App

Apizeal integrations

Connect Apizeal to any other app, or use it from your AI client over MCP. Apizeal is the Insurance Management System that helps you keep insurance policies, commissions, and clients organized.

Connects with an API keyapizeal.com
6 triggers17 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 Apizeal?

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 Apizeal

Triggers and actions 6 triggers · 17 actions

  • Trigger
    Contact Created

    Triggers when a new contact (not a lead) is added in Apizeal.

  • Trigger
    Lead Created

    Triggers when a new lead is added in Apizeal.

  • Trigger
    Policy Created

    Triggers when a new insurance policy is added in Apizeal.

  • Trigger
    Policy Status Updated

    Triggers when a policy's status changes in Apizeal.

  • Trigger
    Task Created

    Triggers when a new task is added in Apizeal.

  • Trigger
    Task Status Updated

    Triggers when a task's status changes in Apizeal.

  • Action
    Find Contact

    Finds contacts and leads by name, email, phone or creation date.

  • Action
    Find Task

    Finds tasks by status, related contact or policy, or due date range.

  • Action
    Get Contact

    Returns one contact (or lead) by its ID, with address, employment and agent.

  • Action
    Get Medical Appointment

    Returns one of a contact's medical appointments by its ID.

  • Action
    Get Policy

    Returns one insurance policy by its ID, with its carrier, plan, premium and holder.

  • Action
    Get Policy Members

    Returns the members (holder, applicants and dependents) of a policy.

  • Action
    Get Task

    Returns one task by its ID, with its status, due date and assignees.

  • Action
    List Carriers

    Returns the insurance carriers defined in your Apizeal organization, each with its ID and name.

  • Action
    List Contact Notes

    Lists the notes on a contact.

  • Action
    List Contact Policies

    Lists the policies a contact holds or belongs to.

  • Action
    List Contact Reminders

    Lists the reminders on a contact.

  • Action
    List Medical Appointments

    Lists a contact's medical appointments.

  • Action
    List Policies

    Lists insurance policies, optionally filtered by code, effective date or submitted date.

  • Action
    List Policy Notes

    Lists the notes on a policy.

  • Action
    List Policy Reminders

    Lists the reminders on a policy.

  • Action
    List Policy Statuses

    Returns the policy statuses defined in your Apizeal organization, each with its ID and name.

  • Action
    List Product Types

    Returns the product types defined in your Apizeal organization, each with its ID and name.

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Questions

Apizeal, answered

Is there a Apizeal MCP server?

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

What can start an automation from Apizeal?

Any of Apizeal's 6 triggers in the catalog, including Contact Created, Lead Created, Policy Created and Policy Status Updated. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Apizeal?

Any of Apizeal's 17 actions, including Find Contact, Find Task, Get Contact and Get Medical Appointment. Your agent maps the data both ways and tests every scenario before it ships.

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

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

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

Which apps can Apizeal connect to?

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