Integration
Connect Attio and RO App
When List Entry Created fires in Attio, your agent runs Add Lead Comment in RO App, or New Invoice Statuses in RO App to Create or Update List Entry by Parent Record in Attio. Describe the whole flow and it is built, tested on every scenario and kept running.
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 Attio and RO App to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart 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)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)Example flows
What Attio and RO App can do together
From Attio to RO App
When List Entry Created in Attio
then Add Lead Comment in RO App
When List Entry Updated in Attio
then Add Order Comment in RO App
From RO App to Attio
When New Invoice Statuses in RO App
then Create or Update List Entry by Parent Record in Attio
When New Order Items in RO App
then Create or Update Record in Attio
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 Attio and RO App
Triggers and actions 19 triggers · 52 actions
Trigger
List Entry CreatedTriggered when a record is added to an Attio list. Attio registers and removes the webhook automatically when the automation is turned on and off.
Trigger
List Entry DeletedTriggers when a record is removed from a list in Attio, giving you the deleted list entry's ID along with the list and the parent record it pointed at.
Trigger
List Entry UpdatedTriggers when a list attribute on an existing Attio list entry is changed, giving you the entry, the list, the parent record and the attribute that changed.
Trigger
Record CreatedTriggers when a new record is created in Attio, giving you the new record's ID and the object it belongs to.
Trigger
Record DeletedTriggers when a record is deleted in Attio, giving you the deleted record's ID and the object it belonged to.
Trigger
Record UpdatedTriggers when an attribute on an Attio record changes, giving you the record, the object it belongs to and the attribute that changed.
Trigger
Task CreatedTriggers when a new task is created in Attio, giving you the new task's ID and who created it.
Action
Create List EntryAdds a record to an Attio list as a new list entry and returns the entry.
Action
Create NoteCreates a note on an Attio record and returns the new note.
Action
Create or Update List Entry by Parent RecordAdds a record to an Attio list, or updates its existing entry if it is already on the list.
Action
Create or Update RecordCreates a record in Attio, or updates the existing record that matches on the chosen field.
Action
Create RecordCreates a new record on the chosen Attio object and returns it.
Action
Create Storage LocationAttaches a folder to an Attio record — either a folder stored in Attio or one linked from Dropbox, Box, Google Drive or OneDrive.
Action
Create TaskCreates a task in Attio, optionally linked to a record and assigned to a workspace member.
Action
Delete List EntryRemoves an entry from an Attio list.
Action
Find List EntriesReturns the entries on an Attio list.
Action
Find RecordsSearches records on the chosen Attio object and returns the matches.
Action
Update List EntryUpdates the list-specific field values on an existing Attio list entry. Fields you leave blank are left untouched.
Action
Update RecordUpdates the field values on an existing Attio record. Fields you leave blank are left untouched.
Action
Update TaskUpdates an existing Attio task's due date, done state, linked records or assignee. Anything you leave blank stays as it is. Attio does not allow the task's text to be changed.
Trigger
Ad CampaignsTriggers when a new ad campaign is added in RO App.
Trigger
Cash Flow ItemsTriggers when a new cash flow category (income or expense item) is added in RO App.
Trigger
Clients ListTriggers when a new client (person contact) is added in RO App.
Trigger
Employees ListTriggers when a new employee is added to the RO App company account.
Trigger
Lead TypesTriggers when a new inquiry (lead) type is added to your RO App account.
Trigger
List of ServicesTriggers when a new service is added to the RO App service catalog.
Trigger
List of the ProductsTriggers when a new product is added to the RO App catalog, optionally limited to products matching a name, barcode, SKU, code, MPN or category.
Trigger
LocationsTriggers when a new location is added to your RO App company.
Trigger
New Invoice StatusesTriggers when a new invoice status is added to your RO App account.
Trigger
New Order ItemsTriggers when a new item (product or service) is added to the selected order.
Trigger
New TaxesTriggers when a new tax rate is added to the company in RO App.
Trigger
Order StatusesTriggers when a new order status is added to your RO App account.
Action
Add Booking ItemAdds a product or service line item to an existing booking.
