Integration
Connect Rotessa and Trail
When New Customer fires in Rotessa, your agent runs Create Task in Trail, or Task Completed in Trail to Create Customer in Rotessa. 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 Rotessa and Trail 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Rotessa and Trail can do together
From Rotessa to Trail
When New Customer in Rotessa
then Create Task in Trail
When Customer Change in Rotessa
then Find Tasks in Trail
From Trail to Rotessa
When Task Completed in Trail
then Create Customer in Rotessa
When Task Completed in Trail
then Update Customer in Rotessa
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 Rotessa and Trail
Triggers and actions 5 triggers · 22 actions
Trigger
Customer ChangeTriggers when a Rotessa customer is added or updated.
Trigger
Declined TransactionTriggers when a Rotessa payment is declined.
Trigger
New CustomerTriggers when a new customer is added in Rotessa.
Trigger
Transaction ApprovedTriggers when a Rotessa payment is approved.
Action
Create CustomerCreates a new customer in Rotessa with their bank details.
Action
Create TransactionCreates a one-time or recurring payment (transaction schedule) for a Rotessa customer.
Action
Create Transaction Schedule by Custom IdentifierCreates a one-time or recurring payment for the customer identified by your custom identifier.
Action
Delete Transaction ScheduleDeletes a transaction schedule so no further payments are processed.
Action
Get CustomerReturns one Rotessa customer by ID, including bank details, address and schedules.
Action
Get Transaction ScheduleReturns one transaction schedule and its payments.
Action
List CustomersReturns all customers in your Rotessa account.
Action
List TransactionsReturns payments processed in a date range, optionally filtered by status (Pending, Approved, Declined, Chargeback).
Action
Match a CustomerFinds the Rotessa customer that carries your custom identifier.
Action
Update CustomerUpdates an existing Rotessa customer's contact or bank details.
Action
Update Transaction ScheduleChanges the amount or comment of an existing transaction schedule.
Trigger
Task CompletedTriggers when a task from the chosen Trail task templates is completed at any site.
Action
Create TaskCreates a task at a Trail site from an automated task template, with an optional due window and description.
Action
Find TasksReturns the Trail tasks due in a date range for the chosen task templates, with their status and completion details.
Action
Get ScoresReturns Trail task-completion scores for each day, week or month in a date range, optionally filtered by site, area, tag or template.
Action
Get TaskReturns one Trail task by its ID, including its checklist, comments and tags.
Action
Get Task ChecklistsReturns the checklist items and their completion status for the given Trail tasks.
Action
Get Task CommentsReturns the comments left on the given Trail tasks.
Action
Get Task Record LogsReturns the record logs (recorded readings and values) for the given Trail tasks.
Action
List AreasReturns all areas (groups of sites) in your Trail account.
Action
List SitesReturns all sites (locations) in your Trail account.
Action
List TagsReturns all tags in your Trail account.
Action
List Task TemplatesReturns all task templates in your Trail account.
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
Rotessa and Trail, answered
What can start an automation from Rotessa?
Any of Rotessa's 4 triggers in the catalog, including New Customer, Customer Change, Declined Transaction and Transaction Approved. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Trail when something happens in Rotessa?
Any of Trail's 11 actions, including Create Task, Find Tasks, Get Scores and Get Task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Trail to Rotessa?
Yes. When something happens in Trail, your agent can act in Rotessa too. This page covers both directions: Trail's triggers and Rotessa's actions are listed here as well.
Do I have to build a connector for Rotessa or Trail?
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 Rotessa and Trail 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.