App

Canopy Connect integrations

Connect Canopy Connect to any other app, or use it from your AI client over MCP. Canopy Connect is a 1-click solution that enables you to instantly receive Dec Pages and insurance information from your prospects.

Connects with an API keyusecanopy.com
1 trigger20 actions

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 to automate with Canopy Connect?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

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)
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)
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)

Popular

Canopy Connect with the apps people pair it with most

Pair it

Connect Canopy Connect with another app

What your agent can do with Canopy Connect

Triggers and actions 1 trigger · 20 actions

  • Trigger
    Pull Completed

    Triggers when a new insurance pull arrives on your team — a prospect has submitted through Canopy Connect and their insurance profile has been processed.

  • Action
    Create Monitoring

    Starts monitoring a pull's insurance account so its data refreshes on a fixed interval.

  • Action
    Create Widget

    Creates a Canopy Connect link (widget) customers use to share their insurance.

  • Action
    Delete Widget

    Deletes a Canopy Connect link (widget).

  • Action
    Get Carrier

    Returns one insurance carrier Canopy Connect supports.

  • Action
    Get Monitoring

    Returns one monitoring of a connected insurance account.

  • Action
    Get Pull

    Returns one insurance pull with its policies, drivers, vehicles, dwellings and documents.

  • Action
    Get Servicing Action

    Returns one servicing action and its status.

  • Action
    Get Team

    Returns your Canopy Connect team's details.

  • Action
    Get Widget

    Returns one Canopy Connect link (widget).

  • Action
    List Carriers

    Returns the insurance carriers Canopy Connect can pull policies from.

  • Action
    List Monitorings

    Returns your team's monitorings, the ongoing refreshes of connected insurance accounts.

  • Action
    List Pulls

    Returns the insurance pulls (submitted insurance profiles) your team has received, newest first.

  • Action
    List Servicing Actions

    Returns your team's servicing actions (policy changes requested on a customer's behalf).

  • Action
    List Widgets

    Returns your team's Canopy Connect links (widgets) that customers use to share their insurance.

  • Action
    Look Up Property Data

    Looks up property details (structure, year built, square footage and more) for an address. Requires a Canopy plan with property data lookups.

  • Action
    Refresh Monitoring

    Refreshes a monitored insurance account right away, creating a new pull.

  • Action
    Run Policy Check

    Runs a policy check on a pull against your team's saved policy check settings and returns the results.

  • Action
    Stop Monitoring

    Stops a monitoring so the insurance account is no longer refreshed.

  • Action
    Update Monitoring

    Changes a monitoring's refresh interval, next refresh date, stop date or status.

  • Action
    Update Widget

    Updates a Canopy Connect link (widget).

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What our customers say

Questions

Canopy Connect, answered

Is there a Canopy Connect MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Canopy Connect. 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 Canopy Connect actions on demand, or have APIANT build, test and run automations that use Canopy Connect. Nothing to install.

What can start an automation from Canopy Connect?

Any of Canopy Connect's 1 trigger in the catalog, including Pull Completed. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Canopy Connect?

Any of Canopy Connect's 20 actions, including Create Monitoring, Create Widget, Update Monitoring and Update Widget. Your agent maps the data both ways and tests every scenario before it ships.

Can I use Canopy Connect directly from Claude, ChatGPT or Cursor?

Yes. Connect your AI client to APIANT once and it works with Canopy Connect two ways. Ask it to do something in Canopy Connect 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 Canopy Connect API?

No. APIANT connects to the Canopy Connect API for you, with your Canopy Connect API key. Describe what you want in plain language and your agent builds it on the Canopy Connect triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Canopy Connect API documentation and adds it.

Which apps can Canopy Connect connect to?

Any app in the catalog; the list on this page pairs Canopy Connect 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.