--- title: "Connect Intervals and Resource Planner - APIANT.ai" description: "When \"New client\" fires in Intervals, your agent runs \"Create Project\" in Resource Planner." canonical: "https://apiant.ai/connect/intervals-to-resource-planner" --- # Connect Intervals and Resource Planner When **New client** fires in [Intervals](https://apiant.ai/connections/intervals), your agent runs **Create Project** in [Resource Planner](https://apiant.ai/connections/resource-planner), or **New Project** in Resource Planner to **Add project** in Intervals. Describe the whole flow and it is built, tested on every scenario and kept running. Intervals **6** triggers Intervals **38** actions Resource Planner **2** triggers Resource Planner **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Intervals and Resource Planner 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 Intervals and Resource Planner can do together ### From Intervals to Resource Planner - When **New client** in Intervals then **Create Project** in Resource Planner - When **New invoice** in Intervals then **Update project** in Resource Planner ### From Resource Planner to Intervals - When **New Project** in Resource Planner then **Add project** in Intervals - When **New Resource** in Resource Planner then **Add invoice** in Intervals 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 Resource Planner ## Triggers and actions 8 triggers · 49 actions - Trigger **New client** Polling trigger: fires when a new client is created in Intervals. - Trigger **New invoice** Polling trigger: fires when a new invoice is created in Intervals. - Trigger **New milestone** Polling trigger: fires when a new milestone is created in Intervals. - Trigger **New person** Polling trigger: fires when a new person is added in Intervals. - Trigger **New project** Polling trigger: fires when a new project is created in Intervals. - Trigger **New task** Polling trigger: fires when a new task is created in Intervals. - Action **Add client** Create a new client. - Action **Add expense** Create a new expense. - Action **Add invoice** Create a new invoice. - Action **Add milestone** Create a new milestone. - Action **Add person** Create a new person (team member). - Action **Add project** Create a new project. - Action **Add task** Create a new task. - Action **Add time entry** Log a new time entry against a task. - Action **Add timer** Start a new timer for a task. - Action **Delete client** Delete a client. - Action **Delete expense** Delete an expense. - Action **Delete invoice** Delete an invoice. - Action **Delete milestone** Delete a milestone. - Action **Delete person** Delete a person. - Action **Delete project** Delete a project. - Action **Delete task** Delete a task. - Action **Delete time entry** Delete a logged time entry. - Action **Delete timer** Delete a timer. - Action **Get client** Retrieve a single client by id. - Action **Get expense** Retrieve a single expense by id. - Action **Get invoice** Retrieve a single invoice by id. - Action **Get milestone** Retrieve a single milestone by id. - Action **Get person** Retrieve a single person by id. - Action **Get project** Retrieve a single project by id. - Action **Get task** Retrieve a single task by id. - Action **Get time entry** Retrieve a single logged time entry by id. - Action **Get timer** Retrieve a single timer by id. - Action **List milestones** Retrieve all milestones in the Intervals account. - Action **List tasks** Retrieve all tasks in the Intervals account. - Action **Update client** Update an existing client's details. - Action **Update expense** Update an existing expense. - Action **Update invoice** Update an existing invoice. - Action **Update milestone** Update an existing milestone. - Action **Update person** Update an existing person's details. - Action **Update project** Update an existing project's details. - Action **Update task** Update an existing task's details. - Action **Update time entry** Update an existing logged time entry. - Action **Update timer** Update a timer (e.g. stop or adjust it). - Trigger **New Project** Triggers when a new project is created in the workspace. - Trigger **New Resource** Triggers when a new resource (person) is added to the Resource Planner workspace. - Action **Create Assignment** Creates an assignment that books a resource on a project for a date range, optionally with a linked task. - Action **Create Project** Creates a new project in your Resource Planner workspace, with optional color, note, estimated size in hours, and billing rates. - Action **Create Resource** Creates a new resource (a person) in your Resource Planner workspace, optionally inviting them with an access role. - Action **Delete assignment** Removes an assignment from the Resource Planner schedule. - Action **Delete project** Deletes a project and all of its assignments. - Action **Delete resource** Deletes a resource (person) from your Resource Planner workspace, along with all of their assignments. - Action **Find Project** Returns the projects whose ID matches, or whose title or note contains, the search text. - Action **Find Resource** Returns the resources (people) in your workspace whose ID, name, email or note matches the search text. - Action **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. - Action **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. - Action **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. ## Each app on its own - [ **Intervals** Intervals is cloud-based time tracking and task management with powerful reporting.](https://apiant.ai/connections/intervals) - [ **Resource Planner** Resource Planner is a tool for team planning and vacation management for team of all sizes.](https://apiant.ai/connections/resource-planner) Reviews ## What our customers say ## More from Intervals - [ **Intervals to Asana** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/intervals-to-asana) - [ **Intervals to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/intervals-to-salesforce) - [ **Intervals to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/intervals-to-slack) - [ **Intervals to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/intervals-to-google-drive) - [ **Intervals to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/intervals-to-mailchimp) - [ **Intervals to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/intervals-to-stripe) ## More into Resource Planner - [ **HubSpot to Resource Planner** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-resource-planner) - [ **Google Sheets to Resource Planner** Google Sheets](https://apiant.ai/connect/google-sheets-to-resource-planner) - [ **Gmail to Resource Planner** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-resource-planner) - [ **Google Calendar to Resource Planner** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-resource-planner) - [ **Google Drive to Resource Planner** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-resource-planner) - [ **Mailchimp to Resource Planner** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-resource-planner) Questions ## Intervals and Resource Planner, 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 Resource Planner when something happens in Intervals? 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 Intervals? Yes. When something happens in Resource Planner, your agent can act in Intervals too. This page covers both directions: Resource Planner's triggers and Intervals's actions are listed here as well. ### ### Do I have to build a connector for Intervals 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 Intervals 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.