Integration
Connect RiskAdvisor and Speak4
When Call-In Quote Submitted fires in RiskAdvisor, your agent runs Create Landing Page in Speak4, or Pull Campaigns in Speak4 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 Speak4 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 Speak4 can do together
From RiskAdvisor to Speak4
When Call-In Quote Submitted in RiskAdvisor
then Create Landing Page in Speak4
When Custom QuoteForm Submitted in RiskAdvisor
then Update Landing Page in Speak4
From Speak4 to RiskAdvisor
When Pull Campaigns in Speak4
then Add Notes in RiskAdvisor
When Pull Landing Pages in Speak4
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 Speak4
Triggers and actions 9 triggers · 38 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
Pull CampaignsTriggers when a new campaign is created in Speak4.
Trigger
Pull Landing PagesTriggers when a new landing page is created in Speak4.
Action
Archive CampaignArchives or unarchives a Speak4 campaign.
Action
Archive Landing PageArchives or unarchives a Speak4 landing page.
Action
Create CampaignCreates a Speak4 advocacy campaign.
Action
Create Landing PageCreates a landing page (advocate form) on a Speak4 campaign.
Action
Create RecipientCreates a custom email recipient for Speak4 campaigns.
Action
Create Recipient GroupCreates a named group of Speak4 recipients.
Action
Duplicate CampaignCreates a copy of a Speak4 campaign.
Action
Duplicate Landing PageCreates a copy of a Speak4 landing page.
Action
Get CampaignReturns one Speak4 campaign by ID.
Action
Get Landing PageReturns one Speak4 landing page by ID.
Action
Get Landing Page RequirementsReturns the advocate fields a landing page requires.
Action
Get StatsReturns cumulative advocacy stats, optionally for one campaign or landing page.
Action
List CampaignsReturns a page of your Speak4 campaigns.
Action
List Landing PagesReturns a page of your Speak4 landing pages, optionally for one campaign.
Action
List Recipient GroupsReturns your Speak4 recipient groups.
Action
List TopicsReturns the Speak4 topics used to categorize federal campaigns.
Action
Lookup RegulationLooks up a Regulations.gov document by its ID.
Action
Pin CampaignPins or unpins a Speak4 campaign.
Action
Search RecipientsSearches Speak4 recipients (lawmakers and custom recipients) by name.
Action
Submit Advocate ActionSubmits an advocate action on a landing page; the message is queued to its recipients.
Action
Update CampaignUpdates a Speak4 campaign.
Action
Update Landing PageUpdates a Speak4 landing page title.
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 Speak4, 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 Speak4 when something happens in RiskAdvisor?
Any of Speak4's 22 actions, including Create Campaign, Create Landing Page, Create Recipient and Create Recipient Group. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Speak4 to RiskAdvisor?
Yes. When something happens in Speak4, your agent can act in RiskAdvisor too. This page covers both directions: Speak4's triggers and RiskAdvisor's actions are listed here as well.
Do I have to build a connector for RiskAdvisor or Speak4?
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 Speak4 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.