Integration
Connect Katana and Roll
When New Customer fires in Katana, your agent runs Add task in Roll, or New Company in Roll to Add manufacturing order in Katana. 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 Katana and Roll 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 Katana and Roll can do together
From Katana to Roll
When New Customer in Katana
then Add task in Roll
When New Sales Order in Katana
then Create Time Record in Roll
From Roll to Katana
When New Company in Roll
then Add manufacturing order in Katana
When New Project in Roll
then Add purchase order in Katana
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 Katana and Roll
Triggers and actions 5 triggers · 33 actions
Trigger
New CustomerTriggers when a new customer is created in Katana.
Trigger
New Sales OrderTriggers when a new sales order is created in Katana.
Action
Add manufacturing orderCreates a manufacturing order in Katana for a product variant at a location. Recipe and operation rows are added automatically from the product's recipe.
Action
Add materialCreates a material in Katana, with one or more variants, and returns the new material.
Action
Add productCreates a product in Katana with one or more variants, including its unit of measure, category, and sell/make/buy settings.
Action
Add purchase orderCreates a purchase order for a supplier, together with its line items, in Katana.
Action
Create CustomerCreates a customer in Katana.
Action
Create Sales OrderCreates a sales order in Katana for a customer with one product variant line.
Action
Delete customerDeletes a customer from Katana by its ID.
Action
Delete sales orderDeletes a single sales order in Katana by its ID.
Action
Find CustomerFinds Katana customers matching a name, email or phone number.
Action
Get manufacturing orderReturns the details of a manufacturing order, including its status, quantities, costs, dates and custom field values.
Action
Get productReturns a Katana product by its ID, including its variants and configuration options.
Action
Get purchase orderReturns a purchase order by its ID, including its rows, totals, status and custom field values.
Action
Get Sales OrderReturns one Katana sales order by its ID.
Action
List customersReturns the customers in your Katana account, most recent first, optionally filtered by name, email, company, category and date ranges.
Action
List inventoryReturns current inventory levels per variant and location, optionally filtered by location or variant.
Action
List manufacturing ordersReturns manufacturing orders, most recent first, optionally filtered by status, order number, location, linked sales order, or created/updated date ranges.
Action
List productsReturns the products in your Katana account, most recent first, optionally filtered by name, unit of measure, flags, supplier or date ranges.
Action
List purchase ordersReturns the purchase orders in your Katana account, most recent first, optionally filtered by status, supplier, location, order number and date ranges.
Action
List sales ordersReturns the sales orders in your Katana account, most recent first, optionally filtered by customer, status, location, dates and more.
Action
Update CustomerUpdates an existing Katana customer. Only the fields you fill in are changed.
Action
Update productUpdates an existing Katana product. Only the fields you fill in are changed; everything else is left as it is.
Action
Update sales orderUpdates an existing Katana sales order. Only the fields you fill in are changed; everything else is left as is.
Trigger
New CompanyTriggers when a new company is created.
Trigger
New ProjectTriggers when a new project is created.
Trigger
New Time RecordTriggers when a new time record is created.
Action
Add taskCreate a task via the Roll GraphQL API task add mutation.
Action
Create CompanyCreates a new company.
Action
Create ProjectCreates a new project.
Action
Create Time RecordCreates a new time record.
Action
Find CompanyFinds an existing company.
Action
Find employeeSearch employees via the Roll GraphQL API employees query.
Action
Find ProjectFinds an existing project.
Action
Find Time RecordLooks up Roll time records via the GraphQL time query.
Action
Update projectUpdate a project via the Roll GraphQL API project update mutation.
Action
Update taskUpdate a task via the Roll GraphQL API task update mutation.
Action
Update time recordUpdate a time entry via the Roll GraphQL API time update mutation.
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
Katana and Roll, answered
What can start an automation from Katana?
Any of Katana's 2 triggers in the catalog, including New Customer and New Sales Order. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Roll when something happens in Katana?
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 Katana?
Yes. When something happens in Roll, your agent can act in Katana too. This page covers both directions: Roll's triggers and Katana's actions are listed here as well.
Do I have to build a connector for Katana 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 Katana 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.