Integration
Connect RiskAdvisor and Vryno
When Call-In Quote Submitted fires in RiskAdvisor, your agent runs Create or Update Quote in Vryno, or Create or Update Call Log in Vryno 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 Vryno 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 Vryno can do together
From RiskAdvisor to Vryno
When Call-In Quote Submitted in RiskAdvisor
then Create or Update Quote in Vryno
From Vryno 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 Vryno
Triggers and actions 17 triggers · 44 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.
- Create or Update Call Log
Triggers when a call log is created or updated in Vryno.
- Create or Update Case
Triggers when a case is created or updated in Vryno.
- Create or Update Contact
Triggers when a contact is created or updated in Vryno CRM.
- Create or Update Invoice
Triggers when an invoice is created or updated in Vryno.
- Create or Update Lead
Triggers when a lead is created or updated in Vryno.
- Create or Update Meeting
Triggers when a meeting is created or updated in Vryno.
- Create or Update Project
Triggers when a project is created or updated in Vryno.
- Create or Update Quote
Triggers when a quote is created or updated in Vryno CRM.
- Create or Update Sales Order
Triggers when a sales order is created or updated in Vryno.
- Create or Update Task
Triggers when a task is created or updated in Vryno.
- Create or Update Case
Creates a new case in Vryno CRM, or updates an existing case when a case id is supplied. Returns the saved case.
- Create or Update Deal
Creates a new deal in Vryno CRM, or updates an existing deal when a Deal ID is supplied. Returns the saved deal.
- Create or Update Invoice
Creates a new invoice in Vryno, or updates an existing one when an invoice ID is supplied.
- Create or Update Lead
Creates a new lead in Vryno CRM, or updates an existing lead when a Lead ID is supplied. Returns the saved lead.
- Create or Update Organization
Creates a new organization in Vryno CRM, or updates an existing one when an organization ID is supplied. Returns the saved organization.
- Create or Update Product
Creates a new product in Vryno CRM, or updates an existing product when a product id is supplied.
- Create or Update Project
Creates a new project in Vryno, or updates an existing project when a project id is supplied. Returns the saved project.
- Create or Update Quote
Creates a new quote in Vryno, or updates an existing quote when a quote ID is supplied.
- Create or Update Sales Order
Creates a new sales order in Vryno, or updates an existing one when a sales order ID is supplied.
- Create or Update Task
Creates a new task in Vryno CRM, or updates an existing task when a task ID is supplied.
- Create or Update Vendor
Creates a new vendor in Vryno CRM, or updates an existing vendor when a vendor ID is supplied, and returns the saved vendor.
- Delete contact
Deletes a contact in Vryno CRM by its ID and returns Vryno's confirmation message.
- Delete lead
Deletes a lead from Vryno CRM by its ID and returns Vryno's confirmation.
- Find contacts
Returns the contacts in Vryno CRM that match the filters you specify, or those in a chosen custom view.
- Find deals
Returns the deals that match the conditions you specify, such as a deal name or email.
- Find leads
Returns the leads in Vryno CRM that match the conditions you specify, such as a name or email address.
- Get Case
Returns one case from Vryno CRM by its id, including any custom fields you ask for.
- Get contact
Returns one contact from Vryno CRM by its id. An error occurs if the contact is not found.
- Get deal
Returns one Vryno deal by its id, including any fields your account has added to deals. An error occurs if the deal is not found.
- Get Invoice
Returns one invoice from Vryno CRM by its id, including any custom fields you name. An error occurs if the invoice is not found.
- Get lead
Returns a single lead from Vryno CRM by its id, including any custom fields you name. An error occurs if the lead is not found.
- Get Organization
Returns one organization from Vryno CRM by its id, including any custom fields you ask for. An error occurs if the organization is not found.
- Get Product
Returns a single product from Vryno by its id, including any custom fields you ask for. An error occurs if the product is not found.
- Get Project
Returns a project from Vryno by its id, including any custom fields you name. An error occurs if the project is not found.
- Get Quote
Returns a single quote from Vryno CRM by its id, including its billing and shipping details, related records and totals.
- Get Sales Order
Returns a single sales order from Vryno by its id, including any custom fields you name.
- Get Task
Returns a task from Vryno CRM by its id, including its status, assignee, due date and priority. Fails if the task is not found.
- Get Vendor
Returns one vendor from Vryno CRM by its id, including any custom fields you ask for.
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 Vryno, 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 Vryno when something happens in RiskAdvisor?
Any of Vryno's 28 actions, including Create or Update Case, Create or Update Deal, Create or Update Invoice and Create or Update Lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Vryno to RiskAdvisor?
Yes. When something happens in Vryno, your agent can act in RiskAdvisor too. This page covers both directions: Vryno's triggers and RiskAdvisor's actions are listed here as well.
Do I have to build a connector for RiskAdvisor or Vryno?
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 Vryno 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.