--- title: "Connect Paystack to Planfact - APIANT.ai" description: "When \"New Chargeback\" fires in Paystack, your agent runs \"Add invoice document\" in Planfact." canonical: "https://apiant.ai/connect/paystack-to-planfact" --- # Connect Paystack to Planfact When **New Chargeback** fires in [Paystack](https://apiant.ai/connections/paystack), 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. Paystack **11** triggers Paystack **17** 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 Paystack 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 Paystack can start in Planfact - When **New Chargeback** in Paystack then **Add invoice document** in Planfact - When **New Invoice** in Paystack 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 Paystack and Planfact ## Triggers and actions 11 triggers · 37 actions - Trigger **Abandoned Transaction** Triggers when a customer starts a payment but does not complete it, leaving an abandoned transaction. - Trigger **Cancelled Subscription** Triggers when a subscription is cancelled. - Trigger **New Chargeback** Triggers when a customer files a new chargeback (transaction dispute) on your Paystack account. - Trigger **New Invoice** Triggered when a new invoice (payment request) is created in Paystack. - Trigger **New Order** Triggered when a new order is created on your Paystack storefronts or products. - Trigger **New Payment Page Transaction** Triggers when a customer pays through one of your Paystack payment pages. Returns the transaction with its amount, customer, and the page it came from. - Trigger **New Refund** Triggered when a new refund is created in your Paystack account. - Trigger **New Subscription** Triggers when a new subscription is created on your Paystack integration. - Trigger **New Transaction** Triggers when a new transaction is created on your Paystack integration, optionally limited by status, channel, customer and more. - Trigger **New Transfer** Triggered when a new transfer is created on your Paystack business. - Trigger **Subsciption Renewal** Triggers when a subscription renews, meaning a further payment has been made after its first one. - Action **Add Product** Creates a new product on your Paystack integration and returns the created product. - Action **Cancel Subscription** Cancels an active Paystack subscription so the customer is no longer charged on renewal. - Action **Check Terminal Status** Returns whether a Paystack Terminal is online and available to receive an event, so you can check it before sending one. - Action **Create Refund** Creates a refund for a previously completed Paystack transaction, in full or for part of its amount. Returns the new refund and its status. - Action **Create Subscription** Creates a subscription that puts a customer on one of your plans, and returns the new subscription's id, code and email token. - Action **Create Virtual Terminal** Creates a Virtual Terminal on your Paystack integration, with the WhatsApp numbers that should receive its payment notifications. - Action **Find Customer** Returns the Paystack customer matching an email address or customer code, including their transactions, subscriptions and saved authorizations. - Action **Find Order** Returns the details of a Paystack order, including its customer, items and payment status, for the order ID you supply. - Action **Find Transaction** Returns the transaction that matches a transaction reference, including its status, amount, customer and payment authorization. - Action **Find Transfer** Returns the transfer that matches the specified transfer reference, including its status, amount and recipient. - Action **Get Customer Totals** Returns how many transactions a Paystack customer has made and the total value of those transactions, along with the customer's full record. - Action **Initialize Transaction** Creates a new pending Paystack transaction and returns the checkout link to send your customer to, along with its access code and reference. - Action **Initiate a Direct Debit Request** Starts linking a bank account to a customer for Direct Debit and returns the link the customer opens to authorize the mandate. - Action **Remove Phone Number From Virtual Terminal** Removes one or more WhatsApp phone numbers from a Paystack Virtual Terminal, so they stop receiving its payment notifications. - Action **Resolve Account Number** Returns the account name registered to a bank account number, so you can confirm who an account belongs to before paying it. - Action **Send Simple Invoice** Creates a payment request that issues an invoice to a customer and, by default, emails it to them. Returns the new invoice, including its request code. - Action **Share Link for Updating Subscription Card** Returns a link you can share with a customer so they can update the card on their subscription. - 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 - [ **Paystack** Paystack helps African merchants accept one-time and recurring payments online with a modern, safe, and...](https://apiant.ai/connections/paystack) - [ **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 Paystack - [ **Paystack to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/paystack-to-salesforce) - [ **Paystack to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/paystack-to-slack) - [ **Paystack to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/paystack-to-stripe) - [ **Paystack to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/paystack-to-shopify) - [ **Paystack to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/paystack-to-quickbooks-online) - [ **Paystack to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/paystack-to-pipedrive) ## 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 ## Paystack and Planfact, answered ### ### What can start an automation from Paystack? Any of Paystack's 11 triggers in the catalog, including New Chargeback, New Invoice, New Order and New Payment Page Transaction. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Planfact when something happens in Paystack? 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 Paystack? Planfact has no triggers in the catalog today, so automations start in Paystack. 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 Paystack 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 Paystack 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.