Integration
Connect Contractors Cloud and Rotessa
When New Contact fires in Contractors Cloud, your agent runs Create Customer in Rotessa, or New Customer in Rotessa to Create Contact in Contractors Cloud. 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 Contractors Cloud and Rotessa 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 Contractors Cloud and Rotessa can do together
From Contractors Cloud to Rotessa
When New Contact in Contractors Cloud
then Create Customer in Rotessa
When New Project in Contractors Cloud
then Update Customer in Rotessa
From Rotessa to Contractors Cloud
When New Customer in Rotessa
then Create Contact in Contractors Cloud
When Customer Change in Rotessa
then Create Lead in Contractors Cloud
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 Contractors Cloud and Rotessa
Triggers and actions 6 triggers · 22 actions
Trigger
New ContactTriggers when a new contact is created in Contractors Cloud.
Trigger
New ProjectTriggers when a new project is created in Contractors Cloud.
Action
Create AppointmentCreates an appointment on the Contractors Cloud calendar.
Action
Create ContactCreates a contact in Contractors Cloud with name, email, phone and address.
Action
Create LeadSubmits a new lead to a Contractors Cloud lead connection for processing.
Action
Create ProjectCreates a project (job) in Contractors Cloud for a company, with its job-site address.
Action
Create Project NoteAdds a note to a Contractors Cloud project.
Action
Create TaskCreates a task in Contractors Cloud assigned to a user or team, optionally on a project.
Action
Delete ContactDeletes a Contractors Cloud contact by its ID.
Action
Find ContactsSearches Contractors Cloud contacts by email, last name or free text and returns the matches.
Action
Get ContactReturns one Contractors Cloud contact by its ID.
Action
Get ProjectReturns one Contractors Cloud project by its ID.
Action
Update ContactUpdates an existing Contractors Cloud contact; only the fields you fill in change.
Trigger
Customer ChangeTriggers when a Rotessa customer is added or updated.
Trigger
Declined TransactionTriggers when a Rotessa payment is declined.
Trigger
New CustomerTriggers when a new customer is added in Rotessa.
Trigger
Transaction ApprovedTriggers when a Rotessa payment is approved.
Action
Create CustomerCreates a new customer in Rotessa with their bank details.
Action
Create TransactionCreates a one-time or recurring payment (transaction schedule) for a Rotessa customer.
Action
Create Transaction Schedule by Custom IdentifierCreates a one-time or recurring payment for the customer identified by your custom identifier.
Action
Delete Transaction ScheduleDeletes a transaction schedule so no further payments are processed.
Action
Get CustomerReturns one Rotessa customer by ID, including bank details, address and schedules.
Action
Get Transaction ScheduleReturns one transaction schedule and its payments.
Action
List CustomersReturns all customers in your Rotessa account.
Action
List TransactionsReturns payments processed in a date range, optionally filtered by status (Pending, Approved, Declined, Chargeback).
Action
Match a CustomerFinds the Rotessa customer that carries your custom identifier.
Action
Update CustomerUpdates an existing Rotessa customer's contact or bank details.
Action
Update Transaction ScheduleChanges the amount or comment of an existing transaction schedule.
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
Contractors Cloud and Rotessa, answered
What can start an automation from Contractors Cloud?
Any of Contractors Cloud's 2 triggers in the catalog, including New Contact and New Project. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Rotessa when something happens in Contractors Cloud?
Any of Rotessa's 11 actions, including Create Customer, Create Transaction, Create Transaction Schedule by Custom Identifier and Update Customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Rotessa to Contractors Cloud?
Yes. When something happens in Rotessa, your agent can act in Contractors Cloud too. This page covers both directions: Rotessa's triggers and Contractors Cloud's actions are listed here as well.
Do I have to build a connector for Contractors Cloud or Rotessa?
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 Contractors Cloud and Rotessa 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.