--- title: "Connect One Tap to Planfact - APIANT.ai" description: "When \"New Participant Check-in\" fires in One Tap, your agent runs \"Add invoice document\" in Planfact." canonical: "https://apiant.ai/connect/one-tap-to-planfact" --- # Connect One Tap to Planfact When **New Participant Check-in** fires in [One Tap](https://apiant.ai/connections/one-tap), your agent runs **Add invoice document** in [Planfact](https://apiant.ai/connections/planfact). Describe the whole flow and it is built, tested on every scenario and kept running. One Tap **2** triggers One Tap **21** actions Planfact **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want One Tap and Planfact 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 One Tap can start in Planfact - When **New Participant Check-in** in One Tap then **Add invoice document** in Planfact - When **New Profile** in One Tap then **Add project** 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 One Tap and Planfact ## Triggers and actions 2 triggers · 41 actions - Trigger **New Participant Check-in** Triggered when a participant is checked in on a One Tap list. - Trigger **New Profile** Triggered when a new person profile is created in One Tap. - Action **Add Punch Pass** Creates a punch pass for a profile, giving them a set number of check-ins that can be redeemed over time. Returns the new punch pass. - Action **Check in participant** Checks in a participant on a One Tap list, recording the check-in time, location and method. Returns the updated participant. - Action **Check out participant** Checks out a participant on a One Tap list, recording the check-out time, location and method. Returns the updated participant. - Action **Create List** Creates a new list (event) in One Tap that people can be checked in to. Returns the new list. - Action **Create Participant** Adds a profile to a One Tap list as a participant, optionally recording a check-in or check-out at the same time. Returns the new participant. - Action **Create Profile** Creates a new person profile in One Tap, including any custom fields the account has defined. Returns the new profile. - Action **Delete List** Deletes a list (event) from One Tap. Returns the vendor's confirmation of the deletion. - Action **Delete Pass** Deletes a pass from One Tap so it can no longer be used to check in. Returns the vendor's confirmation of the deletion. - Action **Delete Profile** Deletes a person's profile from One Tap. Returns the vendor's confirmation of the deletion. - Action **Get List** Returns a single One Tap list (event) with its schedule, check-in settings and survey data. - Action **Get Lists** Returns the lists (events) in the One Tap account, with optional filtering by name, date range, type or parent list. - Action **Get Participants on List** Returns the participants on a One Tap list, with their check-in and check-out details. - Action **Get Passes** Returns the passes in the One Tap account, optionally limited to one profile, participant or pass type. - Action **Get Profile** Returns a single person's profile from One Tap, including the account's custom fields. - Action **Get Profile Passes** Returns the passes belonging to one person's profile in One Tap. - Action **Get Profiles** Returns the people profiles in the One Tap account, with optional search, favorite filtering and sorting. - Action **Redeem Punch Pass** Redeems one punch on a punch pass by linking it to a check-in. Returns the updated punch pass. - Action **Remove Participant** Removes a participant from a One Tap list. Returns the vendor's confirmation of the removal. - Action **Update List** Updates a One Tap list (event) — its name, dates, description and check-in settings. Only the values supplied are changed. Returns the updated list. - Action **Update Participant** Updates a participant's check-in and check-out details on a One Tap list. Only the values supplied are changed. Returns the updated participant. - Action **Update Profile** Updates a person's profile in One Tap, including the account's custom fields. Only the values supplied are changed. Returns the updated profile. - Action **Add account** Creates a new account (cash, card or electronic money account) in Planfact for a company, with its currency and opening balance. - Action **Add contragent** Creates a new contragent (counterparty) in Planfact. - Action **Add invoice document** Creates a new invoice (bill for payment) in PlanFact for a bank account and counterparty, optionally with product lines. - Action **Add operation category** Creates a new income, outcome or balance-sheet category (article) in PlanFact. - Action **Add operation income** Creates an income (incoming payment) operation on a Planfact account, optionally split across projects, counterparties and categories. - Action **Add operation outcome** Creates an outcome (payment / expense) operation in Planfact on the chosen account. - Action **Add product** Creates a new product or service in Planfact with its name, price, currency and VAT. - Action **Add project** Creates a new project in Planfact, optionally in a project group and linked to a budget. - Action **Delete contragent** Deletes a contragent (counterparty) from Planfact. - Action **Delete operation** Deletes an operation (income, outcome, move or accrual transaction) from PlanFact by its ID. - Action **Get account** Returns a single money account (cash, card or bank account) by its id, including its currency, current balance and bank details. - Action **Get contragent** Returns a single contragent (counterparty) by its ID, including its names, tax identifiers, type, group and default income/outcome categories. - Action **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. - Action **Get project** Returns a Planfact project by its ID, including its group, currency and status. - Action **List contragents** Returns a list of counterparties (contragents), optionally filtered by name, type, status, group or change date. - Action **List operation categories** Returns the account's income and expense categories (operation categories), optionally filtered by type, name or parent. - Action **List products** Returns the products and services in your Planfact account, optionally filtered by search text, type, external ID or change date. - Action **List projects** Returns the projects in your Planfact account, optionally filtered by name, group, status or dates. - Action **Update contragent** Updates an existing counterparty (contragent) in Planfact, such as its name, tax details, type, default categories or group. - Action **Update project** Updates an existing Planfact project's name, comment, status, group, budget or closed flag. ## Each app on its own - [ **One Tap** OneTap offers a comprehensive attendance tracking solution ideal for educational institutions, events, and...](https://apiant.ai/connections/one-tap) - [ **Planfact** Online financial and management accounting service for small/medium businesses (cash flow, forecasting...](https://apiant.ai/connections/planfact) Reviews ## What our customers say ## More from One Tap - [ **One Tap to Google Sheets** Google Sheets](https://apiant.ai/connect/one-tap-to-google-sheets) - [ **One Tap to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/one-tap-to-salesforce) - [ **One Tap to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/one-tap-to-slack) - [ **One Tap to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/one-tap-to-stripe) - [ **One Tap to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/one-tap-to-shopify) - [ **One Tap to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/one-tap-to-quickbooks-online) ## More into Planfact - [ **HubSpot to Planfact** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-planfact) - [ **Salesforce to Planfact** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-planfact) - [ **Slack to Planfact** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-planfact) - [ **Google Sheets to Planfact** Google Sheets](https://apiant.ai/connect/google-sheets-to-planfact) - [ **Gmail to Planfact** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-planfact) - [ **Google Calendar to Planfact** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-planfact) Questions ## One Tap and Planfact, answered ### ### What can start an automation from One Tap? Any of One Tap's 2 triggers in the catalog, including New Participant Check-in and New Profile. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Planfact when something happens in One Tap? 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 One Tap? Planfact has no triggers in the catalog today, so automations start in One Tap. 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 One Tap 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 One Tap 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.