--- title: "Connect HigherGov to Planfact - APIANT.ai" description: "When \"Pursuit Added\" fires in HigherGov, your agent runs \"Add invoice document\" in Planfact." canonical: "https://apiant.ai/connect/highergov-to-planfact" --- # Connect HigherGov to Planfact When **Pursuit Added** fires in [HigherGov](https://apiant.ai/connections/highergov), 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. HigherGov **1** trigger HigherGov **10** 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 HigherGov 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 HigherGov can start in Planfact - When **Pursuit Added** in HigherGov then **Add invoice document** in Planfact - When **Pursuit Added** in HigherGov 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 HigherGov and Planfact ## Triggers and actions 1 trigger · 30 actions - Trigger **Pursuit Added** Triggered when a new pursuit is added to your HigherGov pipeline. - Action **Find Agencies** Returns U.S. government agencies from HigherGov, with each agency's ID, name, abbreviation, type and place in the agency hierarchy. Supply an agency ID to look up a single one. - Action **Find Awardees** Returns companies that hold U.S. government awards, with each company's name, Unique Entity ID, CAGE code, address, contacts, industry codes and SAM registration dates. Filter by Unique Entity ID, CAGE code, parent company or industry code. - Action **Find Contract Vehicles** Returns U.S. government contract vehicles, each with its name, description, type, status, award date and the awarding and funding agencies. - Action **Find Federal Contracts** Returns U.S. federal contract awards, each with its Award ID, winning company, awarding and funding agencies, dollar values, performance dates, industry codes and place of performance. Filter by company, agency, industry code, contract vehicle or a saved HigherGov search. - Action **Find Federal Grants** Returns U.S. federal grant awards, each with its Award ID, recipient organization, awarding and funding agencies, grant program number, dollar amounts and dates. Filter by recipient, agency, program number or a saved HigherGov search. - Action **Find Opportunities** Returns open U.S. government contract and grant opportunities, each with its title, description, posting agency, source, posted and due dates. Filter by agency, source, posted date or a saved HigherGov search. - Action **Find People** Returns federal, state and local government contacts, each with their name, title, email, phone and agency. Supply an email address to look up one specific person. - Action **Find Pursuits** Returns the pursuits your team is tracking in HigherGov, each with its keys, name, stage and related opportunity details. Filter to a single pursuit by its key or your own reference ID. - Action **Find State and Local Contracts** Returns U.S. state and local government contract awards, each with its buyer, supplier, award amount and start and end dates. Filter by date range or a saved HigherGov search. - Action **Get Opportunity Documents** Returns the documents attached to a government opportunity, each with its file name, type, size, posted date, download link and extracted text. - 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 - [ **HigherGov** HigherGov is a market intelligence platform for federal, state, and local government contractors and grant...](https://apiant.ai/connections/highergov) - [ **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 HigherGov - [ **HigherGov to Hyperstack Certificates** Hyperstack helps you easily create and manage digital certificates & badges for your events or courses.](https://apiant.ai/connect/highergov-to-hyperstack-certificates) - [ **HigherGov to timeBuzzer** timeBuzzer is a simple time tracker and timesheet app to track hours worked across projects in real time.](https://apiant.ai/connect/highergov-to-timebuzzer) - [ **HigherGov to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/highergov-to-hubspot) - [ **HigherGov to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/highergov-to-salesforce) - [ **HigherGov to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/highergov-to-gmail) - [ **HigherGov to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/highergov-to-stripe) ## 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](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 ## HigherGov and Planfact, answered ### ### What can start an automation from HigherGov? Any of HigherGov's 1 trigger in the catalog, including Pursuit Added. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Planfact when something happens in HigherGov? 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 HigherGov? Planfact has no triggers in the catalog today, so automations start in HigherGov. 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 HigherGov 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 HigherGov 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.