Integration
Connect Roll and ShareFile
When New Company fires in Roll, your agent runs Add Note in ShareFile, or New Client in ShareFile to Add task in Roll. 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 Roll and ShareFile to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Roll and ShareFile can do together
From Roll to ShareFile
When New Company in Roll
then Add Note in ShareFile
From ShareFile to Roll
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 ShareFile
Triggers and actions 4 triggers · 29 actions
- New Company
Triggers when a new company is created.
- New Project
Triggers when a new project is created.
- New Time Record
Triggers when a new time record is created.
- Add task
Create a task via the Roll GraphQL API task add mutation.
- Create Company
Creates a new company.
- Create Project
Creates a new project.
- Create Time Record
Creates a new time record.
- Find Company
Finds an existing company.
- Find employee
Search employees via the Roll GraphQL API employees query.
- Find Project
Finds an existing project.
- Find Time Record
Looks up Roll time records via the GraphQL time query.
- Update project
Update a project via the Roll GraphQL API project update mutation.
- Update task
Update a task via the Roll GraphQL API task update mutation.
- Update time record
Update a time entry via the Roll GraphQL API time update mutation.
- New Client
Triggers when a new client user is added to the ShareFile account.
- Add group
Creates a new distribution group in ShareFile, optionally shared and with initial member contacts.
- Add Note
Creates a note inside a ShareFile folder with a title and optional text.
- Add share
Creates a new Send share (sharing files) or Request share (asking recipients to upload into a folder) in ShareFile.
- Add URL
Adds a web link (URL) item to a ShareFile folder.
- Add user
Creates a new employee user in your ShareFile account and returns the new user.
- Copy item
Copies a file or folder into another ShareFile folder.
- Create Client User
Creates a new client user in your ShareFile account.
- Create Folder
Creates a new folder inside a ShareFile parent folder and returns the new folder.
- Delete item
Deletes a file or folder from ShareFile.
- Find items by name
Searches ShareFile for files and folders whose name matches the text you enter, and returns the matching items.
- Get file download link
Returns a temporary download link for a ShareFile file. For a folder, the link downloads a ZIP archive of its contents.
- Get item
Returns a single ShareFile item (file, folder, note or link) by its id.
- Get user
Returns a ShareFile user by ID or email address, or the connected user when neither is given.
- List folder children
Returns the files, folders, notes and links directly inside a ShareFile folder.
- List groups
Returns the distribution groups you have permission to view in your ShareFile account.
- List shares
Returns the outstanding Send and Request shares created by the connected ShareFile user.
- List users
Returns the employee users in your ShareFile account.
- Update item
Updates a ShareFile file, folder, note or link: rename it, change its description or expiration date, or move it to another folder or zone.
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
More from Roll
Roll to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Roll to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Roll to StripeStripe is a payment processing platform for online businesses.
Roll to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Roll to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Roll to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
More into ShareFile
HubSpot to ShareFileHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to ShareFileGoogle Sheets
Gmail to ShareFileGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to ShareFileGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to ShareFileGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Roll and ShareFile, 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 ShareFile when something happens in Roll?
Any of ShareFile's 18 actions, including Create Client User, Create Folder, Update item and Add group. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ShareFile to Roll?
Yes. When something happens in ShareFile, your agent can act in Roll too. This page covers both directions: ShareFile's triggers and Roll's actions are listed here as well.
Do I have to build a connector for Roll or ShareFile?
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.
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.