--- title: "Connect oboloo and Planports - APIANT.ai" description: "When \"Contract Updated\" fires in oboloo, your agent runs \"Update contact\" in Planports, or \"New Contact\" in Planports to \"Add department\" in oboloo." canonical: "https://apiant.ai/connect/oboloo-to-planports" --- # Connect oboloo and Planports When **Contract Updated** fires in [oboloo](https://apiant.ai/connections/oboloo), your agent runs **Update contact** in [Planports](https://apiant.ai/connections/planports), or **New Contact** in Planports to **Add department** in oboloo. Describe the whole flow and it is built, tested on every scenario and kept running. oboloo **5** triggers oboloo **16** actions Planports **1** trigger Planports **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 oboloo and Planports 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 oboloo and Planports can do together ### From oboloo to Planports - When **Contract Updated** in oboloo then **Update contact** in Planports - When **New Contract** in oboloo then **Find contact by phone number** in Planports ### From Planports to oboloo - When **New Contact** in Planports then **Add department** in oboloo - When **New Contact** in Planports then **Add location** in oboloo 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 oboloo and Planports ## Triggers and actions 6 triggers · 27 actions - Trigger **Contract Updated** Triggers when a contract is updated in oboloo. - Trigger **New Contract** Triggers when a new contract record is created. - Trigger **New Supplier** Triggers when a new supplier record is created. - Trigger **Saving Record Is Created or Updated in Oboloo** Triggers when a savings record is created or updated in oboloo. - Trigger **Supplier Updated** Triggers when a supplier record is updated. - Action **Add department** /api/departments/add - create a department. - Action **Add location** /api/locations/add - add or update a location. - Action **Add saving** /api/savings/add - create a new saving entry. - Action **Add savings milestone** /api/savings/milestones/add - add a milestone to a saving. - Action **Create Contract** Create a new contract in oboloo - Action **Create New Supplier** Creates a new supplier record in oboloo - Action **Get supplier address** /api/getSupplierAddress/{id} - supplier address by id. - Action **List contracts** /api/contracts - paginated list of contracts with filters. - Action **List departments** /api/getAllDepartments - departments and department locations. - Action **List locations** /api/getAllLocations - all locations. - Action **List savings** /api/savings - list savings with multiple filters. - Action **List suppliers** /api/suppliers - paginated list of suppliers with filters. - Action **Update a Contract in Oboloo** Update a contract record in oboloo - Action **Update a Supplier in Oboloo** Updates an existing Supplier record in oboloo - Action **Update saving** /api/savings/update - update a saving. - Action **Update supplier address** /api/suppliers/update/address - update a supplier address. - Trigger **New Contact** Triggered when a new contact, either an individual or an organization, is added in Planports. - Action **Add meeting** Creates a meeting record in Planports, with its type, content, schedule, participants and links to a project or opportunity. - Action **Add proposal** Creates a sales proposal for a Planports contact, optionally with product lines. - Action **Find contact by phone number** Finds a Planports contact by phone number and returns the matching contact. - Action **List contacts** Returns all contacts in the Planports account, both individuals and organizations, optionally filtered by type, state, name or tag and sorted by name or date added. - Action **List meetings** Returns meetings in Planports, optionally filtered by owner, date, conclusion, subject or content. - Action **List products** Returns the products in the Planports account, optionally filtered by text, product code, product name or date added, and sorted as requested. - Action **List projects** Returns the projects in your Planports account, optionally filtered by project name. - Action **List proposals** Returns proposals from Planports, optionally filtered by customer name, proposal number, type, state, date range or the user who added them. - Action **List tasks** Returns the tasks in your Planports account, optionally filtered by project, stage or task detail. - Action **Update contact** Updates an existing contact (person or organization) in Planports. - Action **Update opportunity** Updates an existing opportunity in Planports. Only the fields you fill in are changed. ## Each app on its own - [ **oboloo** Oboloo is a procurement tool giving organizations visibility and control over sourcing, contract, supplier...](https://apiant.ai/connections/oboloo) - [ **Planports** Planports combines CRM and Business Management tools like proposals, orders, stock management and accounting](https://apiant.ai/connections/planports) Reviews ## What our customers say ## More from oboloo - [ **oboloo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/oboloo-to-salesforce) - [ **oboloo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/oboloo-to-slack) - [ **oboloo to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/oboloo-to-stripe) - [ **oboloo to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/oboloo-to-shopify) - [ **oboloo to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/oboloo-to-quickbooks-online) - [ **oboloo to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/oboloo-to-pipedrive) ## More into Planports - [ **HubSpot to Planports** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-planports) - [ **Google Sheets to Planports** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-planports) - [ **Gmail to Planports** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-planports) - [ **Google Calendar to Planports** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-planports) - [ **Google Drive to Planports** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-planports) - [ **Mailchimp to Planports** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-planports) Questions ## oboloo and Planports, answered ### ### What can start an automation from oboloo? Any of oboloo's 5 triggers in the catalog, including Contract Updated, New Contract, New Supplier and Saving Record Is Created or Updated in Oboloo. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Planports when something happens in oboloo? Any of Planports's 11 actions, including Update contact, Update opportunity, Add meeting and Add proposal. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Planports to oboloo? Yes. When something happens in Planports, your agent can act in oboloo too. This page covers both directions: Planports's triggers and oboloo's actions are listed here as well. ### ### Do I have to build a connector for oboloo or Planports? 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 oboloo and Planports 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.