--- title: "Rotessa integrations and MCP server - APIANT.ai" description: "Connect Rotessa to any other app, or use it from your AI client over MCP. Rotessa is a payment processing tool that lets you collect ACH and EFT payments in..." canonical: "https://apiant.ai/connections/rotessa" --- # Rotessa integrations Connect Rotessa to any other app, or use it from your AI client over MCP. Rotessa is a payment processing tool that lets you collect ACH and EFT payments in the United States and Canada Connects with an API key [rotessa.com](https://rotessa.com/) **4** triggers **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with Rotessa? 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) ### 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)](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) Popular ## Rotessa with the apps people pair it with most - [ **HubSpot to Rotessa** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-rotessa) - [ **Rotessa to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/rotessa-to-salesforce) - [ **Rotessa to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/rotessa-to-slack) - [ **Google Sheets to Rotessa** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-rotessa) - [ **Gmail to Rotessa** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-rotessa) - [ **Google Calendar to Rotessa** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-rotessa) - [ **Google Drive to Rotessa** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-rotessa) - [ **Mailchimp to Rotessa** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-rotessa) Pair it ## Connect Rotessa with another app - [ **HubSpot to Rotessa**](https://apiant.ai/connect/hubspot-to-rotessa) - [ **Rotessa to Salesforce**](https://apiant.ai/connect/rotessa-to-salesforce) - [ **Rotessa to Slack**](https://apiant.ai/connect/rotessa-to-slack) - [ **Google Sheets to Rotessa**](https://apiant.ai/connect/google-sheets-to-rotessa) - [ **Gmail to Rotessa**](https://apiant.ai/connect/gmail-to-rotessa) - [ **Google Calendar to Rotessa**](https://apiant.ai/connect/google-calendar-to-rotessa) - [ **Google Drive to Rotessa**](https://apiant.ai/connect/google-drive-to-rotessa) - [ **Mailchimp to Rotessa**](https://apiant.ai/connect/mailchimp-to-rotessa) - [ **Rotessa to Stripe**](https://apiant.ai/connect/rotessa-to-stripe) - [ **Rotessa to Shopify**](https://apiant.ai/connect/rotessa-to-shopify) - [ **QuickBooks Online to Rotessa**](https://apiant.ai/connect/quickbooks-online-to-rotessa) - [ **Pipedrive to Rotessa**](https://apiant.ai/connect/pipedrive-to-rotessa) - [ **ActiveCampaign to Rotessa**](https://apiant.ai/connect/activecampaign-to-rotessa) - [ **Notion to Rotessa**](https://apiant.ai/connect/notion-to-rotessa) - [ **Airtable to Rotessa**](https://apiant.ai/connect/airtable-to-rotessa) - [ **Rotessa to Trello**](https://apiant.ai/connect/rotessa-to-trello) - [ **Asana to Rotessa**](https://apiant.ai/connect/asana-to-rotessa) - [ **JIRA to Rotessa**](https://apiant.ai/connect/jira-to-rotessa) - [ **ClickUp to Rotessa**](https://apiant.ai/connect/clickup-to-rotessa) - [ **Rotessa to Zoom**](https://apiant.ai/connect/rotessa-to-zoom) - [ **Discord to Rotessa**](https://apiant.ai/connect/discord-to-rotessa) - [ **Rotessa to Twilio**](https://apiant.ai/connect/rotessa-to-twilio) - [ **Rotessa to SendGrid**](https://apiant.ai/connect/rotessa-to-sendgrid) - [ **Outlook to Rotessa**](https://apiant.ai/connect/outlook-to-rotessa) - [ **Intercom to Rotessa**](https://apiant.ai/connect/intercom-to-rotessa) - [ **Freshdesk to Rotessa**](https://apiant.ai/connect/freshdesk-to-rotessa) - [ **Klaviyo to Rotessa**](https://apiant.ai/connect/klaviyo-to-rotessa) - [ **Brevo to Rotessa**](https://apiant.ai/connect/brevo-to-rotessa) - [ **Rotessa to Typeform**](https://apiant.ai/connect/rotessa-to-typeform) - [ **JotForm to Rotessa**](https://apiant.ai/connect/jotform-to-rotessa) - [ **Calendly to Rotessa**](https://apiant.ai/connect/calendly-to-rotessa) - [ **PandaDoc to Rotessa**](https://apiant.ai/connect/pandadoc-to-rotessa) - [ **Rotessa to Webflow**](https://apiant.ai/connect/rotessa-to-webflow) - [ **Rotessa to Wix**](https://apiant.ai/connect/rotessa-to-wix) - [ **Rotessa to LinkedIn**](https://apiant.ai/connect/rotessa-to-linkedin) - [ **Rotessa to Facebook**](https://apiant.ai/connect/rotessa-to-facebook) - [ **Instagram to Rotessa**](https://apiant.ai/connect/instagram-to-rotessa) - [ **OpenAI to Rotessa**](https://apiant.ai/connect/openai-to-rotessa) - [ **Rotessa to Anthropic**](https://apiant.ai/connect/rotessa-to-anthropic) - [ **OneDrive to