Integration
Connect Invoco and Planports
When New Call Completed fires in Invoco, your agent runs Update contact in Planports, or New Contact in Planports to Send SMS in Invoco. 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 Invoco and Planports 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 Invoco and Planports can do together
From Invoco to Planports
When New Call Completed in Invoco
then Update contact in Planports
When New Inbound Call Completed in Invoco
then Find contact by phone number in Planports
From Planports to Invoco
When New Contact in Planports
then Send SMS in Invoco
When New Contact in Planports
then Get call recording in Invoco
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 Invoco and Planports
Triggers and actions 6 triggers · 19 actions
Trigger
New Call CompletedTriggers when a call (inbound or outbound) on your Invoco numbers completes and appears in your call history.
Trigger
New Inbound Call CompletedTriggers when an inbound call on your Invoco numbers has finished. Returns the call's ID, start time, caller, called number, duration and cost.
Trigger
New inbound SMSTriggers when a new text message is received on one of your Invoco numbers.
Trigger
New Outbound Call CompletedTriggers when an outbound call on your Invoco account has finished.
Trigger
New outbound SMSTriggers when an SMS is sent from one of your Invoco numbers.
Action
Get call recordingDownloads the mp3 recording of a call. An error occurs if no recording exists for the call.
Action
Get call transcriptReturns the transcript and AI analysis (score, call type, summary, speakers) of a completed call.
Action
Get SMSReturns a single SMS message by its id, including direction, sender, recipient, text, fragment count and cost.
Action
List billing historyReturns the billing history (payments) for your Invoco account.
Action
List call historyReturns your Invoco telephone call history, optionally limited to a date range, including caller, called number, duration, cost and direction for each call.
Action
List numbersReturns all of your Invoco telephone numbers, with each number's description and where it currently redirects.
Action
List SMS historyReturns the text messages sent and received on your Invoco account, newest first, optionally narrowed by date range, direction or phone number.
Action
Send SMSSends a text message from one of your Invoco numbers.
Trigger
New ContactTriggered when a new contact, either an individual or an organization, is added in Planports.
Action
Add meetingCreates a meeting record in Planports, with its type, content, schedule, participants and links to a project or opportunity.
Action
Add proposalCreates a sales proposal for a Planports contact, optionally with product lines.
Action
Find contact by phone numberFinds a Planports contact by phone number and returns the matching contact.
Action
List contactsReturns all contacts in the Planports account, both individuals and organizations, optionally filtered by type, state, name or tag and sorted by name or date added.
Action
List meetingsReturns meetings in Planports, optionally filtered by owner, date, conclusion, subject or content.
Action
List productsReturns the products in the Planports account, optionally filtered by text, product code, product name or date added, and sorted as requested.
Action
List projectsReturns the projects in your Planports account, optionally filtered by project name.
Action
List proposalsReturns proposals from Planports, optionally filtered by customer name, proposal number, type, state, date range or the user who added them.
Action
List tasksReturns the tasks in your Planports account, optionally filtered by project, stage or task detail.
Action
Update contactUpdates an existing contact (person or organization) in Planports.
Action
Update opportunityUpdates an existing opportunity in Planports. Only the fields you fill in are changed.
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
Invoco and Planports, answered
What can start an automation from Invoco?
Any of Invoco's 5 triggers in the catalog, including New Call Completed, New Inbound Call Completed, New inbound SMS and New Outbound Call Completed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planports when something happens in Invoco?
Any of Planports's 11 actions, including Update contact, Update opportunity, Add meeting and Add proposal. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Planports to Invoco?
Yes. When something happens in Planports, your agent can act in Invoco too. This page covers both directions: Planports's triggers and Invoco's actions are listed here as well.
Do I have to build a connector for Invoco or Planports?
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 Invoco and Planports 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.