Integration
Connect Aplos and Resource Guru
When something happens in Aplos or Resource Guru, your agent does the next thing in the other. Describe it 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 Aplos and Resource Guru 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 Aplos and Resource Guru can do together
From Aplos to Resource Guru
When New contact in Aplos
then Create Booking in Resource Guru
When New contribution in Aplos
then Create Client in Resource Guru
From Resource Guru to Aplos
When New or Updated Booking in Resource Guru
then Add contribution in Aplos
When New or Updated Client in Resource Guru
then Add payable in Aplos
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 Aplos and Resource Guru
Triggers and actions 8 triggers · 37 actions
Trigger
New contactTriggers when a new contact (a donor, individual or company) is added in Aplos.
Trigger
New contributionTriggers when a new contribution (a donation batch) is recorded in Aplos. Use Get contribution with its ID to read the donors, purposes and amounts.
Trigger
New or updated contactTriggers when a contact (a donor, individual or company) is added or changed in Aplos.
Action
Add contributionRecords a contribution (donation record) in Aplos, with one or more lines each crediting a contact and a purpose.
Action
Add payableCreates an accounts payable bill in Aplos, split across one or more expense lines by account and fund.
Action
Add transactionCreates an accounting transaction (journal entry) in Aplos. The transaction lines must balance by amount and fund.
Action
Find contactsReturns the contacts that match the specified name, email, type or last-updated time.
Action
Find contributionsReturns contributions (donation records) that match the specified contact, name and date criteria.
Action
Find transactionsReturns accounting transactions that match the criteria you supply (contact, fund, account, amount, date range, memo, note, tags, reconciled status).
Action
Get contactRetrieve a single Aplos contact (individual or company) by its ID, including emails, phones and addresses.
Action
Get contributionRetrieve a single Aplos contribution record by its ID.
Action
Get payableRetrieves a single payable (bill) by its id.
Action
Get transactionRetrieves a single accounting transaction, including its lines (account, fund, amount) and contact.
Action
List accountsLists the accounts in the organization's chart of accounts, optionally filtered by enabled status, name or account type.
Action
List fundsLists the funds in the Aplos organization, optionally narrowed by name or fund balance account number.
Action
List purposesLists the donation purposes in the Aplos organization, optionally filtered by name or enabled status.
Trigger
New or Updated BookingTriggers when a new booking is created and/or a booking is updated.
Trigger
New or Updated ClientTriggers when a new client is created and/or a client is updated.
Trigger
New or Updated ProjectTriggers when a new project is created and/or when a project is updated.
Trigger
New or Updated ResourceTriggers when a new resource is created and/or when a resource is updated.
Trigger
New or Updated Time Off EventTriggers when a time off event is created and/or a time off event is updated.
Action
Create BookingCreates a new booking for one or more resources in Resource Guru.
Action
Create ClientCreates a new client in a Resource Guru account.
Action
Create ProjectCreates a new project.
Action
Create ResourceCreates a new resource (person, placeholder, meeting room, vehicle or other resource type) in a Resource Guru account. The new resource gets the account's default availability unless working hours are supplied.
Action
Create Time Off EventCreates a time off (downtime) event for one or more resources in Resource Guru.
Action
Delete bookingDeletes a booking, or a single date or set of occurrences of a repeating booking.
Action
Delete clientDeletes a client from a Resource Guru account.
Action
Delete projectDeletes a project from a Resource Guru account.
Action
Delete resourceDeletes a resource. Future bookings the resource booked are transferred to the connected user, and future bookings of the resource are deleted.
Action
Delete time off eventDeletes a time off event (downtime) from a Resource Guru account.
Action
Get clientReturns a specific client by its ID.
Action
Get projectReturns a specific project by its id, including its client, team, activity types and custom field values.
Action
Get resourceReturns the details of a specific resource (person, meeting room, vehicle, etc.) in a Resource Guru account.
Action
Get time off eventReturns a single time off (downtime) event by its id.
Action
List clientsLists the clients in a Resource Guru account. Active clients only by default; optionally include archived and deleted clients.
Action
List projectsReturns every active project in a Resource Guru account, optionally including archived and deleted projects.
Action
List resourcesReturns the active resources (people, rooms, equipment and other bookable resources) in a Resource Guru account.
Action
List time off eventsLists time off (downtime) events in a Resource Guru account, optionally filtered by resource, booker and date range.
Action
List usersReturns every user on the Resource Guru account, both active and deleted.
Action
Update BookingUpdates an existing booking by ID.
Action
Update ClientUpdates an existing client in Resource Guru. Only the fields you fill in are changed.
Action
Update ProjectUpdate an existing project in Resource Guru. Only the fields you fill in are changed.
Action
Update ResourceUpdates an existing resource.
Action
Update Time Off EventUpdates a time off event.
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
Aplos and Resource Guru, answered
What can start an automation from Aplos?
Any of Aplos's 3 triggers in the catalog, including New contact, New contribution and New or updated contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Resource Guru when something happens in Aplos?
Any of Resource Guru's 24 actions, including Create Booking, Create Client, Create Project and Create Resource. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Resource Guru to Aplos?
Yes. When something happens in Resource Guru, your agent can act in Aplos too. This page covers both directions: Resource Guru's triggers and Aplos's actions are listed here as well.
Do I have to build a connector for Aplos or Resource Guru?
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.