--- title: "Connect Halo Service Solutions and Resource Planner - APIANT.ai" description: "When \"New Ticket\" fires in Halo Service Solutions, your agent runs \"Create Project\" in Resource Planner." canonical: "https://apiant.ai/connect/halo-service-solutions-to-resource-planner" --- # Connect Halo Service Solutions and Resource Planner When **New Ticket** fires in [Halo Service Solutions](https://apiant.ai/connections/halo-service-solutions), your agent runs **Create Project** in [Resource Planner](https://apiant.ai/connections/resource-planner), or **New Project** in Resource Planner to **Add project** in Halo Service Solutions. Describe the whole flow and it is built, tested on every scenario and kept running. Halo Service Solutions **2** triggers Halo Service Solutions **14** actions Resource Planner **2** triggers Resource Planner **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Halo Service Solutions and Resource Planner 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 Halo Service Solutions and Resource Planner can do together ### From Halo Service Solutions to Resource Planner - When **New Ticket** in Halo Service Solutions then **Create Project** in Resource Planner - When **Ticket Updated** in Halo Service Solutions then **Update project** in Resource Planner ### From Resource Planner to Halo Service Solutions - When **New Project** in Resource Planner then **Add project** in Halo Service Solutions - When **New Resource** in Resource Planner then **Add action to ticket** in Halo Service Solutions 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 Halo Service Solutions and Resource Planner ## Triggers and actions 4 triggers · 25 actions - Trigger **New Ticket** Triggers when a new ticket is logged in Halo. - Trigger **Ticket Updated** Triggers when a ticket is created or updated in Halo. - Action **Add action to ticket** Adds a new action (note, update or outcome) to an existing Halo ticket. - Action **Add project** Creates a new project in Halo and returns the created project record. - Action **Create Site** Creates a new site for a customer in Halo. - Action **Create Ticket** Creates a new ticket in Halo with a summary, description and optional customer, user, type, priority, status and assignment. - Action **Create User** Creates a new end user in Halo under the chosen site. - Action **Get customer** Returns a single Halo customer (client) by its ID, optionally with extra details and ticket activity. - Action **Get project** Returns a single Halo project by its ID, including its details and custom fields. - Action **Get ticket** Returns a single Halo ticket by its ID, optionally with extra details and its last action. - Action **Get user** Returns a single Halo user (end-user contact) by ID, with optional details, ticket activity and pop-ups. - Action **List customers** Returns a list of customers (clients) in Halo, optionally filtered by search text or top level. - Action **List tickets** Returns tickets from Halo, optionally filtered by customer, agent, status, dates, search text and more. - Action **List users** Returns the users (end-user contacts) in Halo, optionally filtered by customer, site, search text and other criteria. - Action **Update ticket** Updates an existing Halo ticket's summary, details, customer, assignment, status, priority and category. Fields left blank are not changed. - Action **Update user** Updates an existing Halo user's name, site, email or phone number. Fields left blank keep their current values. - Trigger **New Project** Triggers when a new project is created in the workspace. - Trigger **New Resource** Triggers when a new resource (person) is added to the Resource Planner workspace. - Action **Create Assignment** Creates an assignment that books a resource on a project for a date range, optionally with a linked task. - Action **Create Project** Creates a new project in your Resource Planner workspace, with optional color, note, estimated size in hours, and billing rates. - Action **Create Resource** Creates a new resource (a person) in your Resource Planner workspace, optionally inviting them with an access role. - Action **Delete assignment** Removes an assignment from the Resource Planner schedule. - Action **Delete project** Deletes a project and all of its assignments. - Action **Delete resource** Deletes a resource (person) from your Resource Planner workspace, along with all of their assignments. - Action **Find Project** Returns the projects whose ID matches, or whose title or note contains, the search text. - Action **Find Resource** Returns the resources (people) in your workspace whose ID, name, email or note matches the search text. - Action **Update assignment** Updates an existing assignment in Resource Planner — its date range, hours per day, note, project or resource, or linked task details. Fields left blank are not changed. - Action **Update project** Updates an existing project's title, color, note, estimated hours, billing rate or per-person rate overrides. Only the fields you fill in are changed. - Action **Update resource** Updates an existing resource (person) in Resource Planner, changing only the details you supply such as name, email, capacity, cost, work days or access settings. ## Each app on its own - [ **Halo Service Solutions** Halo Service Solutions is a UK based company, which provides Service Desk, ITSM and PSA software solutions.](https://apiant.ai/connections/halo-service-solutions) - [ **Resource Planner** Resource Planner is a tool for team planning and vacation management for team of all sizes.](https://apiant.ai/connections/resource-planner) Reviews ## What our customers say ## More from Halo Service Solutions - [ **Halo Service Solutions to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/halo-service-solutions-to-hubspot) - [ **Halo Service Solutions to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/halo-service-solutions-to-salesforce) - [ **Halo Service Solutions to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/halo-service-solutions-to-slack) - [ **Halo Service Solutions to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/halo-service-solutions-to-mailchimp) - [ **Halo Service Solutions to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/halo-service-solutions-to-stripe) - [ **Halo Service Solutions to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/halo-service-solutions-to-shopify) ## More into Resource Planner - [ **HubSpot to Resource Planner** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-resource-planner) - [ **Google Sheets to Resource Planner** Google Sheets](https://apiant.ai/connect/google-sheets-to-resource-planner) - [ **Gmail to Resource Planner** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-resource-planner) - [ **Google Calendar to Resource Planner** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-resource-planner) - [ **Google Drive to Resource Planner** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-resource-planner) - [ **Mailchimp to Resource Planner** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-resource-planner) Questions ## Halo Service Solutions and Resource Planner, answered ### ### What can start an automation from Halo Service Solutions? Any of Halo Service Solutions's 2 triggers in the catalog, including New Ticket and Ticket Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Resource Planner when something happens in Halo Service Solutions? Any of Resource Planner's 11 actions, including Create Assignment, Create Project, Create Resource and Update assignment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Resource Planner to Halo Service Solutions? Yes. When something happens in Resource Planner, your agent can act in Halo Service Solutions too. This page covers both directions: Resource Planner's triggers and Halo Service Solutions's actions are listed here as well. ### ### Do I have to build a connector for Halo Service Solutions or Resource Planner? 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 Halo Service Solutions and Resource Planner 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.