Integration
Connect LiveAgent and Resource Planner
When New conversation fires in LiveAgent, your agent runs Create Project in Resource Planner, or New Project in Resource Planner to Add customer group in LiveAgent. 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 LiveAgent and Resource Planner 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 LiveAgent and Resource Planner can do together
From LiveAgent to Resource Planner
When New conversation in LiveAgent
then Create Project in Resource Planner
When New Customer in LiveAgent
then Update project in Resource Planner
From Resource Planner to LiveAgent
When New Project in Resource Planner
then Add customer group in LiveAgent
When New Resource in Resource Planner
then List conversation messages in LiveAgent
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 LiveAgent and Resource Planner
Triggers and actions 5 triggers · 18 actions
Trigger
New conversationTriggers when a new conversation (ticket, chat, call or message) is created in LiveAgent.
Trigger
New CustomerTriggers when a new customer (contact) is added in LiveAgent.
Trigger
New Customer (Experimental)Triggers when a new customer (contact) is added in LiveAgent.
Action
Add customer groupCreates a new customer group in LiveAgent with a name and optional text and background colors.
Action
Add tagCreates a new tag in LiveAgent that can be assigned to conversations.
Action
Get conversationReturns a LiveAgent conversation (ticket) by its ID, code or public URL code, including status, owner, tags and custom field values.
Action
List conversation messagesReturns all message groups and their messages for a LiveAgent conversation, optionally limited to a date range.
Action
List conversationsReturns conversations (tickets, chats, calls) in LiveAgent, optionally filtered by owner, department, agent, status, channel, subject and dates.
Action
List customer groupsReturns every customer group defined in the LiveAgent account, with each group's id and name.
Action
List tagsReturns every tag defined in the LiveAgent account, with each tag's id and name.
Trigger
New ProjectTriggers when a new project is created in the workspace.
Trigger
New ResourceTriggers when a new resource (person) is added to the Resource Planner workspace.
Action
Create AssignmentCreates an assignment that books a resource on a project for a date range, optionally with a linked task.
Action
Create ProjectCreates a new project in your Resource Planner workspace, with optional color, note, estimated size in hours, and billing rates.
Action
Create ResourceCreates a new resource (a person) in your Resource Planner workspace, optionally inviting them with an access role.
Action
Delete assignmentRemoves an assignment from the Resource Planner schedule.
Action
Delete projectDeletes a project and all of its assignments.
Action
Delete resourceDeletes a resource (person) from your Resource Planner workspace, along with all of their assignments.
Action
Find ProjectReturns the projects whose ID matches, or whose title or note contains, the search text.
Action
Find ResourceReturns the resources (people) in your workspace whose ID, name, email or note matches the search text.
Action
Update assignmentUpdates 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 projectUpdates 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 resourceUpdates an existing resource (person) in Resource Planner, changing only the details you supply such as name, email, capacity, cost, work days or access settings.
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
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Questions
LiveAgent and Resource Planner, answered
What can start an automation from LiveAgent?
Any of LiveAgent's 3 triggers in the catalog, including New conversation, New Customer and New Customer (Experimental). 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 LiveAgent?
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 LiveAgent?
Yes. When something happens in Resource Planner, your agent can act in LiveAgent too. This page covers both directions: Resource Planner's triggers and LiveAgent's actions are listed here as well.
Do I have to build a connector for LiveAgent 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 LiveAgent 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.