--- title: "Canopy Connect integrations and MCP server - APIANT.ai" description: "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..." canonical: "https://apiant.ai/connections/canopy-connect" --- # 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 key [usecanopy.com](https://usecanopy.com/) **1** trigger **20** 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 Canopy Connect? 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) ### 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 ## Canopy Connect with the apps people pair it with most - [ **Canopy Connect to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/canopy-connect-to-hubspot) - [ **Canopy Connect to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/canopy-connect-to-salesforce) - [ **Canopy Connect to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/canopy-connect-to-slack) - [ **Canopy Connect to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/canopy-connect-to-google-sheets) - [ **Canopy Connect to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/canopy-connect-to-gmail) - [ **Canopy Connect to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/canopy-connect-to-google-calendar) - [ **Canopy Connect to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/canopy-connect-to-google-drive) - [ **Canopy Connect to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/canopy-connect-to-mailchimp) Pair it ## Connect Canopy Connect with another app - [ **Canopy Connect to HubSpot**](https://apiant.ai/connect/canopy-connect-to-hubspot) - [ **Canopy Connect to Salesforce**](https://apiant.ai/connect/canopy-connect-to-salesforce) - [ **Canopy Connect to Slack**](https://apiant.ai/connect/canopy-connect-to-slack) - [ **Canopy Connect to Google Sheets**](https://apiant.ai/connect/canopy-connect-to-google-sheets) - [ **Canopy Connect to Gmail**](https://apiant.ai/connect/canopy-connect-to-gmail) - [ **Canopy Connect to Google Calendar**](https://apiant.ai/connect/canopy-connect-to-google-calendar) - [ **Canopy Connect to Google Drive**](https://apiant.ai/connect/canopy-connect-to-google-drive) - [ **Canopy Connect to Mailchimp**](https://apiant.ai/connect/canopy-connect-to-mailchimp) - [ **Canopy Connect to Stripe**](https://apiant.ai/connect/canopy-connect-to-stripe) - [ **Canopy Connect to Shopify**](https://apiant.ai/connect/canopy-connect-to-shopify) - [ **Canopy Connect to QuickBooks Online**](https://apiant.ai/connect/canopy-connect-to-quickbooks-online) - [ **Canopy Connect to Pipedrive**](https://apiant.ai/connect/canopy-connect-to-pipedrive) - [ **ActiveCampaign to Canopy Connect**](https://apiant.ai/connect/activecampaign-to-canopy-connect) - [ **Canopy Connect to Notion**](https://apiant.ai/connect/canopy-connect-to-notion) - [ **Airtable to Canopy Connect**](https://apiant.ai/connect/airtable-to-canopy-connect) - [ **Canopy Connect to Trello**](https://apiant.ai/connect/canopy-connect-to-trello) - [ **Asana to Canopy Connect**](https://apiant.ai/connect/asana-to-canopy-connect) - [ **Canopy Connect to JIRA**](https://apiant.ai/connect/canopy-connect-to-jira) - [ **Canopy Connect to ClickUp**](https://apiant.ai/connect/canopy-connect-to-clickup) - [ **Canopy Connect to Zoom**](https://apiant.ai/connect/canopy-connect-to-zoom) - [ **Canopy Connect to Discord**](https://apiant.ai/connect/canopy-connect-to-discord) - [ **Canopy Connect to Twilio**](https://apiant.ai/connect/canopy-connect-to-twilio) - [ **Canopy Connect to SendGrid**](https://apiant.ai/connect/canopy-connect-to-sendgrid) - [ **Canopy Connect to Outlook**](https://apiant.ai/connect/canopy-connect-to-outlook) - [ **Canopy Connect to Intercom**](https://apiant.ai/connect/canopy-connect-to-intercom) - [ **Canopy Connect to Freshdesk**](https://apiant.ai/connect/canopy-connect-to-freshdesk) - [ **Canopy Connect to Klaviyo**](https://apiant.ai/connect/canopy-connect-to-klaviyo) - [ **Brevo to Canopy Connect**](https://apiant.ai/connect/brevo-to-canopy-connect) - [ **Canopy Connect to Typeform**](https://apiant.ai/connect/canopy-connect-to-typeform) - [ **Canopy Connect to JotForm**](https://apiant.ai/connect/canopy-connect-to-jotform) - [ **Calendly to Canopy Connect**](https://apiant.ai/connect/calendly-to-canopy-connect) - [ **Canopy Connect to PandaDoc**](https://apiant.ai/connect/canopy-connect-to-pandadoc) - [ **Canopy Connect to Webflow**](https://apiant.ai/connect/canopy-connect-to-webflow) - [ **Canopy Connect to Wix**](https://apiant.ai/connect/canopy-connect-to-wix) - [ **Canopy Connect to LinkedIn**](https://apiant.ai/connect/canopy-connect-to-linkedin) - [ **Canopy Connect to Facebook**](https://apiant.ai/connect/canopy-connect-to-facebook) - [ **Canopy Connect to Instagram**](https://apiant.ai/connect/canopy-connect-to-instagram) - [ **Canopy Connect to OpenAI**](https://apiant.ai/connect/canopy-connect-to-openai) - [ **Canopy Connect to Anthropic**](https://apiant.ai/connect/canopy-connect-to-anthropic) - [ **Canopy Connect to OneDrive**](https://apiant.ai/connect/canopy-connect-to-onedrive) - [ **Canopy Connect to Google Docs**](https://apiant.ai/connect/canopy-connect-to-google-docs) - [ **Canopy Connect to Ontraport**](https://apiant.ai/connect/canopy-connect-to-ontraport) - [ **Canopy Connect to Freshworks CRM**](https://apiant.ai/connect/canopy-connect-to-freshworks-crm) - [ **Canopy Connect to GoHighLevel**](https://apiant.ai/connect/canopy-connect-to-gohighlevel) - [ **Canopy Connect to Capsule CRM**](https://apiant.ai/connect/canopy-connect-to-capsule-crm) - [ **Canopy Connect to Copper**](https://apiant.ai/connect/canopy-connect-to-copper) - [ **Canopy Connect to Streak**](https://apiant.ai/connect/canopy-connect-to-streak) - [ **Canopy Connect to NetHunt CRM**](https://apiant.ai/connect/canopy-connect-to-nethunt-crm) - [ **Canopy Connect to MINDBODY**](https://apiant.ai/connect/canopy-connect-to-mindbody) - [ **Canopy Connect to Supabase**](https://apiant.ai/connect/canopy-connect-to-supabase) - [ **Canopy Connect to PostgreSQL**](https://apiant.ai/connect/canopy-connect-to-postgresql) - [ **Canopy Connect to MySQL**](https://apiant.ai/connect/canopy-connect-to-mysql) - [ **Canopy Connect to Vercel**](https://apiant.ai/connect/canopy-connect-to-vercel) - [ **Canopy Connect to ElevenLabs**](https://apiant.ai/connect/canopy-connect-to-elevenlabs) - [ **Canopy Connect to PagerDuty**](https://apiant.ai/connect/canopy-connect-to-pagerduty) - [ **Canopy Connect to Pushover**](https://apiant.ai/connect/canopy-connect-to-pushover) - [ **Canopy Connect to Gravity Forms**](https://apiant.ai/connect/canopy-connect-to-gravity-forms) - [ **Canopy Connect to HubSpot Enterprise**](https://apiant.ai/connect/canopy-connect-to-hubspot-enterprise) - [ **Canopy Connect to Google Forms**](https://apiant.ai/connect/canopy-connect-to-google-forms) - [ **Canopy Connect to Facebook Lead Ads**](https://apiant.ai/connect/canopy-connect-to-facebook-lead-ads) 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). Reviews ## 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.