# Connect Intervals and RO App

When **New client** fires in [Intervals](https://apiant.ai/connections/intervals), your agent runs **Create a Client** in [RO App](https://apiant.ai/connections/ro-app), or **New Invoice Statuses** in RO App to **Add invoice** in Intervals. Describe the whole flow and it is built, tested on every scenario and kept running.

Intervals **6** triggers Intervals **38** actions RO App **12** triggers RO App **39** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want Intervals and RO App to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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 Intervals and RO App can do together

### From Intervals to RO App

- When **New client** in Intervals then **Create a Client** in RO App
- When **New invoice** in Intervals then **Add Lead Comment** in RO App

### From RO App to Intervals

- When **New Invoice Statuses** in RO App then **Add invoice** in Intervals
- When **New Order Items** in RO App then **Add task** in Intervals

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 Intervals and RO App

## Triggers and actions 18 triggers · 77 actions

- Trigger

**New client**

Polling trigger: fires when a new client is created in Intervals.

- Trigger

**New invoice**

Polling trigger: fires when a new invoice is created in Intervals.

- Trigger

**New milestone**

Polling trigger: fires when a new milestone is created in Intervals.

- Trigger

**New person**

Polling trigger: fires when a new person is added in Intervals.

- Trigger

**New project**

Polling trigger: fires when a new project is created in Intervals.

- Trigger

**New task**

Polling trigger: fires when a new task is created in Intervals.

- Action

**Add client**

Create a new client.

- Action

**Add expense**

Create a new expense.

- Action

**Add invoice**

Create a new invoice.

- Action

**Add milestone**

Create a new milestone.

- Action

**Add person**

Create a new person (team member).

- Action

**Add project**

Create a new project.

- Action

**Add task**

Create a new task.

- Action

**Add time entry**

Log a new time entry against a task.

- Action

**Add timer**

Start a new timer for a task.

- Action

**Delete client**

Delete a client.

- Action

**Delete expense**

Delete an expense.

- Action

**Delete invoice**

Delete an invoice.

- Action

**Delete milestone**

Delete a milestone.

- Action

**Delete person**

Delete a person.

- Action

**Delete project**

Delete a project.

- Action

**Delete task**

Delete a task.

- Action

**Delete time entry**

Delete a logged time entry.

- Action

**Delete timer**

Delete a timer.

- Action

**Get client**

Retrieve a single client by id.

- Action

**Get expense**

Retrieve a single expense by id.

- Action

**Get invoice**

Retrieve a single invoice by id.

- Action

**Get milestone**

Retrieve a single milestone by id.

- Action

**Get person**

Retrieve a single person by id.

- Action

**Get project**

Retrieve a single project by id.

- Action

**Get task**

Retrieve a single task by id.

- Action

**Get time entry**

Retrieve a single logged time entry by id.

- Action

**Get timer**

Retrieve a single timer by id.

- Action

**List milestones**

Retrieve all milestones in the Intervals account.

- Action

**List tasks**

Retrieve all tasks in the Intervals account.

- Action

**Update client**

Update an existing client's details.

- Action

**Update expense**

Update an existing expense.

- Action

**Update invoice**

Update an existing invoice.

- Action

**Update milestone**

Update an existing milestone.

- Action

**Update person**

Update an existing person's details.

- Action

**Update project**

Update an existing project's details.

- Action

**Update task**

Update an existing task's details.

- Action

**Update time entry**

Update an existing logged time entry.

- Action

**Update timer**

Update a timer (e.g. stop or adjust it).

- Trigger

**Ad Campaigns**

Triggers when a new ad campaign is added in RO App.

- Trigger

**Cash Flow Items**

Triggers when a new cash flow category (income or expense item) is added in RO App.

- Trigger

**Clients List**

Triggers when a new client (person contact) is added in RO App.

- Trigger

**Employees List**

Triggers when a new employee is added to the RO App company account.

- Trigger

**Lead Types**

Triggers when a new inquiry (lead) type is added to your RO App account.

- Trigger

**List of Services**

Triggers when a new service is added to the RO App service catalog.

- Trigger

**List of the Products**

Triggers 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

**Locations**

Triggers when a new location is added to your RO App company.

- Trigger

**New Invoice Statuses**

Triggers when a new invoice status is added to your RO App account.

- Trigger

**New Order Items**

Triggers when a new item (product or service) is added to the selected order.

- Trigger

**New Taxes**

Triggers when a new tax rate is added to the company in RO App.

- Trigger

**Order Statuses**

Triggers when a new order status is added to your RO App account.

- Action

**Add Booking Item**

Adds a product or service line item to an existing booking.

- Action

**Add Lead Comment**

Adds a comment to a lead (inquiry) in RO App.

