--- title: "Connect Evoliz to Planado - APIANT.ai" description: "When \"New Account\" fires in Evoliz, your agent runs \"Add Client\" in Planado. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/evoliz-to-planado" --- # Connect Evoliz to Planado When **New Account** fires in [Evoliz](https://apiant.ai/connections/evoliz), your agent runs **Add Client** in [Planado](https://apiant.ai/connections/planado). Describe the whole flow and it is built, tested on every scenario and kept running. Evoliz **5** triggers Evoliz **23** actions Planado **15** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Evoliz and Planado 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 Evoliz can start in Planado - When **New Account** in Evoliz then **Add Client** in Planado - When **New Article** in Evoliz then **Update Client** in Planado 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 Evoliz and Planado ## Triggers and actions 5 triggers · 38 actions - Trigger **New Account** Triggered when a new accounting account is created in Evoliz. - Trigger **New Article** Triggered when a new article is created in your Evoliz catalog. - Trigger **New Client** Triggered when a new client is created - Trigger **New Client Contact** Triggered when a new client contact is created. - Trigger **New Event** Triggered when a new event (a document or contact being created, updated, sent, accepted, invoiced, deleted and so on) is recorded in Evoliz. - Action **Create Account** Creates a new accounting account (accounting classification) in Evoliz. - Action **Create Article** Creates a Article - Action **Create Client** Creates a Client - Action **Create Contact Client** Creates a Contact Client - Action **Create Contact Prospect** Creates a new contact attached to an existing prospect in Evoliz. - Action **Create Expense** Creates a purchase (expense) in Evoliz for a supplier, with its total and one or more classified amount lines. - Action **Create Invoice** Creates a new draft invoice in Evoliz for a client. Totals, margins and VAT are calculated by Evoliz. - Action **Create Prospect** Creates a Prospect - Action **Create Quote** Creates a Quote - Action **Create Sale Order** Create a new draft sale order for a client in Evoliz. Totals, margins and VAT-inclusive amounts are calculated by Evoliz. - Action **Find Article** Finds an Article - Action **Find Client** Returns up to 100 clients that match the search text; the first match is also returned on its own. - Action **Find Contact Client** Returns up to 100 client contacts that match the specified search text, email, or client. - Action **Find Supplier** Finds a Supplier - Action **Find User** Finds users of your Evoliz company whose details match the search text. - Action **Get Contact Prospect** Returns one Evoliz prospect contact by its ID, with the contact's name, email, phone numbers, consent and the prospect it belongs to. - Action **Get Expense** Returns one Evoliz purchase (expense) by its ID, with its supplier, label, dates, totals, status and amount lines. - Action **Get Prospect** Returns one Evoliz prospect by its ID, with its name, type, address, phone numbers and business identifiers. - Action **Invoice Quote** Creates a complete invoice from an existing Evoliz quote (full invoicing of the quote). - Action **Invoice Sale Order** Create a new invoice from an existing Evoliz sale order. - Action **Send Quote** Emails a quote to one or more recipients with a link to the document (and optionally the PDF attached). - Action **Update Article** Updates an existing article in the Evoliz catalog. Only the fields you fill in are changed. - Action **Update Client** Updates an existing client. Replaces only data that is set. - Action **Add Client** Creates a client in Planado — either an organization or an individual person. - Action **Add Site** Create a new site. - Action **Create Job** Creates a new job - Action **Delete Client** Removes a client from Planado, identified by its UUID or its external ID. - Action **Delete Job** Removes a job from Planado. - Action **Delete Site** Removes a site (client address) from Planado. - Action **Get Client** Retrieves a single Planado client (organization or individual) by its UUID or external ID. - Action **Get Job** Retrieve a single Planado job by its ID or external ID. - Action **Get Site** Retrieves a Planado site by its UUID or external ID. - Action **Get User** Retrieves a Planado user by UUID or email address. - Action **List Clients** Lists clients (organizations and individuals) from newest to oldest, optionally filtered by last-updated time. - Action **List Users** Lists the users in the Planado account, ordered from oldest to newest. - Action **Update Client** Updates an existing Planado client (organization or individual). If the id given is an external id that Planado does not have yet, Planado creates a new client with it. - Action **Update Job** Update fields on an existing job. - Action **Update Site** Updates an existing site in Planado. Only the fields you fill in are changed. If the site id is an external id that does not exist yet, Planado creates a new site with it. ## Each app on its own - [ **Evoliz** Evoliz is an invoicing and management software designed for small businesses but also their accountants.](https://apiant.ai/connections/evoliz) - [ **Planado** Planado is a cloud service for the company’s fieldwork management and performance quality control of mobile...](https://apiant.ai/connections/planado) Reviews ## What our customers say ## More from Evoliz - [ **Evoliz to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/evoliz-to-hubspot) - [ **Evoliz to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/evoliz-to-salesforce) - [ **Evoliz to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/evoliz-to-slack) - [ **Evoliz to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/evoliz-to-google-sheets) - [ **Evoliz to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/evoliz-to-gmail) - [ **Evoliz to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/evoliz-to-google-calendar) ## More into Planado - [ **HubSpot to Planado** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-planado) - [ **Salesforce to Planado** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-planado) - [ **Slack to Planado** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-planado) - [ **Google Sheets to Planado** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-planado) - [ **Gmail to Planado** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-planado) - [ **Google Calendar to Planado** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-planado) Questions ## Evoliz and Planado, answered ### ### What can start an automation from Evoliz? Any of Evoliz's 5 triggers in the catalog, including New Account, New Article, New Client and New Client Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Planado when something happens in Evoliz? Any of Planado's 15 actions, including Create Job, Update Client, Update Job and Update Site. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Planado to Evoliz? Planado has no triggers in the catalog today, so automations start in Evoliz. If you need the other direction, ask: your agent reads Planado's API documentation and adds it. ### ### Do I have to build a connector for Evoliz or Planado? 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 Evoliz and Planado 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.