Build solutions, not workarounds.
What do you want Dovetail and Planly to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Dovetail can start in Planly
When New Project in Dovetail
then Add media from URL in Planly
When New Published Insight in Dovetail
then Update team in Planly
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 Dovetail and Planly
Triggers and actions 3 triggers · 11 actions
Trigger
New ProjectTriggers when a new project is created
Trigger
New Published InsightTriggers when a new insight is published.
Trigger
Updated ProjectTriggers when a project is updated.
Action
Add ContactAdds a contact to the contacts database.
Action
Add Data Point to ChannelAdds a data point to a channel.
Action
Add Data to ProjectAdds data to an existing project.
Action
Add Insight to ProjectAdds an insight to an existing project.
Action
Add media from URLImports an image or video from a public URL into a Planly team's media library.
Action
Delete mediaDeletes one or more media files from a Planly team's media library.
Action
Get AI creditsGet the number of AI credits left in a Planly team.
Action
Get teamGet a single team by id.
Action
List MediaLists the media files in a Planly team's media library.
Action
List teamsLists all Planly teams the connected user belongs to.
Action
Update teamRenames a Planly team.
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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More into Planly
HubSpot to PlanlyHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to PlanlySalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to PlanlySlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to PlanlyGoogle Sheets
Gmail to PlanlyGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to PlanlyGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Dovetail and Planly, answered
What can start an automation from Dovetail?
Any of Dovetail's 3 triggers in the catalog, including New Project, New Published Insight and Updated Project. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planly when something happens in Dovetail?
Any of Planly's 7 actions, including Update team, Add media from URL, Get AI credits and Get team. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Planly to Dovetail?
Planly has no triggers in the catalog today, so automations start in Dovetail. If you need the other direction, ask: your agent reads Planly's API documentation and adds it.
Do I have to build a connector for Dovetail or Planly?
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.
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.