Integration
Connect RiskAdvisor and UpKeep
When Call-In Quote Submitted fires in RiskAdvisor, your agent runs Create Purchase Order in UpKeep, or New Purchase Order in UpKeep 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 UpKeep 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 UpKeep can do together
From RiskAdvisor to UpKeep
When Call-In Quote Submitted in RiskAdvisor
then Create Purchase Order in UpKeep
From UpKeep 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 UpKeep
Triggers and actions 9 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.
- New Purchase Order
Triggers when a new purchase order is created.
- New Work Order
Triggers when a new work order is created.
- Add Asset
Create a new asset.
- Add Location
Creates a new location in UpKeep.
- Add User
Creates a new user in your UpKeep account.
- Add Vendor
Create a new vendor.
- Create Purchase Order
Creates a purchase order in UpKeep.
- Create Work Order
Creates new work order.
- Delete Purchase Order
Deletes a specific purchase order in UpKeep.
- Delete Work Order
Deletes a specific work order in UpKeep.
- Find Asset
Finds assets matching the given name, barcode, serial number, location, status, category or other criteria. Returns the first match plus the list of all matches on the first page of results.
- Find Location
Returns the locations whose name matches the name you supply, optionally narrowed by parent location, creator, hierarchy level, custom field and created/updated dates.
- Find Part
Finds parts in UpKeep by name.
- Find Vendor
Returns the vendors whose business name matches the one supplied, with the first match broken out.
- Get Asset
Gets a specific UpKeep asset by its ID, including its custom field values.
- Get Location
Gets a specific UpKeep location by its ID.
- Get Part
Gets a specific part from the UpKeep inventory by its ID.
- Get Purchase Order
Gets a specific purchase order by its ID.
- Get User
Gets a specific UpKeep user by ID.
- Get Vendor
Gets a specific vendor by its ID.
- Get Work Order
Retrieve a single work order by ID.
- List Assets
Lists the assets in your UpKeep account, optionally filtered by name, barcode, serial number, location, status, category, assigned or creating user, downtime status, one custom field, and created/updated time ranges.
- List Locations
Lists the locations in your UpKeep account, optionally filtered by name, creator, parent location, hierarchy level, custom field or created/updated date.
- List Purchase Orders
Lists purchase orders in the UpKeep account, optionally filtered by status.
- List Vendors
List/page all vendors.
- List Work Orders
List/page all work orders with filters.
- Update Asset
Updates the fields you supply on an existing UpKeep asset. Fields left blank are not changed.
- Update Location
Updates an existing location in UpKeep. Only the fields you fill in are changed.
- Update Part
Updates an existing part in UpKeep. Only the fields you fill in are changed.
- Update Purchase Order
Updates an existing purchase order in UpKeep. Only the fields you fill in are changed.
- Update User
Updates an existing UpKeep user. Only the fields you fill in are changed; blank fields are left as they are.
- Update Vendor
Update fields on an existing vendor.
- Update Work Order
Update fields on an existing work order.
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 UpKeep, 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 UpKeep when something happens in RiskAdvisor?
Any of UpKeep's 31 actions, including Create Purchase Order, Create Work Order, Update Asset and Update Location. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from UpKeep to RiskAdvisor?
Yes. When something happens in UpKeep, your agent can act in RiskAdvisor too. This page covers both directions: UpKeep's triggers and RiskAdvisor's actions are listed here as well.
Do I have to build a connector for RiskAdvisor or UpKeep?
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 UpKeep 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.