Integration
Connect Looker to Planfact
When New Dashboard fires in Looker, 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 Looker 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 Looker can start in Planfact
When New Dashboard in Looker
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 Looker and Planfact
Triggers and actions 3 triggers · 39 actions
- New Dashboard
Triggers when a new dashboard is created in Looker.
- New Look
Triggers when a new Look is saved in Looker.
- New User
Triggers when a new user is added to Looker.
- Add Group
Creates a new user group in Looker (admin only).
- Add Role(s) to User
Sets the roles assigned directly to a Looker user, replacing their current direct roles.
- Add Scheduled Plan
Creates a scheduled plan that delivers a Look, dashboard, LookML dashboard or query to one or more destinations on a recurring schedule.
- Add User to Group
Adds a user to a Looker group.
- Create Credentials - Email
Adds an email login to a Looker user.
- Create Render Task
Starts rendering a Look to an image or PDF; use Get Render Task Results with the returned ID once it finishes.
- Create User
Creates a new user in Looker with the given name and details.
- Delete User
Deletes a user from Looker.
- Find User
Finds Looker users matching an email or name.
- Get Dashboard
Returns the full details of a Looker dashboard, including its tiles, filters and layouts.
- Get Look
Returns a saved Look's details, including its title, folder, owner, URLs and the query behind it.
- Get Render Task Results
Returns the image or PDF file produced by a completed render task.
- Get User
Returns a Looker user's details by user ID, including name, email, roles, groups and credentials.
- List Dashboards
Returns all active dashboards in your Looker instance with summary details such as id, title and folder.
- List Groups
Returns the user groups in your Looker instance, optionally filtered by ID or content access.
- List Looks
Returns all active Looks the connected user has access to, with their titles, folders and owners.
- Run Look
Runs a saved Look and returns its result rows.
- Send Password Reset or Account Setup Email
Sends a Looker user a password reset email, or an account setup email if they have not set up their account yet.
- Update User
Updates a Looker user's name, home folder, locale or disabled status, and returns the updated user.
- 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
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What our customers say
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Questions
Looker and Planfact, answered
What can start an automation from Looker?
Any of Looker's 3 triggers in the catalog, including New Dashboard, New Look and New User. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planfact when something happens in Looker?
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 Looker?
Planfact has no triggers in the catalog today, so automations start in Looker. 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 Looker 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 Looker 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.