App

RiskAdvisor integrations

Connect RiskAdvisor to any other app, or use it from your AI client over MCP. RiskAdvisor helps agents connect their clients with the right insurance

Connects with an API keyriskadvisor.insure
7 triggers16 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 RiskAdvisor?

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)
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)

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What your agent can do with RiskAdvisor

Triggers and actions 7 triggers · 16 actions

  • Trigger
    Call-In Quote Submitted

    Triggers when a call-in quote is submitted to the current RiskAdvisor team.

  • Trigger
    Custom QuoteForm Submitted

    Triggers when a custom quote form is submitted to the current RiskAdvisor team.

  • Trigger
    New Client

    Triggers when a new client is created in RiskAdvisor.

  • Trigger
    New Policy

    Triggers when a new policy-link result is captured in RiskAdvisor.

  • Trigger
    New Risk Profile

    Triggers when a new risk profile is created in RiskAdvisor.

  • Trigger
    QuoteForm Submitted

    Triggers when a quote form is submitted to the current RiskAdvisor team.

  • Trigger
    Updated Client

    Triggers when a client is created or updated in RiskAdvisor.

  • Action
    Add Notes

    Appends notes to a RiskAdvisor risk profile; existing notes are kept.

  • Action
    Archive Client

    Archives a RiskAdvisor client together with its related risk profiles.

  • Action
    Create Client

    Creates a client on the connected user's current RiskAdvisor team.

  • Action
    Create Driver

    Adds a driver to a risk profile that has auto insurance.

  • Action
    Create Risk Profile

    Creates a draft risk profile for an existing client on the current RiskAdvisor team.

  • Action
    Create Vehicle

    Adds a vehicle to a risk profile that has auto insurance.

  • Action
    Find Client

    Finds RiskAdvisor clients by exact email, or by a search over name, email and phone.

  • Action
    Find Policy

    Finds policy-link results by client email or client ID.

  • Action
    Find Risk Profile

    Finds risk profiles by the primary client's email, draft status or insurance type.

  • Action
    Get Client

    Returns one RiskAdvisor client by its ID, with name, contact details and lead source.

  • Action
    Get current user

    Returns the RiskAdvisor user who owns the connected account's API token.

  • Action
    List call-in quotes

    Returns the 20 newest call-in quote submissions for your current team, optionally limited to one client's email.

  • Action
    List Drivers

    Returns the drivers on a risk profile's auto insurance.

  • Action
    List Teams

    Returns the teams (agencies) the connected RiskAdvisor user belongs to.

  • Action
    List Vehicles

    Returns the vehicles on a risk profile's auto insurance.

  • Action
    Update Client

    Updates an existing RiskAdvisor client; fields left blank stay unchanged.

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What our customers say

Questions

RiskAdvisor, answered

Is there a RiskAdvisor MCP server?

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

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 RiskAdvisor?

Any of RiskAdvisor's 16 actions, including Create Client, Create Driver, Create Risk Profile and Create Vehicle. Your agent maps the data both ways and tests every scenario before it ships.

Can I use RiskAdvisor directly from Claude, ChatGPT or Cursor?

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

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

Which apps can RiskAdvisor connect to?

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