--- title: "Connect OwnerRez and Resource Planner - APIANT.ai" description: "When \"New inquiry\" fires in OwnerRez, your agent runs \"Create Project\" in Resource Planner." canonical: "https://apiant.ai/connect/ownerrez-to-resource-planner" --- # Connect OwnerRez and Resource Planner When **New inquiry** fires in [OwnerRez](https://apiant.ai/connections/ownerrez), your agent runs **Create Project** in [Resource Planner](https://apiant.ai/connections/resource-planner), or **New Project** in Resource Planner to **Add message** in OwnerRez. Describe the whole flow and it is built, tested on every scenario and kept running. OwnerRez **2** triggers OwnerRez **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 OwnerRez 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 OwnerRez and Resource Planner can do together ### From OwnerRez to Resource Planner - When **New inquiry** in OwnerRez then **Create Project** in Resource Planner - When **New payment** in OwnerRez then **Update project** in Resource Planner ### From Resource Planner to OwnerRez - When **New Project** in Resource Planner then **Add message** in OwnerRez - When **New Resource** in Resource Planner then **Add guest** in OwnerRez 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 OwnerRez and Resource Planner ## Triggers and actions 4 triggers · 27 actions - Trigger **New inquiry** Triggers when a new inquiry is received in OwnerRez. - Trigger **New payment** Triggers when a new payment is recorded on a booking in OwnerRez. - Action **Add guest** Creates a new guest in OwnerRez with their name, contact details and marketing preferences. - Action **Add message** Posts a new message to an existing OwnerRez guest message thread, optionally with an image attachment. - Action **Add quote** Creates a quote for a guest's stay at a property, with optional charge generation, date hold and guest email. - Action **Add Tag** Adds a tag to a booking, guest, property, quote, inquiry, owner or blocked-off time in OwnerRez. - Action **Booking Lookup** Returns a single OwnerRez booking by its ID, including dates, guest, property, charges, totals, tags and custom field values. - Action **Create Guest Updated Webhook Subscription** Subscribes a URL to receive a webhook whenever a guest (contact) is updated in OwnerRez. - Action **Delete guest** Removes a guest from your OwnerRez account. - Action **Guest Lookup** Finds guests matching a search term (name, email or phone), optionally narrowed by created date or stay dates. - Action **List bookings** Returns bookings matching your filters — by property, stay dates, status, or bookings changed since a given time. - Action **List inquiries** Returns the inquiries in your OwnerRez account, optionally filtered to specific properties or to inquiries created or changed since a date. - Action **List payments** Returns the payments recorded in your OwnerRez account, optionally only those for one booking or those created or changed since a given date. - Action **List properties** Returns the properties in your OwnerRez account, optionally filtered by status, availability dates or payment method. - Action **Modify Booking** Updates an existing OwnerRez booking — dates, guest counts, check-in/out times, guest, property, notes and type. Only the fields you fill in are changed. - Action **Property Lookup** Returns a single OwnerRez property by its ID, including its address, capacity, rules, tags and custom field values. - Action **Remove Tag** Removes a tag, by name, from an OwnerRez booking, guest, property or other record. - Action **Update guest** Updates an existing guest in OwnerRez, changing only the details you fill in. - 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 - [ **OwnerRez** OwnerRez is internationally recognized as a leader in the vacation rental industry for channel management...](https://apiant.ai/connections/ownerrez) - [ **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 OwnerRez - [ **OwnerRez to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/ownerrez-to-salesforce) - [ **OwnerRez to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/ownerrez-to-slack) - [ **OwnerRez to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/ownerrez-to-stripe) - [ **OwnerRez to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/ownerrez-to-shopify) - [ **OwnerRez to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/ownerrez-to-quickbooks-online) - [ **OwnerRez to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/ownerrez-to-pipedrive) ## More into Resource Planner - [ **Kintone to Resource Planner** kintone is a fully integrated social collaboration and customizable business application cloud platform that...](https://apiant.ai/connect/kintone-to-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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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) Questions ## OwnerRez and Resource Planner, answered ### ### What can start an automation from OwnerRez? Any of OwnerRez's 2 triggers in the catalog, including New inquiry and New payment. 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 OwnerRez? 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 OwnerRez? Yes. When something happens in Resource Planner, your agent can act in OwnerRez too. This page covers both directions: Resource Planner's triggers and OwnerRez's actions are listed here as well. ### ### Do I have to build a connector for OwnerRez 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 OwnerRez 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.