Integration
Connect Birdeye and Resource Planner
When New Contact fires in Birdeye, your agent runs Create Project in Resource Planner, or New Project in Resource Planner to Add Ticket Comment in Birdeye. 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 Birdeye and Resource Planner 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 Birdeye and Resource Planner can do together
From Birdeye to Resource Planner
When New Contact in Birdeye
then Create Project in Resource Planner
From Resource Planner to Birdeye
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 Birdeye and Resource Planner
Triggers and actions 6 triggers · 29 actions
- New Contact
Triggers when a new customer contact is added in Birdeye.
- New Lead
Triggers when a new lead is added in Birdeye.
- New Ticket
Triggers when a new ticket is created in Birdeye.
- Survey Completed
Triggers when a customer submits a response to a survey.
- Add Ticket Comment
Adds a comment to a ticket.
- Delete Tag
Deletes a review tag from the account.
- Get Business
Returns the profile of a business or location.
- Get Contact Activity Log
Returns a contact's activity history, such as review requests sent and reviews written.
- Get Dashboard Data
Returns review count, average rating, sentiment and benchmark figures for a business.
- Get Listing
Returns the listing details of a location.
- Get Review Summary
Returns review counts by source and by rating for a business.
- Get Survey
Returns a survey with its pages and questions.
- Get User
Returns the details of a Birdeye user.
- List Competitors
Returns the competitors tracked for a business.
- List Contacts
Returns the contacts of a business, most recently active first.
- List Employees
Returns the employees of a business.
- List Locations
Returns the locations (child businesses) under an enterprise account.
- List Survey Responses
Returns the responses submitted to a survey.
- List Surveys
Returns the surveys of a business.
- List Tags
Returns the review tags in the account.
- Search Businesses
Searches the businesses under an account by name or number.
- Update Ticket
Updates a ticket's status or assignee.
- New Project
Triggers when a new project is created in the workspace.
- New Resource
Triggers when a new resource (person) is added to the Resource Planner workspace.
- Create Assignment
Creates an assignment that books a resource on a project for a date range, optionally with a linked task.
- Create Project
Creates a new project in your Resource Planner workspace, with optional color, note, estimated size in hours, and billing rates.
- Create Resource
Creates a new resource (a person) in your Resource Planner workspace, optionally inviting them with an access role.
- Delete assignment
Removes an assignment from the Resource Planner schedule.
- Delete project
Deletes a project and all of its assignments.
- Delete resource
Deletes a resource (person) from your Resource Planner workspace, along with all of their assignments.
- Find Project
Returns the projects whose ID matches, or whose title or note contains, the search text.
- Find Resource
Returns the resources (people) in your workspace whose ID, name, email or note matches the search text.
- Update assignment
Updates an existing assignment in Resource Planner — its date range, hours per day, note, project or resource, or linked task details. Fields left blank are not changed.
- Update project
Updates an existing project's title, color, note, estimated hours, billing rate or per-person rate overrides. Only the fields you fill in are changed.
- Update resource
Updates an existing resource (person) in Resource Planner, changing only the details you supply such as name, email, capacity, cost, work days or access settings.
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
Birdeye and Resource Planner, answered
What can start an automation from Birdeye?
Any of Birdeye's 4 triggers in the catalog, including New Contact, New Lead, New Ticket and Survey Completed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Resource Planner when something happens in Birdeye?
Any of Resource Planner's 11 actions, including Create Assignment, Create Project, Create Resource and Update assignment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Resource Planner to Birdeye?
Yes. When something happens in Resource Planner, your agent can act in Birdeye too. This page covers both directions: Resource Planner's triggers and Birdeye's actions are listed here as well.
Do I have to build a connector for Birdeye or Resource Planner?
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 Birdeye and Resource Planner 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.