Integration
Connect Karlia to Planfact
When New Contact fires in Karlia, 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 Karlia 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 Karlia can start in Planfact
When New Contact in Karlia
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 Karlia and Planfact
Triggers and actions 21 triggers · 58 actions
- Delete Equipment
Triggers when an equipement is deleted.
- Delete Event
Triggers when an event is deleted.
- Delete Note
Triggers when a note is deleted.
- Delete Opportunity
Triggers when an opportunity is deleted.
- Delete Product
Triggers when a product is deleted.
- Delete Project
Triggers when a project is deleted.
- Delete Project Subtask
Triggers when a project subtask is deleted.
- Delete Project Task
Triggers when a project task is deleted.
- Delete Task
Triggers when a task is deleted.
- Delete Ticket
Triggers when a ticket is deleted.
- Delete Time
Triggers when a time is deleted.
- New Contact
Triggers when a new contact is created.
- New Equipment
Triggers when a new equipment is created.
- New Opportunity
Triggers when a new opportunity is created.
- New Product
Triggers when a new product is created.
- New Project
Triggers when a new project is created.
- New Project Subtask
Triggers when a new project subtask is created.
- New Project Task
Triggers when a new project task is created.
- New Task
Triggers when a new task is created.
- New Ticket
Triggers when a new ticket is created.
- New Time
Triggers when a new time is created.
- Create Contact
Adds a new contact to a Karlia customer or supplier.
- Create Customer
Create a Customer.
- Create Event
Create an Event.
- Create Note
Creates a note in Karlia, optionally linked to a customer, opportunity, project or ticket.
- Create Opportunity
Create an Opportunity.
- Create Product
Create a Product.
- Create Project Subtask
Creates a subtask under a task in a Karlia project, with optional status, dates, time estimate and assignee.
- Create Project Task
Creates a task inside a Karlia project.
- Create Supplier
Create a Supplier.
- Create Task
Create a Task.
- Create Ticket
Creates a ticket in a Karlia ticketing pipeline.
- Create Time
Create a Time.
- Delete Equipment
Deletes a piece of equipment from Karlia.
- Delete Event
Delete an event (calendar appointment) in Karlia.
- Delete Note
Delete a note in Karlia by its ID.
- Delete Opportunity
Deletes an opportunity.
- Delete Product
Delete a product in Karlia.
- Delete Project
Delete a project in Karlia.
- Delete Project Subtask
Deletes a subtask from a project task in Karlia.
- Delete Project Task
Deletes a task from a Karlia project.
- Delete Task
Delete a task in Karlia.
- Delete Ticket
Deletes a ticket in Karlia by its ID.
- Delete Time
Delete a time entry in Karlia.
- Find Contact
Returns up to 100 Karlia contacts that match the specified search criteria (email, name, phone, customer/supplier, and more).
- Find Customer
Returns the Karlia customers that match the search criteria you supply, plus the first match on its own.
- Find Supplier
Returns the Karlia suppliers that match the specified search criteria.
- Get Contact
Show contact details
- Get Customer
Show customer details
- Get Opportunity
Show opportunity details
- Get Product
Show product details
- Get Project Subtask
Returns one subtask of a Karlia project task, including its status, dates, time estimate and assignees.
- Get Supplier
Show supplier details
- Get Ticket
Retrieve one Karlia ticket by its ID.
- Get Time
Get one time entry from Karlia by its ID.
- List Projects
Lists the projects in your Karlia account.
- List Project Tasks
Lists the tasks of one Karlia project.
- List Webhook Events
Lists the event names a Karlia webhook can subscribe to.
- Update/Create Customer
Updates a Karlia customer when a Customer ID is given; otherwise creates a new customer.
- 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
Karlia and Planfact, answered
What can start an automation from Karlia?
Any of Karlia's 21 triggers in the catalog, including New Contact, New Equipment, New Opportunity and New Product. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planfact when something happens in Karlia?
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 Karlia?
Planfact has no triggers in the catalog today, so automations start in Karlia. 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 Karlia 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 Karlia 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.