Integration
Connect ActiveCollab to Planfact
When New Project fires in ActiveCollab, your agent runs Add project in Planfact. 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 ActiveCollab and Planfact 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 ActiveCollab can start in Planfact
When New Project in ActiveCollab
then Add project in Planfact
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 ActiveCollab and Planfact
Triggers and actions 5 triggers · 44 actions
- New Project
Fires when a new active project is created in ActiveCollab.
- New Task
Triggers when a new task is created.
- New Task List
Triggers when a new task list is created in a project in Active Collab.
- Task Closed
Triggers when a task is closed in Active Collab.
- Task Moved
Fires when an open task in the selected project lands in a task list it has not been seen in before (a task moved between task lists). Newly seen tasks also fire on first appearance.
- Add Comment to Discussion
Adds a new comment to discussion.
- Add Comment to Task
Creates a new comment in selected task.
- Add note
Create a note in a project.
- Add task list
Create a task list in a project.
- Add time record
Log time on a project or task.
- Add user
Create a user.
- Complete Project
Completes a project.
- Complete Task
Completes a task.
- Create Company
Creates a new company.
- Create Discussion
Creates a new discussion in a project.
- Create Project
Creates a new project.
- Create Task
Creates a task.
- Delete task
Moves a task in a project to trash.
- Get Discussion
Returns one discussion including its comments.
- Get project
Get a project by id.
- Get task
Get a task by id.
- Invite User to Project
Invites a new user to a project.
- List companies
List companies.
- List projects
List active projects.
- List task lists
List task lists in a project.
- List tasks
List open tasks in a project.
- List users
List users.
- Update project
Update a project.
- Update task
Update a task.
- Add account
Creates a new account (cash, card or electronic money account) in Planfact for a company, with its currency and opening balance.
- Add contragent
Creates a new contragent (counterparty) in Planfact.
- Add invoice document
Creates a new invoice (bill for payment) in PlanFact for a bank account and counterparty, optionally with product lines.
- Add operation category
Creates a new income, outcome or balance-sheet category (article) in PlanFact.
- Add operation income
Creates an income (incoming payment) operation on a Planfact account, optionally split across projects, counterparties and categories.
- Add operation outcome
Creates an outcome (payment / expense) operation in Planfact on the chosen account.
- Add product
Creates a new product or service in Planfact with its name, price, currency and VAT.
- Add project
Creates a new project in Planfact, optionally in a project group and linked to a budget.
- Delete contragent
Deletes a contragent (counterparty) from Planfact.
- Delete operation
Deletes an operation (income, outcome, move or accrual transaction) from PlanFact by its ID.
- Get account
Returns a single money account (cash, card or bank account) by its id, including its currency, current balance and bank details.
- Get contragent
Returns a single contragent (counterparty) by its ID, including its names, tax identifiers, type, group and default income/outcome categories.
- Get operation
Returns a single Planfact operation (income, outcome, move, accrual, shipment or supply) by its id, including its account, counterparty, category and project parts.
- Get project
Returns a Planfact project by its ID, including its group, currency and status.
- List contragents
Returns a list of counterparties (contragents), optionally filtered by name, type, status, group or change date.
- List operation categories
Returns the account's income and expense categories (operation categories), optionally filtered by type, name or parent.
- List products
Returns the products and services in your Planfact account, optionally filtered by search text, type, external ID or change date.
- List projects
Returns the projects in your Planfact account, optionally filtered by name, group, status or dates.
- Update contragent
Updates an existing counterparty (contragent) in Planfact, such as its name, tax details, type, default categories or group.
- Update project
Updates an existing Planfact project's name, comment, status, group, budget or closed flag.
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 ActiveCollab
ActiveCollab to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
ActiveCollab to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
ActiveCollab to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
ActiveCollab to Google SheetsGoogle Sheets
ActiveCollab to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
ActiveCollab to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Planfact
Questions
ActiveCollab and Planfact, answered
What can start an automation from ActiveCollab?
Any of ActiveCollab's 5 triggers in the catalog, including New Project, New Task, New Task List and Task Moved. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planfact when something happens in ActiveCollab?
Any of Planfact's 20 actions, including Update contragent, Update project, Add account and Add contragent. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Planfact to ActiveCollab?
Planfact has no triggers in the catalog today, so automations start in ActiveCollab. If you need the other direction, ask: your agent reads Planfact's API documentation and adds it.
Do I have to build a connector for ActiveCollab or Planfact?
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.