Integration
Connect CentralStationCRM and Resource Planner
When New Company fires in CentralStationCRM, your agent runs Create Project in Resource Planner, or New Project in Resource Planner to Create Deal in CentralStationCRM. 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 CentralStationCRM and Resource Planner 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)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 CentralStationCRM and Resource Planner can do together
From CentralStationCRM to Resource Planner
When New Company in CentralStationCRM
then Create Project in Resource Planner
From Resource Planner to CentralStationCRM
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 CentralStationCRM and Resource Planner
Triggers and actions 6 triggers · 26 actions
- New Company
Triggered when a new company is created in CentralStationCRM.
- New Deal
Triggered when a new deal is created in CentralStationCRM.
- New Person
Triggered when a new person (contact) is created in CentralStationCRM.
- New Task
Triggered when a new task is created in CentralStationCRM.
- Create Company
Creates a company in CentralStationCRM.
- Create Deal
Creates a deal in CentralStationCRM.
- Create Person
Creates a new person (contact) in CentralStationCRM with the name, salutation, title and background notes you supply, and returns the new person's id and stored details.
- Create Task
Creates a new task in CentralStationCRM with the text, due date and responsible user you supply, optionally attached to a person, company or deal, and returns the new task's id and details.
- Find Company
Searches CentralStationCRM for companies whose name matches the text you supply, and returns the matching company records (empty when nothing matches).
- Find Person
Searches CentralStationCRM for people matching the name or email address you supply, and returns the matching person records (empty when nothing matches).
- Get Company
Returns one company from CentralStationCRM by its id, including the company's individual (custom) field values.
- Get Deal
Returns one deal from CentralStationCRM by its id, including the deal's individual (custom) field values.
- List Companies
Returns a page of companies from CentralStationCRM, with each company's id, name, background and timestamps.
- List Deals
Returns a page of deals from CentralStationCRM, with each deal's id, name, value, stage, pipeline and company.
- List People
Returns a page of people (contacts) from CentralStationCRM, with each person's id, name, title and notes.
- List Tasks
Returns a page of tasks from CentralStationCRM, with each task's name, due date, done flag and the person, company or deal it belongs to.
- Update Company
Updates an existing company in CentralStationCRM and returns the company as it stands after the update. Fields left blank are not changed.
- Update Deal
Updates an existing deal in CentralStationCRM and returns the deal as it stands after the update. Fields left blank are not changed.
- Update Person
Updates an existing person (contact) in CentralStationCRM and returns the person as they stand after the update. Fields left blank are not changed.
- New Project
Triggers when a new project is created in the workspace.
- New Resource
Triggers when a new resource (person) is added to the Resource Planner workspace.
- Create Assignment
Creates an assignment that books a resource on a project for a date range, optionally with a linked task.
- Create Project
Creates a new project in your Resource Planner workspace, with optional color, note, estimated size in hours, and billing rates.
- Create Resource
Creates a new resource (a person) in your Resource Planner workspace, optionally inviting them with an access role.
- Delete assignment
Removes an assignment from the Resource Planner schedule.
- Delete project
Deletes a project and all of its assignments.
- Delete resource
Deletes a resource (person) from your Resource Planner workspace, along with all of their assignments.
- Find Project
Returns the projects whose ID matches, or whose title or note contains, the search text.
- Find Resource
Returns the resources (people) in your workspace whose ID, name, email or note matches the search text.
- 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.
- 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.
- 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.
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
CentralStationCRM and Resource Planner, answered
What can start an automation from CentralStationCRM?
Any of CentralStationCRM's 4 triggers in the catalog, including New Company, New Deal, New Person and New Task. 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 CentralStationCRM?
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 CentralStationCRM?
Yes. When something happens in Resource Planner, your agent can act in CentralStationCRM too. This page covers both directions: Resource Planner's triggers and CentralStationCRM's actions are listed here as well.
Do I have to build a connector for CentralStationCRM 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 CentralStationCRM 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.