Integration
Connect ChargeDesk and Roam
When Charge Created fires in ChargeDesk, your agent runs Send Channel Message in Roam, or New Recording in Roam to Create Customer in ChargeDesk. 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 ChargeDesk and Roam 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)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)Example flows
What ChargeDesk and Roam can do together
From ChargeDesk to Roam
When Charge Created in ChargeDesk
then Send Channel Message in Roam
When Customer Created in ChargeDesk
then Send Direct Message in Roam
From Roam to ChargeDesk
When New Recording in Roam
then Create Customer in ChargeDesk
When New Transcript in Roam
then Update customer in ChargeDesk
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 ChargeDesk and Roam
Triggers and actions 10 triggers · 16 actions
Trigger
Charge CreatedTriggers when a new charge is created or imported in ChargeDesk.
Trigger
Charge FailedTriggers when a charge in ChargeDesk has failed.
Trigger
Customer CreatedTriggers when a new customer is added in ChargeDesk.
Trigger
Subscription CreatedTriggers when a new subscription is added in ChargeDesk.
Action
Add productCreates a new product in ChargeDesk, used to group charges for the same type of sale, and returns the created product.
Action
Add subscriptionAdds a subscription record to ChargeDesk for a customer. This records the subscription in ChargeDesk only and does not create a live subscription on your payment gateway.
Action
Cancel SubscriptionMarks a ChargeDesk subscription record as canceled.
Action
Create ChargeRecords a charge made outside ChargeDesk (it does not charge the card), so support agents and customers can see it.
Action
Create CustomerCreates a customer in ChargeDesk so their charges are grouped together.
Action
Find ChargeFinds ChargeDesk charges matching search text, status, customer or transaction ID.
Action
Find CustomerFinds ChargeDesk customers matching an ID, email address or name.
Action
Find subscriptionsReturns the subscriptions in ChargeDesk matching a customer and/or creation date range.
Action
Update chargeUpdates an existing ChargeDesk charge record with new amount, status, customer or description details, and returns the updated charge.
Action
Update customerUpdates the details stored for an existing ChargeDesk customer and returns the updated customer.
Trigger
Lobby BookedTriggers when a lobby is booked.
Trigger
New RecordingTriggers when a new meeting recording is saved in your Roam.
Trigger
New TranscriptTriggers when a new transcript is saved in your Roam.
Trigger
On-Air: Event CreatedTriggers when a new On-Air event is created.
Trigger
On-Air: Guest AddedTriggers when a guest is added to an On-Air event.
Trigger
On-Air: Guest RSVP ChangedTriggers when a guest changes their RSVP status on an On-Air event.
Action
Create Meeting LinkCreates a new Roam meeting link and returns its ID and shareable URL. Optionally set the host's email and the meeting's start and end times.
Action
Find User by EmailLooks up a member of your Roam organization by their email address and returns their profile, including user ID, name, photo and admin status.
Action
On-Air: Add GuestAdds a guest to a Roam On-Air event by email, optionally setting their name, phone and RSVP status, and returns the created guest.
Action
On-Air: Find EventReturns the On-Air events whose title contains the text you search for, taken from your most recent events. Returns an empty list when nothing matches.
Action
Send Channel MessagePosts a message to a Roam channel and returns the message's timestamp, which you can reuse to reply in the same thread.
Action
Send Direct MessageSends a direct message to one person in Roam and returns the conversation ID plus the message's timestamp, which you can reuse to reply in the same thread.
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
Reviews
What our customers say
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Questions
ChargeDesk and Roam, answered
What can start an automation from ChargeDesk?
Any of ChargeDesk's 4 triggers in the catalog, including Charge Created, Customer Created, Subscription Created and Charge Failed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Roam when something happens in ChargeDesk?
Any of Roam's 6 actions, including Create Meeting Link, Send Channel Message, Send Direct Message and Find User by Email. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Roam to ChargeDesk?
Yes. When something happens in Roam, your agent can act in ChargeDesk too. This page covers both directions: Roam's triggers and ChargeDesk's actions are listed here as well.
Do I have to build a connector for ChargeDesk or Roam?
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 ChargeDesk and Roam 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.