Integration
Connect GorillaDesk to Planfact
When New Customer fires in GorillaDesk, your agent runs Add invoice document in Planfact. 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 GorillaDesk and Planfact 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 GorillaDesk can start in Planfact
When New Customer in GorillaDesk
then Add invoice document 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 GorillaDesk and Planfact
Triggers and actions 2 triggers · 39 actions
- New Customer
Triggers when a new customer is added in GorillaDesk.
- New Lead
Triggers when a new inbound lead arrives in GorillaDesk.
- Add Customer
Creates a new customer in GorillaDesk with their service location.
- Add Customer Location
Adds a new service location to an existing GorillaDesk customer.
- Get Customer
Returns one GorillaDesk customer by ID.
- Get Estimate
Returns one GorillaDesk estimate by ID.
- Get Invoice
Returns one GorillaDesk invoice by ID.
- Get Job
Returns one GorillaDesk job by ID.
- Get Payment
Returns one GorillaDesk payment by ID.
- Get schedule
Returns one schedule (technician route) in your GorillaDesk company, including its name, nickname and assigned user.
- List customer credits
Returns customer credits, with each credit's original value, remaining balance, issue date and payment method. Optionally filtered to one customer.
- List Customers
Returns a page of GorillaDesk customers, optionally filtered by account number or status.
- List estimates
Returns the estimates in your GorillaDesk company, optionally filtered by customer, job, status, signature status, date range or estimate number.
- List invoices
Returns invoices in your GorillaDesk company, optionally filtered by customer, job, status, state, signature status, date range or invoice number.
- List jobs
Returns jobs in your GorillaDesk account, optionally filtered by customer, date range, keyword or schedule.
- List payments
Returns payments recorded in GorillaDesk, optionally filtered by customer, invoice, status or payment date.
- List recurring invoices
Returns the recurring invoices (invoice schedules for jobs) in your GorillaDesk company, optionally filtered by customer, job, keyword or start date.
- List schedules
Returns the schedules (technician routes) set up in your GorillaDesk company, with each schedule's assigned user.
- List services
Returns the service templates (such as "Monthly Service") set up in your GorillaDesk account that can be booked as jobs.
- List users
Returns the users (admins and technicians) in your GorillaDesk company.
- Update Customer
Updates an existing GorillaDesk customer's name, company, email or account number.
- Add account
Creates a new account (cash, card or electronic money account) in Planfact for a company, with its currency and opening balance.
- Add contragent
Creates a new contragent (counterparty) in Planfact.
- Add invoice document
Creates a new invoice (bill for payment) in PlanFact for a bank account and counterparty, optionally with product lines.
- Add operation category
Creates a new income, outcome or balance-sheet category (article) in PlanFact.
- Add operation income
Creates an income (incoming payment) operation on a Planfact account, optionally split across projects, counterparties and categories.
- Add operation outcome
Creates an outcome (payment / expense) operation in Planfact on the chosen account.
- Add product
Creates a new product or service in Planfact with its name, price, currency and VAT.
- Add project
Creates a new project in Planfact, optionally in a project group and linked to a budget.
- Delete contragent
Deletes a contragent (counterparty) from Planfact.
- Delete operation
Deletes an operation (income, outcome, move or accrual transaction) from PlanFact by its ID.
- Get account
Returns a single money account (cash, card or bank account) by its id, including its currency, current balance and bank details.
- Get contragent
Returns a single contragent (counterparty) by its ID, including its names, tax identifiers, type, group and default income/outcome categories.
- 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.
- Get project
Returns a Planfact project by its ID, including its group, currency and status.
- List contragents
Returns a list of counterparties (contragents), optionally filtered by name, type, status, group or change date.
- List operation categories
Returns the account's income and expense categories (operation categories), optionally filtered by type, name or parent.
- List products
Returns the products and services in your Planfact account, optionally filtered by search text, type, external ID or change date.
- List projects
Returns the projects in your Planfact account, optionally filtered by name, group, status or dates.
- Update contragent
Updates an existing counterparty (contragent) in Planfact, such as its name, tax details, type, default categories or group.
- Update project
Updates an existing Planfact project's name, comment, status, group, budget or closed flag.
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
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Questions
GorillaDesk and Planfact, answered
What can start an automation from GorillaDesk?
Any of GorillaDesk's 2 triggers in the catalog, including New Customer and New Lead. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planfact when something happens in GorillaDesk?
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 GorillaDesk?
Planfact has no triggers in the catalog today, so automations start in GorillaDesk. 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 GorillaDesk 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.
Can my AI client use GorillaDesk and Planfact 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.