--- title: "Connect Roll to Magic Heidi - APIANT.ai" description: "When \"New Company\" fires in Roll, your agent runs \"Create Invoice\" in Magic Heidi." canonical: "https://apiant.ai/connect/roll-to-magic-heidi" --- # Connect Roll to Magic Heidi When **New Company** fires in [Roll](https://apiant.ai/connections/roll), your agent runs **Create Invoice** in [Magic Heidi](https://apiant.ai/connections/magic-heidi). Describe the whole flow and it is built, tested on every scenario and kept running. Roll **3** triggers Roll **11** actions Magic Heidi **5** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Roll and Magic Heidi 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 Roll can start in Magic Heidi - When **New Company** in Roll then **Create Invoice** in Magic Heidi - When **New Project** in Roll then **Create Temporary Invoice (Not Saved to Your Account)** in Magic Heidi 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 Roll and Magic Heidi ## Triggers and actions 3 triggers · 16 actions - Trigger **New Company** Triggers when a new company is created. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Time Record** Triggers when a new time record is created. - Action **Add task** Create a task via the Roll GraphQL API task add mutation. - Action **Create Company** Creates a new company. - Action **Create Project** Creates a new project. - Action **Create Time Record** Creates a new time record. - Action **Find Company** Finds an existing company. - Action **Find employee** Search employees via the Roll GraphQL API employees query. - Action **Find Project** Finds an existing project. - Action **Find Time Record** Looks up Roll time records via the GraphQL time query. - Action **Update project** Update a project via the Roll GraphQL API project update mutation. - Action **Update task** Update a task via the Roll GraphQL API task update mutation. - Action **Update time record** Update a time entry via the Roll GraphQL API time update mutation. - Action **Create Expense** Creates an expense in your Magic Heidi account, with its amount, VAT rate, category and payment method, and returns the stored expense. - Action **Create Invoice** Creates an unpaid, unsent draft invoice (or quote) in your Magic Heidi account for an existing or new client, and returns the stored invoice with its number and totals. - Action **Create Temporary Invoice (Not Saved to Your Account)** Generates a Swiss QR-bill invoice PDF and returns a download link that expires after 24 hours. The invoice is not saved to your Magic Heidi account. - Action **Get Expense** Fetches an expense by ID. An error occurs if the expense is not found. - Action **Get Invoice** Returns one Magic Heidi invoice or quote, with its lines, client, payments, due date and computed totals. ## Each app on its own - [ **Roll** Roll is a platform with everything your business needs in one place.](https://apiant.ai/connections/roll) - [ **Magic Heidi** Magic Heidi is a Swiss invoicing and bookkeeping tool for freelancers.](https://apiant.ai/connections/magic-heidi) Reviews ## What our customers say ## More from Roll - [ **Roll to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/roll-to-salesforce) - [ **Roll to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/roll-to-slack) - [ **Roll to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/roll-to-stripe) - [ **Roll to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/roll-to-shopify) - [ **Roll to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/roll-to-trello) - [ **Roll to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/roll-to-zoom) ## More into Magic Heidi - [ **HubSpot to Magic Heidi** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-magic-heidi) - [ **Salesforce to Magic Heidi** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-magic-heidi) - [ **Slack to Magic Heidi** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-magic-heidi) - [ **Google Sheets to Magic Heidi** Google Sheets](https://apiant.ai/connect/google-sheets-to-magic-heidi) - [ **Gmail to Magic Heidi** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-magic-heidi) - [ **Google Calendar to Magic Heidi** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-magic-heidi) Questions ## Roll and Magic Heidi, answered ### ### What can start an automation from Roll? Any of Roll's 3 triggers in the catalog, including New Company, New Project and New Time Record. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Magic Heidi when something happens in Roll? Any of Magic Heidi's 5 actions, including Create Expense, Create Invoice, Create Temporary Invoice (Not Saved to Your Account) and Get Expense. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Magic Heidi to Roll? Magic Heidi has no triggers in the catalog today, so automations start in Roll. If you need the other direction, ask: your agent reads Magic Heidi's API documentation and adds it. ### ### Do I have to build a connector for Roll or Magic Heidi? 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 Roll and Magic Heidi 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.