--- title: "Connect Helpwise to Meisterplan - APIANT.ai" description: "When \"Contact Is Created\" fires in Helpwise, your agent runs \"Create or Update Tasks of a Project's Tool Link\" in Meisterplan." canonical: "https://apiant.ai/connect/helpwise-to-meisterplan" --- # Connect Helpwise to Meisterplan When **Contact Is Created** fires in [Helpwise](https://apiant.ai/connections/helpwise), your agent runs **Create or Update Tasks of a Project's Tool Link** in [Meisterplan](https://apiant.ai/connections/meisterplan). Describe the whole flow and it is built, tested on every scenario and kept running. Helpwise **1** trigger Helpwise **4** actions Meisterplan **19** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Helpwise and Meisterplan 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 Helpwise can start in Meisterplan - When **Contact Is Created** in Helpwise then **Create or Update Tasks of a Project's Tool Link** in Meisterplan - When **Contact Is Created** in Helpwise then **Create or Update a Project's Tool Link** in Meisterplan 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 Helpwise and Meisterplan ## Triggers and actions 1 trigger · 23 actions - Trigger **Contact Is Created** Triggers when new contact is created - Action **Get contact** Get a contact by id. - Action **List contacts** List contacts. - Action **List users** List users. - Action **Update contact** Update a contact. - Action **Create or Update Actual Time Worked** Records the hours a resource or role actually worked on a project for a given date, updating the existing entry if one is already there. Returns the stored entry. - Action **Create or Update Allocation** Allocates a resource or role to a project for a date range, updating the existing allocation if one is already there. Returns the allocation with its resulting segments. - Action **Create or Update a Project's Tool Link** Links a Meisterplan project to the matching project in a task management tool, updating the link if one already exists. Returns the stored link. - Action **Create or Update Resource Absence** Records an absence for a resource over a date range, so the time is taken out of their availability. Returns the stored absence. - Action **Create or Update Tasks of a Project's Tool Link** Pushes a task from a linked task management tool onto a Meisterplan project, updating it if the task key is already there. - Action **Create Project** Creates a project in a Meisterplan scenario, including its dates, budgets and custom fields. Returns the new project. - Action **Create Resource** Adds a person to the Meisterplan resource pool, with their role, calendar, cost rate and org placement. Returns the new resource. - Action **Create Role** Creates a role in Meisterplan that resources can be assigned to and projects can be allocated against. Returns the new role. - Action **Find a Resource or Role** Returns the resources and roles whose key, name or email matches the text you supply. Meisterplan has no server-side search on these collections, so the match is made after fetching them. - Action **Find a Team, Resource or Role** Returns the teams, resources and roles whose name, key or email matches the text you supply. Meisterplan has no server-side search on these collections, so the match is made after fetching them. - Action **Find Project by Key** Returns the project in a scenario that carries the project key you supply. Meisterplan has no server-side project search, so the match is made after fetching the scenario's projects. - Action **Find Project by Name** Returns the projects in a scenario whose name contains the text you supply. Meisterplan has no server-side project search, so the match is made after fetching the scenario's projects. - Action **Find Resource by Email** Returns the resource whose email address matches the one you supply. Meisterplan has no server-side resource search, so the match is made after fetching the resource pool. - Action **Find Resource by Key** Returns the resource carrying the resource key you supply. Meisterplan has no server-side resource search, so the match is made after fetching the resource pool. - Action **Find Role by Name** Returns the role carrying the name you supply. Meisterplan has no server-side role search, so the match is made after fetching the roles. - Action **Find Task by Key** Returns the task on a project's tool link that carries the task key you supply. Meisterplan has no server-side task search, so the match is made after fetching the project's tasks. - Action **Update Project** Updates a project in a Meisterplan scenario — its dates, budgets, status and custom fields. Only the values supplied are changed. Returns the updated project. - Action **Update Resource** Updates a person in the Meisterplan resource pool — their name, role, calendar, cost rate and org placement. Only the values supplied are changed. Returns the updated resource. - Action **Update Role** Updates a role in Meisterplan — its name, cost rate and org placement. Only the values supplied are changed. Returns the updated role. ## Each app on its own - [ **Helpwise** Helpwise is an easy-to-use customer service platform that helps you manage all customer communication from a...](https://apiant.ai/connections/helpwise) - [ **Meisterplan** Meisterplan is a project portfolio management tool that focuses on resource management at the portfolio...](https://apiant.ai/connections/meisterplan) Reviews ## What our customers say ## More from Helpwise - [ **Helpwise to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/helpwise-to-hubspot) - [ **Helpwise to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/helpwise-to-salesforce) - [ **Helpwise to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/helpwise-to-slack) - [ **Helpwise to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/helpwise-to-mailchimp) - [ **Helpwise to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/helpwise-to-stripe) - [ **Helpwise to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/helpwise-to-shopify) ## More into Meisterplan - [ **PyPI to Meisterplan** Package metadata, release history and download files for any Python package published on the Python Package...](https://apiant.ai/connect/pypi-to-meisterplan) - [ **HubSpot to Meisterplan** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-meisterplan) - [ **Salesforce to Meisterplan** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-meisterplan) - [ **Slack to Meisterplan** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-meisterplan) - [ **Google Sheets to Meisterplan** Google Sheets](https://apiant.ai/connect/google-sheets-to-meisterplan) - [ **Gmail to Meisterplan** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-meisterplan) Questions ## Helpwise and Meisterplan, answered ### ### What can start an automation from Helpwise? Any of Helpwise's 1 trigger in the catalog, including Contact Is Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Meisterplan when something happens in Helpwise? Any of Meisterplan's 19 actions, including Create or Update Actual Time Worked, Create or Update Allocation, Create or Update a Project's Tool Link and Create or Update Resource Absence. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Meisterplan to Helpwise? Meisterplan has no triggers in the catalog today, so automations start in Helpwise. If you need the other direction, ask: your agent reads Meisterplan's API documentation and adds it. ### ### Do I have to build a connector for Helpwise or Meisterplan? 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 Helpwise and Meisterplan 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.