Integration
Connect Carbon Voice and Planfix
When New Action Item Created fires in Carbon Voice, your agent runs Add checklist item in Planfix, or New Comment in Planfix to Add Link Attachments to Message in Carbon Voice. 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 Carbon Voice and Planfix 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Carbon Voice and Planfix can do together
From Carbon Voice to Planfix
When New Action Item Created in Carbon Voice
then Add checklist item in Planfix
From Planfix to Carbon Voice
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 Planfix
Triggers and actions 13 triggers · 42 actions
- Action Item Deleted
Triggers when an action item is deleted.
- New Action Item Created
Triggers when an action item is created.
- New AI Prompt Response Generated
Triggers when AI Prompt happened to a message(s).
- New AI System Prompt Response Generated
Triggers when AI System Prompt happened to a message(s).
- New Message Posted to Conversation
Triggers when a message is posted into a conversation.
- New Message Received
Triggers when a message is received in any conversation (Not includes your own messages).
- New Voice Memo Created
Triggers when a voice memo is created.
- Add folder
Create a folder.
- Add Link Attachments to Message
Add one or more link attachments to a Message.
- Create Action Item
Create an Action Item.
- Create AI Prompt Response
Creates a new Ai response for given prompt and message(s).
- Create Message Share Link
Create a share link for a message.
- Create Voice Memo
Create a Voice Memo from audio file, transcript or links.
- Delete action item
Delete an action item.
- Delete folder
Delete a folder and nested content.
- Find users by email, phone or name
Search users by email, phone or name.
- Get AI Prompt Response
Returns one AI prompt response (prompt, generated responses per language, source messages) by id.
- Get conversation
Get a conversation by id.
- Get message
Get a message by id.
- Get Message Share Link
Returns one message share link by id.
- Get user
Get a user by id.
- 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.
- List conversations
List all of the user's conversations (id and name only).
- List conversation users
List users in a conversation.
- List folders
List root folders.
- List messages
List messages.
- List workspaces
List workspaces the user can access.
- Send Direct Message to User(s)
Send a Direct Message to specific User(s).
- Send Message to Conversation
Send a Message to specific Conversation.
- Update Action Item
Update an Action Item.
- Update folder
Rename a folder.
- New Comment
Triggers when a new comment is added to a chosen Planfix task.
- New Contact
Triggers when a new contact is created in Planfix.
- New project
Triggers when a new project is created in Planfix.
- New Task
Triggers when a new task is created in Planfix.
- Updated Contact
Triggers when a Planfix contact is created or changed.
- Updated Task
Triggers when a Planfix task is created or changed.
- Add checklist item
Adds a checklist item to a Planfix task, optionally assigned, completed, or nested under another item.
- Add Comment
Adds a comment to a Planfix task.
- Add Contact
Creates a new contact or company in Planfix.
- Add file from URL
Uploads a file to Planfix from a public link and returns the new file's ID.
- Add project
Creates a new project in Planfix, with optional status, owner, template, group, counterparty, dates, people and custom field values.
- Add Task
Creates a new task in Planfix.
- Delete Comment
Deletes a Planfix comment.
- Delete Contact
Deletes a Planfix contact.
- Delete project
Deletes a project in Planfix by its number.
- Delete Task
Deletes a Planfix task.
- Find a Contact
Returns Planfix contacts or companies, optionally only those from a saved contact filter.
- Find a Task
Returns Planfix tasks, optionally only those from a saved task filter.
- Find directory entries by criteria
Finds entries in a Planfix directory matching your criteria, such as a group, a saved filter, or custom field filters.
- Get contact
Returns a Planfix contact or company by its number, including its details and any requested custom field values.
- Get user
Returns a Planfix employee (user) by number, including name, contact details, role, status, groups and custom field values.
- Update Comment
Changes the text of a comment on a Planfix task.
- Update Contact
Updates an existing Planfix contact.
- Update Task
Updates the name or description of an existing Planfix task.
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
More from Carbon Voice
Carbon Voice to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Carbon Voice to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Carbon Voice to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Carbon Voice to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Carbon Voice to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Carbon Voice to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Planfix
Google Drive to PlanfixGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to PlanfixMailchimp marketing automation and email platform.
Questions
Carbon Voice and Planfix, 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 Planfix when something happens in Carbon Voice?
Any of Planfix's 18 actions, including Update Comment, Update Contact, Update Task and Add checklist item. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Planfix to Carbon Voice?
Yes. When something happens in Planfix, your agent can act in Carbon Voice too. This page covers both directions: Planfix's triggers and Carbon Voice's actions are listed here as well.
Do I have to build a connector for Carbon Voice or Planfix?
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 Planfix 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.