--- title: "RiskAdvisor integrations and MCP server - APIANT.ai" description: "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" canonical: "https://apiant.ai/connections/riskadvisor" --- # 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 key [riskadvisor.insure](https://riskadvisor.insure/) **7** triggers **16** 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 RiskAdvisor? 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 ## RiskAdvisor with the apps people pair it with most - [ **HubSpot to RiskAdvisor** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-riskadvisor) - [ **RiskAdvisor to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/riskadvisor-to-salesforce) - [ **RiskAdvisor to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/riskadvisor-to-slack) - [ **Google Sheets to RiskAdvisor** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-riskadvisor) - [ **Gmail to RiskAdvisor** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-riskadvisor) - [ **Google Calendar to RiskAdvisor** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-riskadvisor) - [ **Google Drive to RiskAdvisor** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-riskadvisor) - [ **Mailchimp to RiskAdvisor** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-riskadvisor) Pair it ## Connect RiskAdvisor with another app - [ **HubSpot to RiskAdvisor**](https://apiant.ai/connect/hubspot-to-riskadvisor) - [ **RiskAdvisor to Salesforce**](https://apiant.ai/connect/riskadvisor-to-salesforce) - [ **RiskAdvisor to Slack**](https://apiant.ai/connect/riskadvisor-to-slack) - [ **Google Sheets to RiskAdvisor**](https://apiant.ai/connect/google-sheets-to-riskadvisor) - [ **Gmail to RiskAdvisor**](https://apiant.ai/connect/gmail-to-riskadvisor) - [ **Google Calendar to RiskAdvisor**](https://apiant.ai/connect/google-calendar-to-riskadvisor) - [ **Google Drive to RiskAdvisor**](https://apiant.ai/connect/google-drive-to-riskadvisor) - [ **Mailchimp to RiskAdvisor**](https://apiant.ai/connect/mailchimp-to-riskadvisor) - [ **RiskAdvisor to Stripe**](https://apiant.ai/connect/riskadvisor-to-stripe) - [ **RiskAdvisor to Shopify**](https://apiant.ai/connect/riskadvisor-to-shopify) - [ **QuickBooks Online to RiskAdvisor**](https://apiant.ai/connect/quickbooks-online-to-riskadvisor) - [ **Pipedrive to RiskAdvisor**](https://apiant.ai/connect/pipedrive-to-riskadvisor) - [ **ActiveCampaign to RiskAdvisor**](https://apiant.ai/connect/activecampaign-to-riskadvisor) - [ **Notion to RiskAdvisor**](https://apiant.ai/connect/notion-to-riskadvisor) - [ **Airtable to RiskAdvisor**](https://apiant.ai/connect/airtable-to-riskadvisor) - [ **RiskAdvisor to Trello**](https://apiant.ai/connect/riskadvisor-to-trello) - [ **Asana to RiskAdvisor**](https://apiant.ai/connect/asana-to-riskadvisor) - [ **JIRA to RiskAdvisor**](https://apiant.ai/connect/jira-to-riskadvisor) - [ **ClickUp to RiskAdvisor**](https://apiant.ai/connect/clickup-to-riskadvisor) - [ **RiskAdvisor to Zoom**](https://apiant.ai/connect/riskadvisor-to-zoom) - [ **Discord to RiskAdvisor**](https://apiant.ai/connect/discord-to-riskadvisor) - [ **RiskAdvisor to Twilio**](https://apiant.ai/connect/riskadvisor-to-twilio) - [ **RiskAdvisor to SendGrid**](https://apiant.ai/connect/riskadvisor-to-sendgrid) - [ **Outlook to RiskAdvisor**](https://apiant.ai/connect/outlook-to-riskadvisor) - [ **Intercom to RiskAdvisor**](https://apiant.ai/connect/intercom-to-riskadvisor) - [ **Freshdesk to RiskAdvisor**](https://apiant.ai/connect/freshdesk-to-riskadvisor) - [ **Klaviyo to RiskAdvisor**](https://apiant.ai/connect/klaviyo-to-riskadvisor) - [ **Brevo to RiskAdvisor**](https://apiant.ai/connect/brevo-to-riskadvisor) - [ **RiskAdvisor to Typeform**](https://apiant.ai/connect/riskadvisor-to-typeform) - [ **JotForm to RiskAdvisor**](https://apiant.ai/connect/jotform-to-riskadvisor) - [ **Calendly to RiskAdvisor**](https://apiant.ai/connect/calendly-to-riskadvisor) - [ **PandaDoc to RiskAdvisor**](https://apiant.ai/connect/pandadoc-to-riskadvisor) - [ **RiskAdvisor to Webflow**](https://apiant.ai/connect/riskadvisor-to-webflow) - [ **RiskAdvisor to Wix**](https://apiant.ai/connect/riskadvisor-to-wix) - [ **RiskAdvisor to LinkedIn**](https://apiant.ai/connect/riskadvisor-to-linkedin) - [ **RiskAdvisor to Facebook**](https://apiant.ai/connect/riskadvisor-to-facebook) - [ **Instagram to RiskAdvisor**](https://apiant.ai/connect/instagram-to-riskadvisor) - [ **OpenAI to RiskAdvisor**](https://apiant.ai/connect/openai-to-riskadvisor) - [ **RiskAdvisor to Anthropic**](https://apiant.ai/connect/riskadvisor-to-anthropic) - [ **OneDrive to RiskAdvisor**](https://apiant.ai/connect/onedrive-to-riskadvisor) - [ **Google Docs to RiskAdvisor**](https://apiant.ai/connect/google-docs-to-riskadvisor) - [ **Ontraport to RiskAdvisor**](https://apiant.ai/connect/ontraport-to-riskadvisor) - [ **Freshworks CRM to RiskAdvisor**](https://apiant.ai/connect/freshworks-crm-to-riskadvisor) - [ **GoHighLevel to RiskAdvisor**](https://apiant.ai/connect/gohighlevel-to-riskadvisor) - [ **Capsule CRM to RiskAdvisor**](https://apiant.ai/connect/capsule-crm-to-riskadvisor) - [ **Copper to RiskAdvisor**](https://apiant.ai/connect/copper-to-riskadvisor) - [ **RiskAdvisor to Streak**](https://apiant.ai/connect/riskadvisor-to-streak) - [ **NetHunt CRM to RiskAdvisor**](https://apiant.ai/connect/nethunt-crm-to-riskadvisor) - [ **MINDBODY to RiskAdvisor**](https://apiant.ai/connect/mindbody-to-riskadvisor) - [ **RiskAdvisor to Supabase**](https://apiant.ai/connect/riskadvisor-to-supabase) - [ **PostgreSQL to RiskAdvisor**](https://apiant.ai/connect/postgresql-to-riskadvisor) - [ **MySQL to RiskAdvisor**](https://apiant.ai/connect/mysql-to-riskadvisor) - [ **RiskAdvisor to Vercel**](https://apiant.ai/connect/riskadvisor-to-vercel) - [ **RiskAdvisor to ElevenLabs**](https://apiant.ai/connect/riskadvisor-to-elevenlabs) - [ **PagerDuty to RiskAdvisor**](https://apiant.ai/connect/pagerduty-to-riskadvisor) - [ **RiskAdvisor to Pushover**](https://apiant.ai/connect/riskadvisor-to-pushover) - [ **Gravity Forms to RiskAdvisor**](https://apiant.ai/connect/gravity-forms-to-riskadvisor) - [ **HubSpot Enterprise to RiskAdvisor**](https://apiant.ai/connect/hubspot-enterprise-to-riskadvisor) - [ **Google Forms to RiskAdvisor**](https://apiant.ai/connect/google-forms-to-riskadvisor) - [ **Facebook Lead Ads to RiskAdvisor**](https://apiant.ai/connect/facebook-lead-ads-to-riskadvisor) 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. Reviews ## 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.