Integration
Connect RiskAdvisor and Vapi
When Call-In Quote Submitted fires in RiskAdvisor, your agent runs Create Call in Vapi, or New Assistant in Vapi 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 Vapi 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 Vapi can do together
From RiskAdvisor to Vapi
When Call-In Quote Submitted in RiskAdvisor
then Create Call in Vapi
From Vapi 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 Vapi
Triggers and actions 10 triggers · 38 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 Assistant
Triggers when a new assistant is created in your Vapi organization.
- New Call
Triggers when a new call is created in Vapi, optionally limited to one assistant or phone number.
- New File
Triggers when a new file is uploaded to your Vapi account.
- Add assistant
Creates a new Vapi voice assistant with its model, voice, transcriber, first message and call behavior.
- Add phone number
Adds a phone number to Vapi: a free Vapi number, or one you bring from Twilio, Vonage, Telnyx or your own SIP trunk. Returns the new phone number record.
- Add squad
Creates a squad: a group of assistants that hand a call off to one another, starting with the first member.
- Add tool
Creates a tool in Vapi (for example a function, end-call, transfer-call or API-request tool) that assistants can use during calls.
- Create Call
Starts a Vapi call (or a batch of outbound calls) using a saved or one-off assistant, squad or workflow, and returns the created call.
- Create Chat
Sends a message to a Vapi assistant or squad as a text chat and returns the chat, including the assistant's reply messages.
- Delete assistant
Deletes an assistant from your Vapi account and returns the deleted assistant.
- Delete Call Data
Deletes a call and its data, including recordings, and returns the deleted call.
- Delete Chat
Deletes a chat from your Vapi account and returns the deleted chat's details.
- Delete File
Deletes a file from your Vapi account.
- Find Call
Finds calls matching a call id, assistant, phone number, or created/updated date range. Returns up to 1000 matching calls.
- Get assistant
Returns a Vapi assistant's full configuration, including its model, voice, transcriber and first message.
- Get file
Returns a file uploaded to Vapi, including its name, size, type, processing status and download URL.
- List assistants
Returns the voice assistants in your Vapi account, optionally filtered by when they were created or last updated.
- List chats
Returns the chats in your Vapi account, optionally filtered by assistant, squad, session or creation/update date.
- List files
Returns the files uploaded to your Vapi account, optionally filtered by purpose.
- List phone numbers
Returns the phone numbers in your Vapi account, optionally filtered by when they were created or updated.
- List tools
Returns the tools configured in your Vapi account, optionally filtered by when they were created or updated.
- Update assistant
Updates an existing Vapi assistant's name, prompts, voice, model and call settings. Only the values you fill in are changed.
- Update Call
Updates the name of an existing Vapi call.
- Update phone number
Updates a Vapi phone number's name, the assistant, squad or workflow that answers it, and its provider settings.
- Upload File
Uploads a file to Vapi, for use by assistants or knowledge bases, and returns the stored file record.
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
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Questions
RiskAdvisor and Vapi, 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 Vapi when something happens in RiskAdvisor?
Any of Vapi's 22 actions, including Create Call, Create Chat, Update assistant and Update Call. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Vapi to RiskAdvisor?
Yes. When something happens in Vapi, your agent can act in RiskAdvisor too. This page covers both directions: Vapi's triggers and RiskAdvisor's actions are listed here as well.
Do I have to build a connector for RiskAdvisor or Vapi?
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 Vapi 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.