Integration
Connect Fulcrum and Planable
When Record Created fires in Fulcrum, your agent runs Add Comment to Post in Planable, or New Media Uploaded in Planable to Find Record in Fulcrum. 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 Fulcrum and Planable 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 Fulcrum and Planable can do together
From Fulcrum to Planable
When Record Created in Fulcrum
then Add Comment to Post in Planable
When Record Updated in Fulcrum
then Create Post in Planable
From Planable to Fulcrum
When New Media Uploaded in Planable
then Find Record in Fulcrum
When New Post in Planable
then Find Records in Fulcrum
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 Fulcrum and Planable
Triggers and actions 4 triggers · 30 actions
Trigger
Record CreatedTriggers when a new record is created in Fulcrum.
Trigger
Record UpdatedTriggers when a record is created or updated in Fulcrum.
Action
Delete RecordDeletes a Fulcrum record.
Action
Download PDF ReportDownloads the PDF file of a generated Fulcrum report.
Action
Find RecordReturns one Fulcrum record by its ID, with its field values and location.
Action
Find RecordsReturns Fulcrum records, optionally filtered by form, project and created or updated time.
Action
Generate PDF ReportGenerates a PDF report for a Fulcrum record, optionally from a report template.
Action
Get FormReturns one Fulcrum form (app) with its fields.
Action
Get ProjectReturns one Fulcrum project by its ID.
Action
List FormsReturns the forms (apps) in your Fulcrum organization.
Action
List ProjectsReturns the projects in your Fulcrum organization.
Trigger
New Media UploadedTriggers when a new image or video is added to a Planable workspace media library.
Trigger
New PostTriggers when a new post is created in a Planable workspace.
Action
Add Comment to PostAdds a comment to a Planable post.
Action
Create CampaignCreates a campaign in a Planable workspace.
Action
Create LabelCreates a new label in a Planable workspace.
Action
Create PostCreates a new post in a Planable workspace, optionally scheduled, labeled and with media.
Action
Create StoryCreates a story for a social page in Planable from a media item.
Action
Create WorkspaceCreates a new Planable workspace with no approval workflow.
Action
Delete CampaignDeletes a Planable campaign.
Action
Delete PostDeletes a Planable post.
Action
Get CampaignReturns one Planable campaign by its ID.
Action
Get PostReturns one Planable post by its ID.
Action
List CampaignsReturns campaigns in a Planable workspace.
Action
List LabelsReturns the labels in a Planable workspace.
Action
List MediaReturns media files in a Planable workspace library.
Action
List MembersReturns the members of a Planable workspace.
Action
List PagesReturns the social pages connected to Planable, optionally for one workspace.
Action
List Post CommentsReturns the comments on a Planable post.
Action
List PostsReturns posts in a Planable workspace, optionally filtered by page, campaign or date.
Action
List WorkspacesReturns the workspaces in your Planable company.
Action
Update CampaignUpdates a Planable campaign.
Action
Update PostUpdates the text, schedule, labels or media of a Planable post.
Action
Upload MediaUploads images or videos from public URLs into a Planable workspace media library.
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 Planable
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Google Calendar to PlanableGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
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Mailchimp to PlanableMailchimp marketing automation and email platform.
Questions
Fulcrum and Planable, answered
What can start an automation from Fulcrum?
Any of Fulcrum's 2 triggers in the catalog, including Record Created and Record Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planable when something happens in Fulcrum?
Any of Planable's 21 actions, including Create Campaign, Create Label, Create Post and Create Story. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Planable to Fulcrum?
Yes. When something happens in Planable, your agent can act in Fulcrum too. This page covers both directions: Planable's triggers and Fulcrum's actions are listed here as well.
Do I have to build a connector for Fulcrum or Planable?
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 Fulcrum and Planable 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.