--- title: "Connect Qonto and Roam - APIANT.ai" description: "When \"New Bank Account\" fires in Qonto, your agent runs \"Send Channel Message\" in Roam, or \"New Recording\" in Roam to \"Add client invoice\" in Qonto." canonical: "https://apiant.ai/connect/qonto-to-roam" --- # Connect Qonto and Roam When **New Bank Account** fires in [Qonto](https://apiant.ai/connections/qonto), your agent runs **Send Channel Message** in [Roam](https://apiant.ai/connections/roam), or **New Recording** in Roam to **Add client invoice** in Qonto. Describe the whole flow and it is built, tested on every scenario and kept running. Qonto **9** triggers Qonto **19** actions Roam **6** triggers Roam **6** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Qonto and Roam to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.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 Qonto and Roam can do together ### From Qonto to Roam - When **New Bank Account** in Qonto then **Send Channel Message** in Roam - When **New Transaction** in Qonto then **Send Direct Message** in Roam ### From Roam to Qonto - When **New Recording** in Roam then **Add client invoice** in Qonto - When **New Transcript** in Roam then **Add client** in Qonto 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 Qonto and Roam ## Triggers and actions 15 triggers · 25 actions - Trigger **Bank Account Balance Change** Triggers when the balance or authorized balance of one of your Qonto business accounts changes. - Trigger **New Bank Account** Triggers when a new business bank account is added to the Qonto organization. - Trigger **New Transaction** Triggers when a new transaction is recorded on a Qonto bank account. - Trigger **New Transaction (Legacy)** Triggers when a new transaction is created on the chosen Qonto bank account. - Trigger **New Transfer** Triggers when a new SEPA transfer is created in your Qonto organization. - Trigger **Transaction Updated Attachments** Triggers when the attachments on a transaction change, such as when a receipt is added to it. - Trigger **Transaction Updated Labels** Triggers when the labels on a transaction change, for example when a label is added to a transaction or one of several labels is removed. - Trigger **Transaction Updated VAT** Triggers when a transaction's VAT amount or VAT rate is set or changed on a Qonto bank account. - Trigger **Updated Transaction** Triggers when a transaction on a Qonto bank account is created or updated. - Action **Add Attachment** Uploads a JPEG, PNG or PDF file, such as an invoice or receipt, and attaches it to a transaction. Qonto processes the file in the background, so it may not appear on the transaction immediately. - Action **Add client** Creates a client (a company, individual or freelancer you bill) in your Qonto organization and returns the new client record. - Action **Add client invoice** Creates a client invoice in Qonto for an existing client, as a draft or ready for payment, and returns the new invoice. - Action **Add SEPA beneficiary** Adds a new untrusted SEPA beneficiary to the organization's main bank account and returns it. - Action **Create External Transfer** Creates a SEPA transfer from one of your Qonto bank accounts to a saved or new beneficiary, and returns the transfer with its status. - Action **Create Internal Transfer** Creates an instant transfer between two bank accounts of your Qonto organization. - Action **Get bank account** Returns a Qonto business bank account, including its IBAN, status and current balances. - Action **Get organization** Returns the details of the connected Qonto organization, including its legal information and its list of bank accounts. - Action **Get transaction** Returns a single Qonto transaction by its ID, including its amount, counterparty, status and dates, and optionally its labels, attachments or VAT details. - Action **List bank accounts** Returns all business bank accounts of the connected Qonto organization, with their IBAN, status and balances. - Action **List cards** Returns the cards visible to the connected Qonto member, optionally filtered by holder, status, bank account, card level or text search. - Action **List client invoices** Returns the client invoices of the Qonto organization, optionally filtered by status, creation, update or due dates, and sorted by creation date. - Action **List clients** Returns the clients (customers you invoice) of your Qonto organization, optionally filtered by name, email, VAT or tax number, or last-updated date. - Action **List labels** Returns all the labels of the Qonto organization, including each label's name and parent label. - Action **List memberships** Returns all the memberships of the authenticated Qonto organization, with each member's name, role, status and team. - Action **List SEPA beneficiaries** Returns the SEPA beneficiaries of your Qonto organization, optionally filtered by IBAN, status or trusted flag. - Action **List statements** Returns the monthly bank statements of the Qonto organization, each with its period, bank account and a temporary link to download the file. Can be narrowed to specific bank accounts or a range of months. - Action **List supplier invoices** Returns the organization's supplier invoices and documents awaiting review, optionally filtered by status, dates, supplier, amount or a text search. - Action **List transactions** Returns the transactions of a Qonto bank account, with optional filters by status, date range, direction, operation type and attachments. - Trigger **Lobby Booked** Triggers when a lobby is booked. - Trigger **New Recording** Triggers when a new meeting recording is saved in your Roam. - Trigger **New Transcript** Triggers when a new transcript is saved in your Roam. - Trigger **On-Air: Event Created** Triggers when a new On-Air event is created. - Trigger **On-Air: Guest Added** Triggers when a guest is added to an On-Air event. - Trigger **On-Air: Guest RSVP Changed** Triggers when a guest changes their RSVP status on an On-Air event. - Action **Create Meeting Link** Creates 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 Email** Looks 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 Guest** Adds 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 Event** Returns 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 Message** Posts 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 Message** Sends 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. ## Each app on its own - [ **Qonto** Qonto is bank built to make finances easier for businesses.](https://apiant.ai/connections/qonto) - [ **Roam** Send notifications to Roam, your Cloud HQ.](https://apiant.ai/connections/roam) Reviews ## What our customers say ## More from Qonto - [ **Qonto to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/qonto-to-salesforce) - [ **Qonto to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/qonto-to-slack) - [ **Qonto to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/qonto-to-stripe) - [ **Qonto to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/qonto-to-shopify) - [ **Qonto to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/qonto-to-quickbooks-online) - [ **Qonto to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/qonto-to-trello) ## More into Roam - [ **HubSpot to Roam** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-roam) - [ **Slack to Roam** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-roam) - [ **Google Sheets to Roam** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-roam) - [ **Gmail to Roam** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-roam) - [ **Google Drive to Roam** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-roam) - [ **Mailchimp to Roam** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-roam) Questions ## Qonto and Roam, answered ### ### What can start an automation from Qonto? Any of Qonto's 9 triggers in the catalog, including New Bank Account, New Transaction, New Transaction (Legacy) and New Transfer. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Roam when something happens in Qonto? 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 Qonto? Yes. When something happens in Roam, your agent can act in Qonto too. This page covers both directions: Roam's triggers and Qonto's actions are listed here as well. ### ### Do I have to build a connector for Qonto 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 Qonto 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.