--- title: "Apizeal integrations and MCP server - APIANT.ai" description: "Connect Apizeal to any other app, or use it from your AI client over MCP. Apizeal is the Insurance Management System that helps you keep insurance policies..." canonical: "https://apiant.ai/connections/apizeal" --- # Apizeal integrations Connect Apizeal to any other app, or use it from your AI client over MCP. Apizeal is the Insurance Management System that helps you keep insurance policies, commissions, and clients organized. Connects with an API key [apizeal.com](https://apizeal.com/) **6** triggers **17** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with Apizeal? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Popular ## Apizeal with the apps people pair it with most - [ **Apizeal to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/apizeal-to-hubspot) - [ **Apizeal to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/apizeal-to-salesforce) - [ **Apizeal to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/apizeal-to-slack) - [ **Apizeal to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/apizeal-to-google-sheets) - [ **Apizeal to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/apizeal-to-gmail) - [ **Apizeal to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/apizeal-to-google-calendar) - [ **Apizeal to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/apizeal-to-google-drive) - [ **Apizeal to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/apizeal-to-mailchimp) Pair it ## Connect Apizeal with another app - [ **Apizeal to HubSpot**](https://apiant.ai/connect/apizeal-to-hubspot) - [ **Apizeal to Salesforce**](https://apiant.ai/connect/apizeal-to-salesforce) - [ **Apizeal to Slack**](https://apiant.ai/connect/apizeal-to-slack) - [ **Apizeal to Google Sheets**](https://apiant.ai/connect/apizeal-to-google-sheets) - [ **Apizeal to Gmail**](https://apiant.ai/connect/apizeal-to-gmail) - [ **Apizeal to Google Calendar**](https://apiant.ai/connect/apizeal-to-google-calendar) - [ **Apizeal to Google Drive**](https://apiant.ai/connect/apizeal-to-google-drive) - [ **Apizeal to Mailchimp**](https://apiant.ai/connect/apizeal-to-mailchimp) - [ **Apizeal to Stripe**](https://apiant.ai/connect/apizeal-to-stripe) - [ **Apizeal to Shopify**](https://apiant.ai/connect/apizeal-to-shopify) - [ **Apizeal to QuickBooks Online**](https://apiant.ai/connect/apizeal-to-quickbooks-online) - [ **Apizeal to Pipedrive**](https://apiant.ai/connect/apizeal-to-pipedrive) - [ **ActiveCampaign to Apizeal**](https://apiant.ai/connect/activecampaign-to-apizeal) - [ **Apizeal to Notion**](https://apiant.ai/connect/apizeal-to-notion) - [ **Airtable to Apizeal**](https://apiant.ai/connect/airtable-to-apizeal) - [ **Apizeal to Trello**](https://apiant.ai/connect/apizeal-to-trello) - [ **Apizeal to Asana**](https://apiant.ai/connect/apizeal-to-asana) - [ **Apizeal to JIRA**](https://apiant.ai/connect/apizeal-to-jira) - [ **Apizeal to ClickUp**](https://apiant.ai/connect/apizeal-to-clickup) - [ **Apizeal to Zoom**](https://apiant.ai/connect/apizeal-to-zoom) - [ **Apizeal to Discord**](https://apiant.ai/connect/apizeal-to-discord) - [ **Apizeal to Twilio**](https://apiant.ai/connect/apizeal-to-twilio) - [ **Apizeal to SendGrid**](https://apiant.ai/connect/apizeal-to-sendgrid) - [ **Apizeal to Outlook**](https://apiant.ai/connect/apizeal-to-outlook) - [ **Apizeal to Intercom**](https://apiant.ai/connect/apizeal-to-intercom) - [ **Apizeal to Freshdesk**](https://apiant.ai/connect/apizeal-to-freshdesk) - [ **Apizeal to Klaviyo**](https://apiant.ai/connect/apizeal-to-klaviyo) - [ **Apizeal to Brevo**](https://apiant.ai/connect/apizeal-to-brevo) - [ **Apizeal to Typeform**](https://apiant.ai/connect/apizeal-to-typeform) - [ **Apizeal to JotForm**](https://apiant.ai/connect/apizeal-to-jotform) - [ **Apizeal to Calendly**](https://apiant.ai/connect/apizeal-to-calendly) - [ **Apizeal to PandaDoc**](https://apiant.ai/connect/apizeal-to-pandadoc) - [ **Apizeal to Webflow**](https://apiant.ai/connect/apizeal-to-webflow) - [ **Apizeal to Wix**](https://apiant.ai/connect/apizeal-to-wix) - [ **Apizeal to LinkedIn**](https://apiant.ai/connect/apizeal-to-linkedin) - [ **Apizeal to Facebook**](https://apiant.ai/connect/apizeal-to-facebook) - [ **Apizeal to Instagram**](https://apiant.ai/connect/apizeal-to-instagram) - [ **Apizeal to OpenAI**](https://apiant.ai/connect/apizeal-to-openai) - [ **Apizeal to Anthropic**](https://apiant.ai/connect/apizeal-to-anthropic) - [ **Apizeal to OneDrive**](https://apiant.ai/connect/apizeal-to-onedrive) - [ **Apizeal to Google Docs**](https://apiant.ai/connect/apizeal-to-google-docs) - [ **Apizeal to Ontraport**](https://apiant.ai/connect/apizeal-to-ontraport) - [ **Apizeal to Freshworks CRM**](https://apiant.ai/connect/apizeal-to-freshworks-crm) - [ **Apizeal to GoHighLevel**](https://apiant.ai/connect/apizeal-to-gohighlevel) - [ **Apizeal to Capsule