Integration
Connect RiskAdvisor and Toggl Track
When Call-In Quote Submitted fires in RiskAdvisor, your agent runs Create Task in Toggl Track, or New Activity (Any Type) in Toggl Track 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 Toggl Track 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 Toggl Track can do together
From RiskAdvisor to Toggl Track
When Call-In Quote Submitted in RiskAdvisor
then Create Task in Toggl Track
From Toggl Track 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 Toggl Track
Triggers and actions 15 triggers · 51 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 Activity (Any Type)
Triggers when any record in the chosen Toggl Track workspace is created, updated or deleted (time entries, projects, clients, tags, tasks and more).
- New Client
Triggers when a new client is added to the selected Toggl Track workspace.
- New Project
Triggers when a new project is created in the selected Toggl Track workspace.
- New Tag
Triggers when a new tag is created in a Toggl Track workspace.
- New Task
Triggers when a new task is created in a Toggl Track workspace.
- New Time Entry
Triggers when a new time entry is added for the connected Toggl Track user.
- New Time Entry Started
Triggers when a new time entry is started (or otherwise added) for the connected Toggl Track user.
- New Workspace
Triggers when the connected Toggl Track user gains access to a new workspace.
- Add Project Member
Adds a user to a project in a Toggl Track workspace, optionally as project manager with a custom hourly rate or labor cost.
- Create Client
Creates a new client in a Toggl Track workspace.
- Create Group
Creates a user group in a Toggl Track organization, optionally assigning users and workspaces to it.
- Create Project
Creates a new project in a Toggl Track workspace.
- Create Tag
Creates a new tag in a Toggl Track workspace.
- Create Task
Creates a task in a Toggl Track project.
- Create Time Entry
Creates a time entry in a Toggl Track workspace, either completed (with a stop time or duration) or running.
- Create User Invitation
Invites one or more people by email to a Toggl Track organization and its workspaces. Returns the created invitations.
- Delete Client
Deletes a client from a Toggl Track workspace.
- Delete Project
Deletes a project from a Toggl Track workspace, optionally deleting or unassigning its time entries.
- Delete Tag
Deletes a tag from a Toggl Track workspace.
- Delete Task
Deletes a task from a project in a Toggl Track workspace.
- Delete Time Entry
Deletes a time entry from a Toggl Track workspace.
- Fetch Groups
Returns the user groups in a Toggl Track organization, with their member users and assigned workspaces, optionally filtered by name or workspace.
- Find Client
Finds clients in a Toggl Track workspace whose name contains the given text.
- Find Project
Finds projects in a Toggl Track workspace by name, with optional filters such as client, status and billable.
- Find Tag
Finds tags in a Toggl Track workspace whose name contains the text you give.
- Find Task
Searches a workspace's tasks by name and returns the matching tasks, optionally narrowed to one project or by active state.
- Find Time Entries (Detailed Reports)
Searches a workspace's detailed report and returns the time entries that match the given dates and filters.
- Find Time Entries (Summary Reports)
Returns a summary report of time entries in a workspace for a date range, grouped (for example by project and user) and filtered by description, projects, clients, tags, tasks or users.
- Find Time Entry
Returns a single time entry, looked up by its id, that the connected user can access.
- Find User
Finds users in a Toggl Track workspace whose name or email matches the text you supply.
- Get Current time entry
Returns the time entry currently running for the connected Toggl Track user, if any.
- Get Current User
Returns the profile of the Toggl Track user whose account is connected, optionally with their clients, projects, tasks, tags, workspaces and time entries.
- Get Project Members
Returns the members of one or more projects in a Toggl Track workspace, including whether each member is a project manager and their rates.
- List of Workspace Users
Returns the users who belong to a Toggl Track workspace, directly or through a group, optionally filtered by name, email or status.
- Start Time Entry
Starts a new running time entry in a Toggl Track workspace.
- Stop Time Entry
Stops a running time entry in a Toggl Track workspace and returns the stopped entry.
- Update Client
Updates the name, notes or external reference of an existing client in a Toggl Track workspace.
- Update Project
Updates an existing project in a Toggl Track workspace — its name, client, color, dates, billing and other settings. Only the fields you fill in are changed.
- Update Project Member
Updates a user's membership on a Toggl Track project, such as their manager role, hourly rate or labor cost.
- Update Tag
Renames an existing tag in a Toggl Track workspace.
- Update Task
Updates an existing task in a Toggl Track project, changing its name, assignee, estimate, external reference, or done status.
- Update Time Entry
Updates an existing time entry in a Toggl Track workspace. Only the fields you fill in are changed.
- Update User
Updates the profile of the connected Toggl Track user, such as full name, email, timezone, default workspace, first day of the week or password. Only the fields you fill in are changed.
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 StripeStripe is a payment processing platform for online businesses.
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...
More into Toggl Track
HubSpot to Toggl TrackHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to Toggl TrackGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to Toggl TrackGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Toggl TrackGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
RiskAdvisor and Toggl Track, 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 Toggl Track when something happens in RiskAdvisor?
Any of Toggl Track's 35 actions, including Create Client, Create Group, Create Project and Create Tag. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Toggl Track to RiskAdvisor?
Yes. When something happens in Toggl Track, your agent can act in RiskAdvisor too. This page covers both directions: Toggl Track's triggers and RiskAdvisor's actions are listed here as well.
Do I have to build a connector for RiskAdvisor or Toggl Track?
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 Toggl Track 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.