--- title: "BackNine Insurance integrations and MCP server - APIANT.ai" description: "Connect BackNine Insurance to any other app, or use it from your AI client over MCP. BackNine is a tech enabled general agency geared towards selling life..." canonical: "https://apiant.ai/connections/backnine-insurance" --- # BackNine Insurance integrations Connect BackNine Insurance to any other app, or use it from your AI client over MCP. BackNine is a tech enabled general agency geared towards selling life insurance that enables its users with a free to use CRM and online quoting software. Connects with an API key [back9ins.com](https://back9ins.com/) **3** triggers **15** 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 BackNine Insurance? 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 ## BackNine Insurance with the apps people pair it with most - [ **BackNine Insurance to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/backnine-insurance-to-hubspot) - [ **BackNine Insurance to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/backnine-insurance-to-salesforce) - [ **BackNine Insurance to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/backnine-insurance-to-slack) - [ **BackNine Insurance to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/backnine-insurance-to-google-sheets) - [ **BackNine Insurance to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/backnine-insurance-to-gmail) - [ **BackNine Insurance to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/backnine-insurance-to-google-calendar) - [ **BackNine Insurance to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/backnine-insurance-to-google-drive) - [ **BackNine Insurance to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/backnine-insurance-to-mailchimp) Pair it ## Connect BackNine Insurance with another app - [ **BackNine Insurance to HubSpot**](https://apiant.ai/connect/backnine-insurance-to-hubspot) - [ **BackNine Insurance to Salesforce**](https://apiant.ai/connect/backnine-insurance-to-salesforce) - [ **BackNine Insurance to Slack**](https://apiant.ai/connect/backnine-insurance-to-slack) - [ **BackNine Insurance to Google Sheets**](https://apiant.ai/connect/backnine-insurance-to-google-sheets) - [ **BackNine Insurance to Gmail**](https://apiant.ai/connect/backnine-insurance-to-gmail) - [ **BackNine Insurance to Google Calendar**](https://apiant.ai/connect/backnine-insurance-to-google-calendar) - [ **BackNine Insurance to Google Drive**](https://apiant.ai/connect/backnine-insurance-to-google-drive) - [ **BackNine Insurance to Mailchimp**](https://apiant.ai/connect/backnine-insurance-to-mailchimp) - [ **BackNine Insurance to Stripe**](https://apiant.ai/connect/backnine-insurance-to-stripe) - [ **BackNine Insurance to Shopify**](https://apiant.ai/connect/backnine-insurance-to-shopify) - [ **BackNine Insurance to QuickBooks Online**](https://apiant.ai/connect/backnine-insurance-to-quickbooks-online) - [ **BackNine Insurance to Pipedrive**](https://apiant.ai/connect/backnine-insurance-to-pipedrive) - [ **ActiveCampaign to BackNine Insurance**](https://apiant.ai/connect/activecampaign-to-backnine-insurance) - [ **BackNine Insurance to Notion**](https://apiant.ai/connect/backnine-insurance-to-notion) - [ **Airtable to BackNine Insurance**](https://apiant.ai/connect/airtable-to-backnine-insurance) - [ **BackNine Insurance to Trello**](https://apiant.ai/connect/backnine-insurance-to-trello) - [ **Asana to BackNine Insurance**](https://apiant.ai/connect/asana-to-backnine-insurance) - [ **BackNine Insurance to JIRA**](https://apiant.ai/connect/backnine-insurance-to-jira) - [ **BackNine Insurance to ClickUp**](https://apiant.ai/connect/backnine-insurance-to-clickup) - [ **BackNine Insurance to Zoom**](https://apiant.ai/connect/backnine-insurance-to-zoom) - [ **BackNine Insurance to Discord**](https://apiant.ai/connect/backnine-insurance-to-discord) - [ **BackNine Insurance to Twilio**](https://apiant.ai/connect/backnine-insurance-to-twilio) - [ **BackNine Insurance to SendGrid**](https://apiant.ai/connect/backnine-insurance-to-sendgrid) - [ **BackNine Insurance to Outlook**](https://apiant.ai/connect/backnine-insurance-to-outlook) - [ **BackNine Insurance to Intercom**](https://apiant.ai/connect/backnine-insurance-to-intercom) - [ **BackNine Insurance to Freshdesk**](https://apiant.ai/connect/backnine-insurance-to-freshdesk) - [ **BackNine Insurance to Klaviyo**](https://apiant.ai/connect/backnine-insurance-to-klaviyo) - [ **BackNine Insurance to Brevo**](https://apiant.ai/connect/backnine-insurance-to-brevo) - [ **BackNine Insurance to Typeform**](https://apiant.ai/connect/backnine-insurance-to-typeform) - [ **BackNine Insurance to JotForm**](https://apiant.ai/connect/backnine-insurance-to-jotform) - [ **BackNine Insurance to Calendly**](https://apiant.ai/connect/backnine-insurance-to-calendly) - [ **BackNine Insurance to PandaDoc**](https://apiant.ai/connect/backnine-insurance-to-pandadoc) - [ **BackNine Insurance to Webflow**](https://apiant.ai/connect/backnine-insurance-to-webflow) - [ **BackNine Insurance to Wix**](https://apiant.ai/connect/backnine-insurance-to-wix) - [ **BackNine Insurance to LinkedIn**](https://apiant.ai/connect/backnine-insurance-to-linkedin) - [ **BackNine Insurance to Facebook**](https://apiant.ai/connect/backnine-insurance-to-facebook) - [ **BackNine Insurance to Instagram**](https://apiant.ai/connect/backnine-insurance-to-instagram) - [ **BackNine Insurance to OpenAI**](https://apiant.ai/connect/backnine-insurance-to-openai) - [ **BackNine Insurance to Anthropic**](https://apiant.ai/connect/backnine-insurance-to-anthropic) - [ **BackNine Insurance to OneDrive**](https://apiant.ai/connect/backnine-insurance-to-onedrive) - [ **BackNine Insurance to Google Docs**](https://apiant.ai/connect/backnine-insurance-to-google-docs) - [ **BackNine Insurance to Ontraport**](https://apiant.ai/connect/backnine-insurance-to-ontraport) - [ **BackNine Insurance to Freshworks CRM**](https://apiant.ai/connect/backnine-insurance-to-freshworks-crm) - [ **BackNine Insurance to GoHighLevel**](https://apiant.ai/connect/backnine-insurance-to-gohighlevel) - [ **BackNine Insurance to Capsule CRM**](https://apiant.ai/connect/backnine-insurance-to-capsule-crm) - [ **BackNine Insurance to Copper**](https://apiant.ai/connect/backnine-insurance-to-copper) - [ **BackNine Insurance to Streak**](https://apiant.ai/connect/backnine-insurance-to-streak) - [ **BackNine Insurance to NetHunt CRM**](https://apiant.ai/connect/backnine-insurance-to-nethunt-crm) - [ **BackNine Insurance to MINDBODY**](https://apiant.ai/connect/backnine-insurance-to-mindbody) - [ **BackNine Insurance to Supabase**](https://apiant.ai/connect/backnine-insurance-to-supabase) - [ **BackNine Insurance to PostgreSQL**](https://apiant.ai/connect/backnine-insurance-to-postgresql) - [ **BackNine Insurance to MySQL**](https://apiant.ai/connect/backnine-insurance-to-mysql) - [ **BackNine Insurance to Vercel**](https://apiant.ai/connect/backnine-insurance-to-vercel) - [ **BackNine Insurance to ElevenLabs**](https://apiant.ai/connect/backnine-insurance-to-elevenlabs) - [ **BackNine Insurance to PagerDuty**](https://apiant.ai/connect/backnine-insurance-to-pagerduty) - [ **BackNine Insurance to Pushover**](https://apiant.ai/connect/backnine-insurance-to-pushover) - [ **BackNine Insurance to Gravity Forms**](https://apiant.ai/connect/backnine-insurance-to-gravity-forms) - [ **BackNine Insurance to HubSpot Enterprise**](https://apiant.ai/connect/backnine-insurance-to-hubspot-enterprise) - [ **BackNine Insurance to Google Forms**](https://apiant.ai/connect/backnine-insurance-to-google-forms) - [ **BackNine Insurance to Facebook Lead Ads**](https://apiant.ai/connect/backnine-insurance-to-facebook-lead-ads) What your agent can do with BackNine Insurance ## Triggers and actions 3 triggers · 15 actions - Trigger **Case Created or Updated** Triggers when a BackNine case is created or updated. - Trigger **Quote and Apply Application Created With Insured** Triggers when a Quote & Apply application first has the insured's contact email. - Trigger **Quote and Apply Application Updated** Triggers when a Quote & Apply application is created or updated. - Action **Get Appointment** Returns one carrier appointment with its advisor, carrier and status. - Action **Get Approved Domain** Returns one Quote & Apply website (approved domain) and its settings. - Action **Get Case** Returns one BackNine case with its insured, carrier, product, premium and status details. - Action **Get eApp** Returns one Quote & Apply application with its insured, product, agent and status. - Action **Get Pay Period** Returns one commission pay period with its amount and payee. - Action **Get Product** Returns one insurance product with its carrier and details. - Action **List Agencies** Returns a page of agencies you can access, optionally filtered by name or email. - Action **List Agents** Returns a page of agents you can access, optionally filtered by name or email. - Action **List Appointments** Returns a page of carrier appointments, optionally filtered by status group or carrier. - Action **List Approved Domains** Returns a page of your Quote & Apply websites (approved domains). - Action **List Cases** Returns a page of BackNine cases, optionally filtered by status or policy number. - Action **List eApps** Returns a page of Quote & Apply applications (eApps), optionally filtered by insured email or completion. - Action **List Payments** Returns a page of commission payments. - Action **List Pay Periods** Returns a page of commission pay periods. - Action **List Products** Returns a page of insurance products available in BackNine. Reviews ## What our customers say Questions ## BackNine Insurance, answered ### ### Is there a BackNine Insurance MCP server? APIANT's MCP server at https://mcp.apiant.ai works with BackNine Insurance. 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 BackNine Insurance actions on demand, or have APIANT build, test and run automations that use BackNine Insurance. Nothing to install. ### ### What can start an automation from BackNine Insurance? Any of BackNine Insurance's 3 triggers in the catalog, including Case Created or Updated, Quote and Apply Application Created With Insured and Quote and Apply Application Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in BackNine Insurance? Any of BackNine Insurance's 15 actions, including Get Appointment, Get Approved Domain, Get Case and Get eApp. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can I use BackNine Insurance directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with BackNine Insurance two ways. Ask it to do something in BackNine Insurance 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 BackNine Insurance API? No. APIANT connects to the BackNine Insurance API for you, with your BackNine Insurance API key. Describe what you want in plain language and your agent builds it on the BackNine Insurance triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the BackNine Insurance API documentation and adds it. ### ### Which apps can BackNine Insurance connect to? Any app in the catalog; the list on this page pairs BackNine Insurance 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.