--- title: "Connect MOCO and Resource Planner - APIANT.ai" description: "When \"New Client\" fires in MOCO, your agent runs \"Create Project\" in Resource Planner, or \"New Project\" in Resource Planner to \"Create Project\" in MOCO." canonical: "https://apiant.ai/connect/moco-to-resource-planner" --- # Connect MOCO and Resource Planner When **New Client** fires in [MOCO](https://apiant.ai/connections/moco), your agent runs **Create Project** in [Resource Planner](https://apiant.ai/connections/resource-planner), or **New Project** in Resource Planner to **Create Project** in MOCO. Describe the whole flow and it is built, tested on every scenario and kept running. MOCO **26** triggers MOCO **24** actions Resource Planner **2** triggers Resource Planner **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want MOCO and Resource Planner 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 MOCO and Resource Planner can do together ### From MOCO to Resource Planner - When **New Client** in MOCO then **Create Project** in Resource Planner - When **New Company** in MOCO then **Update project** in Resource Planner ### From Resource Planner to MOCO - When **New Project** in Resource Planner then **Create Project** in MOCO - When **New Resource** in Resource Planner then **Create Contact** in MOCO 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 MOCO and Resource Planner ## Triggers and actions 28 triggers · 35 actions - Trigger **New Client** Triggers when a new client is created. - Trigger **New Company** Triggers when a new company is created. - Trigger **New Expense** Triggers when an expense is created. - Trigger **New Exported Invoice (Bookkeeping)** Triggers when a new invoice is exported (for the bookkeeping). - Trigger **New Incoming Payment** Triggers when a new incoming payment is created. - Trigger **New Invoice** Triggers when a new invoice is created. - Trigger **New Invoice Status** Triggers when the status of an invoice is changed. - Trigger **New Offer** Triggers when a new offer is created. - Trigger **New Outgoing Payment** Triggers when a new outgoing payment is created. - Trigger **New Planning Entry** Triggers when a new Planning Entry is created. - Trigger **New Presence** Triggers when a new Presence is created. - Trigger **New Project Assignment** Triggers when a person is assigned to a project. - Trigger **New Purchase** Triggers when a new purchase is created. - Trigger **New Recurred Expense** Triggers when an expense is recurred. - Trigger **New Task** Triggers when a new task is created. - Trigger **New Time Entry** Triggers when a new time entry is created. - Trigger **Unarchived Project** Triggers when a project is made active again. - Trigger **Updated Company** Triggers when a company was updated. - Trigger **Updated Expense** Triggers when an expense was updated. - Trigger **Updated Invoice** Triggers when an invoice was updated. - Trigger **Updated Lead** Triggers when a lead was updated. - Trigger **Updated Planning Entry** Triggers when a Planning Entry was updated. - Trigger **Updated Presence** Triggers when a Presence was updated. - Trigger **Updated Project** Triggers when a project was updated. - Trigger **Updated Purchase** Triggers when a purchase was updated. - Trigger **Updated Time Entry** Triggers when a time entry was updated. - Action **Create Comment** Creates a new Comment. - Action **Create Company** Creates a new company (customer only). - Action **Create Contact** Creates a new contact person. - Action **Create Expense** Creates a new Expense. - Action **Create Incoming Payment** Creates a new incoming payment. - Action **Create Lead** Creates a new lead. - Action **Create Outgoing Payment** Creates a new outgoing payment. - Action **Create Project** Creates a new Project. - Action **Create Purchase** Creates a new Purchase. - Action **Create Task** Creates a new project task. - Action **Create Time Entry** Create a new time entry. - Action **Find Company** Finds an existing Company. - Action **Find Contact** Finds an existing Contact. - Action **Find Expense** Finds an existing Expense. - Action **Find Invoice** Finds an existing Invoice. - Action **Find Lead** Finds an existing lead. - Action **Find Offer** Finds an existing Offer. - Action **Find Planning Entry** Finds an existing Planning Entry. - Action **Find Project** Finds an existing project. - Action **Find Purchase** Finds an existing Purchase. - Action **Find Task** Finds an active Task for a Project. - Action **Find Time Entry** Finds an existing Time Entry. - Action **Find User** Finds an existing active user. - Action **Record Presence** Record a new presence. - Trigger **New Project** Triggers when a new project is created in the workspace. - Trigger **New Resource** Triggers when a new resource (person) is added to the Resource Planner workspace. - Action **Create Assignment** Creates an assignment that books a resource on a project for a date range, optionally with a linked task. - Action **Create Project** Creates a new project in your Resource Planner workspace, with optional color, note, estimated size in hours, and billing rates. - Action **Create Resource** Creates a new resource (a person) in your Resource Planner workspace, optionally inviting them with an access role. - Action **Delete assignment** Removes an assignment from the Resource Planner schedule. - Action **Delete project** Deletes a project and all of its assignments. - Action **Delete resource** Deletes a resource (person) from your Resource Planner workspace, along with all of their assignments. - Action **Find Project** Returns the projects whose ID matches, or whose title or note contains, the search text. - Action **Find Resource** Returns the resources (people) in your workspace whose ID, name, email or note matches the search text. - Action **Update assignment** Updates 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 project** Updates 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 resource** Updates an existing resource (person) in Resource Planner, changing only the details you supply such as name, email, capacity, cost, work days or access settings. ## Each app on its own - [ **MOCO** MOCO (MObile COmpany) is a lean cloud software made for small medium-sized agency and service businesses.](https://apiant.ai/connections/moco) - [ **Resource Planner** Resource Planner is a tool for team planning and vacation management for team of all sizes.](https://apiant.ai/connections/resource-planner) Reviews ## What our customers say ## More from MOCO - [ **MOCO to ip-api** ip-api resolves an IP address or domain name to a physical location.](https://apiant.ai/connect/moco-to-ip-api) - [ **MOCO to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/moco-to-salesforce) - [ **MOCO to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/moco-to-slack) - [ **MOCO to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/moco-to-stripe) - [ **MOCO to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/moco-to-shopify) - [ **MOCO to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/moco-to-quickbooks-online) ## More into Resource Planner - [ **HubSpot to Resource Planner** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-resource-planner) - [ **Google Sheets to Resource Planner** Google Sheets](https://apiant.ai/connect/google-sheets-to-resource-planner) - [ **Gmail to Resource Planner** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-resource-planner) - [ **Google Calendar to Resource Planner** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-resource-planner) - [ **Google Drive to Resource Planner** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-resource-planner) - [ **Mailchimp to Resource Planner** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-resource-planner) Questions ## MOCO and Resource Planner, answered ### ### What can start an automation from MOCO? Any of MOCO's 26 triggers in the catalog, including New Client, New Company, New Expense and New Exported Invoice (Bookkeeping). 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 MOCO? 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 MOCO? Yes. When something happens in Resource Planner, your agent can act in MOCO too. This page covers both directions: Resource Planner's triggers and MOCO's actions are listed here as well. ### ### Do I have to build a connector for MOCO 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 MOCO 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.