# Connect Anchor and Roll When **New Proposal Sent** fires in [Anchor](https://apiant.ai/connections/anchor), your agent runs **Add task** in [Roll](https://apiant.ai/connections/roll), or **New Company** in Roll to **Create Contact** in Anchor. Describe the whole flow and it is built, tested on every scenario and kept running. Anchor **4** triggers Anchor **6** actions Roll **3** triggers Roll **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Anchor and Roll to do together? 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) ### 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) Example flows ## What Anchor and Roll can do together ### From Anchor to Roll - When **New Proposal Sent** in Anchor then **Add task** in Roll - When **Agreement Amended** in Anchor then **Create Time Record** in Roll ### From Roll to Anchor - When **New Company** in Roll then **Create Contact** in Anchor - When **New Project** in Roll then **Find Contact by ID** in Anchor Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Anchor and Roll ## Triggers and actions 7 triggers · 17 actions - Trigger **Agreement Amended** Triggers when an agreement is amended. - Trigger **New Proposal Sent** Triggers when a proposal is sent to a client. - Trigger **Proposal Approved** Triggers when a proposal is approved. The payload is the resulting agreement (a proposal becomes an agreement on approval). - Trigger **Proposal Published** Triggers when a proposal is published. - Action **Add Service to Agreement** Adds a service to a signed Anchor agreement as a new amendment. - Action **Create Contact** Creates a new client contact in Anchor. - Action **Find Contact by ID** Looks up a single contact by its Anchor ID. - Action **List Contacts** Returns a list of contacts (client businesses), optionally filtered by search text or status. - Action **Publish Proposal** Publishes a proposal draft as a proposal and, unless set to silent, emails the client. - Action **Submit Charges** Submits charges on an agreement to issue an invoice now or schedule one for a future billing date. - Trigger **New Company** Triggers when a new company is created. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Time Record** Triggers when a new time record is created. - Action **Add task** Create a task via the Roll GraphQL API task add mutation. - Action **Create Company** Creates a new company. - Action **Create Project** Creates a new project. - Action **Create Time Record** Creates a new time record. - Action **Find Company** Finds an existing company. - Action **Find employee** Search employees via the Roll GraphQL API employees query. - Action **Find Project** Finds an existing project. - Action **Find Time Record** Looks up Roll time records via the GraphQL time query. - Action **Update project** Update a project via the Roll GraphQL API project update mutation. - Action **Update task** Update a task via the Roll GraphQL API task update mutation. - Action **Update time record** Update a time entry via the Roll GraphQL API time update mutation. ## Each app on its own - [ **Anchor** Get freedom from the burden of invoicing and collections.](https://apiant.ai/connections/anchor) - [ **Roll** Roll is a platform with everything your business needs in one place.](https://apiant.ai/connections/roll) Reviews ## What our customers say ## More from Anchor - [ **Anchor to Outlook** Outlook is Microsoft's email and calendaring platform integrating contacts and scheduling, enabling users to...](https://apiant.ai/connect/anchor-to-outlook) - [ **Anchor to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/anchor-to-hubspot) - [ **Anchor to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/anchor-to-salesforce) - [ **Anchor to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/anchor-to-slack) - [ **Anchor to Google Sheets** Google Sheets](https://apiant.ai/connect/anchor-to-google-sheets) - [ **Anchor to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/anchor-to-gmail) ## More into Roll - [ **HubSpot to Roll** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-roll) - [ **Google Sheets to Roll** Google Sheets](https://apiant.ai/connect/google-sheets-to-roll) - [ **Gmail to Roll** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-roll) - [ **Google Calendar to Roll** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-roll) - [ **Google Drive to Roll** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-roll) - [ **Mailchimp to Roll** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-roll) Questions ## Anchor and Roll, answered ### ### What can start an automation from Anchor? Any of Anchor's 4 triggers in the catalog, including New Proposal Sent, Agreement Amended, Proposal Approved and Proposal Published. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Roll when something happens in Anchor? Any of Roll's 11 actions, including Create Company, Create Project, Create Time Record and Update project. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Roll to Anchor? Yes. When something happens in Roll, your agent can act in Anchor too. This page covers both directions: Roll's triggers and Anchor's actions are listed here as well. ### ### Do I have to build a connector for Anchor or Roll? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Anchor and Roll without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app 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. One connection covers both. ### ### 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.