Integration
Connect RiskAdvisor and Stripe
When Call-In Quote Submitted fires in RiskAdvisor, your agent runs Create Customer in Stripe, or New Charge in Stripe 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 Stripe 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 Stripe can do together
From RiskAdvisor to Stripe
When Call-In Quote Submitted in RiskAdvisor
then Create Customer in Stripe
From Stripe to 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 Stripe
Triggers and actions 18 triggers ยท 37 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.
- New Charge
Triggers when a new charge is created.
- New Charge (instant)
Fires instantly when a charge succeeds in Stripe, via a self-registered webhook (charge.succeeded). The platform registers/deletes the Stripe webhook endpoint automatically at automation activation/deactivation. Payload binds as {{ trigger.body.* }}.
- New Customer
Triggers when a new customer is created.
- New Event
Triggers when a new Stripe event is created (covers all event types via the Events API).
- New Invoice
Triggers when a new invoice is created.
- New paid and available charge
Triggered when a new paid and available charge is created.
- New paid charge
Triggered when a new paid charge is created.
- New plan
Triggered when a new plan is created.
- New Product
Triggers when a new product is created.
- New Refund
Triggers when a new refund is created.
- New Subscription
Triggers when a new subscription is created.
- Cancel Subscription
Cancels a subscription by its ID.
- Create Charge
Creates a charge. Amount is in the smallest currency unit (e.g. cents).
- Create charges (bulk charge creation)
Creates a charge in Stripe.
- Create Customer
Creates a new customer in Stripe.
- Create Payment Intent
Creates a PaymentIntent (the modern Stripe payment flow). Amount is in the smallest currency unit.
- Create Price
Creates a price for a product. unit_amount is in the smallest currency unit.
- Create Product
Creates a product (a good or service) in Stripe.
- Create Refund
Refunds a charge or payment intent. Provide charge or payment_intent; amount optional for partial refund.
- Create refund by charge id (distinct from Create Refund)
Creates a refund for a specific charge id.
- Create Subscription
Creates a subscription for a customer to one or more prices.
- Delete Customer
Permanently deletes a customer by ID.
- Find Customer by Email
Searches for customers matching an email address.
- Get Charge
Retrieves a charge by its ID.
- Get charge details (distinct from Get Charge)
Retrieves a charge's details by its charge id.
- Get Customer
Retrieves a customer by their Stripe ID.
- Get Invoice
Retrieves an invoice by its ID.
- Get Refund
Retrieves a refund by its ID.
- Get Subscription
Retrieves a subscription by its ID.
- Get transaction details
Retrieves a transaction's details by its transaction id.
- List balance transactions
List balance transactions (txn_xxx) for the account, most recent first.
- Update Customer
Updates an existing customer by ID.
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
More from RiskAdvisor
RiskAdvisor to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
RiskAdvisor to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
RiskAdvisor to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
RiskAdvisor to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
RiskAdvisor to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
RiskAdvisor to TwilioCloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...
More into Stripe
HubSpot to StripeHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to StripeGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Google Calendar to StripeGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to StripeGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to StripeMailchimp marketing automation and email platform.
Questions
RiskAdvisor and Stripe, 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 Stripe when something happens in RiskAdvisor?
Any of Stripe's 21 actions, including Create Charge, Create charges (bulk charge creation), Create Customer and Create Payment Intent. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Stripe to RiskAdvisor?
Yes. When something happens in Stripe, your agent can act in RiskAdvisor too. This page covers both directions: Stripe's triggers and RiskAdvisor's actions are listed here as well.
Do I have to build a connector for RiskAdvisor or Stripe?
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 Stripe 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.