--- title: "Connect Campaign Refinery to Planfact - APIANT.ai" description: "When \"New Custom Attribute\" fires in Campaign Refinery, your agent runs \"Add invoice document\" in Planfact." canonical: "https://apiant.ai/connect/campaign-refinery-to-planfact" --- # Connect Campaign Refinery to Planfact When **New Custom Attribute** fires in [Campaign Refinery](https://apiant.ai/connections/campaign-refinery), your agent runs **Add invoice document** in [Planfact](https://apiant.ai/connections/planfact). Describe the whole flow and it is built, tested on every scenario and kept running. Campaign Refinery **5** triggers Campaign Refinery **13** actions Planfact **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Campaign Refinery and Planfact 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 Campaign Refinery can start in Planfact - When **New Custom Attribute** in Campaign Refinery then **Add invoice document** in Planfact - When **New Custom Attribute Group** in Campaign Refinery then **Add project** 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 Campaign Refinery and Planfact ## Triggers and actions 5 triggers · 33 actions - Trigger **New Custom Attribute** Triggers when there is a new custom attribute. - Trigger **New Custom Attribute Group** Triggers when there is a new custom attribute group. - Trigger **New Form** Triggers when there is a new form. - Trigger **New Goal** Triggers when there is a new goal. - Trigger **New Tag** Triggers when a new tag is created. - Action **Create Custom Attribute** Creates a custom attribute. - Action **Create Custom Attribute Group** Creates a custom attribute group. - Action **Create Form** Creates a form. - Action **Create Goal** Creates a goal. - Action **Create Tag** Creates a tag. - Action **Delete Tag** Schedules a tag for deletion. - Action **Find Custom Attribute** Finds a custom attribute by key. - Action **Find Form** Finds a form by name. - Action **Find Goal** Finds a goal by name. - Action **Find Tag** Finds a tag by name. - Action **Update Custom Attribute** Updates a custom attribute. - Action **Update Form** Updates a form. - Action **Update Goal** Updates a goal. - Action **Add account** Creates a new account (cash, card or electronic money account) in Planfact for a company, with its currency and opening balance. - Action **Add contragent** Creates a new contragent (counterparty) in Planfact. - Action **Add invoice document** Creates a new invoice (bill for payment) in PlanFact for a bank account and counterparty, optionally with product lines. - Action **Add operation category** Creates a new income, outcome or balance-sheet category (article) in PlanFact. - Action **Add operation income** Creates an income (incoming payment) operation on a Planfact account, optionally split across projects, counterparties and categories. - Action **Add operation outcome** Creates an outcome (payment / expense) operation in Planfact on the chosen account. - Action **Add product** Creates a new product or service in Planfact with its name, price, currency and VAT. - Action **Add project** Creates a new project in Planfact, optionally in a project group and linked to a budget. - Action **Delete contragent** Deletes a contragent (counterparty) from Planfact. - Action **Delete operation** Deletes an operation (income, outcome, move or accrual transaction) from PlanFact by its ID. - Action **Get account** Returns a single money account (cash, card or bank account) by its id, including its currency, current balance and bank details. - Action **Get contragent** Returns a single contragent (counterparty) by its ID, including its names, tax identifiers, type, group and default income/outcome categories. - Action **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. - Action **Get project** Returns a Planfact project by its ID, including its group, currency and status. - Action **List contragents** Returns a list of counterparties (contragents), optionally filtered by name, type, status, group or change date. - Action **List operation categories** Returns the account's income and expense categories (operation categories), optionally filtered by type, name or parent. - Action **List products** Returns the products and services in your Planfact account, optionally filtered by search text, type, external ID or change date. - Action **List projects** Returns the projects in your Planfact account, optionally filtered by name, group, status or dates. - Action **Update contragent** Updates an existing counterparty (contragent) in Planfact, such as its name, tax details, type, default categories or group. - Action **Update project** Updates an existing Planfact project's name, comment, status, group, budget or closed flag. ## Each app on its own - [ **Campaign Refinery** Campaign Refinery is an email marketing platform for broadcasts, contact management & automated sequences...](https://apiant.ai/connections/campaign-refinery) - [ **Planfact** Online financial and management accounting service for small/medium businesses (cash flow, forecasting...](https://apiant.ai/connections/planfact) Reviews ## What our customers say ## More from Campaign Refinery - [ **Campaign Refinery to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/campaign-refinery-to-salesforce) - [ **Campaign Refinery to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/campaign-refinery-to-slack) - [ **Campaign Refinery to Swagger Generator** This is an online swagger codegen server.](https://apiant.ai/connect/campaign-refinery-to-swagger-generator) - [ **Campaign Refinery to Teamcamp** Teamcamp is an all-in-one project management application with project management, time tracking and invoicing](https://apiant.ai/connect/campaign-refinery-to-teamcamp) - [ **Campaign Refinery to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/campaign-refinery-to-hubspot) - [ **Campaign Refinery to Google Sheets** Google Sheets](https://apiant.ai/connect/campaign-refinery-to-google-sheets) ## More into Planfact - [ **HubSpot to Planfact** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-planfact) - [ **Salesforce to Planfact** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-planfact) - [ **Slack to Planfact** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-planfact) - [ **Google Sheets to Planfact** Google Sheets](https://apiant.ai/connect/google-sheets-to-planfact) - [ **Gmail to Planfact** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-planfact) - [ **Google Calendar to Planfact** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-planfact) Questions ## Campaign Refinery and Planfact, 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 Planfact when something happens in Campaign Refinery? 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 Campaign Refinery? Planfact has no triggers in the catalog today, so automations start in Campaign Refinery. 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 Campaign Refinery 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 Campaign Refinery 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.