Integration
Connect Better Proposals and Roam
When Proposal Opened fires in Better Proposals, your agent runs Send Channel Message in Roam, or New Recording in Roam to Create a Proposal in Better Proposals. 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 Better Proposals and Roam 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)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 Better Proposals and Roam can do together
From Better Proposals to Roam
When Proposal Opened in Better Proposals
then Send Channel Message in Roam
When Proposal Paid in Better Proposals
then Send Direct Message in Roam
From Roam to Better Proposals
When New Recording in Roam
then Create a Proposal in Better Proposals
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 Better Proposals and Roam
Triggers and actions 9 triggers · 7 actions
Trigger
Proposal OpenedTriggers when a proposal is opened.
Trigger
Proposal PaidTriggers when a proposal is paid.
Trigger
Proposal SignedTriggers when a proposal is signed.
Action
Create a ProposalCreates a new proposal.
Trigger
Lobby BookedTriggers when a lobby is booked.
Trigger
New RecordingTriggers when a new meeting recording is saved in your Roam.
Trigger
New TranscriptTriggers when a new transcript is saved in your Roam.
Trigger
On-Air: Event CreatedTriggers when a new On-Air event is created.
Trigger
On-Air: Guest AddedTriggers when a guest is added to an On-Air event.
Trigger
On-Air: Guest RSVP ChangedTriggers when a guest changes their RSVP status on an On-Air event.
Action
Create Meeting LinkCreates a new Roam meeting link and returns its ID and shareable URL. Optionally set the host's email and the meeting's start and end times.
Action
Find User by EmailLooks up a member of your Roam organization by their email address and returns their profile, including user ID, name, photo and admin status.
Action
On-Air: Add GuestAdds a guest to a Roam On-Air event by email, optionally setting their name, phone and RSVP status, and returns the created guest.
Action
On-Air: Find EventReturns the On-Air events whose title contains the text you search for, taken from your most recent events. Returns an empty list when nothing matches.
Action
Send Channel MessagePosts a message to a Roam channel and returns the message's timestamp, which you can reuse to reply in the same thread.
Action
Send Direct MessageSends a direct message to one person in Roam and returns the conversation ID plus the message's timestamp, which you can reuse to reply in the same thread.
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
Better Proposals and Roam, answered
What can start an automation from Better Proposals?
Any of Better Proposals's 3 triggers in the catalog, including Proposal Opened, Proposal Paid and Proposal Signed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Roam when something happens in Better Proposals?
Any of Roam's 6 actions, including Create Meeting Link, Send Channel Message, Send Direct Message and Find User by Email. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Roam to Better Proposals?
Yes. When something happens in Roam, your agent can act in Better Proposals too. This page covers both directions: Roam's triggers and Better Proposals's actions are listed here as well.
Do I have to build a connector for Better Proposals or Roam?
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 Better Proposals and Roam 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.