- Action

**Add Order Comment**

Adds a comment to an existing order in RO App, optionally marked private.

- Action

**Add Task Comment**

Adds a comment to a task in RO App.

- Action

**Changing Order Status**

Changes the status of an order, optionally with a comment.

- Action

**Create a Client**

Creates a new client (person) in your RO App contacts.

- Action

**Create a Lead**

Creates a new lead (inquiry) in RO App, optionally linked to a client, location, manager and ad campaign.

- Action

**Create an Order**

Creates a new order in RO App for a client at a chosen location.

- Action

**Create an Order Item**

Adds a product or service line item to an existing order in RO App.

- Action

**Create an Order or Estimate**

Creates a new estimate in RO App for a client at a location.

- Action

**Create a Payment**

Records an income or expense payment in a cashbox in RO App.

- Action

**Create Asset**

Creates a new asset (such as a vehicle or device) in RO App, identified by its serial number.

- Action

**Create Booking**

Creates a new booking for a client at a location with an assigned employee and time slot.

- Action

**Create Product**

Creates a new product in the RO App catalog.

- Action

**Create Service**

Creates a new service in the RO App catalog.

- Action

**Create Task**

Creates 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_booking**

Updates an existing booking's location, status, assignee, client, schedule, resource or comment.

- Action

**Find Product**

Finds products in the RO App catalog by name, barcode, SKU, code, manufacturer part number or category.

- Action

**Find Service**

Finds services in the RO App catalog by name, barcode or category.

- Action

**Get Booking Items**

Returns all the service items on a specific booking.

- Action

**Get Client by ID**

Returns the details of a single client (person) by its ID.

- Action

**Get Estimate by ID**

Returns the full details of a single estimate, including its custom field values.

- Action

**Get Lead by ID**

Returns a single lead (inquiry) by its ID, including its custom fields.

- Action

**Get Order by Id**

Returns the full details of a single order by its ID.

- Action

**Get Prices**

Returns the list of price types (margins) configured for your company.

- Action

**Get Product by Id**

Returns a single product from your RO App catalog by its ID, including its custom fields.

- Action

**Get Product Categories**

Returns the product categories in your RO App catalog, optionally limited to the children of one parent category.

- Action

**Get Service Categories**

Returns the list of service categories in your RO App catalog, optionally under a parent category.

- Action

**Get Task**

Returns 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 Asset**

Moves an asset to a different warehouse.

- Action

**Search for Assets**

Searches assets by serial number (VIN, IMEI), optionally narrowed by warehouse, owner or asset ID.

- Action

**Search for Clients**

Searches clients (people) by name, phone, email, manager, tag or date, and returns the matching clients.

- Action

**Search Task**

Searches tasks for ones whose title or description contains the given text, optionally narrowed by author, assignee or deadline.

- Action

**Update an Order Item**

Updates an existing item on an order — its quantity, price, cost, discount, warranty, taxes, assignee or comment.

- Action

**Update an Order or Estimate**

Updates 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_item**

Updates the quantity, price, cost, discount, warranty, taxes or comment of an item on a booking.

- Action

**Update Client**

Updates an existing client (person) in RO App contacts.

- Action

**Update Product**

Updates an existing product in the RO App catalog, such as its title, SKU, category, prices or barcodes.

## Each app on its own

- [ **Intervals** Intervals is cloud-based time tracking and task management with powerful reporting.](https://apiant.ai/connections/intervals)
- [ **RO App** RO App is an all-in-one software for business management.](https://apiant.ai/connections/ro-app)

Reviews

## What our customers say

## More from Intervals

- [ **Intervals to Asana** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/intervals-to-asana)
- [ **Intervals to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/intervals-to-salesforce)
- [ **Intervals to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/intervals-to-slack)
- [ **Intervals to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/intervals-to-google-drive)
- [ **Intervals to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/intervals-to-mailchimp)
- [ **Intervals to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/intervals-to-stripe)

## More into RO App

- [ **HubSpot to RO App** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ro-app)
- [ **Google Sheets to RO App** Google Sheets](https://apiant.ai/connect/google-sheets-to-ro-app)
- [ **Gmail to RO App** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ro-app)
- [ **Google Calendar to RO App** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ro-app)
- [ **Google Drive to RO App** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-ro-app)
- [ **Mailchimp to RO App** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-ro-app)

Questions

## Intervals and RO App, answered

###

### What can start an automation from Intervals?

Any of Intervals's 6 triggers in the catalog, including New client, New invoice, New milestone and New person. 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 Intervals?

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 Intervals?

Yes. When something happens in RO App, your agent can act in Intervals too. This page covers both directions: RO App's triggers and Intervals's actions are listed here as well.

###

### Do I have to build a connector for Intervals 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.

###

### 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.
