--- title: "Connect Leiga to Planfact - APIANT.ai" description: "When \"Updated Issue\" fires in Leiga, your agent runs \"Add invoice document\" in Planfact." canonical: "https://apiant.ai/connect/leiga-to-planfact" --- # Connect Leiga to Planfact When **Updated Issue** fires in [Leiga](https://apiant.ai/connections/leiga), your agent runs **Add invoice document** in [Planfact](https://apiant.ai/connections/planfact). Describe the whole flow and it is built, tested on every scenario and kept running. Leiga **1** trigger Leiga **15** actions Planfact **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Leiga and Planfact 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 Leiga can start in Planfact - When **Updated Issue** in Leiga then **Add invoice document** in Planfact - When **Updated Issue** in Leiga then **Add project** 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 Leiga and Planfact ## Triggers and actions 1 trigger · 35 actions - Trigger **Updated Issue** Triggers when an issue is updated in Leiga. - Action **Add comment** Adds a comment to a Leiga issue or other record, optionally as a reply to an existing comment. - Action **Add epic** Creates a new epic in a Leiga project. - Action **Add project** Creates a new project in Leiga from a project template, with a name, leader and optional description. - Action **Add version** Creates a new version (release) in Leiga with a name, owner, and optional description, start date and estimated release date. - Action **Create Issue** Creates a new issue in a Leiga project with the issue type and field values you provide. - Action **Delete issue** Deletes an issue from a Leiga project. - Action **Find issues by criteria** Searches the issues in a Leiga project matching a summary keyword, status types, field values or date ranges, and returns the matching issues. - Action **Get issue** Returns the full details of a Leiga issue, including its custom field values, by issue ID. - Action **Get project** Returns the details of a Leiga project by its ID. - Action **Get version** Returns the details of a Leiga version, including its name, status and release dates. - Action **List comments** Returns the comments on a Leiga issue or other item, including replies and attachments. - Action **List Issue Types** Returns the issue types (such as bug or task) available in a Leiga project. - Action **List projects** Returns all projects in your Leiga organization with their id, name, key and archived status. - Action **Update issue** Updates an existing Leiga issue's field values, such as its summary, description, status, priority, assignee or labels. - Action **Update project** Updates a Leiga project's overview fields, such as its name or start time. - Action **Add account** Creates a new account (cash, card or electronic money account) in Planfact for a company, with its currency and opening balance. - Action **Add contragent** Creates a new contragent (counterparty) in Planfact. - Action **Add invoice document** Creates a new invoice (bill for payment) in PlanFact for a bank account and counterparty, optionally with product lines. - Action **Add operation category** Creates a new income, outcome or balance-sheet category (article) in PlanFact. - Action **Add operation income** Creates an income (incoming payment) operation on a Planfact account, optionally split across projects, counterparties and categories. - Action **Add operation outcome** Creates an outcome (payment / expense) operation in Planfact on the chosen account. - Action **Add product** Creates a new product or service in Planfact with its name, price, currency and VAT. - Action **Add project** Creates a new project in Planfact, optionally in a project group and linked to a budget. - Action **Delete contragent** Deletes a contragent (counterparty) from Planfact. - Action **Delete operation** Deletes an operation (income, outcome, move or accrual transaction) from PlanFact by its ID. - Action **Get account** Returns a single money account (cash, card or bank account) by its id, including its currency, current balance and bank details. - Action **Get contragent** Returns a single contragent (counterparty) by its ID, including its names, tax identifiers, type, group and default income/outcome categories. - Action **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. - Action **Get project** Returns a Planfact project by its ID, including its group, currency and status. - Action **List contragents** Returns a list of counterparties (contragents), optionally filtered by name, type, status, group or change date. - Action **List operation categories** Returns the account's income and expense categories (operation categories), optionally filtered by type, name or parent. - Action **List products** Returns the products and services in your Planfact account, optionally filtered by search text, type, external ID or change date. - Action **List projects** Returns the projects in your Planfact account, optionally filtered by name, group, status or dates. - Action **Update contragent** Updates an existing counterparty (contragent) in Planfact, such as its name, tax details, type, default categories or group. - Action **Update project** Updates an existing Planfact project's name, comment, status, group, budget or closed flag. ## Each app on its own - [ **Leiga** Offering powerful features and flexible solutions, Leiga empowers agile teams to work, collaborate, improve...](https://apiant.ai/connections/leiga) - [ **Planfact** Online financial and management accounting service for small/medium businesses (cash flow, forecasting...](https://apiant.ai/connections/planfact) Reviews ## What our customers say ## More from Leiga - [ **Leiga to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/leiga-to-salesforce) - [ **Leiga to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/leiga-to-slack) - [ **Leiga to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/leiga-to-mailchimp) - [ **Leiga to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/leiga-to-stripe) - [ **Leiga to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/leiga-to-shopify) - [ **Leiga to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/leiga-to-quickbooks-online) ## More into Planfact - [ **HubSpot to Planfact** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-planfact) - [ **Salesforce to Planfact** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-planfact) - [ **Slack to Planfact** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-planfact) - [ **Google Sheets to Planfact** Google Sheets](https://apiant.ai/connect/google-sheets-to-planfact) - [ **Gmail to Planfact** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-planfact) - [ **Google Calendar to Planfact** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-planfact) Questions ## Leiga and Planfact, answered ### ### What can start an automation from Leiga? Any of Leiga's 1 trigger in the catalog, including Updated Issue. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Planfact when something happens in Leiga? 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 Leiga? Planfact has no triggers in the catalog today, so automations start in Leiga. 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 Leiga 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 Leiga 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.