Integration
Connect Offri and Rotessa
When New Contact fires in Offri, your agent runs Create Customer in Rotessa, or New Customer in Rotessa to Create Contact in Offri. 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 Offri 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 Offri and Rotessa can do together
From Offri to Rotessa
When New Contact in Offri
then Create Customer in Rotessa
When New Proposal in Offri
then Update Customer in Rotessa
From Rotessa to Offri
When New Customer in Rotessa
then Create Contact in Offri
When Customer Change in Rotessa
then Create Contact Person in Offri
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 Offri and Rotessa
Triggers and actions 7 triggers · 29 actions
Trigger
New ContactTriggers when a new client is added in Offri.
Trigger
New ProposalTriggers when a new proposal is created in Offri.
Trigger
Proposal Status ChangedTriggers when a proposal's status changes, for example to won, lost or expired.
Action
Add componentCreates a component (product) in your Offri workspace, optionally with its pricing, unit and category.
Action
Create ContactCreates a client (company or private person) in Offri.
Action
Create Contact PersonAdds a contact person to an Offri client.
Action
Create ProposalCreates a new proposal in Offri, optionally for a client.
Action
Delete componentDeletes a component (product) from your Offri workspace.
Action
Delete ProposalDeletes a draft Offri proposal.
Action
Find ContactFinds Offri clients by name, email or customer number.
Action
Find Contact PersonFinds the contact persons of an Offri client, optionally by email.
Action
Get componentReturns the details of a component (product) in your Offri workspace, including its category and product pricing.
Action
Get ContactReturns one Offri client by ID.
Action
Get ProposalReturns one Offri proposal with its totals and signing details.
Action
List componentsReturns the components and products in your Offri workspace, optionally filtered by name or category.
Action
Remove ContactRemoves a client from Offri.
Action
Remove Contact PersonRemoves a contact person from an Offri client.
Action
Send ProposalSends an Offri proposal to its client with an expiration date.
Action
Update componentUpdates an existing component (product) in Offri, such as its name, category, language, pricing and quantity settings.
Action
Update ContactUpdates the details of an existing Offri client.
Action
Update Contact PersonUpdates a contact person of an Offri client.
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
More from Offri
Offri to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Offri to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Offri to StripeStripe is a payment processing platform for online businesses.
Offri to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Offri to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Offri to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Rotessa
HubSpot to RotessaHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to RotessaGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to RotessaGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to RotessaGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to RotessaGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to RotessaMailchimp marketing automation and email platform.
Questions
Offri and Rotessa, answered
What can start an automation from Offri?
Any of Offri's 3 triggers in the catalog, including New Contact, New Proposal and Proposal Status Changed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Rotessa when something happens in Offri?
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 Offri?
Yes. When something happens in Rotessa, your agent can act in Offri too. This page covers both directions: Rotessa's triggers and Offri's actions are listed here as well.
Do I have to build a connector for Offri 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 Offri 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.