prompts Response in Speak Ai to Add Notes in RiskAdvisor. 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 Speak Ai 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 and Speak Ai can do together
From RiskAdvisor to Speak Ai
When Call-In Quote Submitted in RiskAdvisor
then Update Text Note in Speak Ai
When Custom QuoteForm Submitted in RiskAdvisor
then Upload File to Transcribe and Analyze in Speak Ai
From Speak Ai to RiskAdvisor
When New Magic Prompts Response in Speak Ai
then Add Notes in RiskAdvisor
When New Magic Prompts Response in Speak Ai
then Create Client in RiskAdvisor
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 Speak Ai
Triggers and actions 8 triggers · 39 actions
Trigger
Call-In Quote SubmittedTriggers when a call-in quote is submitted to the current RiskAdvisor team.
Trigger
Custom QuoteForm SubmittedTriggers when a custom quote form is submitted to the current RiskAdvisor team.
Trigger
New ClientTriggers when a new client is created in RiskAdvisor.
Trigger
New PolicyTriggers when a new policy-link result is captured in RiskAdvisor.
Trigger
New Risk ProfileTriggers when a new risk profile is created in RiskAdvisor.
Trigger
QuoteForm SubmittedTriggers when a quote form is submitted to the current RiskAdvisor team.
Trigger
Updated ClientTriggers when a client is created or updated in RiskAdvisor.
Action
Add NotesAppends notes to a RiskAdvisor risk profile; existing notes are kept.
Action
Archive ClientArchives a RiskAdvisor client together with its related risk profiles.
Action
Create ClientCreates a client on the connected user's current RiskAdvisor team.
Action
Create DriverAdds a driver to a risk profile that has auto insurance.
Action
Create Risk ProfileCreates a draft risk profile for an existing client on the current RiskAdvisor team.
Action
Create VehicleAdds a vehicle to a risk profile that has auto insurance.
Action
Find ClientFinds RiskAdvisor clients by exact email, or by a search over name, email and phone.
Action
Find PolicyFinds policy-link results by client email or client ID.
Action
Find Risk ProfileFinds risk profiles by the primary client's email, draft status or insurance type.
Action
Get ClientReturns one RiskAdvisor client by its ID, with name, contact details and lead source.
Action
Get current userReturns the RiskAdvisor user who owns the connected account's API token.
Action
List call-in quotesReturns the 20 newest call-in quote submissions for your current team, optionally limited to one client's email.
Action
List DriversReturns the drivers on a risk profile's auto insurance.
Action
List TeamsReturns the teams (agencies) the connected RiskAdvisor user belongs to.
Action
List VehiclesReturns the vehicles on a risk profile's auto insurance.
Action
Update ClientUpdates an existing RiskAdvisor client; fields left blank stay unchanged.
Trigger
New Magic Prompts ResponseFires when Speak AI finishes answering an AI Chat (Magic Prompt) and delivers the final answer.
Action
Add AutomationCreate a new Speak AI automation.
Action
Add FieldCreates a new custom field in your Speak AI account.
Action
Add FolderCreate a new folder to organize media, text notes, and recordings.
Action
Ask AI ChatAsk a question about one or more media items or a folder and get the AI chat answer back.
Action
Delete AutomationDelete an automation.
Action
Delete FolderDelete a folder.
Action
Delete MediaDelete a media file from Speak AI.
Action
Delete Text NoteDelete a text note.
Action
Get Media InsightsLoads the analysis results (transcript, keywords, topics, sentiment, named entities, summary) for a Speak AI audio or video file.
Action
Get Media StatusGets the processing status and basic details of a Speak AI audio or video file.
Action
Get Media TranscriptGet the transcript of a media file.
Action
Get Text Note InsightGets the analysis insights (keywords, entities, intents, sentiment) for a Speak AI text note.
Action
List AutomationsList the automations (trigger + action workflows) configured in Speak AI.
Action
List FieldsLists the custom fields defined in your Speak AI account.
Action
List FoldersList the folders in the account.
Action
List MediaList the media files (audio/video) in the account's Speak AI library.
Action
Run Magic PromptRuns a Magic Prompt (Speak AI's AI Chat) against your media, folders or fields and returns the AI's answer.
Action
Update AutomationUpdates an existing Speak AI automation: its name, trigger, steps, schedule and active state.
Action
Update FolderUpdate a folder's name or settings.
Action
Update MediaRename a Speak AI media file and update its description, tags, folder, assignee, note, status or creation date.
Action
Update Text NoteUpdate the content of an existing text note.
Action
Upload File to Transcribe and AnalyzeUploads new audio or video files for automatic transcription and analysis.
Action
Upload Text Note to AnalyzeUploads new text notes for automatic insight analysis.
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
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Questions
RiskAdvisor and Speak Ai, 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 Speak Ai when something happens in RiskAdvisor?
Any of Speak Ai's 23 actions, including Update Automation, Update Folder, Update Media and Update Text Note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Speak Ai to RiskAdvisor?
Yes. When something happens in Speak Ai, your agent can act in RiskAdvisor too. This page covers both directions: Speak Ai's triggers and RiskAdvisor's actions are listed here as well.
Do I have to build a connector for RiskAdvisor or Speak Ai?
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 Speak Ai 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.