--- title: "Connect Order Desk and Resource Planner - APIANT.ai" description: "When \"New Order Added\" fires in Order Desk, your agent runs \"Create Project\" in Resource Planner." canonical: "https://apiant.ai/connect/order-desk-to-resource-planner" --- # Connect Order Desk and Resource Planner When **New Order Added** fires in [Order Desk](https://apiant.ai/connections/order-desk), your agent runs **Create Project** in [Resource Planner](https://apiant.ai/connections/resource-planner), or **New Project** in Resource Planner to **Add Order Item** in Order Desk. Describe the whole flow and it is built, tested on every scenario and kept running. Order Desk **2** triggers Order Desk **16** 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 Order Desk 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 Order Desk and Resource Planner can do together ### From Order Desk to Resource Planner - When **New Order Added** in Order Desk then **Create Project** in Resource Planner - When **Order Folder Changed** in Order Desk then **Update project** in Resource Planner ### From Resource Planner to Order Desk - When **New Project** in Resource Planner then **Add Order Item** in Order Desk - When **New Resource** in Resource Planner then **Add Order Note** in Order Desk 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 Order Desk and Resource Planner ## Triggers and actions 4 triggers · 27 actions - Trigger **New Order Added** Triggered when a new order is added in Order Desk. - Trigger **Order Folder Changed** Triggered when an order moves to a different folder in Order Desk. - Action **Add Order Item** Adds a line item to an existing order in Order Desk. - Action **Add Order Note** Adds a note to an order's history in Order Desk. - Action **Add Shipment** Records a shipment with tracking details against an order in Order Desk. - Action **Change Folder** Moves an order into a different folder in Order Desk. - Action **Change Tag** Sets the tag on an order in Order Desk. Reads the order first and writes it back with the new tag so no other order details are lost. - Action **Create Inventory Item** Creates a product in the Order Desk store's inventory. - Action **Create New Order** Creates a new order in Order Desk with its line items, addresses and totals. - Action **Delete Inventory Item** Deletes a product from the Order Desk store's inventory. - Action **Delete Order** Deletes an order from Order Desk. - Action **Delete Order Item** Removes a line item from an order in Order Desk. - Action **Get Inventory Item** Returns one product from the Order Desk store's inventory, including its stock level and your own metadata. - Action **Get Order** Returns one order from Order Desk with its line items, addresses, shipments, notes and your own metadata. - Action **List Orders** Returns orders from Order Desk, with optional folder, source, customer and date filters. - Action **Set Order Data** Updates fields on an existing Order Desk order. Reads the order first and writes it back with only the fields you filled in, so nothing else is lost. - Action **Set Order Item Data** Updates a line item on an Order Desk order. Reads the item first and writes it back with only the fields you filled in, so nothing else on the item is lost. - Action **Update Inventory Item** Updates a product in the Order Desk store's inventory. Reads the item first and writes it back with only the fields you filled in, so nothing else is lost. - 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 - [ **Order Desk** Order Desk's order management software allows you to customize your order management workflow.](https://apiant.ai/connections/order-desk) - [ **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 Order Desk - [ **Order Desk to ElevenLabs** ElevenLabs is an AI audio research and deployment company.](https://apiant.ai/connect/order-desk-to-elevenlabs) - [ **Order Desk to Odoo CRM** Odoo is a powerful open source platform with dozens of apps to help you grow your business.](https://apiant.ai/connect/order-desk-to-odoo-crm) - [ **Order Desk to Writer** Writer is a generative AI platform built for the needs of companies and teams.](https://apiant.ai/connect/order-desk-to-writer) - [ **Order Desk to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/order-desk-to-salesforce) - [ **Order Desk to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/order-desk-to-slack) - [ **Order Desk to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/order-desk-to-stripe) ## 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 ## Order Desk and Resource Planner, answered ### ### What can start an automation from Order Desk? Any of Order Desk's 2 triggers in the catalog, including New Order Added and Order Folder Changed. 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 Order Desk? 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 Order Desk? Yes. When something happens in Resource Planner, your agent can act in Order Desk too. This page covers both directions: Resource Planner's triggers and Order Desk's actions are listed here as well. ### ### Do I have to build a connector for Order Desk 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 Order Desk 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.