# Connect Google Tasks to Planfact

When **New Task Created** fires in [Google Tasks](https://apiant.ai/connections/google-tasks), your agent runs **Add invoice document** in [Planfact](https://apiant.ai/connections/planfact). Describe the whole flow and it is built, tested on every scenario and kept running.

Google Tasks **5** triggers Google Tasks **14** actions Planfact **20** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want Google Tasks and Planfact to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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 Google Tasks can start in Planfact

- When **New Task Created** in Google Tasks then **Add invoice document** in Planfact
- When **New Task List Created** in Google Tasks then **Add project** in Planfact

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 Google Tasks and Planfact

## Triggers and actions 5 triggers · 34 actions

- Trigger

**New Task Created**

Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.

- Trigger

**New Task List Created**

Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.

- Trigger

**Task Details Changed**

Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.

- Trigger

**Task List Changed**

Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.

- Trigger

**Task Updated**

Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.

- Action

**Clear Tasks**

Permanently clears all completed tasks from a specified google tasks list; this action is destructive and idempotent.

- Action

**Create Task List**

Creates a new task list with the specified title.

- Action

**Delete Task**

Deletes a specified task from a given task list in google tasks.

- Action

**Delete Task List**

Permanently deletes an existing google task list, identified by `tasklist id`, along with all its tasks; this operation is irreversible.

- Action

**Get Task**

Use to retrieve a specific google task if its `task id` and parent `tasklist id` are known.

- Action

**Get Task List**

Retrieves a specific task list from the user's google tasks if the `tasklist id` exists for the authenticated user.

- Action

**Insert Task**

Creates a new task in a given `tasklist id`, optionally as a subtask of an existing `task parent` or positioned after an existing `task previous` sibling, where both `task parent` and `task previous` must belong to the same `tasklist id` if specified.

- Action

**List Task Lists**

Fetches the authenticated user's task lists from google tasks; results may be paginated.

- Action

**List Tasks**

Retrieves tasks from a google tasks list; all date/time strings must be rfc3339 utc, and `showcompleted` must be true if `completedmin` or `completedmax` are specified.

- Action

**Move Task**

Moves the specified task to another position in the destination task list.

- Action

**Patch Task**

Partially updates an existing task (identified by `task id`) within a specific google task list (identified by `tasklist id`), modifying only the provided attributes from `taskinput` (e.g., `title`, `notes`, `due` date, `status`) and requiring both the task and list to exist.

- Action

**Patch Task List**

Updates the title of an existing google tasks task list.

- Action

**Update Task**

Updates the specified task.

- Action

**Update Task List**

Updates the authenticated user's specified task list.

- Action

**Add account**

Creates a new account (cash, card or electronic money account) in Planfact for a company, with its currency and opening balance.

- Action

**Add contragent**

Creates a new contragent (counterparty) in Planfact.

- Action

**Add invoice document**

Creates a new invoice (bill for payment) in PlanFact for a bank account and counterparty, optionally with product lines.

- Action

**Add operation category**

Creates a new income, outcome or balance-sheet category (article) in PlanFact.

- Action

**Add operation income**

Creates an income (incoming payment) operation on a Planfact account, optionally split across projects, counterparties and categories.

- Action

**Add operation outcome**

Creates an outcome (payment / expense) operation in Planfact on the chosen account.

- Action

**Add product**

Creates a new product or service in Planfact with its name, price, currency and VAT.

- Action

**Add project**

Creates a new project in Planfact, optionally in a project group and linked to a budget.

- Action

**Delete contragent**

Deletes a contragent (counterparty) from Planfact.

- Action

**Delete operation**

Deletes an operation (income, outcome, move or accrual transaction) from PlanFact by its ID.

- Action

**Get account**

Returns a single money account (cash, card or bank account) by its id, including its currency, current balance and bank details.

- Action

**Get contragent**

Returns a single contragent (counterparty) by its ID, including its names, tax identifiers, type, group and default income/outcome categories.

- Action

**Get operation**

Returns a single Planfact operation (income, outcome, move, accrual, shipment or supply) by its id, including its account, counterparty, category and project parts.

- Action

**Get project**

Returns a Planfact project by its ID, including its group, currency and status.

- Action

**List contragents**

Returns a list of counterparties (contragents), optionally filtered by name, type, status, group or change date.

- Action

**List operation categories**

Returns the account's income and expense categories (operation categories), optionally filtered by type, name or parent.

- Action

**List products**

Returns the products and services in your Planfact account, optionally filtered by search text, type, external ID or change date.

- Action

**List projects**

Returns the projects in your Planfact account, optionally filtered by name, group, status or dates.

- Action

**Update contragent**

Updates an existing counterparty (contragent) in Planfact, such as its name, tax details, type, default categories or group.

- Action

**Update project**

Updates an existing Planfact project's name, comment, status, group, budget or closed flag.

## Each app on its own

- [ **Google Tasks** Google Tasks provides a simple to-do list and task management system integrated into Gmail and Google...](https://apiant.ai/connections/google-tasks)
- [ **Planfact** Online financial and management accounting service for small/medium businesses (cash flow, forecasting...](https://apiant.ai/connections/planfact)

Reviews

## What our customers say

## More from Google Tasks

- [ **Google Tasks to BigML** BigML is a machine learning platform for building, evaluating, and running predictive models.](https://apiant.ai/connect/google-tasks-to-bigml)
- [ **Google Tasks to Grist** Grist combines the flexibility of a spreadsheet with the robustness of a database to organize your data...](https://apiant.ai/connect/google-tasks-to-grist)
- [ **Google Tasks to Mistral AI** Mistral AI is a platform for building, customizing, and deploying advanced AI models and agents for...](https://apiant.ai/connect/google-tasks-to-mistral-ai)
- [ **Google Tasks to Morgen** Morgen is an all-in-one app for your time management](https://apiant.ai/connect/google-tasks-to-morgen)
- [ **Google Tasks to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/google-tasks-to-hubspot)
- [ **Google Tasks to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/google-tasks-to-salesforce)

## More into Planfact

- [ **HubSpot to Planfact** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-planfact)
- [ **Salesforce to Planfact** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-planfact)
- [ **Slack to Planfact** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-planfact)
- [ **Google Sheets to Planfact** Google Sheets](https://apiant.ai/connect/google-sheets-to-planfact)
- [ **Gmail to Planfact** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-planfact)
- [ **Google Calendar to Planfact** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-planfact)

Questions

## Google Tasks and Planfact, answered

###

### What can start an automation from Google Tasks?

Any of Google Tasks's 5 triggers in the catalog, including New Task Created, New Task List Created, Task Details Changed and Task List Changed. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Planfact when something happens in Google Tasks?

Any of Planfact's 20 actions, including Update contragent, Update project, Add account and Add contragent. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Planfact to Google Tasks?

Planfact has no triggers in the catalog today, so automations start in Google Tasks. If you need the other direction, ask: your agent reads Planfact's API documentation and adds it.

###

### Do I have to build a connector for Google Tasks or Planfact?

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.
