--- title: "Connect PassEngine and Resource Planner - APIANT.ai" description: "When \"New Client\" fires in PassEngine, your agent runs \"Create Project\" in Resource Planner." canonical: "https://apiant.ai/connect/passengine-to-resource-planner" --- # Connect PassEngine and Resource Planner When **New Client** fires in [PassEngine](https://apiant.ai/connections/passengine), your agent runs **Create Project** in [Resource Planner](https://apiant.ai/connections/resource-planner), or **New Project** in Resource Planner to **Send pass email** in PassEngine. Describe the whole flow and it is built, tested on every scenario and kept running. PassEngine **4** triggers PassEngine **11** 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 PassEngine 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 PassEngine and Resource Planner can do together ### From PassEngine to Resource Planner - When **New Client** in PassEngine then **Create Project** in Resource Planner - When **New Pass** in PassEngine then **Update project** in Resource Planner ### From Resource Planner to PassEngine - When **New Project** in Resource Planner then **Send pass email** in PassEngine - When **New Resource** in Resource Planner then **Create Client** in PassEngine 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 PassEngine and Resource Planner ## Triggers and actions 6 triggers · 22 actions - Trigger **New Client** Triggers when a new client is created. - Trigger **New Pass** Triggers when a new pass is created in PassEngine. - Trigger **Pass Scanned** Triggers each time a pass is successfully scanned, with the pass code, scan result, location and the operator who scanned it. - Trigger **Pass Status Changed** Triggers when a pass status changes (active, used, expired, revoked). - Action **Activate Pass** Reactivates a pass, setting its status back to active and notifying wallet apps. - Action **Create Client** Creates a client (customer) in PassEngine with a name and optional email, phone and internal notes. - Action **Create Pass** Creates a new single-use or multi-use pass, optionally attached to a client and emailed to a recipient. Returns the new pass with its code and public link. - Action **Get client** Returns a single client (customer) by ID, including their name, email, phone and notes. - Action **Get pass** Returns a pass by its ID, including its custom fields, attached client, recent email deliveries and public URL. - Action **List clients** Returns the clients in your PassEngine account, optionally filtered by name, email or phone. - Action **List passes** Returns the passes in your PassEngine account, optionally filtered by name/code text or status. - Action **Revoke Pass** Revokes a pass so it can no longer be scanned, and notifies wallet apps of the change. - Action **Scan Pass** Scans (redeems) a pass by its code, validating its status, validity dates and usage limits, and records the scan. Returns whether the scan succeeded and, if not, why. - Action **Send pass email** Emails an existing pass to a recipient. Returns the queued email delivery with its status. - Action **Update Pass** Updates an existing pass's label, note, status, scan limit, validity dates or custom fields. Changing the status notifies subscribers that the pass status changed. - 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 - [ **PassEngine** PassEngine is a platform for creating and managing virtual membership cards and QR passes for events...](https://apiant.ai/connections/passengine) - [ **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 PassEngine - [ **PassEngine to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/passengine-to-salesforce) - [ **PassEngine to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/passengine-to-slack) - [ **PassEngine to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/passengine-to-stripe) - [ **PassEngine to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/passengine-to-shopify) - [ **PassEngine to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/passengine-to-quickbooks-online) - [ **PassEngine to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/passengine-to-pipedrive) ## 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 ## PassEngine and Resource Planner, answered ### ### What can start an automation from PassEngine? Any of PassEngine's 4 triggers in the catalog, including New Client, New Pass, Pass Status Changed and Pass Scanned. 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 PassEngine? 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 PassEngine? Yes. When something happens in Resource Planner, your agent can act in PassEngine too. This page covers both directions: Resource Planner's triggers and PassEngine's actions are listed here as well. ### ### Do I have to build a connector for PassEngine 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 PassEngine 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.