--- title: "Connect Roam to NGP VAN - APIANT.ai" description: "When \"New Recording\" fires in Roam, your agent runs \"Add Contact History\" in NGP VAN." canonical: "https://apiant.ai/connect/roam-to-ngp-van" --- # Connect Roam to NGP VAN When **New Recording** fires in [Roam](https://apiant.ai/connections/roam), your agent runs **Add Contact History** in [NGP VAN](https://apiant.ai/connections/ngp-van). Describe the whole flow and it is built, tested on every scenario and kept running. Roam **6** triggers Roam **6** actions NGP VAN **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Roam and NGP VAN 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 Roam can start in NGP VAN - When **New Recording** in Roam then **Add Contact History** in NGP VAN - When **New Transcript** in Roam then **Add Note to Contact** in NGP VAN 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 Roam and NGP VAN ## Triggers and actions 6 triggers · 26 actions - 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. - Action **Add a Contribution** Creates a contribution (donation) for a contact in NGP VAN, credited to a designation. - Action **Add Activist Codes** Applies or removes one or more activist codes on a person in NGP VAN. - Action **Add Canvass Responses** Records a canvass interaction on a person in NGP VAN: either a result code such as Not Home, or script responses such as activist codes, survey answers and volunteer activities. - Action **Add Contact History** Records a contact attempt (contact history) on a person in NGP VAN with a result code such as Not Home or Wrong Number, plus optional context like contact type, date and phone. - Action **Add Note to Contact** Adds a free-text note to a person in NGP VAN, optionally with a note category and a contact history record. - Action **Add Survey Responses** Records one or more survey question answers on a person in VAN, optionally with details of how and when they were canvassed. - Action **Create Financial Batch** Creates a financial batch in NGP VAN for grouping contributions under a designation. - Action **Create or Update Contact With a Contribution** Finds a matching contact (creating one if none exists, otherwise updating it) and records a contribution for that contact. Returns the contact's VAN ID and the new contribution ID. - Action **Delete code from contact** Removes a single code (tag) from a contact in NGP VAN. - Action **Delete contact** Deletes (suppresses) a contact record in NGP VAN by its VANID. - Action **Find Contact** Finds the person in NGP VAN who matches the VAN ID, name, date of birth, phone numbers or email addresses you provide, and returns that person's full record. - Action **Find Financial Batch** Finds financial batches whose names contain the given text. - Action **Get contact** Returns a person record from NGP VAN by VAN ID, with optional phones, emails, addresses, custom fields and other details. - Action **List activist codes** Returns the activist codes available in your VAN committee, optionally filtered by status, name or type. - Action **List campaigns** Returns the campaigns in your NGP VAN account, with each campaign's name, type and status. - Action **List notes** Returns the notes recorded on a person (contact) in NGP VAN. - Action **Merge contacts** Merges a source contact into a target contact, keeping the target's values on conflicts and deleting the source. - Action **Subscribe Email** Finds or creates a contact by email address and marks that email as subscribed. - Action **Tag a Contact** Applies a tag or source code to an existing contact. - Action **Update note** Updates the text, view restriction and category of an existing note on a person in NGP VAN. ## Each app on its own - [ **Roam** Send notifications to Roam, your Cloud HQ.](https://apiant.ai/connections/roam) - [ **NGP VAN** NGP VAN is the leading technology provider to Democratic and progressive campaigns and organizations...](https://apiant.ai/connections/ngp-van) Reviews ## What our customers say ## More from Roam - [ **Roam to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/roam-to-salesforce) - [ **Roam to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/roam-to-google-calendar) - [ **Roam to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/roam-to-shopify) - [ **Roam to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/roam-to-trello) - [ **Roam to JIRA** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/roam-to-jira) - [ **Roam to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/roam-to-zoom) ## More into NGP VAN - [ **HubSpot to NGP VAN** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ngp-van) - [ **Salesforce to NGP VAN** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-ngp-van) - [ **Slack to NGP VAN** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-ngp-van) - [ **Google Sheets to NGP VAN** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-ngp-van) - [ **Gmail to NGP VAN** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ngp-van) - [ **Google Calendar to NGP VAN** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ngp-van) Questions ## Roam and NGP VAN, answered ### ### What can start an automation from Roam? Any of Roam's 6 triggers in the catalog, including New Recording, New Transcript, On-Air: Event Created and On-Air: Guest Added. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in NGP VAN when something happens in Roam? Any of NGP VAN's 20 actions, including Create Financial Batch, Create or Update Contact With a Contribution, Update note and Add a Contribution. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from NGP VAN to Roam? NGP VAN has no triggers in the catalog today, so automations start in Roam. If you need the other direction, ask: your agent reads NGP VAN's API documentation and adds it. ### ### Do I have to build a connector for Roam or NGP VAN? 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 Roam and NGP VAN 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.