--- title: "Connect Bread & Butter and Resource Planner - APIANT.ai" description: "When \"New Authentication\" fires in Bread & Butter, your agent runs \"Create Project\" in Resource Planner." canonical: "https://apiant.ai/connect/bread-butter-to-resource-planner" --- # Connect Bread & Butter and Resource Planner When **New Authentication** fires in [Bread & Butter](https://apiant.ai/connections/bread-butter), your agent runs **Create Project** in [Resource Planner](https://apiant.ai/connections/resource-planner), or **New Project** in Resource Planner to **Add contact us submission** in Bread & Butter. Describe the whole flow and it is built, tested on every scenario and kept running. Bread & Butter **6** triggers Bread & Butter **23** actions Resource Planner **2** triggers Resource Planner **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Bread & Butter and Resource Planner 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 Bread & Butter and Resource Planner can do together ### From Bread & Butter to Resource Planner - When **New Authentication** in Bread & Butter then **Create Project** in Resource Planner - When **New Contact Us Submission** in Bread & Butter then **Update project** in Resource Planner ### From Resource Planner to Bread & Butter - When **New Project** in Resource Planner then **Add contact us submission** in Bread & Butter - When **New Resource** in Resource Planner then **Add lead list** in Bread & Butter 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 Bread & Butter and Resource Planner ## Triggers and actions 8 triggers · 34 actions - Trigger **New Authentication** Triggers every time a user signs in. - Trigger **New Contact Us Submission** Triggers when a user submits the Contact Us tool. - Trigger **New Custom Fields** Triggers when a user submits the Custom Fields for Registration. - Trigger **New Custom User Event** Triggers when a user subscribes to custom events, selected in the triggers section below. - Trigger **New Email Captured** Triggers when a user enters their email address, or signs in with SSO for the first time. - Trigger **New Profile Verified** Triggers when a user signs in for the first time. - Action **Add contact us submission** Records a Contact Us submission from a visitor's device in a Bread & Butter app. - Action **Add event** Records an event (such as a page view or custom event code) for a device in a Bread & Butter app. - Action **Add form submission** Records a form submission from a visitor's device in a Bread & Butter app, capturing their email, name and any extra form fields. - Action **Add lead list** Creates a lead list in a Bread & Butter app from a set of leads, returning the new list with its lead count and credit quote. - Action **Add tag** Creates a new tag in a Bread & Butter app. - Action **Add user custom values** Saves custom field values (key/value pairs) for a visitor in a Bread & Butter app. - Action **Create custom event definition** Creates a custom event definition in a Bread & Butter app, which users can then trigger and which can be subscribed to. - Action **Create webhook** Subscribes a webhook URL to a Bread & Butter event so Bread & Butter posts each new occurrence to it. Returns the id of the new subscription. - Action **Delete tag** Deletes a tag from a Bread & Butter app. - Action **Get credit balance** Returns the credit balance for a Bread & Butter app, including credits used this period, the monthly allowance and pending enrichments. - Action **Get device profile** Returns the sign-in options and the visitor's profile state for one registered device. - Action **Get lead list** Returns a Bread & Butter lead list by its ID, including its processing status, lead counts and credit usage. - Action **Identify user** Identifies an anonymous visitor's device as a known person in a Bread & Butter app by attaching their email address and name. - Action **List app triggers** Returns the triggers set up in a Bread & Butter app, including webhook subscriptions, with their kind, filters and activity state. - Action **List custom event definitions** Returns the event definitions configured in a Bread & Butter app, optionally filtered to enabled or disabled ones. - Action **List Events** Returns the events recorded in a Bread & Butter app — sign-ins, page views, custom events, form submissions and more — optionally narrowed to one user or a date range. - Action **List lead lists** Returns all lead lists in a Bread & Butter app, including each list's status, lead counts and credit usage. - Action **List tags** Returns every tag defined in a Bread & Butter app, with each tag's id and name. - Action **List user events** Returns the page views and events (sign-ins, custom events, form submissions and more) a user recorded during one of their sessions in a Bread & Butter app. - Action **List users** Returns the users (visitors and leads) recorded in a Bread & Butter app, optionally narrowed to one email address or user state. - Action **List user sessions** Lists the sessions of one Bread & Butter user, newest first, with each session's ID, start time, location, device and page view count. - Action **Record external authentication** Records that a visitor signed in through your own login system, linking their device to the user with that email address. - Action **Update user lead status** Updates a user's lead status in a Bread & Butter app by setting their lead status rank. - Trigger **New Project** Triggers when a new project is created in the workspace. - Trigger **New Resource** Triggers when a new resource (person) is added to the Resource Planner workspace. - Action **Create Assignment** Creates an assignment that books a resource on a project for a date range, optionally with a linked task. - Action **Create Project** Creates a new project in your Resource Planner workspace, with optional color, note, estimated size in hours, and billing rates. - Action **Create Resource** Creates a new resource (a person) in your Resource Planner workspace, optionally inviting them with an access role. - Action **Delete assignment** Removes an assignment from the Resource Planner schedule. - Action **Delete project** Deletes a project and all of its assignments. - Action **Delete resource** Deletes a resource (person) from your Resource Planner workspace, along with all of their assignments. - Action **Find Project** Returns the projects whose ID matches, or whose title or note contains, the search text. - Action **Find Resource** Returns the resources (people) in your workspace whose ID, name, email or note matches the search text. - Action **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. - Action **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. - Action **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. ## Each app on its own - [ **Bread & Butter** Augment your lead funnel with first-party data.](https://apiant.ai/connections/bread-butter) - [ **Resource Planner** Resource Planner is a tool for team planning and vacation management for team of all sizes.](https://apiant.ai/connections/resource-planner) Reviews ## What our customers say ## More from Bread & Butter - [ **Bread & Butter to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/bread-butter-to-hubspot) - [ **Bread & Butter to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/bread-butter-to-salesforce) - [ **Bread & Butter to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/bread-butter-to-slack) - [ **Bread & Butter to Google Sheets** Google Sheets](https://apiant.ai/connect/bread-butter-to-google-sheets) - [ **Bread & Butter to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/bread-butter-to-gmail) - [ **Bread & Butter to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/bread-butter-to-google-calendar) ## More into Resource Planner - [ **HubSpot to Resource Planner** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-resource-planner) - [ **Google Sheets to Resource Planner** Google Sheets](https://apiant.ai/connect/google-sheets-to-resource-planner) - [ **Gmail to Resource Planner** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-resource-planner) - [ **Google Calendar to Resource Planner** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-resource-planner) - [ **Google Drive to Resource Planner** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-resource-planner) - [ **Mailchimp to Resource Planner** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-resource-planner) Questions ## Bread & Butter and Resource Planner, answered ### ### What can start an automation from Bread & Butter? Any of Bread & Butter's 6 triggers in the catalog, including New Authentication, New Contact Us Submission, New Custom Fields and New Custom User Event. 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 Bread & Butter? 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 Bread & Butter? Yes. When something happens in Resource Planner, your agent can act in Bread & Butter too. This page covers both directions: Resource Planner's triggers and Bread & Butter's actions are listed here as well. ### ### Do I have to build a connector for Bread & Butter 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 Bread & Butter 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.