# RiskAdvisor — Pipedream Connect

> RiskAdvisor is the all-new smart-form software for insurance agencies that empowers your producers and virtual assistants, while making your agency more commission, and reducing your E&O exposure.

- API slug: `riskadvisor` (use in MCP headers and tool keys)
- Auth: API key (Pipedream-managed)
- Categories: Surveys & Forms
- Website: https://riskadvisor.insure/
- This page (HTML): https://pipedream.com/apps/riskadvisor
- Tools: 3 actions · 2 triggers

## Connect via MCP (recommended)

- Endpoint: `https://remote.mcp.pipedream.net/v3`
- Headers: `Authorization: Bearer <token>` · `x-pd-project-id` · `x-pd-environment` · `x-pd-external-user-id` · `x-pd-app-slug: riskadvisor`

```ts
import { Client } from "@modelcontextprotocol/sdk/client/index.js"
import { StreamableHTTPClientTransport } from "@modelcontextprotocol/sdk/client/streamableHttp.js"
import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const accessToken = await pd.rawAccessToken

const transport = new StreamableHTTPClientTransport(
  new URL("https://remote.mcp.pipedream.net/v3"),
  {
    requestInit: {
      headers: {
        Authorization: `Bearer ${accessToken}`,
        "x-pd-project-id": process.env.PIPEDREAM_PROJECT_ID!,
        "x-pd-environment": "production",
        "x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
        "x-pd-app-slug": "riskadvisor",
      },
    },
  },
)

const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)

const { tools } = await mcp.listTools()

// e.g. run Create Client:
const result = await mcp.callTool({
  name: "riskadvisor-create-client",
  arguments: {
    firstName: "First Name",
    lastName: "Last Name",
  },
})
```

Docs: [MCP guide](https://pipedream.com/docs/connect/mcp/developers.md)

## API proxy

For a RiskAdvisor endpoint with no pre-built tool, the proxy forwards your request with the connected user's credentials attached.

```bash
# The path segment is the target URL, URL-safe base64 encoded:
# https://app.riskadvisor.insure/api/clients

curl "https://api.pipedream.com/v1/connect/{project_id}/proxy/aHR0cHM6Ly9hcHAucmlza2Fkdmlzb3IuaW5zdXJlL2FwaS9jbGllbnRz?external_user_id={external_user_id}&account_id=apn_xxxxxxx" \
  -H "Authorization: Bearer {access_token}" \
  -H "x-pd-environment: production"
```

Docs: [API proxy guide](https://pipedream.com/docs/connect/api-proxy.md)

## SDK

```ts
import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "riskadvisor-create-client",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    riskadvisor: { authProvisionId: "apn_xxxxxxx" },
    firstName: "First Name",
    lastName: "Last Name",
  },
})
```

Docs: [Managed auth guide](https://pipedream.com/docs/connect/managed-auth/quickstart.md) · [Tools guide](https://pipedream.com/docs/connect/components.md)

## Actions (3)

### `riskadvisor-create-client` — Create Client (Write)

Create a new client in RiskAdvisor. See the documentation

Full schema: https://pipedream.com/apps/riskadvisor/actions/create-client.md

### `riskadvisor-create-risk-profile` — Create Risk Profile (Write)

Creates a risk profile in RiskAdvisor. See the documentation

Full schema: https://pipedream.com/apps/riskadvisor/actions/create-risk-profile.md

### `riskadvisor-update-client` — Update Client (Write)

Updates an existing in RiskAdvisor. See the documentation

Full schema: https://pipedream.com/apps/riskadvisor/actions/update-client.md

## Triggers (2)

### `riskadvisor-client-updated` — Client Updated (Polling)

Emit new event each time a client is updated in RiskAdvisor. See the documentation

Full schema: https://pipedream.com/apps/riskadvisor/triggers/client-updated.md

### `riskadvisor-new-client-created` — New Client Created (Polling)

Emit new event each time a new client is created in RiskAdvisor. See the documentation

Full schema: https://pipedream.com/apps/riskadvisor/triggers/new-client-created.md

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- All apps: https://pipedream.com/apps — index: https://pipedream.com/llms.txt
- Pipedream docs for agents: https://pipedream.com/docs/llms.txt