---
title: "Connect AM-CRM and vPlan - APIANT.ai"
description: "When \"Contact Updated\" fires in AM-CRM, your agent runs \"List cards\" in vPlan, or \"New or Changed Card\" in vPlan to \"Create Contact\" in AM-CRM."
canonical: "https://apiant.ai/connect/am-crm-to-vplan"
---

# Connect AM-CRM and vPlan

When **Contact Updated** fires in [AM-CRM](https://apiant.ai/connections/am-crm), your agent runs **List cards** in [vPlan](https://apiant.ai/connections/vplan), or **New or Changed Card** in vPlan to **Create Contact** in AM-CRM. Describe the whole flow and it is built, tested on every scenario and kept running.

AM-CRM **3** triggers AM-CRM **8** actions vPlan **2** triggers vPlan **6** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want AM-CRM and vPlan 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 AM-CRM and vPlan can do together

### From AM-CRM to vPlan

- When **Contact Updated** in AM-CRM then **List cards** in vPlan
- When **Deal Created** in AM-CRM then **List users** in vPlan

### From vPlan to AM-CRM

- When **New or Changed Card** in vPlan then **Create Contact** in AM-CRM
- When **New or Changed Collection** in vPlan then **Create Deal **in AM-CRM

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 AM-CRM and vPlan

## Triggers and actions 5 triggers · 14 actions

- Trigger

**Contact Updated**

Triggers when a contact is updated.

- Trigger

**Deal Created**

Triggers when a new deal is created.

- Trigger

**New Contact Created**

Triggers when a new contact is created.

- Action

**Create Contact**

Creates a new contact

- Action

**Create Deal**

- Action

**Find Contact by Email**

Finds a contact by email address

- Action

**Find Contact by ID**

Finds a contact by its ID

- Action

**Find Contact by Search**

Finds contacts by name, email, phone or company

- Action

**Find Deal by ID**

returns the deal (array, each row with deal_id, title, value_cents, status, contact).

- Action

**Update Contact**

Updates an existing contact

- Action

**Update Deal**

Updates an existing deal

- Trigger

**New or Changed Card**

Triggers when a card is created or changed in your vPlan account.

- Trigger

**New or Changed Collection**

Triggers when a collection is created or changed in vPlan.

- Action

**List boards**

Returns the boards in your vPlan account.

- Action

**List cards**

Returns the cards in your vPlan account.

- Action

**List collections**

Returns the collections in your vPlan account.

- Action

**List resources**

Returns the resources (people and equipment you plan) in your vPlan account.

- Action

**List users**

Returns the users in your vPlan account.

- Action

**Update collection**

Updates an existing vPlan collection's name, description, dates, status or board.

## Each app on its own

- [ **AM-CRM** AM-CRM is a sales CRM for coaching and high-ticket sales teams, with built-in calling, booking and pipeline...](https://apiant.ai/connections/am-crm)
- [ **vPlan** vPlan is a planning tool to plan and track your work.](https://apiant.ai/connections/vplan)

Reviews

## What our customers say

## More from AM-CRM

- [ **AM-CRM to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/am-crm-to-hubspot)
- [ **AM-CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/am-crm-to-salesforce)
- [ **AM-CRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/am-crm-to-slack)
- [ **AM-CRM to Google Sheets** Google Sheets](https://apiant.ai/connect/am-crm-to-google-sheets)
- [ **AM-CRM to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/am-crm-to-gmail)
- [ **AM-CRM to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/am-crm-to-google-calendar)

## More into vPlan

- [ **HubSpot to vPlan** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-vplan)
- [ **Salesforce to vPlan** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-vplan)
- [ **Slack to vPlan** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-vplan)
- [ **Google Sheets to vPlan** Google Sheets](https://apiant.ai/connect/google-sheets-to-vplan)
- [ **Gmail to vPlan** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-vplan)
- [ **Google Calendar to vPlan** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-vplan)

Questions

## AM-CRM and vPlan, answered

###

### What can start an automation from AM-CRM?

Any of AM-CRM's 3 triggers in the catalog, including Contact Updated, Deal Created and New Contact Created. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in vPlan when something happens in AM-CRM?

Any of vPlan's 6 actions, including Update collection, List boards, List cards and List collections. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from vPlan to AM-CRM?

Yes. When something happens in vPlan, your agent can act in AM-CRM too. This page covers both directions: vPlan's triggers and AM-CRM's actions are listed here as well.

###

### Do I have to build a connector for AM-CRM or vPlan?

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 AM-CRM and vPlan 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.