Integration
Connect Personio to Planfact
When Employee Updated fires in Personio, your agent runs Add invoice document in Planfact. 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 Personio and Planfact 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)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 Personio can start in Planfact
When Employee Updated in Personio
then Add invoice document 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 Personio and Planfact
Triggers and actions 7 triggers · 40 actions
- Employee Updated
Triggers when an employee is updated.
- Employment Updated
Triggers when one or more Employment details of a Person are updated
- New Absence
Triggers when a new absence is created.
- New Candidate
Fires when a new recruiting candidate is added in Personio.
- New Employee
Triggers when a new employee is created.
- New Employment Created
Triggers when one or more Employment details of a Person are created
- New Open Position
Triggers when a new open position is created.
- Add project
/v2/projects - create a project.
- Create Absence
Creates a new absence.
- Create Attendance
Creates a new attendance.
- Create Employee
Creates a new employee.
- Delete absence
/v2/absence-periods/{id} - delete an absence period.
- Delete attendance
/v2/attendance-periods/{id} - delete an attendance period.
- Delete person
/v2/persons/{id} - delete a person.
- Find Absence
Finds an absence by employee ID.
- Find Employee
Finds a employee based on email.
- Find Person
Finds a person by their Personio ID, name, last name and email, optionally including their absence information.
- Get Employment
Retrieves one employment of a person by id: position, status, type, working hours, org units, cost centers, supervisor, office, legal entity, dates.
- List absence types
/v2/absence-types - list absence types.
- List Compensations
Lists compensations filtered by person.id and a start_date/end_date window; returns id, amount, interval, type, effective_from per record.
- List legal entities
/v2/legal-entities - list legal entities.
- List org units
/v2/org-units - list org units.
- List projects
/v2/projects - list projects.
- Update absence
/v2/absence-periods/{id} - update an absence period.
- Update Attendance
Updates an existing attendance.
- Update Employee
Updates an existing employee.
- Update Employment
updates an employment (position, department, office, weekly hours, status, etc.); requires personio:persons:write. Fires the employment.updated webhook.
- Add account
Creates a new account (cash, card or electronic money account) in Planfact for a company, with its currency and opening balance.
- Add contragent
Creates a new contragent (counterparty) in Planfact.
- Add invoice document
Creates a new invoice (bill for payment) in PlanFact for a bank account and counterparty, optionally with product lines.
- Add operation category
Creates a new income, outcome or balance-sheet category (article) in PlanFact.
- Add operation income
Creates an income (incoming payment) operation on a Planfact account, optionally split across projects, counterparties and categories.
- Add operation outcome
Creates an outcome (payment / expense) operation in Planfact on the chosen account.
- Add product
Creates a new product or service in Planfact with its name, price, currency and VAT.
- Add project
Creates a new project in Planfact, optionally in a project group and linked to a budget.
- Delete contragent
Deletes a contragent (counterparty) from Planfact.
- Delete operation
Deletes an operation (income, outcome, move or accrual transaction) from PlanFact by its ID.
- Get account
Returns a single money account (cash, card or bank account) by its id, including its currency, current balance and bank details.
- Get contragent
Returns a single contragent (counterparty) by its ID, including its names, tax identifiers, type, group and default income/outcome categories.
- 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.
- Get project
Returns a Planfact project by its ID, including its group, currency and status.
- List contragents
Returns a list of counterparties (contragents), optionally filtered by name, type, status, group or change date.
- List operation categories
Returns the account's income and expense categories (operation categories), optionally filtered by type, name or parent.
- List products
Returns the products and services in your Planfact account, optionally filtered by search text, type, external ID or change date.
- List projects
Returns the projects in your Planfact account, optionally filtered by name, group, status or dates.
- Update contragent
Updates an existing counterparty (contragent) in Planfact, such as its name, tax details, type, default categories or group.
- Update project
Updates an existing Planfact project's name, comment, status, group, budget or closed flag.
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 Personio
Personio to Google ChatGoogle Chat is a communication software developed by Google built for teams that provides direct messages...
Personio to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Personio to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Personio to StripeStripe is a payment processing platform for online businesses.
Personio to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Personio to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
More into Planfact
HubSpot to PlanfactHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to PlanfactGoogle Sheets
Gmail to PlanfactGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to PlanfactGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Personio and Planfact, answered
What can start an automation from Personio?
Any of Personio's 7 triggers in the catalog, including Employee Updated, Employment Updated, New Absence and New Candidate. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Planfact when something happens in Personio?
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 Personio?
Planfact has no triggers in the catalog today, so automations start in Personio. 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 Personio 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 Personio 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.