Integration
Connect Partial.ly and Planpoint
When New Customer fires in Partial.ly, your agent runs Create Project in Planpoint, or New Floor in Planpoint to Create a Customer in Partial.ly. 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 Partial.ly and Planpoint 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 Partial.ly and Planpoint can do together
From Partial.ly to Planpoint
When New Customer in Partial.ly
then Create Project in Planpoint
From Planpoint to Partial.ly
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 Partial.ly and Planpoint
Triggers and actions 12 triggers · 34 actions
- New Customer
Triggers when a new customer is created in Partial.ly.
- New Payment Plan (Polling)
Triggers when a new payment plan is created in Partial.ly.
- New Refund
Triggers when a payment is refunded in Partial.ly.
- Add a Line Item
Adds a line item to a Partial.ly payment plan.
- Cancel a Payment Plan
Cancels a Partial.ly payment plan.
- Create a Customer
Creates a customer in Partial.ly and returns the new customer record.
- Create a Payment Plan
Creates a Partial.ly payment plan, optionally emailing the customer a request to open it.
- Delete a Payment Plan
Deletes a Partial.ly payment plan.
- Find a Payment Plan
Returns one Partial.ly payment plan by ID.
- Find Customers
Searches Partial.ly customers by name or email and returns the matches.
- Get a Customer
Returns one Partial.ly customer by ID.
- Get an Offer
Returns one Partial.ly offer (payment plan template) by ID.
- Get a Payment
Returns one Partial.ly payment by ID.
- List Payment Plans
Returns Partial.ly payment plans, optionally filtered by status or customer.
- List Payments
Returns Partial.ly payments, optionally for one payment plan.
- Refund a Payment
Refunds all or part of a Partial.ly payment and returns the refund.
- Send Plan Request Email
Emails the customer a request to open the payment plan.
- Update a Customer
Updates an existing Partial.ly customer and returns the updated record.
- Update a Payment Plan
Updates an existing Partial.ly payment plan.
- New Floor
Triggers when a new floor is added to a Planpoint project.
- New Group
Triggers when a new Planpoint group is created.
- New Lead
Triggers when a new lead is captured. Leave project empty to watch all projects.
- New Project
Triggers when a new Planpoint project is created.
- New Unit/Space
Triggers when a new unit or space is created.
- Updated Floor
Triggers when a floor in a Planpoint project is created or changed.
- Updated Group
Triggers when a Planpoint group is created or changed.
- Updated Project
Triggers when a Planpoint project is created or changed.
- Updated Unit/Space
Triggers when a unit or space is created or changed.
- Create Floor
Creates a floor in a Planpoint project.
- Create Group
Creates a Planpoint project group.
- Create Project
Creates a Planpoint project.
- Create Unit/Space
Creates a unit or space in a Planpoint project.
- Delete Unit/Space
Deletes a Planpoint unit or space.
- Get Floor
Returns one Planpoint floor by its ID.
- Get Group
Returns one Planpoint group by its ID.
- Get Project
Returns one Planpoint project by its ID.
- Get Unit
Returns one Planpoint unit or space by its ID.
- List Floors
Returns the floors of a Planpoint project.
- List Groups
Returns your Planpoint project groups, optionally filtered by name.
- List Leads
Returns the leads captured for a Planpoint project.
- List Projects
Returns your Planpoint projects, optionally filtered by name or project type.
- List Units
Returns Planpoint units, filtered by project, floor, name or bedrooms.
- Update Floor
Updates a Planpoint floor's name or position.
- Update Group
Updates a Planpoint group's name and website details.
- Update Project
Updates a Planpoint project's name and website details.
- Update Unit/Space
Updates a Planpoint unit's name, price, bedrooms or availability.
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 Partial.ly
Partial.ly to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Partial.ly to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Partial.ly to StripeStripe is a payment processing platform for online businesses.
Partial.ly to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Partial.ly to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Partial.ly to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Planpoint
HubSpot to PlanpointHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to PlanpointGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to PlanpointGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to PlanpointGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to PlanpointGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to PlanpointMailchimp marketing automation and email platform.
Questions
Partial.ly and Planpoint, answered
What can start an automation from Partial.ly?
Any of Partial.ly's 3 triggers in the catalog, including New Customer, New Payment Plan (Polling) and New Refund. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planpoint when something happens in Partial.ly?
Any of Planpoint's 18 actions, including Create Floor, Create Group, Create Project and Create Unit/Space. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Planpoint to Partial.ly?
Yes. When something happens in Planpoint, your agent can act in Partial.ly too. This page covers both directions: Planpoint's triggers and Partial.ly's actions are listed here as well.
Do I have to build a connector for Partial.ly or Planpoint?
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 Partial.ly and Planpoint 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.