Integration
Connect MiniCRM and Planfix
When New Card fires in MiniCRM, your agent runs Add Contact in Planfix, or New Comment in Planfix to Create Contact in MiniCRM. 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 MiniCRM and Planfix 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 MiniCRM and Planfix can do together
From MiniCRM to Planfix
When New Card in MiniCRM
then Add Contact in Planfix
From Planfix to MiniCRM
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 MiniCRM and Planfix
Triggers and actions 10 triggers · 38 actions
- New Card
Triggers when a new card is created in the selected module.
- New Contact
Triggers when a new company or person contact is created in MiniCRM.
- Updated Card
Triggers when a card in the selected module is created or updated, including status changes.
- Updated Contact
Triggers when a company or person contact is created or updated in MiniCRM.
- Create Address
Adds a postal address to a contact or company and returns its ID.
- Create Card
Creates a new card in a module for a contact and returns its ID.
- Create Contact
Creates a company or person contact in MiniCRM and returns its ID.
- Create To-Do
Creates a to-do on a card and returns its ID.
- Find Cards
Searches cards in a module, optionally by main contact or status, and returns the matches.
- Find Contacts
Searches companies and contacts by name, email, phone or free text and returns the matches.
- Get Address
Returns a postal address by its ID.
- Get Card
Returns a card (project) with its module, contact, status and owner.
- Get Contact
Returns a company or person contact by its MiniCRM ID.
- Get Template
Returns a template with its name, subject and content.
- Get To-Do
Returns a to-do with its card, assignee, status and deadline.
- List Addresses
Lists the postal addresses of a contact or company.
- List Modules
Lists the modules (card categories) in your MiniCRM system with their IDs.
- List Templates
Lists the email and document templates of a module.
- List To-Dos
Lists the to-dos on a card, optionally only open or closed ones.
- Update Address
Updates a postal address. Only the fields you fill in are changed.
- Update Card Field
Updates one data field on a card, such as its name, owner or a module-specific field.
- Update Card Status
Moves a card to a new status.
- Update Contact
Updates a company or person contact in MiniCRM. Only the fields you fill in are changed.
- Update To-Do
Updates or closes a to-do. Only the fields you fill in are changed.
- New Comment
Triggers when a new comment is added to a chosen Planfix task.
- New Contact
Triggers when a new contact is created in Planfix.
- New project
Triggers when a new project is created in Planfix.
- New Task
Triggers when a new task is created in Planfix.
- Updated Contact
Triggers when a Planfix contact is created or changed.
- Updated Task
Triggers when a Planfix task is created or changed.
- Add checklist item
Adds a checklist item to a Planfix task, optionally assigned, completed, or nested under another item.
- Add Comment
Adds a comment to a Planfix task.
- Add Contact
Creates a new contact or company in Planfix.
- Add file from URL
Uploads a file to Planfix from a public link and returns the new file's ID.
- Add project
Creates a new project in Planfix, with optional status, owner, template, group, counterparty, dates, people and custom field values.
- Add Task
Creates a new task in Planfix.
- Delete Comment
Deletes a Planfix comment.
- Delete Contact
Deletes a Planfix contact.
- Delete project
Deletes a project in Planfix by its number.
- Delete Task
Deletes a Planfix task.
- Find a Contact
Returns Planfix contacts or companies, optionally only those from a saved contact filter.
- Find a Task
Returns Planfix tasks, optionally only those from a saved task filter.
- Find directory entries by criteria
Finds entries in a Planfix directory matching your criteria, such as a group, a saved filter, or custom field filters.
- Get contact
Returns a Planfix contact or company by its number, including its details and any requested custom field values.
- Get user
Returns a Planfix employee (user) by number, including name, contact details, role, status, groups and custom field values.
- Update Comment
Changes the text of a comment on a Planfix task.
- Update Contact
Updates an existing Planfix contact.
- Update Task
Updates the name or description of an existing Planfix task.
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
MiniCRM and Planfix, answered
What can start an automation from MiniCRM?
Any of MiniCRM's 4 triggers in the catalog, including New Card, New Contact, Updated Card and Updated Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planfix when something happens in MiniCRM?
Any of Planfix's 18 actions, including Update Comment, Update Contact, Update Task and Add checklist item. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Planfix to MiniCRM?
Yes. When something happens in Planfix, your agent can act in MiniCRM too. This page covers both directions: Planfix's triggers and MiniCRM's actions are listed here as well.
Do I have to build a connector for MiniCRM or Planfix?
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 MiniCRM and Planfix 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.