--- title: "Connect Carbon Voice to Planfact - APIANT.ai" description: "When \"New Action Item Created\" fires in Carbon Voice, your agent runs \"Add invoice document\" in Planfact." canonical: "https://apiant.ai/connect/carbon-voice-to-planfact" --- # Connect Carbon Voice to Planfact When **New Action Item Created** fires in [Carbon Voice](https://apiant.ai/connections/carbon-voice), 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. Carbon Voice **7** triggers Carbon Voice **24** 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 Carbon Voice 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 Carbon Voice can start in Planfact - When **New Action Item Created** in Carbon Voice then **Add invoice document** in Planfact - When **New AI Prompt Response Generated** in Carbon Voice 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 Carbon Voice and Planfact ## Triggers and actions 7 triggers · 44 actions - Trigger **Action Item Deleted** Triggers when an action item is deleted. - Trigger **New Action Item Created** Triggers when an action item is created. - Trigger **New AI Prompt Response Generated** Triggers when AI Prompt happened to a message(s). - Trigger **New AI System Prompt Response Generated** Triggers when AI System Prompt happened to a message(s). - Trigger **New Message Posted to Conversation** Triggers when a message is posted into a conversation. - Trigger **New Message Received** Triggers when a message is received in any conversation (Not includes your own messages). - Trigger **New Voice Memo Created** Triggers when a voice memo is created. - Action **Add folder** Create a folder. - Action **Add Link Attachments to Message** Add one or more link attachments to a Message. - Action **Create Action Item** Create an Action Item. - Action **Create AI Prompt Response** Creates a new Ai response for given prompt and message(s). - Action **Create Message Share Link** Create a share link for a message. - Action **Create Voice Memo** Create a Voice Memo from audio file, transcript or links. - Action **Delete action item** Delete an action item. - Action **Delete folder** Delete a folder and nested content. - Action **Find users by email, phone or name** Search users by email, phone or name. - Action **Get AI Prompt Response** Returns one AI prompt response (prompt, generated responses per language, source messages) by id. - Action **Get conversation** Get a conversation by id. - Action **Get message** Get a message by id. - Action **Get Message Share Link** Returns one message share link by id. - Action **Get user** Get a user by id. - Action **List AI Prompts** /prompts (optional owner_type=user|workspace|system, workspace_id) — lists the AI prompts available to the account, returning each prompt's id. Read-only. - Action **List conversations** List all of the user's conversations (id and name only). - Action **List conversation users** List users in a conversation. - Action **List folders** List root folders. - Action **List messages** List messages. - Action **List workspaces** List workspaces the user can access. - Action **Send Direct Message to User(s)** Send a Direct Message to specific User(s). - Action **Send Message to Conversation** Send a Message to specific Conversation. - Action **Update Action Item** Update an Action Item. - Action **Update folder** Rename a folder. - 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 - [ **Carbon Voice** Carbon Voice lets you record voice memos and chat with your team.](https://apiant.ai/connections/carbon-voice) - [ **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 Carbon Voice - [ **Carbon Voice to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/carbon-voice-to-hubspot) - [ **Carbon Voice to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/carbon-voice-to-salesforce) - [ **Carbon Voice to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/carbon-voice-to-slack) - [ **Carbon Voice to Google Sheets** Google Sheets](https://apiant.ai/connect/carbon-voice-to-google-sheets) - [ **Carbon Voice to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/carbon-voice-to-gmail) - [ **Carbon Voice to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/carbon-voice-to-google-calendar) ## 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 ## Carbon Voice and Planfact, answered ### ### What can start an automation from Carbon Voice? Any of Carbon Voice's 7 triggers in the catalog, including New Action Item Created, New AI Prompt Response Generated, New AI System Prompt Response Generated and New Message Posted to Conversation. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Planfact when something happens in Carbon Voice? 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 Carbon Voice? Planfact has no triggers in the catalog today, so automations start in Carbon Voice. 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 Carbon Voice 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 Carbon Voice 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.