Integration
Connect Roam to WiseTeam
When New Recording fires in Roam, your agent runs Add contact in WiseTeam. 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 Roam and WiseTeam 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)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 Roam can start in WiseTeam
When New Recording in Roam
then Add contact in WiseTeam
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 WiseTeam
Triggers and actions 6 triggers · 23 actions
- Lobby Booked
Triggers when a lobby is booked.
- New Recording
Triggers when a new meeting recording is saved in your Roam.
- New Transcript
Triggers when a new transcript is saved in your Roam.
- On-Air: Event Created
Triggers when a new On-Air event is created.
- On-Air: Guest Added
Triggers when a guest is added to an On-Air event.
- On-Air: Guest RSVP Changed
Triggers when a guest changes their RSVP status on an On-Air event.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- Add account
Creates a new account (company) in WiseTeam.
- Add contact
Creates a new contact in WiseTeam.
- Add note
Adds a note to a WiseTeam lead, contact, account, opportunity or other record.
- Add opportunity
Creates a new sales opportunity in WiseTeam, optionally linked to an account, contact and lead.
- Add task
Creates a task in WiseTeam, optionally attached to a project or other record.
- Get account
Returns a single WiseTeam account by its ID.
- Get contact
Returns a single WiseTeam contact by its ID, including name, address, phone and email details.
- Get lead
Returns a single WiseTeam lead by its record ID, including all of its fields.
- Get project
Returns a WiseTeam project by its ID, including its dates, status, budget, owner, account and custom properties.
- Get task
Returns a WiseTeam task by its ID, including its name, code, status, type, planned and actual dates, and owner.
- List accounts
Returns all accounts in your WiseTeam CRM with their name and code.
- List contacts
Returns all contacts in your WiseTeam account.
- List leads
Returns the leads in your WiseTeam account.
- Update account
Updates an existing account in WiseTeam, changing its name, code or acronym.
- Update contact
Updates an existing contact in WiseTeam. Fields left blank keep their current values.
- Update lead
Updates an existing WiseTeam lead's topic, owner, status, priority, dates and linked account, contact or campaign.
- Update opportunity
Updates an existing opportunity in WiseTeam, such as its title, owner, status, priority, dates or linked account, contact, campaign and lead.
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
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Questions
Roam and WiseTeam, 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 WiseTeam when something happens in Roam?
Any of WiseTeam's 17 actions, including Update account, Update contact, Update lead and Update opportunity. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from WiseTeam to Roam?
WiseTeam has no triggers in the catalog today, so automations start in Roam. If you need the other direction, ask: your agent reads WiseTeam's API documentation and adds it.
Do I have to build a connector for Roam or WiseTeam?
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 WiseTeam 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.