Integration
Connect Hubflo to Planfact
When Company Updated fires in Hubflo, your agent runs Add invoice document in Planfact. 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 Hubflo and Planfact 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 Hubflo can start in Planfact
When Company Updated in Hubflo
then Add invoice document 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 Hubflo and Planfact
Triggers and actions 15 triggers · 68 actions
- Client Invited to Portal
Triggers when a new invitation to the portal is created.
- Company Updated
Triggers when a company is updated.
- Message Sent
Triggers when a message is sent in a chatroom
- New Chatroom
Triggers when a new chatroom is created.
- New Comment on a Task
Triggers when a new comment is created on a task.
- New Company
Triggers when a new company is created.
- New Contact
Triggers when a new contact is created.
- New File Uploaded
Triggers when a new file is uploaded.
- New Folder
Triggers when a new folder is created.
- New Form
Triggers when a new form is created.
- New Project
Triggers when a new project is created.
- New Proposal
Triggers when a new proposal is created.
- New Task
Triggers when a new task is created.
- New Time Log
Triggers when a new time log is created.
- New Workspace
Triggers when a new workspace is created.
- Add a Participant to the Chatroom
Add a participant to the Chatroom.
- Add Comment to a Task
Adds a Comment to a Task.
- Add Embed to Workspace
Adds embed to workspace
- Add Link to Workspace
Adds link to workspace
- Add Project Section
Add a section with tasks to a project
- Create a File for a Task
Create a File for a Task.
- Create Company
Creates a Company
- Create Contact
Creates a Contact
- Create New Time Entry
Creates a New Time Entry
- Create Note
Creates a Note
- Create Project
Create a Project
- Create Proposal
Creates a proposal
- Create Task
Creates a Task
- Create Workspace
Creates a Workspace
- Create Workspace Folder
Add a new folder to a workspace.
- Create Workspace Note
Creates a Note in a Workspace
- Delete Workspace
Deletes a workspace - Irreversible
- Edit Time Entry
Edits a Particular Time Entry
- Find a Company
Retrieves a Company.
- Find a Form
Finds a Desired Form
- Find an Form Assignment
Finds an Assignment of a Form.
- Find Chatroom
Find chatroom from contacts.
- Find Contact
Finds a Contact by Email
- Find Content Items
Finds Content Items in a Organization.
- Find Project
Returns the projects matching a name, owner, client contact or workspace.
- Find Sections of a Project
Finds Sections of a Projects.
- Find the Form Assignments
Finds Assignments of a Form.
- Find the Tasks
FindsTasks or Subtasks.
- Find Workspace
Returns the workspaces matching a title, a workspace id or a project.
- Find Workspace Folder
Finds a Folder by Title in a Workspace
- Get Companies
Returns the companies in your account, optionally limited to a project, parent company, owner or contact. Use Find a Company to look one up by name.
- Get Contacts
Get all your contacts
- Invite Contact to Workspace
Invite contact to a workspace
- List Task Comments
Lists all Comments of a Task.
- Retrieve a Comment of Task
Retrieves a Comment of Task.
- Retrieve a Task
Retrieves a Particular Task.
- Retrieve Chatroom Participants
Retrieve chatroom participants
- Retrieve Members
Retrieve members of an organization
- Retrieve Messages of a Chatroom
Retrieves messages from a given Chatroom.
- Send Form to a Client
Sends form to a client.
- Send Message in a Chatroom
Sends a Message in a Chatroom.
- Update Company
Updates a Company
- Update Contact
Updates a Contact
- Update Embed in Workspace
Updates embed in workspace
- Update Project
Updates a Project
- Update Task
Updates a Task
- Update Workspace
Updates a workspace.
- Update Workspace Folder
Updates a Workspace folder.
- Add account
Creates a new account (cash, card or electronic money account) in Planfact for a company, with its currency and opening balance.
- Add contragent
Creates a new contragent (counterparty) in Planfact.
- Add invoice document
Creates a new invoice (bill for payment) in PlanFact for a bank account and counterparty, optionally with product lines.
- Add operation category
Creates a new income, outcome or balance-sheet category (article) in PlanFact.
- Add operation income
Creates an income (incoming payment) operation on a Planfact account, optionally split across projects, counterparties and categories.
- Add operation outcome
Creates an outcome (payment / expense) operation in Planfact on the chosen account.
- Add product
Creates a new product or service in Planfact with its name, price, currency and VAT.
- Add project
Creates a new project in Planfact, optionally in a project group and linked to a budget.
- Delete contragent
Deletes a contragent (counterparty) from Planfact.
- Delete operation
Deletes an operation (income, outcome, move or accrual transaction) from PlanFact by its ID.
- Get account
Returns a single money account (cash, card or bank account) by its id, including its currency, current balance and bank details.
- Get contragent
Returns a single contragent (counterparty) by its ID, including its names, tax identifiers, type, group and default income/outcome categories.
- 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.
- Get project
Returns a Planfact project by its ID, including its group, currency and status.
- List contragents
Returns a list of counterparties (contragents), optionally filtered by name, type, status, group or change date.
- List operation categories
Returns the account's income and expense categories (operation categories), optionally filtered by type, name or parent.
- List products
Returns the products and services in your Planfact account, optionally filtered by search text, type, external ID or change date.
- List projects
Returns the projects in your Planfact account, optionally filtered by name, group, status or dates.
- Update contragent
Updates an existing counterparty (contragent) in Planfact, such as its name, tax details, type, default categories or group.
- Update project
Updates an existing Planfact project's name, comment, status, group, budget or closed flag.
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
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Questions
Hubflo and Planfact, answered
What can start an automation from Hubflo?
Any of Hubflo's 15 triggers in the catalog, including Company Updated, New Chatroom, New Comment on a Task and New Company. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planfact when something happens in Hubflo?
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 Hubflo?
Planfact has no triggers in the catalog today, so automations start in Hubflo. 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 Hubflo 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 Hubflo 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.