CRM**](https://apiant.ai/connect/apizeal-to-capsule-crm) - [ **Apizeal to Copper**](https://apiant.ai/connect/apizeal-to-copper) - [ **Apizeal to Streak**](https://apiant.ai/connect/apizeal-to-streak) - [ **Apizeal to NetHunt CRM**](https://apiant.ai/connect/apizeal-to-nethunt-crm) - [ **Apizeal to MINDBODY**](https://apiant.ai/connect/apizeal-to-mindbody) - [ **Apizeal to Supabase**](https://apiant.ai/connect/apizeal-to-supabase) - [ **Apizeal to PostgreSQL**](https://apiant.ai/connect/apizeal-to-postgresql) - [ **Apizeal to MySQL**](https://apiant.ai/connect/apizeal-to-mysql) - [ **Apizeal to Vercel**](https://apiant.ai/connect/apizeal-to-vercel) - [ **Apizeal to ElevenLabs**](https://apiant.ai/connect/apizeal-to-elevenlabs) - [ **Apizeal to PagerDuty**](https://apiant.ai/connect/apizeal-to-pagerduty) - [ **Apizeal to Pushover**](https://apiant.ai/connect/apizeal-to-pushover) - [ **Apizeal to Gravity Forms**](https://apiant.ai/connect/apizeal-to-gravity-forms) - [ **Apizeal to HubSpot Enterprise**](https://apiant.ai/connect/apizeal-to-hubspot-enterprise) - [ **Apizeal to Google Forms**](https://apiant.ai/connect/apizeal-to-google-forms) - [ **Apizeal to Facebook Lead Ads**](https://apiant.ai/connect/apizeal-to-facebook-lead-ads) What your agent can do with Apizeal ## Triggers and actions 6 triggers · 17 actions - Trigger **Contact Created** Triggers when a new contact (not a lead) is added in Apizeal. - Trigger **Lead Created** Triggers when a new lead is added in Apizeal. - Trigger **Policy Created** Triggers when a new insurance policy is added in Apizeal. - Trigger **Policy Status Updated** Triggers when a policy's status changes in Apizeal. - Trigger **Task Created** Triggers when a new task is added in Apizeal. - Trigger **Task Status Updated** Triggers when a task's status changes in Apizeal. - Action **Find Contact** Finds contacts and leads by name, email, phone or creation date. - Action **Find Task** Finds tasks by status, related contact or policy, or due date range. - Action **Get Contact** Returns one contact (or lead) by its ID, with address, employment and agent. - Action **Get Medical Appointment** Returns one of a contact's medical appointments by its ID. - Action **Get Policy** Returns one insurance policy by its ID, with its carrier, plan, premium and holder. - Action **Get Policy Members** Returns the members (holder, applicants and dependents) of a policy. - Action **Get Task** Returns one task by its ID, with its status, due date and assignees. - Action **List Carriers** Returns the insurance carriers defined in your Apizeal organization, each with its ID and name. - Action **List Contact Notes** Lists the notes on a contact. - Action **List Contact Policies** Lists the policies a contact holds or belongs to. - Action **List Contact Reminders** Lists the reminders on a contact. - Action **List Medical Appointments** Lists a contact's medical appointments. - Action **List Policies** Lists insurance policies, optionally filtered by code, effective date or submitted date. - Action **List Policy Notes** Lists the notes on a policy. - Action **List Policy Reminders** Lists the reminders on a policy. - Action **List Policy Statuses** Returns the policy statuses defined in your Apizeal organization, each with its ID and name. - Action **List Product Types** Returns the product types defined in your Apizeal organization, each with its ID and name. Reviews ## What our customers say Questions ## Apizeal, answered ### ### Is there a Apizeal MCP server? APIANT's MCP server at https://mcp.apiant.ai works with Apizeal. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Apizeal actions on demand, or have APIANT build, test and run automations that use Apizeal. Nothing to install. ### ### What can start an automation from Apizeal? Any of Apizeal's 6 triggers in the catalog, including Contact Created, Lead Created, Policy Created and Policy Status Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Apizeal? Any of Apizeal's 17 actions, including Find Contact, Find Task, Get Contact and Get Medical Appointment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can I use Apizeal directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with Apizeal two ways. Ask it to do something in Apizeal 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 on its own. A one-off action uses your plan's tasks the same way an automation step does. ### ### Do I need to write code against the Apizeal API? No. APIANT connects to the Apizeal API for you, with your Apizeal API key. Describe what you want in plain language and your agent builds it on the Apizeal triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Apizeal API documentation and adds it. ### ### Which apps can Apizeal connect to? Any app in the catalog; the list on this page pairs Apizeal with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector. ### ### 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.