Integration
Connect Autotask to Planfact
When New Company fires in Autotask, your agent runs Add invoice document 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 Autotask and Planfact 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 Autotask can start in Planfact
When New Company in Autotask
then Add invoice document 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 Autotask and Planfact
Triggers and actions 24 triggers · 29 actions
- New Company
Triggers when a new company is created.
- New Company "To Do" Event
Triggers when a new to-do is added to a company.
- New Configuration Item
Triggers when a new configuration item is created.
- New Contact
Triggers when a new contact is created.
- New Invoice
Triggers when a new invoice is created.
- New Opportunity
Triggers when a new opportunity is created.
- New or Updated Ticket Note
Triggers when a ticket note is created or updated.
- New Project
Triggers when a new project is created.
- New Quote
Triggers when a new quote is created.
- New Service Call
Triggers when a new service call is created.
- New Task
Triggers when a new project task is created.
- New Ticket
Triggers when a new ticket is created.
- New Time Entry
Triggers when a new time entry is created.
- Updated Company
Triggers when a company is updated.
- Updated Company "To Do" Event
Triggers when an existing company to-do is updated.
- Updated Configuration Item
Triggers when a configuration item is updated.
- Updated Contact
Triggers when a contact is updated.
- Updated Opportunity
Triggers when an opportunity is updated.
- Updated Project
Triggers when a project is updated.
- Updated Quote
Triggers when a quote is updated.
- Updated Service Call
Triggers when an existing service call is updated.
- Updated Task
Triggers when a project task is updated.
- Updated Ticket
Triggers when an existing ticket is updated.
- Updated Time Entry
Triggers when a time entry is updated.
- Find Company
Finds companies by ID, name or phone.
- Find Contact
Finds contacts by ID, email, name or company.
- Find Contract
Finds contracts by ID, company or name.
- Find Country
Finds countries by ID, code or name.
- Find Currency
Finds currencies by ID or code.
- Find Opportunity
Finds opportunities by ID, company or title.
- Find Quote
Finds quotes by ID, company, opportunity or name.
- Find Resource
Finds resources (users) by ID, email, username or last name.
- Find Ticket
Finds tickets by ID, ticket number, company or title.
- 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
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Questions
Autotask and Planfact, answered
What can start an automation from Autotask?
Any of Autotask's 24 triggers in the catalog, including New Company, New Company "To Do" Event, New Configuration Item and New Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planfact when something happens in Autotask?
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 Autotask?
Planfact has no triggers in the catalog today, so automations start in Autotask. 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 Autotask 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 Autotask 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.