Integration
Connect Housecall Pro and Resource Planner
When New Completed Job fires in Housecall Pro, your agent runs Create Project in Resource Planner, or New Project in Resource Planner to Create Customer in Housecall Pro. 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 Housecall Pro and Resource Planner 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)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 Housecall Pro and Resource Planner can do together
From Housecall Pro to Resource Planner
When New Completed Job in Housecall Pro
then Create Project in Resource Planner
From Resource Planner to Housecall Pro
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 Housecall Pro and Resource Planner
Triggers and actions 4 triggers · 12 actions
- New Completed Job
Triggers when a job in Housecall Pro is marked complete.
- New Scheduled Job
Triggers when a new job with a scheduled status is created in Housecall Pro.
- Create Customer
Creates a new customer in Housecall Pro with their contact details, tags, notes and addresses.
- New Project
Triggers when a new project is created in the workspace.
- New Resource
Triggers when a new resource (person) is added to the Resource Planner workspace.
- Create Assignment
Creates an assignment that books a resource on a project for a date range, optionally with a linked task.
- Create Project
Creates a new project in your Resource Planner workspace, with optional color, note, estimated size in hours, and billing rates.
- Create Resource
Creates a new resource (a person) in your Resource Planner workspace, optionally inviting them with an access role.
- Delete assignment
Removes an assignment from the Resource Planner schedule.
- Delete project
Deletes a project and all of its assignments.
- Delete resource
Deletes a resource (person) from your Resource Planner workspace, along with all of their assignments.
- Find Project
Returns the projects whose ID matches, or whose title or note contains, the search text.
- Find Resource
Returns the resources (people) in your workspace whose ID, name, email or note matches the search text.
- 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.
- 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.
- 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.
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
Housecall Pro and Resource Planner, answered
What can start an automation from Housecall Pro?
Any of Housecall Pro's 2 triggers in the catalog, including New Completed Job and New Scheduled Job. 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 Housecall Pro?
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 Housecall Pro?
Yes. When something happens in Resource Planner, your agent can act in Housecall Pro too. This page covers both directions: Resource Planner's triggers and Housecall Pro's actions are listed here as well.
Do I have to build a connector for Housecall Pro 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 Housecall Pro 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.