--- title: "Connect Roam to Surefire Local Platform - APIANT.ai" description: "When \"New Recording\" fires in Roam, your agent runs \"Add message\" in Surefire Local Platform." canonical: "https://apiant.ai/connect/roam-to-surefire-local-platform" --- # Connect Roam to Surefire Local Platform When **New Recording** fires in [Roam](https://apiant.ai/connections/roam), your agent runs **Add message** in [Surefire Local Platform](https://apiant.ai/connections/surefire-local-platform). Describe the whole flow and it is built, tested on every scenario and kept running. Roam **6** triggers Roam **6** actions Surefire Local Platform **15** 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 Surefire Local Platform 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 Surefire Local Platform - When **New Recording** in Roam then **Add message** in Surefire Local Platform - When **New Transcript** in Roam then **Add order** in Surefire Local Platform 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 Surefire Local Platform ## Triggers and actions 6 triggers · 21 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 backlink** Creates a backlink record for a client, saving the source, the linking URL and the date it was referenced. - Action **Add client** Creates a new client in Surefire Local with its business contact details and enabled services. - Action **Add group** Creates a new group in Surefire from an existing client, recording the user who created it. - Action **Add message** Creates a content-calendar message (a WordPress or third-party blog post) for a client, as scheduled, pending approval, or draft. - Action **Add order** Creates a content order for a Surefire Local client, including its title, due date, word limit, keywords and briefing. - Action **Create Lead** Creates a lead (customer contact) for a client location in Surefire Local. - Action **Get message** Returns a content-calendar message (social post) for a client, including its comments and the per-network posts it was published as. - Action **List backlinks** Returns all the saved backlinks of a client, with each backlink's source, link and referenced date. - Action **List groups** Returns the client groups in the account, optionally filtered by national client or group client. - Action **List orders** Returns the orders placed for a client. - Action **List tags** Returns all tags defined for a Surefire location. - Action **List users** Returns the list of active users, optionally filtered to one client. - Action **List Yext reviews** Returns the Yext reviews for a location, optionally filtered by rating, keyword, source, comment status and date range. - Action **Update client** Updates an existing client's business details, contact info and service flags. Only the fields you fill in are changed. - Action **Update message** Updates an existing content message (post), such as its text, subject, status, photos or SEO details, and returns the result reported by Surefire. ## Each app on its own - [ **Roam** Send notifications to Roam, your Cloud HQ.](https://apiant.ai/connections/roam) - [ **Surefire Local Platform** All-in-one marketing platform helping local businesses manage their leads, online reviews, business listings...](https://apiant.ai/connections/surefire-local-platform) 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 Surefire Local Platform - [ **HubSpot to Surefire Local Platform** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-surefire-local-platform) - [ **Salesforce to Surefire Local Platform** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-surefire-local-platform) - [ **Slack to Surefire Local Platform** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-surefire-local-platform) - [ **Google Sheets to Surefire Local Platform** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-surefire-local-platform) - [ **Gmail to Surefire Local Platform** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-surefire-local-platform) - [ **Google Calendar to Surefire Local Platform** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-surefire-local-platform) Questions ## Roam and Surefire Local Platform, 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 Surefire Local Platform when something happens in Roam? Any of Surefire Local Platform's 15 actions, including Create Lead, Update client, Update message and Add backlink. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Surefire Local Platform to Roam? Surefire Local Platform has no triggers in the catalog today, so automations start in Roam. If you need the other direction, ask: your agent reads Surefire Local Platform's API documentation and adds it. ### ### Do I have to build a connector for Roam or Surefire Local Platform? 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 Surefire Local Platform 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.