--- title: "Connect Air to Planfact - APIANT.ai" description: "When \"Asset Custom Field Updated\" fires in Air, your agent runs \"Add invoice document\" in Planfact." canonical: "https://apiant.ai/connect/air-to-planfact" --- # Connect Air to Planfact When **Asset Custom Field Updated** fires in [Air](https://apiant.ai/connections/air), your agent runs **Add invoice document** in [Planfact](https://apiant.ai/connections/planfact). Describe the whole flow and it is built, tested on every scenario and kept running. Air **5** triggers Air **27** actions Planfact **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Air and Planfact to do together? 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) ### 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 Air can start in Planfact - When **Asset Custom Field Updated** in Air then **Add invoice document** in Planfact - When **Board Custom Field Updated** in Air 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 Air and Planfact ## Triggers and actions 5 triggers · 47 actions - Trigger **Asset Custom Field Updated** Triggers when the custom field values on an asset change (or a new asset appears with custom field values), checking the most recently updated assets. - Trigger **Board Custom Field Updated** Triggers when the custom field values on a board change (also fires once for each board when first seen). Returns the board with its current custom field values. - Trigger **New Asset** Triggers when a new asset is added to the Air workspace, optionally limited to a board, showcase, tag or search. - Trigger **New Board** Triggers when a new board is created in your Air workspace. - Trigger **Tag Added to Asset** Triggers when a tag is added to an asset in your Air workspace, once per asset and tag. - Action **Add Assets to a Board** Adds one or more assets to a board in your Air workspace. - Action **Add Guest to a Board** Invites a person by email as a guest on an Air board with the chosen guest role. - Action **Add Tags to an Asset Version** Adds an existing tag to a specific version of an asset in Air. - Action **Apply a Custom Field to a Board** Sets the value of a custom field on an Air board — text or date for plain fields, or selected options for single- and multi-select fields. - Action **Apply a Custom Field to an Asset** Sets the value of one custom field on an asset — text or date for plain fields, or chosen option(s) for single- and multi-select fields. - Action **Apply Custom Fields to an Asset** Sets the value or selected options of one custom field on an Air asset. - Action **Create a Board** Creates a board in your Air workspace, at the top level, at the root of a library, or inside another board. - Action **Create a Custom Field** Creates a new custom field in the Air workspace, optionally with its list of choices for a select field. - Action **Find Assets** Returns the assets in your Air workspace that match a search term, board, showcase, tag, custom field value or creation date range. - Action **Find Boards** Finds boards in your Air workspace by name, optionally limited to a parent board, showcase or library. Returns the matching boards, most recently updated first. - Action **Find Custom Fields** Searches the workspace's custom fields by name and returns the matching fields. - Action **Find Guests of a Board** Returns the guests of an Air board, accepted guests first, optionally filtered by email address. - Action **Generate an Upload URL** Creates a new asset (or a new version of an existing asset) in Air and returns the URL to upload the file's bytes to. - Action **Get Asset by ID** Returns an Air asset by its id, including its custom field values and cover version details (file name, type, size, tags and preview URLs). - Action **Get Asset Parent Boards** Returns the boards that contain a given Air asset, most recently created first. - Action **Get Asset Version by ID** Returns one version of an asset, including its file details, tags, preview URLs and IPTC/EXIF metadata. - Action **Get Board by ID** Returns a single Air board by its ID, including its title, description, parent board, dates and custom field values. - Action **Get Custom Field by ID** Returns one Air custom field, including its name, type and the choices of a select field. - Action **Get or Create Tags** Returns the tag with the given name, creating it in the Air workspace first if it does not already exist. - Action **Import a File From a URL** Imports a file into Air from a public URL, creating a new asset or a new version of an existing asset. Returns the import id to check its status. - Action **Remove an Asset From a Board** Removes an asset from a board in your Air workspace. The asset itself is not deleted. - Action **Remove Guest From a Board** Removes a guest from a board, revoking their access to it. - Action **Status of an Import** Returns the current status of a file import (pending, in progress, failed or succeeded), with error details when it failed. - Action **Update a Board** Updates the title, description or parent board of an existing Air board. - Action **Update an Asset Version** Updates the title and/or description of an asset version in Air. - Action **Update Role of Guest** Changes the role of a guest on an Air board. - Action **Upload a File** Uploads a file from a URL into your Air workspace as a new asset, or as a new version of an existing asset. - Action **Add account** Creates a new account (cash, card or electronic money account) in Planfact for a company, with its currency and opening balance. - Action **Add contragent** Creates a new contragent (counterparty) in Planfact. - Action **Add invoice document** Creates a new invoice (bill for payment) in PlanFact for a bank account and counterparty, optionally with product lines. - Action **Add operation category** Creates a new income, outcome or balance-sheet category (article) in PlanFact. - Action **Add operation income** Creates an income (incoming payment) operation on a Planfact account, optionally split across projects, counterparties and categories. - Action **Add operation outcome** Creates an outcome (payment / expense) operation in Planfact on the chosen account. - Action **Add product** Creates a new product or service in Planfact with its name, price, currency and VAT. - Action **Add project** Creates a new project in Planfact, optionally in a project group and linked to a budget. - Action **Delete contragent** Deletes a contragent (counterparty) from Planfact. - Action **Delete operation** Deletes an operation (income, outcome, move or accrual transaction) from PlanFact by its ID. - Action **Get account** Returns a single money account (cash, card or bank account) by its id, including its currency, current balance and bank details. - Action **Get contragent** Returns a single contragent (counterparty) by its ID, including its names, tax identifiers, type, group and default income/outcome categories. - Action **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. - Action **Get project** Returns a Planfact project by its ID, including its group, currency and status. - Action **List contragents** Returns a list of counterparties (contragents), optionally filtered by name, type, status, group or change date. - Action **List operation categories** Returns the account's income and expense categories (operation categories), optionally filtered by type, name or parent. - Action **List products** Returns the products and services in your Planfact account, optionally filtered by search text, type, external ID or change date. - Action **List projects** Returns the projects in your Planfact account, optionally filtered by name, group, status or dates. - Action **Update contragent** Updates an existing counterparty (contragent) in Planfact, such as its name, tax details, type, default categories or group. - Action **Update project** Updates an existing Planfact project's name, comment, status, group, budget or closed flag. ## Each app on its own - [ **Air** Air is a tool for automating creative operations & managing creative assets at any scale.](https://apiant.ai/connections/air) - [ **Planfact** Online financial and management accounting service for small/medium businesses (cash flow, forecasting...](https://apiant.ai/connections/planfact) Reviews ## What our customers say ## More from Air - [ **Air to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/air-to-hubspot) - [ **Air to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/air-to-salesforce) - [ **Air to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/air-to-slack) - [ **Air to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/air-to-google-sheets) - [ **Air to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/air-to-gmail) - [ **Air to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/air-to-google-calendar) ## More into Planfact - [ **HubSpot to Planfact** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-planfact) - [ **Salesforce to Planfact** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-planfact) - [ **Slack to Planfact** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-planfact) - [ **Google Sheets to Planfact** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-planfact) - [ **Gmail to Planfact** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-planfact) - [ **Google Calendar to Planfact** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-planfact) Questions ## Air and Planfact, answered ### ### What can start an automation from Air? Any of Air's 5 triggers in the catalog, including Asset Custom Field Updated, Board Custom Field Updated, New Asset and New Board. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Planfact when something happens in Air? 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 Air? Planfact has no triggers in the catalog today, so automations start in Air. 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 Air 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. ### ### Can my AI client use Air and Planfact 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.