Integration
Connect RiskAdvisor to Worksuite
When Call-In Quote Submitted fires in RiskAdvisor, your agent runs Create Task in Worksuite. 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 Worksuite 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 can start in Worksuite
When Call-In Quote Submitted in RiskAdvisor
then Create Task in Worksuite
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 Worksuite
Triggers and actions 7 triggers · 31 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.
- Change Payment Status
Changes the status of an existing Worksuite payment, for example marking it approved or paid, and returns the updated payment.
- Create Job Opening
Creates a job opening in Worksuite and returns the new job opening, including its id, status and custom field values.
- Create Partner
Creates a partner in your Worksuite talent pool, optionally inviting them by email to onboard, and returns the new partner record.
- Create Payment
Creates a new payment to a Worksuite partner, made up of one or more line items, and returns the created payment.
- Create Project
Creates a new project in Worksuite and returns the created project.
- Create Task
Creates a task in a Worksuite project and optionally assigns it to a partner. Returns the created task.
- Find Job Opening
Returns the job openings that match the external ID, status, creator or archived state you specify.
- Find Partner
Returns the partners in your Worksuite account that match the criteria you supply, such as email, name, external ID or status details.
- Find Payment
Returns the payments that match the external ID, partner, status or status date range you specify.
- Find Project
Returns the projects that match your own external ID or a custom field value.
- Find Task
Returns the tasks that match an external ID, a partner or a custom field value.
- Update Job Opening
Updates an existing job opening by its ID and returns the updated job opening. Only the fields you fill in are changed.
- Update Partner
Updates an existing partner in your Worksuite talent pool and returns the updated partner record. Only the fields you fill in are changed.
- Update Payment
Updates an existing Worksuite payment, such as its description, dates, amounts or line items, and returns the updated payment.
- Update Task
Updates an existing task in a Worksuite project and returns the updated task. 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
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Questions
RiskAdvisor and Worksuite, 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 Worksuite when something happens in RiskAdvisor?
Any of Worksuite's 15 actions, including Create Job Opening, Create Partner, Create Payment and Create Project. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Worksuite to RiskAdvisor?
Worksuite has no triggers in the catalog today, so automations start in RiskAdvisor. If you need the other direction, ask: your agent reads Worksuite's API documentation and adds it.
Do I have to build a connector for RiskAdvisor or Worksuite?
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 Worksuite 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.