Rotessa**](https://apiant.ai/connect/onedrive-to-rotessa) - [ **Google Docs to Rotessa**](https://apiant.ai/connect/google-docs-to-rotessa) - [ **Ontraport to Rotessa**](https://apiant.ai/connect/ontraport-to-rotessa) - [ **Freshworks CRM to Rotessa**](https://apiant.ai/connect/freshworks-crm-to-rotessa) - [ **GoHighLevel to Rotessa**](https://apiant.ai/connect/gohighlevel-to-rotessa) - [ **Capsule CRM to Rotessa**](https://apiant.ai/connect/capsule-crm-to-rotessa) - [ **Copper to Rotessa**](https://apiant.ai/connect/copper-to-rotessa) - [ **Rotessa to Streak**](https://apiant.ai/connect/rotessa-to-streak) - [ **NetHunt CRM to Rotessa**](https://apiant.ai/connect/nethunt-crm-to-rotessa) - [ **MINDBODY to Rotessa**](https://apiant.ai/connect/mindbody-to-rotessa) - [ **Rotessa to Supabase**](https://apiant.ai/connect/rotessa-to-supabase) - [ **PostgreSQL to Rotessa**](https://apiant.ai/connect/postgresql-to-rotessa) - [ **MySQL to Rotessa**](https://apiant.ai/connect/mysql-to-rotessa) - [ **Rotessa to Vercel**](https://apiant.ai/connect/rotessa-to-vercel) - [ **Rotessa to ElevenLabs**](https://apiant.ai/connect/rotessa-to-elevenlabs) - [ **PagerDuty to Rotessa**](https://apiant.ai/connect/pagerduty-to-rotessa) - [ **Rotessa to Pushover**](https://apiant.ai/connect/rotessa-to-pushover) - [ **Gravity Forms to Rotessa**](https://apiant.ai/connect/gravity-forms-to-rotessa) - [ **HubSpot Enterprise to Rotessa**](https://apiant.ai/connect/hubspot-enterprise-to-rotessa) - [ **Google Forms to Rotessa**](https://apiant.ai/connect/google-forms-to-rotessa) - [ **Facebook Lead Ads to Rotessa**](https://apiant.ai/connect/facebook-lead-ads-to-rotessa) What your agent can do with Rotessa ## Triggers and actions 4 triggers · 11 actions - Trigger **Customer Change** Triggers when a Rotessa customer is added or updated. - Trigger **Declined Transaction** Triggers when a Rotessa payment is declined. - Trigger **New Customer** Triggers when a new customer is added in Rotessa. - Trigger **Transaction Approved** Triggers when a Rotessa payment is approved. - Action **Create Customer** Creates a new customer in Rotessa with their bank details. - Action **Create Transaction** Creates a one-time or recurring payment (transaction schedule) for a Rotessa customer. - Action **Create Transaction Schedule by Custom Identifier** Creates a one-time or recurring payment for the customer identified by your custom identifier. - Action **Delete Transaction Schedule** Deletes a transaction schedule so no further payments are processed. - Action **Get Customer** Returns one Rotessa customer by ID, including bank details, address and schedules. - Action **Get Transaction Schedule** Returns one transaction schedule and its payments. - Action **List Customers** Returns all customers in your Rotessa account. - Action **List Transactions** Returns payments processed in a date range, optionally filtered by status (Pending, Approved, Declined, Chargeback). - Action **Match a Customer** Finds the Rotessa customer that carries your custom identifier. - Action **Update Customer** Updates an existing Rotessa customer's contact or bank details. - Action **Update Transaction Schedule** Changes the amount or comment of an existing transaction schedule. Reviews ## What our customers say Questions ## Rotessa, answered ### ### Is there a Rotessa MCP server? APIANT's MCP server at https://mcp.apiant.ai works with Rotessa. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Rotessa actions on demand, or have APIANT build, test and run automations that use Rotessa. Nothing to install. ### ### 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 Rotessa? Any of Rotessa's 11 actions, including Create Customer, Create Transaction, Create Transaction Schedule by Custom Identifier and Update Customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can I use Rotessa directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with Rotessa two ways. Ask it to do something in Rotessa 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 on its own. A one-off action uses your plan's tasks the same way an automation step does. ### ### Do I need to write code against the Rotessa API? No. APIANT connects to the Rotessa API for you, with your Rotessa API key. Describe what you want in plain language and your agent builds it on the Rotessa triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Rotessa API documentation and adds it. ### ### Which apps can Rotessa connect to? Any app in the catalog; the list on this page pairs Rotessa with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector. ### ### 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.