Integration
Connect Certifier and Planports
When Credential Created fires in Certifier, your agent runs Update contact in Planports, or New Contact in Planports to Find Credentials in Certifier. 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 Certifier and Planports 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 Certifier and Planports can do together
From Certifier to Planports
When Credential Created in Certifier
then Update contact in Planports
When Credential Downloaded in Certifier
then Find contact by phone number in Planports
From Planports to Certifier
When New Contact in Planports
then Find Credentials in Certifier
When New Contact in Planports
then List Designs in Certifier
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 Certifier and Planports
Triggers and actions 7 triggers · 13 actions
Trigger
Credential CreatedTriggers when a new credential is created
Trigger
Credential DownloadedTriggered when a recipient or guest downloads a credential. Polls Certifier's credential interaction events and emits each new credential_downloaded event.
Trigger
Credential ExpiredTriggered when a credential reaches its expiry date and its status becomes expired. Emits each newly expired credential.
Trigger
Credential IssuedTriggers when a credential is issued
Trigger
Credential SharedTriggered when a recipient or guest shares a credential to a social network or copies its link. Polls Certifier's credential interaction events and emits each new share event.
Trigger
Credential ViewedTriggered when a recipient or guest views a credential. Polls Certifier's credential interaction events and emits each new credential_viewed event.
Action
Find CredentialsReturns up to 100 Certifier credentials matching the criteria you supply — id, public id, credential template, status, recipient, or issue/expiry/created/updated date ranges. Leave a criterion blank to ignore it; with no criteria at all it returns the most recent credentials.
Action
List DesignsReturns all certificate and badge design templates available in your Certifier workspace, with each one's name, type and preview image URL.
Trigger
New ContactTriggered when a new contact, either an individual or an organization, is added in Planports.
Action
Add meetingCreates a meeting record in Planports, with its type, content, schedule, participants and links to a project or opportunity.
Action
Add proposalCreates a sales proposal for a Planports contact, optionally with product lines.
Action
Find contact by phone numberFinds a Planports contact by phone number and returns the matching contact.
Action
List contactsReturns all contacts in the Planports account, both individuals and organizations, optionally filtered by type, state, name or tag and sorted by name or date added.
Action
List meetingsReturns meetings in Planports, optionally filtered by owner, date, conclusion, subject or content.
Action
List productsReturns the products in the Planports account, optionally filtered by text, product code, product name or date added, and sorted as requested.
Action
List projectsReturns the projects in your Planports account, optionally filtered by project name.
Action
List proposalsReturns proposals from Planports, optionally filtered by customer name, proposal number, type, state, date range or the user who added them.
Action
List tasksReturns the tasks in your Planports account, optionally filtered by project, stage or task detail.
Action
Update contactUpdates an existing contact (person or organization) in Planports.
Action
Update opportunityUpdates an existing opportunity in Planports. Only the fields you fill in are changed.
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
Certifier and Planports, answered
What can start an automation from Certifier?
Any of Certifier's 6 triggers in the catalog, including Credential Created, Credential Downloaded, Credential Expired and Credential Issued. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planports when something happens in Certifier?
Any of Planports's 11 actions, including Update contact, Update opportunity, Add meeting and Add proposal. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Planports to Certifier?
Yes. When something happens in Planports, your agent can act in Certifier too. This page covers both directions: Planports's triggers and Certifier's actions are listed here as well.
Do I have to build a connector for Certifier or Planports?
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 Certifier and Planports 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.