Integration
Connect Grassrootz and Planfix
When Donation Received fires in Grassrootz, your agent runs Add Contact in Planfix, or New Comment in Planfix to Create Lead in Grassrootz. 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 Grassrootz and Planfix 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 Grassrootz and Planfix can do together
From Grassrootz to Planfix
When Donation Received in Grassrootz
then Add Contact in Planfix
From Planfix to Grassrootz
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 Grassrootz and Planfix
Triggers and actions 12 triggers · 30 actions
- Donation Received
Triggers when a new donation is received in any of your Grassrootz campaigns.
- Donation Updated
Triggers when a donation is updated in any of your Grassrootz campaigns.
- Fundraiser Created
Triggers when a new fundraiser page is created in any of your Grassrootz campaigns.
- Fundraiser Updated
Triggers when a fundraiser page is updated in any of your Grassrootz campaigns.
- Sale Received
Triggers when a new sale (ticket or merchandise order) is made in any of your Grassrootz campaigns.
- Sale Updated
Triggers when a sale is updated in any of your Grassrootz campaigns.
- Add donation
Creates a donation (for example an offline donation or pledge) on a Grassrootz campaign, fundraiser, team or collection page.
- Create Fundraiser
Creates a live fundraiser page for a person on a Grassrootz campaign.
- Create Lead
Creates a lead (a prospective donor or buyer) on a Grassrootz campaign.
- Find campaigns by criteria
Searches your Grassrootz campaigns by text and filter criteria and returns the matching campaigns.
- Find donations by criteria
Finds donations matching search text and field conditions, returning up to 100 matching donations and the total match count.
- Find fundraisers by criteria
Returns the fundraisers that match your search text and field conditions, with the total number of matches.
- Get campaign
Returns a Grassrootz campaign by its ID, including its name, status, target and amounts raised.
- Get Donation
Returns one Grassrootz donation by its ID, including amount, campaign, fundraiser and donor display name.
- Get Fundraiser
Returns one Grassrootz fundraiser page by its ID, including amount raised and target.
- Get Sale
Returns one Grassrootz sale (ticket or merchandise order) by its ID.
- Update donation
Updates selected details of an existing Grassrootz donation, such as the donor message, display name or donor contact details. Fields left blank are not changed.
- Update fundraiser
Updates an existing fundraiser page, changing only the details you fill in, such as its name, target amount, status or visibility.
- New Comment
Triggers when a new comment is added to a chosen Planfix task.
- New Contact
Triggers when a new contact is created in Planfix.
- New project
Triggers when a new project is created in Planfix.
- New Task
Triggers when a new task is created in Planfix.
- Updated Contact
Triggers when a Planfix contact is created or changed.
- Updated Task
Triggers when a Planfix task is created or changed.
- Add checklist item
Adds a checklist item to a Planfix task, optionally assigned, completed, or nested under another item.
- Add Comment
Adds a comment to a Planfix task.
- Add Contact
Creates a new contact or company in Planfix.
- Add file from URL
Uploads a file to Planfix from a public link and returns the new file's ID.
- Add project
Creates a new project in Planfix, with optional status, owner, template, group, counterparty, dates, people and custom field values.
- Add Task
Creates a new task in Planfix.
- Delete Comment
Deletes a Planfix comment.
- Delete Contact
Deletes a Planfix contact.
- Delete project
Deletes a project in Planfix by its number.
- Delete Task
Deletes a Planfix task.
- Find a Contact
Returns Planfix contacts or companies, optionally only those from a saved contact filter.
- Find a Task
Returns Planfix tasks, optionally only those from a saved task filter.
- Find directory entries by criteria
Finds entries in a Planfix directory matching your criteria, such as a group, a saved filter, or custom field filters.
- Get contact
Returns a Planfix contact or company by its number, including its details and any requested custom field values.
- Get user
Returns a Planfix employee (user) by number, including name, contact details, role, status, groups and custom field values.
- Update Comment
Changes the text of a comment on a Planfix task.
- Update Contact
Updates an existing Planfix contact.
- Update Task
Updates the name or description of an existing Planfix task.
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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Questions
Grassrootz and Planfix, answered
What can start an automation from Grassrootz?
Any of Grassrootz's 6 triggers in the catalog, including Donation Received, Donation Updated, Fundraiser Created and Fundraiser Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planfix when something happens in Grassrootz?
Any of Planfix's 18 actions, including Update Comment, Update Contact, Update Task and Add checklist item. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Planfix to Grassrootz?
Yes. When something happens in Planfix, your agent can act in Grassrootz too. This page covers both directions: Planfix's triggers and Grassrootz's actions are listed here as well.
Do I have to build a connector for Grassrootz or Planfix?
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 Grassrootz and Planfix 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.