Integration
Connect Intervals to Planfact
When New client fires in Intervals, 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 Intervals and Planfact to do together?
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Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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 Intervals can start in Planfact
When New client in Intervals
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 Intervals and Planfact
Triggers and actions 6 triggers · 58 actions
- New client
Polling trigger: fires when a new client is created in Intervals.
- New invoice
Polling trigger: fires when a new invoice is created in Intervals.
- New milestone
Polling trigger: fires when a new milestone is created in Intervals.
- New person
Polling trigger: fires when a new person is added in Intervals.
- New project
Polling trigger: fires when a new project is created in Intervals.
- New task
Polling trigger: fires when a new task is created in Intervals.
- Add client
Create a new client.
- Add expense
Create a new expense.
- Add invoice
Create a new invoice.
- Add milestone
Create a new milestone.
- Add person
Create a new person (team member).
- Add project
Create a new project.
- Add task
Create a new task.
- Add time entry
Log a new time entry against a task.
- Add timer
Start a new timer for a task.
- Delete client
Delete a client.
- Delete expense
Delete an expense.
- Delete invoice
Delete an invoice.
- Delete milestone
Delete a milestone.
- Delete person
Delete a person.
- Delete project
Delete a project.
- Delete task
Delete a task.
- Delete time entry
Delete a logged time entry.
- Delete timer
Delete a timer.
- Get client
Retrieve a single client by id.
- Get expense
Retrieve a single expense by id.
- Get invoice
Retrieve a single invoice by id.
- Get milestone
Retrieve a single milestone by id.
- Get person
Retrieve a single person by id.
- Get project
Retrieve a single project by id.
- Get task
Retrieve a single task by id.
- Get time entry
Retrieve a single logged time entry by id.
- Get timer
Retrieve a single timer by id.
- List milestones
Retrieve all milestones in the Intervals account.
- List tasks
Retrieve all tasks in the Intervals account.
- Update client
Update an existing client's details.
- Update expense
Update an existing expense.
- Update invoice
Update an existing invoice.
- Update milestone
Update an existing milestone.
- Update person
Update an existing person's details.
- Update project
Update an existing project's details.
- Update task
Update an existing task's details.
- Update time entry
Update an existing logged time entry.
- Update timer
Update a timer (e.g. stop or adjust it).
- 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
Reviews
What our customers say
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Questions
Intervals and Planfact, answered
What can start an automation from Intervals?
Any of Intervals's 6 triggers in the catalog, including New client, New invoice, New milestone and New person. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planfact when something happens in Intervals?
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 Intervals?
Planfact has no triggers in the catalog today, so automations start in Intervals. 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 Intervals 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.
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.