Action
Add Lead CommentAdds a comment to a lead (inquiry) in RO App.
Action
Add Order CommentAdds a comment to an existing order in RO App, optionally marked private.
Action
Add Task CommentAdds a comment to a task in RO App.
Action
Changing Order StatusChanges the status of an order, optionally with a comment.
Action
Create a ClientCreates a new client (person) in your RO App contacts.
Action
Create a LeadCreates a new lead (inquiry) in RO App, optionally linked to a client, location, manager and ad campaign.
Action
Create an OrderCreates a new order in RO App for a client at a chosen location.
Action
Create an Order ItemAdds a product or service line item to an existing order in RO App.
Action
Create an Order or EstimateCreates a new estimate in RO App for a client at a location.
Action
Create a PaymentRecords an income or expense payment in a cashbox in RO App.
Action
Create AssetCreates a new asset (such as a vehicle or device) in RO App, identified by its serial number.
Action
Create BookingCreates a new booking for a client at a location with an assigned employee and time slot.
Action
Create ProductCreates a new product in the RO App catalog.
Action
Create ServiceCreates a new service in the RO App catalog.
Action
Create TaskCreates a task in RO App with a title, due date and assigned employees, optionally linked to an order, lead, client or invoice.
Action
Create Update_bookingUpdates an existing booking's location, status, assignee, client, schedule, resource or comment.
Action
Find ProductFinds products in the RO App catalog by name, barcode, SKU, code, manufacturer part number or category.
Action
Find ServiceFinds services in the RO App catalog by name, barcode or category.
Action
Get Booking ItemsReturns all the service items on a specific booking.
Action
Get Client by IDReturns the details of a single client (person) by its ID.
Action
Get Estimate by IDReturns the full details of a single estimate, including its custom field values.
Action
Get Lead by IDReturns a single lead (inquiry) by its ID, including its custom fields.
Action
Get Order by IdReturns the full details of a single order by its ID.
Action
Get PricesReturns the list of price types (margins) configured for your company.
Action
Get Product by IdReturns a single product from your RO App catalog by its ID, including its custom fields.
Action
Get Product CategoriesReturns the product categories in your RO App catalog, optionally limited to the children of one parent category.
Action
Get Service CategoriesReturns the list of service categories in your RO App catalog, optionally under a parent category.
Action
Get TaskReturns a single task by its ID, including all of its details.
Action
Get UOMs (Inits of Measure)Returns the list of product units of measure (UOMs) defined in the RO App account.
Action
Move AssetMoves an asset to a different warehouse.
Action
Search for AssetsSearches assets by serial number (VIN, IMEI), optionally narrowed by warehouse, owner or asset ID.
Action
Search for ClientsSearches clients (people) by name, phone, email, manager, tag or date, and returns the matching clients.
Action
Search TaskSearches tasks for ones whose title or description contains the given text, optionally narrowed by author, assignee or deadline.
Action
Update an Order ItemUpdates an existing item on an order — its quantity, price, cost, discount, warranty, taxes, assignee or comment.
Action
Update an Order or EstimateUpdates an existing order (or estimate) in RO App — its location, type, people, schedule, notes, due date and custom field values. Fields left blank are not changed.
Action
Update_booking_itemUpdates the quantity, price, cost, discount, warranty, taxes or comment of an item on a booking.
Action
Update ClientUpdates an existing client (person) in RO App contacts.
Action
Update ProductUpdates an existing product in the RO App catalog, such as its title, SKU, category, prices or barcodes.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
Attio and RO App, answered
What can start an automation from Attio?
Any of Attio's 7 triggers in the catalog, including List Entry Created, List Entry Updated, Record Created and Record Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in RO App when something happens in Attio?
Any of RO App's 39 actions, including Create a Client, Create a Lead, Create an Order and Create an Order Item. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from RO App to Attio?
Yes. When something happens in RO App, your agent can act in Attio too. This page covers both directions: RO App's triggers and Attio's actions are listed here as well.
Do I have to build a connector for Attio or RO App?
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 Attio and RO App 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.