Integration
Connect RO App and Trail
When New Invoice Statuses fires in RO App, your agent runs Create Task in Trail, or Task Completed in Trail to Add Task Comment in RO App. 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 RO App and Trail 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 RO App and Trail can do together
From RO App to Trail
When New Invoice Statuses in RO App
then Create Task in Trail
From Trail to RO App
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 RO App and Trail
Triggers and actions 13 triggers · 50 actions
- Ad Campaigns
Triggers when a new ad campaign is added in RO App.
- Cash Flow Items
Triggers when a new cash flow category (income or expense item) is added in RO App.
- Clients List
Triggers when a new client (person contact) is added in RO App.
- Employees List
Triggers when a new employee is added to the RO App company account.
- Lead Types
Triggers when a new inquiry (lead) type is added to your RO App account.
- List of Services
Triggers when a new service is added to the RO App service catalog.
- 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.
- Locations
Triggers when a new location is added to your RO App company.
- New Invoice Statuses
Triggers when a new invoice status is added to your RO App account.
- New Order Items
Triggers when a new item (product or service) is added to the selected order.
- New Taxes
Triggers when a new tax rate is added to the company in RO App.
- Order Statuses
Triggers when a new order status is added to your RO App account.
- Add Booking Item
Adds a product or service line item to an existing booking.
- Add Lead Comment
Adds a comment to a lead (inquiry) in RO App.
- Add Order Comment
Adds a comment to an existing order in RO App, optionally marked private.
- Add Task Comment
Adds a comment to a task in RO App.
- Changing Order Status
Changes the status of an order, optionally with a comment.
- Create a Client
Creates a new client (person) in your RO App contacts.
- Create a Lead
Creates a new lead (inquiry) in RO App, optionally linked to a client, location, manager and ad campaign.
- Create an Order
Creates a new order in RO App for a client at a chosen location.
- Create an Order Item
Adds a product or service line item to an existing order in RO App.
- Create an Order or Estimate
Creates a new estimate in RO App for a client at a location.
- Create a Payment
Records an income or expense payment in a cashbox in RO App.
- Create Asset
Creates a new asset (such as a vehicle or device) in RO App, identified by its serial number.
- Create Booking
Creates a new booking for a client at a location with an assigned employee and time slot.
- Create Product
Creates a new product in the RO App catalog.
- Create Service
Creates a new service in the RO App catalog.
- 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.
- Create Update_booking
Updates an existing booking's location, status, assignee, client, schedule, resource or comment.
- Find Product
Finds products in the RO App catalog by name, barcode, SKU, code, manufacturer part number or category.
- Find Service
Finds services in the RO App catalog by name, barcode or category.
- Get Booking Items
Returns all the service items on a specific booking.
- Get Client by ID
Returns the details of a single client (person) by its ID.
- Get Estimate by ID
Returns the full details of a single estimate, including its custom field values.
- Get Lead by ID
Returns a single lead (inquiry) by its ID, including its custom fields.
- Get Order by Id
Returns the full details of a single order by its ID.
- Get Prices
Returns the list of price types (margins) configured for your company.
- Get Product by Id
Returns a single product from your RO App catalog by its ID, including its custom fields.
- Get Product Categories
Returns the product categories in your RO App catalog, optionally limited to the children of one parent category.
- Get Service Categories
Returns the list of service categories in your RO App catalog, optionally under a parent category.
- Get Task
Returns a single task by its ID, including all of its details.
- Get UOMs (Inits of Measure)
Returns the list of product units of measure (UOMs) defined in the RO App account.
- Move Asset
Moves an asset to a different warehouse.
- Search for Assets
Searches assets by serial number (VIN, IMEI), optionally narrowed by warehouse, owner or asset ID.
- Search for Clients
Searches clients (people) by name, phone, email, manager, tag or date, and returns the matching clients.
- Search Task
Searches tasks for ones whose title or description contains the given text, optionally narrowed by author, assignee or deadline.
- Update an Order Item
Updates an existing item on an order — its quantity, price, cost, discount, warranty, taxes, assignee or comment.
- 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.
- Update_booking_item
Updates the quantity, price, cost, discount, warranty, taxes or comment of an item on a booking.
- Update Client
Updates an existing client (person) in RO App contacts.
- Update Product
Updates an existing product in the RO App catalog, such as its title, SKU, category, prices or barcodes.
- Task Completed
Triggers when a task from the chosen Trail task templates is completed at any site.
- Create Task
Creates a task at a Trail site from an automated task template, with an optional due window and description.
- Find Tasks
Returns the Trail tasks due in a date range for the chosen task templates, with their status and completion details.
- Get Scores
Returns Trail task-completion scores for each day, week or month in a date range, optionally filtered by site, area, tag or template.
- Get Task
Returns one Trail task by its ID, including its checklist, comments and tags.
- Get Task Checklists
Returns the checklist items and their completion status for the given Trail tasks.
- Get Task Comments
Returns the comments left on the given Trail tasks.
- Get Task Record Logs
Returns the record logs (recorded readings and values) for the given Trail tasks.
- List Areas
Returns all areas (groups of sites) in your Trail account.
- List Sites
Returns all sites (locations) in your Trail account.
- List Tags
Returns all tags in your Trail account.
- List Task Templates
Returns all task templates in your Trail account.
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
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Questions
RO App and Trail, answered
What can start an automation from RO App?
Any of RO App's 12 triggers in the catalog, including New Invoice Statuses, New Order Items, New Taxes and Ad Campaigns. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Trail when something happens in RO App?
Any of Trail's 11 actions, including Create Task, Find Tasks, Get Scores and Get Task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Trail to RO App?
Yes. When something happens in Trail, your agent can act in RO App too. This page covers both directions: Trail's triggers and RO App's actions are listed here as well.
Do I have to build a connector for RO App or Trail?
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 RO App and Trail 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.