Integration
Connect Liaison to Planly
When New or Updated Application fires in Liaison, your agent runs Add media from URL in Planly. 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 Liaison and Planly 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Liaison can start in Planly
When New or Updated Application in Liaison
then Add media from URL in Planly
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 Liaison and Planly
Triggers and actions 1 trigger · 19 actions
- New or Updated Application
Triggers when an application for an organization is created or updated.
- Get Account Info
Returns the CAS API user's account settings: user name, user level, and the application forms and user groups the user can reach.
- Get applicant
Returns an applicant's account information, including profile, user principal, email and telephones.
- Get Application
Gets one application on a CAS application form, including the applicant's submitted data.
- Get Organization
Gets one organization on a CAS application form, with its codes, contacts and program selection rules.
- Get program
Returns the details of a program offered by an organization on an application form, including its custom program attributes.
- List Applicants
Lists applicants on a CAS application form, either by CAS ID or by a date range.
- List Applications
Lists the application IDs for an organization, optionally only those last updated within a date range.
- List Organizations
Lists the organizations (schools or departments) on a CAS application form.
- List Programs
Lists the programs offered on a CAS application form, with their deadlines, terms and organizations.
- List subscriptions
Returns the business event subscriptions set up for an application form.
- Update organization
Updates an existing organization (name, codes, state, group and contacts) on a Liaison CAS application form.
- Update program
Updates an existing program under an organization in a Liaison application form, returning the updated program.
- Add media from URL
Imports an image or video from a public URL into a Planly team's media library.
- Delete media
Deletes one or more media files from a Planly team's media library.
- Get AI credits
Get the number of AI credits left in a Planly team.
- Get team
Get a single team by id.
- List Media
Lists the media files in a Planly team's media library.
- List teams
Lists all Planly teams the connected user belongs to.
- Update team
Renames a Planly team.
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
More from Liaison
Liaison to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Liaison to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Liaison to MailchimpMailchimp marketing automation and email platform.
Liaison to StripeStripe is a payment processing platform for online businesses.
Liaison to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Liaison to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
More into Planly
HubSpot to PlanlyHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to PlanlyGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to PlanlyGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to PlanlyGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Liaison and Planly, answered
What can start an automation from Liaison?
Any of Liaison's 1 trigger in the catalog, including New or Updated Application. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planly when something happens in Liaison?
Any of Planly's 7 actions, including Update team, Add media from URL, Get AI credits and Get team. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Planly to Liaison?
Planly has no triggers in the catalog today, so automations start in Liaison. If you need the other direction, ask: your agent reads Planly's API documentation and adds it.
Do I have to build a connector for Liaison or Planly?
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 Liaison and Planly 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.