Integration
Connect Ometria and Planports
When New Order fires in Ometria, your agent runs List contacts in Planports, or New Contact in Planports to Create or Update Contact in Ometria. 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 Ometria and Planports 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 Ometria and Planports can do together
From Ometria to Planports
When New Order in Ometria
then List contacts in Planports
When New Order in Ometria
then List projects in Planports
From Planports to Ometria
When New Contact in Planports
then Create or Update Contact in Ometria
When New Contact in Planports
then Get Contact in Ometria
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 Ometria and Planports
Triggers and actions 2 triggers · 21 actions
Trigger
New OrderTriggers when a new order appears in Ometria.
Action
Create or Update ContactCreates a contact in Ometria, or updates it when a contact with the same ID already exists in the collection.
Action
Create or Update ProductCreates a product in Ometria, or updates it when a product with the same ID already exists.
Action
Get ContactReturns one contact from an Ometria contact collection.
Action
Get ListReturns one Ometria list (saved segment) by its ID.
Action
Get OrderReturns one order from Ometria by its order ID.
Action
Get ProductReturns one product from Ometria by its product ID.
Action
Get ProfileReturns one Ometria customer profile by its profile ID.
Action
List Contact CollectionsReturns the contact collections in Ometria with the number of contacts in each.
Action
List ContactsReturns the contacts in one Ometria contact collection.
Action
List Custom EventsReturns custom events recorded in Ometria, optionally of one event type.
Action
List List MembersReturns the customer profiles in one Ometria list.
Action
List ListsReturns the lists (saved segments) in Ometria.
Action
List OrdersReturns orders from Ometria, optionally filtered by customer.
Action
List ProductsReturns products from Ometria's product catalog.
Action
List UnsubscribesReturns email and SMS unsubscribe events in a time range.
Action
Send Transactional EmailSends a transactional email to one recipient through Ometria, from your own HTML/text or an Ometria template.
Action
Track Custom EventRecords a custom event for a customer in Ometria.
Trigger
New ContactTriggered when a new contact, either an individual or an organization, is added in Planports.
Action
List contactsReturns 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 productsReturns the products in the Planports account, optionally filtered by text, product code, product name or date added, and sorted as requested.
Action
List projectsReturns the projects in your Planports account, optionally filtered by project name.
Action
List proposalsReturns proposals from Planports, optionally filtered by customer name, proposal number, type, state, date range or the user who added them.
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
More from Ometria
Ometria to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Ometria to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Ometria to StripeStripe is a payment processing platform for online businesses.
Ometria to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Ometria to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Ometria to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Planports
HubSpot to PlanportsHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to PlanportsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to PlanportsGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to PlanportsGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to PlanportsGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to PlanportsMailchimp marketing automation and email platform.
Questions
Ometria and Planports, answered
What can start an automation from Ometria?
Any of Ometria's 1 trigger in the catalog, including New Order. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planports when something happens in Ometria?
Any of Planports's 4 actions, including List contacts, List products, List projects and List proposals. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Planports to Ometria?
Yes. When something happens in Planports, your agent can act in Ometria too. This page covers both directions: Planports's triggers and Ometria's actions are listed here as well.
Do I have to build a connector for Ometria 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 Ometria 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.