Integration
Connect Campaign Refinery to Planado
When something happens in Campaign Refinery, your agent does the next thing in Planado. 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 Campaign Refinery and Planado 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 Campaign Refinery can start in Planado
When New Custom Attribute in Campaign Refinery
then Add Client in Planado
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 Campaign Refinery and Planado
Triggers and actions 5 triggers · 28 actions
- New Custom Attribute
Triggers when there is a new custom attribute.
- New Custom Attribute Group
Triggers when there is a new custom attribute group.
- New Form
Triggers when there is a new form.
- New Goal
Triggers when there is a new goal.
- New Tag
Triggers when a new tag is created.
- Create Custom Attribute
Creates a custom attribute.
- Create Custom Attribute Group
Creates a custom attribute group.
- Create Form
Creates a form.
- Create Goal
Creates a goal.
- Create Tag
Creates a tag.
- Delete Tag
Schedules a tag for deletion.
- Find Custom Attribute
Finds a custom attribute by key.
- Find Form
Finds a form by name.
- Find Goal
Finds a goal by name.
- Find Tag
Finds a tag by name.
- Update Custom Attribute
Updates a custom attribute.
- Update Form
Updates a form.
- Update Goal
Updates a goal.
- Add Client
Creates a client in Planado — either an organization or an individual person.
- Add Site
Create a new site.
- Create Job
Creates a new job
- Delete Client
Removes a client from Planado, identified by its UUID or its external ID.
- Delete Job
Removes a job from Planado.
- Delete Site
Removes a site (client address) from Planado.
- Get Client
Retrieves a single Planado client (organization or individual) by its UUID or external ID.
- Get Job
Retrieve a single Planado job by its ID or external ID.
- Get Site
Retrieves a Planado site by its UUID or external ID.
- Get User
Retrieves a Planado user by UUID or email address.
- List Clients
Lists clients (organizations and individuals) from newest to oldest, optionally filtered by last-updated time.
- List Users
Lists the users in the Planado account, ordered from oldest to newest.
- Update Client
Updates an existing Planado client (organization or individual). If the id given is an external id that Planado does not have yet, Planado creates a new client with it.
- Update Job
Update fields on an existing job.
- Update Site
Updates an existing site in Planado. Only the fields you fill in are changed. If the site id is an external id that does not exist yet, Planado creates a new site with it.
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
Campaign Refinery and Planado, answered
What can start an automation from Campaign Refinery?
Any of Campaign Refinery's 5 triggers in the catalog, including New Custom Attribute, New Custom Attribute Group, New Form and New Goal. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planado when something happens in Campaign Refinery?
Any of Planado's 15 actions, including Create Job, Update Client, Update Job and Update Site. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Planado to Campaign Refinery?
Planado has no triggers in the catalog today, so automations start in Campaign Refinery. If you need the other direction, ask: your agent reads Planado's API documentation and adds it.
Do I have to build a connector for Campaign Refinery or Planado?
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.