--- title: "Connect Habitify to Planfact - APIANT.ai" description: "When \"New Log\" fires in Habitify, your agent runs \"Add invoice document\" in Planfact." canonical: "https://apiant.ai/connect/habitify-to-planfact" --- # Connect Habitify to Planfact When **New Log** fires in [Habitify](https://apiant.ai/connections/habitify), 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. Habitify **4** triggers Habitify **15** 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 Habitify and Planfact 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 Habitify can start in Planfact - When **New Log** in Habitify then **Add invoice document** in Planfact - When **New Mood** in Habitify 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 Habitify and Planfact ## Triggers and actions 4 triggers · 35 actions - Trigger **New Log** Triggers when a new log entry is recorded for the selected habit. - Trigger **New Mood** Triggered when a new mood is logged on a note for the chosen habit. - Trigger **New Note** Triggers when a new note is added to the selected habit. - Trigger **New Status** Triggers when a habit is marked completed, skipped or failed for a day. - Action **Add area** Creates a new area for organizing and categorizing habits, and returns the created area. - Action **Add Log** Adds a log entry with a specific value and unit to a measurable habit, for today or a chosen date. - Action **Add Note** Adds a note to a habit, with any combination of text, a mood level and photos. Returns the note that was created. - Action **Complete habit** Marks a habit as completed for a specific date, with Habitify working out the log value from the habit's goal. - Action **Delete habit** Permanently deletes a habit along with its logs, notes, goals and reminders. This cannot be undone. - Action **Delete habit log** Permanently deletes one log entry from a habit, removing the recorded value from its tracking history. - Action **Fail habit** Marks a habit as failed for a specific date, defaulting to today. - Action **Get habit** Returns the full details of a habit, including its schedule, goals, reminders, areas and time-of-day periods. An error occurs if the habit is not found. - Action **Get Habit Journal** Returns all your habits for a given day, with each habit's completion status, current streak and progress toward its goal. - Action **Get habit statistics** Returns aggregated statistics for a habit over an optional date range, including completion, skip and failure counts, total and average logged values, and a day-by-day progress breakdown. - Action **List areas** Returns all of the areas in the Habitify account, the groups used to organize habits such as Health or Work. - Action **List habit logs** Returns the log entries recorded for a habit, newest first, optionally limited to a date range. - Action **List habit notes** Returns the notes attached to a habit, including each note's text, mood level, photos and creation time. - Action **List habits** Returns the habits in the account, optionally filtered by archived status, area, habit type or time of day. - Action **Skip habit** Marks a habit as skipped for a specific date, for days you intentionally decide not to perform it. Returns Habitify's confirmation message. - 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 - [ **Habitify** Habitify is a habit tracker that helps you form habits that actually stick.](https://apiant.ai/connections/habitify) - [ **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 Habitify - [ **Habitify to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/habitify-to-hubspot) - [ **Habitify to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/habitify-to-salesforce) - [ **Habitify to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/habitify-to-slack) - [ **Habitify to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/habitify-to-mailchimp) - [ **Habitify to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/habitify-to-stripe) - [ **Habitify to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/habitify-to-shopify) ## 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 ## Habitify and Planfact, answered ### ### What can start an automation from Habitify? Any of Habitify's 4 triggers in the catalog, including New Log, New Mood, New Note and New Status. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Planfact when something happens in Habitify? 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 Habitify? Planfact has no triggers in the catalog today, so automations start in Habitify. 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 Habitify 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 Habitify 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.