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Integration

RiskAdvisor

Insurance intake forms: leads, forms and submissions. Your client pastes their RiskAdvisor key once, and your agent or your code works with their access.

Forms

About RiskAdvisor

Through Operate As, your agent, n8n workflow or code works in RiskAdvisor with your client's own access. Your client pastes their API token from RiskAdvisor once. We store it encrypted, so it never sits in an email or a shared doc. Your agent reaches any endpoint of RiskAdvisor's API through the request tool, with the client's access attached.

Common uses in Forms

  • Send new responses to the CRM, a sheet or the team
  • Follow up with each person who fills one in
  • Summarize answers into a report

RiskAdvisor

RiskAdvisor · Forms

API key

Insurance intake forms: leads, forms and submissions

The client pastes their API token from RiskAdvisor's settings. We store it encrypted.

Tested against RiskAdvisor's live API.

Building with RiskAdvisor? The docs have setup steps and code for every tool.

Open the RiskAdvisor docs

Tools

Your agent calls any endpoint of RiskAdvisor's API with the request tool, with the client's access attached.

Base URL for request

https://app.riskadvisor.insure/api

  • request

    HTTPS ANY /v1/clients/{clientId}/riskadvisor/{path}

    Any endpoint of RiskAdvisor's own API, with the client's access attached.

    servicestringrequired
    This service: riskadvisor
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://app.riskadvisor.insure/api
    queryobjectoptional
    Query parameters
    bodyobjectoptional
    A JSON body

Over MCP every tool also takes client_id, from list_clients. Over HTTPS send it as clientId to https://api.operate.as/v1.

What the client approves

  • Use the RiskAdvisor key you paste, with only the access you gave that key

Get started

Send your next client one link

Add a client, select the services, copy the link. You'll get an email the moment their access is ready. Start free, no card required. Paid plans are one flat monthly price, and a busy month never takes your agents offline.