# Connect Roll and Worktivity

When **New Company** fires in [Roll](https://apiant.ai/connections/roll), your agent runs **Add customer** in [Worktivity](https://apiant.ai/connections/worktivity), or **New Employee** in Worktivity to **Add task** in Roll. Describe the whole flow and it is built, tested on every scenario and kept running.

Roll **3** triggers Roll **11** actions Worktivity **2** triggers Worktivity **12** 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 Worktivity to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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 and Worktivity can do together

### From Roll to Worktivity

- When **New Company** in Roll then **Add customer** in Worktivity
- When **New Project** in Roll then **Add project** in Worktivity

### From Worktivity to Roll

- When **New Employee** in Worktivity then **Add task** in Roll
- When **New Project Task** in Worktivity then **Update task** in 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 Worktivity

## Triggers and actions 5 triggers · 23 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.

- Trigger

**New Employee**

Triggers when a new employee is added.

- Trigger

**New Project Task**

Triggers when a new task is created in a project.

- Action

**Add customer**

Creates a customer.

- Action

**Add project**

Creates a project.

- Action

**Add task**

Creates a task.

- Action

**Get project**

Gets a project by id.

- Action

**Get task**

Gets a task by id.

- Action

**List customers**

Lists customers.

- Action

**List employees**

Lists employees.

- Action

**List projects**

Lists projects.

- Action

**List teams**

Lists teams.

- Action

**List timesheets**

Lists timesheet data.

- Action

**Update project**

Updates a project.

- Action

**Update task**

Updates a task.

## Each app on its own

- [ **Roll** Roll is a platform with everything your business needs in one place.](https://apiant.ai/connections/roll)
- [ **Worktivity** Worktivity is a platform that tracks app and website usage to improve team productivity.](https://apiant.ai/connections/worktivity)

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 Worktivity

- [ **HubSpot to Worktivity** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-worktivity)
- [ **Salesforce to Worktivity** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-worktivity)
- [ **Slack to Worktivity** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-worktivity)
- [ **Google Sheets to Worktivity** Google Sheets](https://apiant.ai/connect/google-sheets-to-worktivity)
- [ **Gmail to Worktivity** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-worktivity)
- [ **Google Calendar to Worktivity** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-worktivity)

Questions

## Roll and Worktivity, 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 Worktivity when something happens in Roll?

Any of Worktivity's 12 actions, including Update project, Update task, Add customer and Add project. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Worktivity to Roll?

Yes. When something happens in Worktivity, your agent can act in Roll too. This page covers both directions: Worktivity's triggers and Roll's actions are listed here as well.

###

### Do I have to build a connector for Roll or Worktivity?

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.
